For Individuals

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Three Key Money-Management Tips For College Students In Louisville

So, Labor Day is behind us, which means that the FALL is here. Football, cooler temps, pumpkins and more are in our future.And school.School is back in session in Louisville -- which for some parents is something to celebrate, and others something to mourn. Or a...

Kevin Roberts’ Seven End of Year Tax Planning Strategies

Here we are, a week past the election, and it's looking like the year 2000 all over again, with a long, drawn-out process until there is final certification of this election. Back then, it took a full five weeks for all of the legal process to play out. Hopefully, by...

Strong words about giving

"People with many interests live, not only longest, but happiest." - George Matthew Allen Whichever faith tradition you hold dear, it's likely to have become extremely commoditized and "shopping-ified" (look, I'm an accountant--not a word smith) around this time of...

The End of Tax Season, Estimated Taxes, And Unemployment Compensation by Kevin Roberts

I'm still emotionally adjusting to the fact that we just went through 4th of July weekend ... and "tax season" is STILL GOING.I'm thankful for it, because I also know that extending the deadline during this wild, intensely difficult year (for so many) was a rare...

Kevin Roberts’ Four Keys To Focus And Building Momentum in 2021

It seems so long ago (it was only last week) that we were cueing the fireworks and celebrating leaving 2020 in the rearview.But after all of the events of the past week, it seems wise that we might adjust to the fact that the world around us is not what it might have...

Louisville Real Estate Investors: The 1031 Tax Deferral May Be Changing

It’s getting harder and harder to brace ourselves for the ongoing images of human struggle. They just keep coming. No matter your position on what’s happening, either nationally or abroad, the possibility of disaster touching us -- that is out of our control -- is...

Best Louisville Tax Service Professional Explains Taking a Successful Person To Lunch

Say it with me now: Three weeks left in this election. If you watched any football over the beautiful Louisville weekend, you probably had the thought: "Gee, this football is fine and everything, but what I'm really wanting to see are some more political ads!" What,...

An Overview Of Student Tax Credits, Benefits & Deductions By Kevin Roberts

There are people on social media who are already posting hopeful pictures about "Harvest Time" and "Fall 2016", and I think it might be because this summer has been a really hard one for the nation, and our world. We've had terrorist attacks, Zika, terrible flooding...

Conventional Financial Advice May Not Always Be Best by Kevin Roberts

Just to give you a little snapshot of why it's taking so long to get tax reform done (and I know -- you're surely waiting with bated breath), consider this: under certain circumstances with the proposed reform, some people would face a marginal tax rate of over 100%....

2018 Tax Planning Strategies Questionnaire For Louisville Taxpayers

Wait, you thought I meant the holidays?Ha. As much as I love Andy Williams, what I REALLY mean is tax planning season. That is to say, year-end moves. :)And next week, I'll give you some generalized moves you can make that can affect your tax bill (in positive ways...

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!

Learn More