Clients: No Action Compliance Email this week – You guys are the best … Don’t Burn Bridges -Huge LIV Golf Example … April review video next week …
J.K. Financial, Inc.
Category Clients/Clients Only
Q1 2026 Review – Smooth start … AI hits the scene … Geopolitics … Tax Season sails away …
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
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…
Holiday Weekend Reminder … Tax Statement Update … Newsletter … Friday …
J.K. Financial, Inc.
Latest Cyber Phishing and email scam examples … A lot of them! Be careful and keep your guards up!
As mentioned in our preview post last week… and the first “REAL” good example then…. the Cyber tricksters are out in full force… After a few repeated occurrences, the cell screen shot was in full order…. Then they kept piling…
Q4 2025 Review, Start to 2026, Annual Private Policy, ADV and CRS (Client Relationship Summary) delivery – Clients
J.K. Financial, Inc.
Q 4 ES Payment for 2025 Reminder: This Thursday January 15th, 2026!
J.K. Financial, Inc. ES PMT Reminder
Happy New Years !
J.K. Financial, Inc.
Goals or New Years Resolutions – A Fun Positive Way to Get them Down, Keep Track, Hold Yourself Accountable and Stay Positive while Accomplishing!
J.K. Financial, Inc. Positive Goals