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.

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...

Surrounded by beauty

"You are the same today as you'll be in five years except for two things: the books you read and the people you meet." - Charlie "Tremendous" Jones Well, I generated some nice reaction last week with my plea that we all calm down! Many thoughtfully wrote me about...

What To Do When You Experience A Sudden Income Increase In Louisville

I don't know about you, but I am *celebrating* the end of all of the automated phone calls and ads, now that this election is behind us. And no matter how you feel about the results, I hope we can all agree that it's good to put all the shouting behind us.Er, well ......

Kevin Roberts Offers Practical Tips For Your Estate Plan

First off (and this doesn't necessarily affect all of our clients), just a quick reminder that the second quarter estimated taxes are due on June 15th. This is the quarter that always sneaks up on everyone, as it's only two months after April 15th -- so don't get...

Louisville Tax Preparation Service Shares Holiday Tax Moves for 2012 (“Before The Cliff” Series Part 2)

I'm not sure that it's possible for me to actually be saying this, but I am: I think I'm tired of turkey-stuffing sandwiches. (But check with me a couple hours from now.) In all seriousness, this week after Thanksgiving is the time when our preparation for the...

Kevin Roberts’ List of What Else Is Due On April 18th

It's "go time" around here. Our phones are buzzing, the email inboxes are overflowing, but we are focused like a laser beam on giving our clients the BEST service for their time (and wallet), and ensuring that nobody is paying Uncle Sam more than they should. We've...

Kevin Roberts’ Tax Extension Tips

Well, here we are. The personal filing deadline (April 18th) is *so* close. Yes, it's officially the final week of tax season -- and we are working our tails off for our clients! There's a lot of "business" in this note, so please make sure you read it all -- it could...

Strong words about giving

"People with many interests live, not only longest, but happiest." - George Matthew Allen Whichever faith tradition you hold dear, it's likely to have become extremely commoditized and "shopping-ified" (look, I'm an accountant--not a word smith) around this time of...

Estate & Tax Planning For Louisville Families

We're in the middle of the always-somewhat-odd political convention season, in which true believers fire each other up, and most everyone else issues a collective yawn (and more strongly filters their Facebook feed). I don't mean to say that I don't care about...

“Those Little Mistakes Will Be Your Undoing” Louisville Accountant Warns

"Failure doesn't kill you ... it increases your desire to make something happen." - Kevin Costner As I write this on Monday morning, there are a bunch of tears in Baltimore and San Francisco. If you're not a football fan -- let me briefly tell you why: yesterday, in...

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!