Tax Law Update – Over 1000 Pages now – Best Guess of Passing Late July … House versus Senate temperament explained …
J.K. Financial, Inc. Tax Law Change Update
John Kvale CFA, CFP
Investment Professional managing a Total Wealth Practice firm in Dallas Texas with clients in 20+ states in the USA and 6 different countries around the world. Avid golfer, marathoner and hopeful ironman competitor. Married with two children.
Happy Memorial Day Weekend ….. Last Day of School for most of our Gang … Unofficial Start to Summer !
J.K. Financial, Inc.
Don’t be too quick with the AI use – Reminder its NOT always confidential! It is very helpful in certain situations!
J.K. Financial, Inc. AI Use Reminders
Rental Car Accident Update … Not so lucky … How the rental car was fixed without a personal insurance claim and no money out of pocket!
J.K. Financial, Inc.
Re-Remind Late arriving form 5498 – Preview of Rental Car Crash update – “How it was covered but NOT by the person at fault!” … Heads up on To Do Items … Friday before last week of School …
J.K. Financial, Inc.
New Tax Policy Update … Explanation … Holding Tax Cheat Sheet Hostage as well as the Newsletter … Delaying taxable events as much as possible … Patience needed!
J.K. Financial, Inc. Tax Law Changes coming, Slowly
Appropriate Saying we use frequently …. “It’s never as Great as we think and it’s never as Bad as we think, but somewhere in the middle!”
J.K. Financial, Inc. Somewhere in the Middle
Proxy Season is Here … Why We Vote For You and What to Do if You are Receiving Proxy Information … Friday …
Stop the Proxy Mailings!
Buffett Steps Down, Some of the mystery likely solved …
J.K. Financial, Inc. Buffett Steps Down
Form 5498 … Sneaky late arriving Tax Form can cause confusion … Reminder of purpose of said sneaky 5498 …
Form 5498 Reminder! Why this form is so late arriving ..