Past Events from July 23, 2020 – March 8, 2023 – The Roberts Tax Group

During this difficult time, the surviving spouse or other family and friends, must deal with the final tax return

Planning for retirement is a team effort. You, your financial planner and your tax accountant,

Understanding how tax laws impact marriage and divorce is critical for those contemplating either.

Buying a home is generally one of the largest purchases a person will do in their life time. Understanding the tax consequences of the purchase is important before you buy.

Dr. Roberts will be the keynote speaker at Union Savings Bank's Women in Leadership Forum on March 8, 2023. The forum, with workshops sprinkled throughout 2023, is designed to celebrate and inspire women in leadership roles!