Tax Talk – Newsletter Medicare Article Preview – ITF Orange Bowl Tennis!

So we had a pretty busy week of tax talk.

As mentioned in our posts this week as we near the end of the year, we focused heavily on taxes because the path is short for our April of next year settle up of 2017 taxes.

Expect more tax time, reminders, and tax planning posts as we finish 2017 out. We are still held hostage by the possible changes of tax system, but we have hope since Congress is out of session in a week or so, we will have a plan that we can begin scrutinizing.

In all likelihood any plan will likely begin at the earliest in January of next year making this year end tax planning the same as the last few years.

Medicare preview Article

We are beginning our Q1 2018 Newsletter and will have a detailed Medicare article as it relates to income limitations and the premium adjustments along with super neat ideas to help you save money. We hope you will find it very interesting as we have had continuous questions and confusion over the last several years. We plan on bringing a few small condensed nuggets of information over the next few weeks as we close out the year since Medicare costs and reform, relate to our tax planning for next year.

ITF Orange Bowl TournamentOrange Bowl Logo

Sophia has been accepted to  her first ITF (International Tennis Federation) Orange Bowl tennis Tournament which starts play on Sunday. In true Pro format, one loss and you are outta there!

This will leave me out of town the first couple days of next week at least … hopefully longer. Fingers crossed and thank goodness for our best friend “Technology” !

Have a Great Friday!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.


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