Trevor N. Coe, Certified Financial Planner

Trevor N. Coe, Certified Financial Planner We are located at:
105 Robins Way, Ste 205
Russellville, KY 42276 Neither Kestra IS nor Kestra AS are affiliated with Levine Group, LLC.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC and/or investment advisory services through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with reside

nts of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-553-7872. www.finra.org
www.sipc.org

Investor Disclosures

https://www.kestrafinancial.com/disclosures

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
08/31/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Learn more about whether you need to pay estimated taxes.
08/28/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Property taxes too high? Here are ways to potentially lower your assessment.
08/27/2026

Property taxes too high? Here are ways to potentially lower your assessment.

For homeowners who think their property taxes are too high, there are ways to appeal.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
08/26/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

These 6 things might make your next return a prime target for an IRS audit.
08/25/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
08/24/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

For high-net-worth individuals and families, wealth transfer is about more than simply passing down assets. It is about ...
08/24/2026

For high-net-worth individuals and families, wealth transfer is about more than simply passing down assets. It is about protecting your legacy and intentionally shaping your family’s wealth for the future. Effective planning requires foresight and coordination across every aspect of your financial life. Swipe to learn more.

Thoughtful wealth-transfer planning supports both financial continuity and the values that guide future generations. If you would like to explore how a tailored legacy planning strategy can support your long-term objectives, call us to begin a confidential discussion.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
08/21/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
08/20/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
08/19/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

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Brentwood, TN

Telephone

+12707269561

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