Microsoft Email outage
At around 11 am yesterday, our emails stopped working !! We were/are in good company as Microsoft reported a nationwide outage!
Ok, so there is a fun novelty of NOT getting an email – Do you remember when you first started receiving emails “You Got Mail!” and were so excited… a bit different feelings today – But the phone rings much less too!
Pair that with a Veteran’s day honored mid week off, and it has been a definite start and stop week!
A massive thanks to all the Veteran’s for what you have done and what you allow us to do today!!
If you do not hear from us, we may not have received your email, please resend!!
We also paused RMD’s due to all of this, but will continue/finish next week
IRS New Levels
Finally the IRS released the new COLA adjusted increases in tax related items….
One we had interest on why it did not adjust last year – The annual gifting amount! It finally moves up to $20k per person – More to come on this soon!
This from the IRS release:
Annual Exclusion for Gifts. For calendar year 2027, the annual exclusion for gifts increases to $20,000, up from $19,000 for calendar year 2026.
YAY – Finally, recall for some reason it was stuck at $19k for several years…
We will hit more and in greater details shortly/next week!
Woo hooo… It’s a Party, Party Party !!
We have a great RSVP list … If you missed the deadline, not to worry, hit us, we will sneak you in as we are adding extra headcounts for the caterers (Sorry Jen –) and super excited for the event…. Mother nature, please be nice!
Ahhh…. A cool weekend here in the south – yes 40’s is cool for us- Talk Next week!
John A. Kvale CFA, CFP
AI Content Authenticity: 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.
