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The Clock’s Ticking on the Tax Cuts and Jobs Act

The Clock’s Ticking on the Tax Cuts and Jobs Act

Just like that, June is in full swing, and we find ourselves in that early-summer stretch where Louisville schools are on break and our minds are on vacation before our bodies.I say, enjoy the summer slow. It has its place in a healthy life calendar — to rest and...

SECURE Act 2.0: RMD Changes & More for Louisville Savers

SECURE Act 2.0: RMD Changes & More for Louisville Savers

The President and Speaker of the House finally made some forward movement on the debt ceiling this holiday weekend. A couple big takeaways: Decreased IRS budget (20 billion less than the projected 86 billion previously allotted by the American Rescue Plan)An...

Bank Failure Lessons Louisville People Should Learn

Bank Failure Lessons Louisville People Should Learn

Urgency is a tyrant. Especially when things go awry related to your money. You’re motivated to defend it with an iron grip … even at the expense of your overall state of mind.That’s how the banking “crisis” has a lot of people feeling right now. If you’re...

Consider This When Loaning Money to Family or Louisville Friends

Consider This When Loaning Money to Family or Louisville Friends

Loaning money to family is tricky. There’s a minefield of complications that can be set off with one step in the wrong direction. Our own government is a perfect example. We’ve got a hefty debt, and we’ve borrowed A LOT from other nations to subsidize our...

Roberts CPA Group’s Guide for How Long to Keep Tax Documents

Roberts CPA Group’s Guide for How Long to Keep Tax Documents

Things are pretty interesting over at Twitter right now. The removal of blue ticks from the accounts of well-known public figures and companies has some scrambling to prove authenticity (including the New York City government – yikes!). Not to mention all...

Easy Ways to Manage Money, Louisville Strugglers

Easy Ways to Manage Money, Louisville Strugglers

 Did you travel for spring break? I know it’s come and gone for most Louisville families and college students. Maybe you traveled, maybe you didn’t, or maybe the nice weather has you planning for summer.You know when you’re returning home from a road trip and you...

Do All Louisville People Pay Taxes on Social Security Benefits?

Do All Louisville People Pay Taxes on Social Security Benefits?

We’re in the last leg of the regular tax season here. My office has been working overtime (often literally) cranking out returns for our Louisville clients. If you haven’t touched base with us yet, and still need to process and file your paperwork, things will be a...

Need Extra Time to File Your Taxes?

Need Extra Time to File Your Taxes?

Spring has truly sprung in Louisville, and also did you know that we’re two weeks away from the tax deadline?Here at Roberts CPA Group, the home stretch means our heads are all wrapped up in paperwork, but we’re still able to notice that lawn mowers have accelerated...

Understanding the Gift Tax and Estate Tax

Understanding the Gift Tax and Estate Tax

Reading emails sent by the IRS isn’t exactly keep-you-up-at-night fare.But there’s something about reading about scammers that I find oddly satisfying.And they (the IRS) has continued to send out mass warnings in their “Dirty Dozen” series, shedding light on the shady...

Crowdfunding Campaigns: Roberts’s Tax Thoughts

Crowdfunding Campaigns: Roberts’s Tax Thoughts

Spring is officially here — hello daylight past 7 pm and enjoying the sun a little bit after work, too. And that makes everyone happier.And as tax season rolls along here, we’ve been meeting with a bunch of Louisville clients, submitting returns, and helping many...

Considerations for Choosing a Louisville Tax Advocate

Considerations for Choosing a Louisville Tax Advocate

There has been a lot of market noise about Silicon Valley Bank (SVB). When a huge bank (#16 in the country) is taken over by the feds, it’s worth at least a mention.But here’s my quick take:Unless you are a CFO of a startup or you actually live in the Silicon Valley...