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.

Raise Prices For Your Louisville Business

Let me start out by once again reminding you that we are nearing year-end (as if you really needed my reminder).And Louisville business owners are extremely well-positioned to make a dent through proper tax planning more than any other population.We're right here,...

Turns Out You Might Get Taxed, After All…

"Morale is when your hands and feet keep on working when your head says it can't be done." - Benjamin Morrell As you know, from previous notes we've exchanged, I really do try to steer clear of political disputes. My clients hail from all sides of the political...

Will Your Louisville Company Be Giving Year-End Bonuses?

The plot to one of the most iconic Christmas movies of all time, Christmas Vacation, centers on one holiday hope: the year-end bonus.Clark Griswold, as "the last true family man", decides he will use his promised year-end bonus to install a pool in his family's...

Roberts CPA Group’s Holiday Prayer

As you probably know if you are paying any kind of attention to events OUTSIDE of Louisville (which, this week, you'd certainly be sane if you DIDN'T pay attention to the national news), the government is in "shutdown mode".This means that unless the President and...

Kevin Roberts’ Tax Savings Strategies Stop Loaning The Government Your Money

The government doesn't need a loan from you... that's what the Federal Reserve is for. That said, the most recent Treasury statement shows that the Feds collected a record $1,143,141,000,000 in individual income taxes through the first eight months of fiscal 2018 --...

Does Your Cost Structure Match Your Louisville Company’s Value

Here's an unfortunate reality: many businesses offer amazing value, but struggle to make enough money because they don't charge enough.Thinking they are offering customers "a good deal", their business suffers as a result of selling themselves short.But whether our...

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...

Save On Your Taxes With Kevin Roberts’s Nine Tax Planning Questions

Tax Pro World is abuzz about the increase of the Social Security wage base standard.Well, I should clarify -- most of Tax Pro World is taking naps this week and not really thinking much about taxes whatsoever, ha! After all, that was one of the most epically intensive...

Kevin Roberts’ Tax Extension Tips

Well, here we are. The personal filing deadline (April 18th) is *so* close. Yes, it's officially the final week of tax season -- and we are working our tails off for our clients! There's a lot of "business" in this note, so please make sure you read it all -- it could...

Roberts On How To Make The Most of Your Holiday Spending

It's hard to believe, but Thanksgiving is THIS MONTH. The October Classic is in the books (congrats to the KC Royals), and parents everywhere are enjoying their parental "Candy Tax". It feels like a seasonal page has truly been turned. And right around the corner will...

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!