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A Why Estate Planning Now Take by Roberts CPA Group

A Why Estate Planning Now Take by Roberts CPA Group

Yeah, we all know that old adage about death and taxes (one with which I’m intimately familiar in my line of work).Yet so few people think to plan for either inevitability. We seem to have an obsession with avoiding them – and believe me, I get it. And I’m obviously...

Tax Documentation Louisville Filers Should Keep and Why

Tax Documentation Louisville Filers Should Keep and Why

Yes, it’s true, Louisville friends… the financial markets look pretty rough as I write this, on top of a pretty rough end of last week. Inflation continues to wreak havoc … and the smartypants quants in Wall Street don’t seem to have confidence that the government or...

Multilevel Marketing Tips for Louisville First-Timers

Multilevel Marketing Tips for Louisville First-Timers

Summer break. For Louisville school-age children, those are the two sweetest words in the English language. For parents, it’s … a mixed bag. You might have family vacations and cookouts and some memory-making planned, but it also means YOU are the one figuring out...

Kevin Roberts’s Case for Umbrella Insurance

Kevin Roberts’s Case for Umbrella Insurance

So, this is the time of year when IRS notices start pouring into Louisville mailboxes. And while the IRS has put a hold on a lot of those, some are still trickling through.And no one likes getting them.The problem right now is that the IRS is still in “treading water”...

Buy Now Pay Later Pitfalls Louisville Shoppers Should Beware

Buy Now Pay Later Pitfalls Louisville Shoppers Should Beware

Although the strain of tax season is behind us, I know we all are feeling the weight of financial strain on our daily lives.The pressure cooker of inflation, pandemic / post-pandemic, cultural upheavals, global friction, political shifts, etc. has really taken its...

When Amending a Tax Return Is Right for Louisville Taxpayers

When Amending a Tax Return Is Right for Louisville Taxpayers

Here we are in May. The tax deadline is in the rearview … and we’re still here for our Louisville friends. Ready to rock on your behalf. Today I’m talking about second chances.Ctrl + Z. Ever used that keyboard shortcut? It’s also known as the “undo” button – a...

Why Disability Insurance Matters – Kevin Roberts’s Take

Why Disability Insurance Matters – Kevin Roberts’s Take

Now that the tax deadline has come (and gone - whew!), it’s time to start thinking about the rest of 2022… and future possibilities of all kinds – both good and, well, not so good. The good? There are steps Louisville taxpayers like you can take now to help lower...

How Louisville Taxpayers Can Wisely Spend A Tax Refund

How Louisville Taxpayers Can Wisely Spend A Tax Refund

By the time you read this, the tax deadline will have just passed and our Louisville tax office will be taking a long, deep breath. (Serenity now!) These days have been a whirlwind of activity for us here at Roberts CPA Group, and not just because of tax...

How Louisville Retirees Can Stretch That Retirement Fund

How Louisville Retirees Can Stretch That Retirement Fund

You might not feel this as much in your bones as we do here, but the tax deadline is getting very close. This year, for reasons that at this point in our season would take way too long to explain, the tax deadline is April 18th (not 15th).We’re...

Kevin Roberts’s Perspective on Tax Filing Extensions

Kevin Roberts’s Perspective on Tax Filing Extensions

Today’s issue we’re diving into tax filing extensions… and Louisville people do this for all kinds of reasons. Truthfully, extended deadlines and delays have been pretty commonplace in the tax world over the last few years. Sometimes life smacks you in the face and...