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.

Commonly-overlooked breaks

We are not in a position in which we have nothing to work with. We already have capacities, talents, direction, missions, callings.  - Abraham Maslow We're getting closer and closer to D-Day (April 15th: "Done Day") around here, and we've already had quite a tax...

Roberts On The Omnibus Spending Bill And A Prayer For The Holidays

It's Monday the 21st today, as I put this post together. We're hard at work, digesting all of the tax provisions in the huge omnibus spending bill (http://onforb.es/1QFX5J5) that was passed on Friday. We'll be taking a few days to break, and be with our families for...

Seven Free Tips For Identity Theft Protection For Louisville Individuals & Families

With the recent bombings in New York and New Jersey, the nation seems (once again) to be on edge, and the news channels are (once again) analyzing non-stop the ramifications of it all, what should have been done, what could be done, etc. Fear can run rampant within us...

Kevin Roberts’ Five Key Long-Term Financial Goals

It's helpful to have long-term financial goals at which to aim. But the problem is that there is just SO MUCH financial advice to be had on ye olde World Wide Web that cutting through the noise and finding simple targets is difficult. So, that's what I'm here to...

Louisville Tax Preparation Business Busts The Big Lie Told To College Grads (And Others)

Another summer is in the books here in the Louisville area, with Labor Day now officially behind us. Around here at Team Roberts, we're starting to prepare in earnest for Tax Season 2014, watching the IRS like a hawk (a couple of big moves last week -- about which...

Understanding Your Louisville Airbnb And Taxes

As of this writing, the federal government is still in a "partial shutdown", and things are starting to fray around the edges, even for those whose paychecks aren't being affected. Already, it's the longest in history.Which, for a media starving for any kind of...

Haitian blues

He who loses wealth loses much; he who loses a friend loses more; but he that loses his courage loses all. - Miguel De Cervantes I've been deeply affected by what happened in Haiti last week. It's shocking, painful and the worst part of it all is how uncertain that...

Attention Louisville Tax Payers: Identity Thieves Want YOUR Tax Return

In a moment, I'll show you why this is so important for Louisville tax preparation clients. Because the hits keep on coming for Target Corp, and it's unfortunate for them because they seem to be a company that works hard at doing things well. In fact, they were on the...

Roberts’ Key Reminders for the Chaos in Charlottesville, Politics and Abroad

Open (and evil) racial violence in Charlottesville. Political turmoil all over Washington. An ever-inflating stock market. War drums from North Korea. TOTAL SOLAR ECLIPSE. Every summer, it seems we hit a point in which it feels like everything is fraying at the edges...

Estate Planning “Lessons” from Tony Soprano and From Your Friendly Louisville Tax Service

The world certainly doesn't seem to slow down -- both here in the Louisville area, and beyond -- does it? And now that the whole world doesn't get to distract itself with the Trayvon Martin / George Zimmerman murder trial, there will certainly be a new thing to...

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!