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.

President Obama overpayed

The key to successful leadership is influence, not authority. - Kenneth Blanchard I suppose that intense public scrutiny from hundreds of million people is what you sign up for when you run for President. Do you think YOUR life could withstand that kind of minute...

Louisville Tax Preparation: The Power of Specialized Knowledge

Well, this week I want to tell you a story, and one that, though it is not about our Louisville tax preparation service per se, will help take some stress off ye olde plate for you and your family. But before I get there, a few tax items to note... 1) Officially, tax...

A Louisville Parent’s Four Step Guide On Teaching Money Management For Kids

Now that the elections are over, we are all adjusting to the idea of President Donald Trump. Even typing those words is an odd experience (as it would also have been to type "President Hillary Clinton") ... we've had eight years of President Barack Obama, and however...

Roberts’ 6-Step Plan For Preparing For A Financial Emergency

Here at Team Kevin Roberts, we are working hard through a pile of returns for our Louisville tax clients, both from extensions and for corporate filings (due tomorrow, 9/15, as I sit down to write this on Monday morning!) -- but that doesn't mean I won't carve out the...

Don’t miss your chance on these…

Thoughts lead on to purposes; purposes go forth in action; actions form habits; habits decide character; and character fixes our destiny. - Tyron Edwards How was your long weekend? Hey--whatever your opinion about labor unions, I think we all appreciate an extra "day...

“A Tax Hike for You?” Louisville Metro Accountant Advises

"Fresh activity is the only means of overcoming adversity." - Goethe Monday morning, we all woke up to a new deficit-reduction plan from the White House: raise taxes. (Story here: http://www.latimes.com/news/politics/la-pn-obama-deficit-20110918,0,2819262.story ) I'm...

Three Practical Financial Tips for the Multi-Generational Caretaker in Louisville

With summer in full swing, for some of my Louisville clients it means that the children are more "present" than they might otherwise be. The wallet might feel a little more leaky than normal, with summer camp expenses (and there *are* certain tax deductions for those,...

“Our Clients Are Afflicted With Madness” Says Louisville Accountant

Our clients here in Louisville are afflicted with "March Madness", along with the rest of the country, it seems. Unfortunately, this little national hoops holiday isn't one which my Louisville tax preparation staff and I get much chance to participate in. We're too...

Kevin Roberts on 5 MORE Bad Money Habits And How To Overcome Them (Part 2 of 2)

With all of the chaos that we are seeing bubble up around us, both in our nation and overseas, it can feel like everything is in flux. Please, though ... if you've established for yourself a hedge against financial turmoil, let's not have you ruin it. Last week, I...

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...

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!