For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

2018 Tax Planning Strategies Questionnaire For Louisville Taxpayers

Wait, you thought I meant the holidays?Ha. As much as I love Andy Williams, what I REALLY mean is tax planning season. That is to say, year-end moves. :)And next week, I'll give you some generalized moves you can make that can affect your tax bill (in positive ways...

2012 Numbers for Tax Preparation for Louisville TaxPayers

Memorial Day weekend often feels a little incongruous, don't you think? Burgers, pools, picnics -- set against the solemn backdrop of remembrance for the sacrifice of so many thousands who have laid down their lives so we can have those freedoms. However, when you...

Who ‘dat preparing your taxes?

"Don't wish it were easier, wish you were better. Don't wish for fewer problems, wish for more skills. Don't wish for less challenges, wish for more wisdom." - Earl Shoaf Congratulations to the Saints--the Super Bowl was a lot of fun to watch (for a change!), and I...

Kevin Roberts’ New Year’s Resolutions

Well, here we are in 2017. Rather eerie, in my opinion. As the holidays wind down, it means no more extended family (which might be a relief?), no more parties, no more presents. Just ... daily life in Louisville. And, in my opinion, this coming week is actually...

Financial Wisdom from Kevin Roberts’ Dad

The events of the past week or so have made some things clear, I think. There really are two different kinds of worlds ... well, perhaps more accurately, in this Internet Age, there are many little worlds that we can inhabit. And your state of mind really does get...

Kevin Roberts’ 11 Smart Ways To Reduce Your 2015 Tax Bill

Last week, we tied a bow around all of our client tax returns for 2015, i.e. for "tax year 2014", as the extension deadline came and went. It feels good to turn the page and move into our intensive preparation season for tax season 2016. (And now I'm searching for a...

Kevin Roberts Reveals 5 Ways We Avoid Keeping Better Money Habits

We spend a disproportionate amount of our time around the Team Roberts offices dealing with government forms and websites. (Seriously though -- can you or I get a gig as a web designer for the government? Those contracts run in the 7 figures ... and the designs still...

Beat Back The Debt

"Don't say you don't have enough time. You have exactly the same number of hours per day that were given to Helen Keller, Pasteur, Michelangelo, Mother Teresa, Leonardo da Vinci, Thomas Jefferson, and Albert Einstein." - H. Jackson Brown Julius Caesar the movie...

Kevin Roberts’ Strategy for Writing Off Almost Anything

Being a Louisville tax professional, I get all kinds of questions throughout the year when it comes to taxes. But whether at social gatherings, sporting events or even business networking functions, one of the most common ones I receive is: Can I write this off? Well,...

Let’s all calm down…

.!.He who laughs, lasts. - Mary Poole There is a LOT of political clamor these days about health care and government spending, and it's about time I weighed in as YOUR personal financial guide. But here's my main point--we all need to calm down and stop talking (or...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!