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.

Louisville Tax Expert, Kevin Roberts, on How To Be a Great Roberts Tax Client

Well, it's hard to believe but we're just about at the halfway point to our "tax season". And I should tell you -- it's been fairly messy, on the IRS side. Certain specific tax forms are still (!) not available, many refunds are being significantly delayed, there are...

Last week to lower your tax bill?

"If it's never our fault, we can't take responsibility for it. If we can't take responsibility for it, we'll always be its victim." - Richard Bach I trust you're recovering from all the holiday sweets and family fun? My body might need a few weeks, probably! Last...

A Story You Should Read

Act as if what you do makes a difference. It does. - William James This might offend you, though I'm not trying to ruffle feathers -- however, I will be a bit bold here: Could you be focusing too much attention on your family? Now, far be it from me to suggest that...

Tax Freedom Day And Amended Tax Returns For Louisville Taxpayers

When I say, "3.5 months of labor," I'm not actually referring to the work we do here in our Louisville tax office on behalf of our clients. (Frankly, we work the entire year so that these past few months would NOT be as crazy as they might otherwise be.) Nope, I'm...

4 Key Year-End Tax Strategies With Tax Reform In Mind For Louisville Taxpayers

We're in that annual holiday lull during which most of the country takes things real easy, tries to recover from all of the parties, and gears up for a new beginning. For tax professionals, however ... well, let's just say that we don't often get a "normal" holiday...

What are YOU thinking?

"Promise me you'll always remember: You're braver than you believe, and stronger than you seem, and smarter than you think." They Live psp - From A.A. Milne's Winnie the Pooh Last week, I touched a nerve (again). I gave you some hard numbers related to our current...

How to know the best time to buy…

"Create a definite plan for carrying out your desire, and begin at once, whether you're ready or not, to put it into action." - Napoleon Hill I hope your weekend was as good as mine! I'm not sure if it's that I have Seasonal Affective Disorder, or that I just love...

What if King George Had Said ‘Alright…’

"Wealthy people get wealthy by not losing money." -Warren Buffett Truly, have you ever considered how history shifts on small decisions? What we celebrate on the 4th was the bravery of men who said [John Newcomb paraphrase] : "If you're going to tax me,...

Roberts CPA Group Sheds Light on Some of the Highest State Sales Tax Rates

No, the IRS is not shutting down their operations -- there is still (and probably ever will be) a federal income tax.But states are a different story...This being travel season, and the season during which some of our clients turn their eyes towards making a move, I...

Kevin Roberts’s IRS Deadline Extension Update

I normally write you a weekly strategy note (or so), but these are NOT normal times, are they?And before I get into what's happening with the IRS deadline -- to separate some of the rumors from the reality -- I first want to check with you:How are you doing? Email me...

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!