Just before creating this post a query was done to confirm “All” tax forms were available…. “Fail!” There are still a few that are not here yet … usually complexity, but always somewhat of a mystery …. just in case you were wondering why you have not received your forms yet, they MAY not be completed!!
Reach out if you are wondering where your form is …. many of you have, and we are glad to forward the electronic version, which we have access to as soon as available.
The calendar has more travels next week … thanks to technology, never unplugged…truth be known, sometimes even more productive….
Have a good day and weekend…. been darn cold here way in the south this week!
John A. Kvale CFA, CFP
AI Content Authenticity: AI created the Header image. All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note when appropriate.
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
[…] tax forms finally making their ways to us … as mentioned here on Friday… the focus can now change to saving strategies for 2024! Yes there are still many that we can […]