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.

Kevin Roberts’ 5 Tips for Successful Business Lunches

The other day, I saw an article that made my jaw drop -- and reminded me (once again) why we do what we do. Remember the BP oil spill in the Gulf? Yes, it was a while ago ... but the region is still feeling the after effects, and not just environmentally. But for BP,...

Could There Be a Mistake? We Can Fix It.

"If you don't like the road you're walking, start paving another one." - Dolly Parton As I write this on Monday morning, we're all pretty distracted by the news of the capture and death of Osama bin Laden. It's a bipartisan moment of gratification -- even if...

Roberts’ Four Good Reasons To Give Charitably, Aside From Tax Deductions

As I write this, the Senate has passed their version of the tax reform bill, and now we wait for the final version of the bill. The process isn't yet finished (it needs to go through the "reconciliation" process, and the President needs to sign it), but we have some...

Louisville Metro Accountant Writes On: “The Fashionable Trend Towards Renting (Not Buying)”

"There is no medicine like hope, no incentive so great and no tonic so powerful as expectation of something tomorrow." - O.S. Marden Earthquakes, hurricanes, and ... homeownership? Well, the first two have left us in a mixture of annoyance, grief (there has been real...

Should Louisville College Students Invest In The Market Or Pay Off Student Loans Early?

As a general rule, most debt isn't helpful to you. In fact, I could probably state that more clearly: debt can be a massive load on your financial future.And, of course, that is especially true of student loans.Now, much can be written about the explosion of student...

Louisville Tax Professional Warns of 2013 Tax Changes and Expiring Tax Breaks

I've been very affected by what happened in the Philippines last week, even safely ensconced in our Louisville tax preparation office. It's shocking, painful, and the devastation wrought by "the worst storm of all time" is only barely being uncovered. One report I...

Millennials In The Louisville Workplace

Memorial Day is behind us, and our lives move forward. Mere words, even a full day of memorializing cannot measure the worth and honor due to our fallen service men and women. For many of us, a 3-day weekend ushers in the summer ... and maybe that's because the task...

THANK YOU

Wow, are we here at Team Roberts ever tired! Thanks to you, our Louisville tax preparation business has been hopping this year. Because of the delays in the IRS system this year, we have many clients going on extension (about which I wrote last week), and we will...

Kevin Roberts’ Six Steps For Dealing With Errors On Your Credit Card Statements

I write these notes on Mondays, and as of today, we don't yet know what kind of drama (if any) will occur during the presidential debate set for tonight. But regardless of all the political posturing, we're all facing so much emotion these days. From the Terence...

Just Under One Month Left…

"Happiness depends more on how life strikes you than on what happens." - Andy Rooney Well, we're nearing the home stretch in tax season. Since the deadline for individuals (April 15th) is just under a month out, we've been "packing them in" around here! I'll tell you...

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!