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Tag personal tax returns

  • Audio, FOMC, General Financial Planning, Interest Rates, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Video

March 2023 – Financial Planning and Capital Market Review – Taxes, Corrected 1099, No Form Reminder – Coco Bonds Via Advanced Analysis, FOMC Pickle Situation Resolutions – Great Content Video By John Kvale CFA, CFP

March 2023 Review -Taxes - FOMC Pickle

  • John Kvale CFA, CFP
  • April 3, 2023
  • Audio, FOMC, General Financial Planning, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Retirement Planning, Video

February 2023 – Financial Planning and Capital Market Review – Tax Preparation(s) and Reminders – ODTE’S (What?) – Advanced Analysis Series – When Good Economic News is Bad – By John Kvale CFA, CFP

February 2023 Personal Tax Return Advanced Analysis Good News Bad

  • John Kvale CFA, CFP
  • March 1, 2023
  • Cyber, Investing/Financial Planning, Tax Related

New Tax Filing/Payment Date … Scammer Alert – Be Careful

Tax Filing Date Extended, Scammer Update

  • John Kvale CFA, CFP
  • March 23, 2020
  • Investing/Financial Planning, Tax Related

Be Easy on Your CPA this Year and Expect to Pay a Little More, Meet Form 8949

As most of you know we have been warning for over a year now, (2011 Rockwell and 2012 Rockwell Part 2) of government changes due to new cost basis reporting requirements. While we agree with the overdue changes which in the long run,…

  • John Kvale CFA, CFP
  • February 6, 2012

Background

The is the vocal portion of J.K. Financial, Inc. a Dallas Texas Based Fee Only Total Wealth Financial Planning Firm. Founded by John Kvale, a Dallas Texas Fee only Financial Planner and Total Wealth Manager.

Important Disclaimer

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, please consult your financial advisor prior to investing!

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