Q1 2026 Review – Smooth start … AI hits the scene … Geopolitics … Tax Season sails away …
J.K. Financial, Inc.
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.
Filing the Extension … Making ES Payments … The ES Coupon in your Tax Return …
J.K. Financial, Inc.
Spring Tax Cleaning ideas … Lowering OUR and the IRS tax notifications … The ACAT/Consolidation of Statements … Preview Automated ES Statement … Friday
J.K. Financial, Inc. ACAT Reminder
States Considering Data Center Restrictions …. A Surprising group …
J.K. Financial, Inc.
Very last minute tax savings … Time is running out … All things Financial to slow including wires/ACH …
J.K. Financial, Inc. Finish Line Tax Expectations
Holiday Week Reminder … On the Road QUICK trip … Thursday Post …
J.K. Financial, Inc.
March 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Tax Tips and Savings … Sensible Markets … By John Kvale CFA, CFP
March 2026 Review by John Kvale
Making Sense of the Current Markets …. There is some logic!
J.K. Financial, Inc.
Corrected Tax documents mostly done … Items creating overpaying of taxes as we hit the home stretch, some possibly never recovered ! Friday – Available to send documents over the weekend !!
BREAK IN – Corrected Tax forms for us are clear so far and we likely will not have more later in the season! Green Lights to file! – Literally so focused on the findings almost forgot to tell you!! With…
Mainstream AI takes the next step – Anthropic Automates Cells and Computers … Continued Jarvis Moments …
J.K. Financial, Inc.