As a last resort for your Tax information reported to the IRS – The Transcript … What Why and How to get yours if needed!
J.K. Financial, Inc. Requesting an IRS Transcript
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.
Cheapest and Most Expensive places to travel in 2025 from our buds at Visual Capitalist …
With a change of seasons approaching, thought a lighter post would be fun, especially those that enjoy journey to unique places. This cool visual comes from our friends at visual capitalist! Hope you enjoy, not very familiar with the less…
Federal Reserve gives no hints, Interest rates take note, Next Week hopefully Greenlight for Filing Taxes, Happy Friday !
This week, the federal reserve met and basically gave no hints at what they were thinking as far as rate decreases or holding steady. They did release the dot plot, which is the estimate of where rates will be, although…
Why we review and keep a copy of your Tax Return, ESPECIALLY this Year’s ! Reminder – Be sure to send! IRS STATS: Total Returns filed, Collection Category, Examinations …
J.K. Financial, Inc. Tax Return Review IRS Tax Stats
Contra Rally Reminder … Corrections Defined ….
Watch the Contra's
Monday March 17th, Some Corporates Tax Filing Deadlines … Hold the Reins on those personals to confirm no corrected 1099’s … Friday … Last REAL day of Spring Break …
J.K. Financial, Inc.
Capital Market Participants … Slowdown Trails … Advanced Analysis …
J.K. Financial, Inc.
Why are Capital Markets so wishy washy as of late? Mystery Solved, Slowing Economic Data …
J.K. Financial, Inc. Squishy Capital Markets
Corrected Tax, Forms update … Preview of Market Comments … Spring Break Next Week, Out of Town … Wedding Weekend … Favorite Time change …
J.K. Financial, Inc.
Emails are getting Eaten, AGAIN …. Twenty Four Hour Maximum Response Time (if that) in most cases … If you have not heard from us, We have not received your message!
J.K. Financial, Inc.