Green Light … Second 1099 Corrections are done and we are Clear … Friday


Great News!

The second round of corrected 1099’s have come and gone and we had none. With three more corrected rounds in the next weeks, it is possible we may have some in the future, however we feel that is highly unlikely, based on prior years experiences.

Go forth and file/complete your taxes!

Holiday Next Week

Next Friday is good Friday. Capital Markets as well as our offices will be closed … giving us a bit of extra time to work on the Newsletter and prepare for the tax rush, as well as spending time with family and friends.

Ahhhh … but that is next week, today is a Friday, heading into a weekend. Do not forget to spend time with those special in your life, if not possible this weekend, make plans to do so next week!

Have a Great Day and a Wonderful Weekend!

John A. Kvale CFA, CFP
8222 Douglas Ave # 590
Dallas, TX 75225


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