Next week our primary provider of Tax related (we have specialists in each field) Research discussion, analysis, and Planning Topics from the New Tax Laws occurs…. FINALLY… We have reviewed many items and are still running into information that does not look correct in public popular venues – careful with a rushed analysis …
Yes it is very early in the digestive system, but many of these laws are already in effect…
Comprehensive 2025 Tax Sheet !!
Here is the first fun of our 2025 Tax Sheet – no edits on the most used items YET … Hang tight, coming soon! Nerd Alert-
Would you believe we laminate this sheet front and back and carry it with us everywhere for fast reference? Yep – Spade a spade !
Newsletter
With Tax Policy coming together… the Newsletter wheels will start turning… FINALLY! Yay…
Policy Watch
While all this is going on, rest assured we are watching policy very closely as it directly effects the Economy and thus the Capital Markets – a lot going on for a Summer…but we like it that way…
Remote Work Continues
Speaking of Summer – the Remote work continues as the saw gets sharpened… Mother nature is cranky here too… All good…
Today is a Friday – Have a Great Weekend, Enjoy your Day – Talk Next 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.
