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.

The Role Of The Louisville Business Owner

We just finished all of the extended returns for our business owner clients, and today I'm feeling particularly grateful.Because over the past few weeks and months, I've been reminded of how important our work is. Not because "taxes and accounting" are inherently...

Roberts’ 6-Step Plan For Preparing For A Financial Emergency

Here at Team Kevin Roberts, we are working hard through a pile of returns for our Louisville tax clients, both from extensions and for corporate filings (due tomorrow, 9/15, as I sit down to write this on Monday morning!) -- but that doesn't mean I won't carve out the...

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...

Thinking Through Real Estate Investments In Louisville

When it comes to your money, you're either spending, saving, giving or investing. I know that many of my Louisville clients are doing all four, which is always wonderful to see.The last one, investing, is the one I want to focus on today. I talk a great deal about...

Well-Publicized Mistakes, And Going Alone

The important work of moving the world forward does not wait to be done by perfect men. - George Eliot This week after the Super Bowl is leaving football fans at a bit of a loss. But an interesting fact about our winning Green Bay Packers: They're the only...

Failure To Plan

You have to see opportunity before you can seize it. - Greg Hickman Through the burger-soaked haze of my morning, I'm sitting down to write to you about something important. But before I get there and speaking of burgers, how WAS your weekend? I sure hope it was...

New credit card rules can trap you

"Old times never come back and I suppose it's just as well. What comes back is a new morning every day in the year, and that's better." - George Edward Woodberry Last week, I sent a note re: avoiding an audit, and I've heard from quite a few friends and clients who...

What To Do When The Taxes Are Done, Per Your Favorite Louisville Tax Office

What a terrible week we suffered through as a nation last week. I'm still trying to process all of it, honestly, here in my Louisville tax office. Life does continue, however, and as such we're starting to catch our breath around here, after a busier-than-normal tax...

How Louisville Residents Can Donate for Dorian Relief

Unfortunately, this is a follow-up piece to some advice I shared in the spring -- March to be exact.When tornadoes ravaged Lee County, Alabama, the country rushed to its aid. Although nature is beautiful in various forms, it's also equally unpredictable. And that...

Developing An Employee Compensation Plan For Your Louisville Organization

As your Louisville business grows, there's an underlying asset which propels your growth: your people.Now, for some of my clients, "people" mean, well ... you. But even in that case, what I have to say today will still matter.Because what I'm talking about today...

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!