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...

Instilling Financial Literacy For Kids In Louisville

Memorial Day weekend can often feel a little disjointed. There we are with our burgers, our pools, our picnics -- all while we are supposedly remembering the sacrifice of so many thousands who laid down their lives in the line of duty for this country, and for the...

The quiet millionaire

Our greatest battles are with our own minds. - Jameson Frank If there's one thing that this downturn has shown me, it's that certain truths really are eternal. As a tax and accounting professional, it's true that I tend towards financial conservatism. But that doesn't...

Just making sure…

"Obstacles don't have to stop you. If you run into a wall, don't turn around and give up. Figure out how to climb it, go through it, or work around it." - Michael Jordan Well, we're nearing the home stretch in tax season. Since the deadline for individuals (April...

What To Look For In a Louisville Tax Professional

The world is awash in shouting these days. Can you feel it? It's tax season, and so I'm not spending much time in Facebook, but I know for a fact that there is a lot of anger, frustration and noise about politics. So much so that it seems everywhere you turn these...

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...

Six Steps To Debt Recovery By Kevin Roberts

Our hearts are with the Carolinas, and with the cleanup process that is just beginning over there. With all of the the flooding that is hampering efforts to get in and even evaluate the damage, we know this will be a long road to recovery.The slow onset of these...

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...

Thanks

Before I get into the meat of my blog post, I've had a few clients here around the Louisville tax office ask me a variation on the below ... so I thought I'd put a quick tax-planning idea here right at the top: Kevin Roberts's Seasonal Tax Advice for November 2012...

9 (More) Reasons You Should Own Your Louisville Business’ Building

Working remotely is more prevalent in Louisville's work culture than ever before.The rise of coworking spaces like WeWork and PlexPod offer alternative, fun and modern ways to work alongside, and potentially collaborate with, other individuals in their own respective...

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!