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Kevin Roberts On Keeping Your Mind Clear From Financial Junk

As we move into the fullness of spring here in Louisville, the nation seems to be holding its collective breath (and getting the popcorn ready) for what will prove to be a fascinating election cycle. I don't presume to have any foresight into the matter, butwhat I can...

Kevin Roberts’ Tax Paperwork Checklist

These days, I'm often glad that it's our busy tax filing season, so that I have an easy excuse when political conversations are happening: Oh THAT [crazy new political story]? Huh, didn't see it -- I'm too busy with tax season. With all of the chaos out there, the...

Are things looking up?

"The past does not define you, the present does." - Jillian Michaels Phew! I'm feeling rested this week--how about you? Sure was nice to wake up Sunday morning with an "extra" hour of sleep, thanks to Daylight Savings--well, Daylight "Losings" in this case. And I've...

Kevin Roberts’ 2018 Tax Preparation Checklist

Yes, you *thought* 2017 was in the rearview mirror, didn't you? Well, not for the IRS it isn't. That's because, as you probably know, we are now beginning the process of doing what we do best: effectively, legally, and ethically reporting our clients' financial lives...

Kevin Roberts, Your Louisville Tax Expert On: What Really Happens To An Estate

How was your long weekend? Nice to have that kind of family time, yes? And, of course, it's sobering to remember the sacrifice made by so many of our Louisville area veterans (and those outside the Louisville area as well, of course!). It can be tempting for us to...

‘Do it now’ tax moves

Ignorance is never better than knowledge. -Enrico Fermi In all of my years paying attention to the tax code, I don't quite remember a time like this--with so much up in the air, and the political climate looking like it could shift significantly. It's as if we're all...

Roberts’ Five Commitments For MarriageAnd Money

I'm going to start off this blog post with asking for a small favor -- would you take a few moments and leave an honest review on Yelp or Google Maps about your experience with us? And obviously, if you have NOT yet used our services for preparing your taxes or...

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...

Kevin Roberts Confronts 3 More Estate Planning Myths That Might Surprise You

As is my habit, this post is being composed on Monday ... and today happens to be good ol' Cyber Monday. I say "good ol" because, well, the days are long gone when the actual rationale behind it was true: remember -- everyone had dial-up at home, and Monday was the...

The Truth About Credit Cards

You can use the fanciest computers to gather the numbers, but in the end you have to set a timetable and act. - Lee Iacocca How was your Memorial Day Weekend? Mine was pleasant...and, of course, sobering. With all of the news flying around this week (North Korea,...

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!