Pictures from the Party, Thanks to Attendees, Thank you Mother Nature … Special Thanks to Jen and The Brain …
J.K. Financial, Inc. Holiday Party Thanks
Category Clients/Clients Only
Tomorrow, It’s a Party, Party Party! Arboretum, Gate 2 Rock Star Parking ! See you guys there! The Brain, The entire Kvale family and most importantly, all of you!! Thank you in advance! We wind down at 3 pm but tour the park until 5 pm !
Arboretum 28th Holiday Party! J.K. Financial, Inc.
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Holiday Party Reminder – Nov 23 from 1-3 PM Dallas Arboretum ! Look forward to seeing everyone!! GATE 2 VIP ENTRANCE SUPER EASY PARKING !!!
John A. Kvale, founder of J.K. Financial, Inc., a fee-only financial planning and total wealth management firm in Dallas, Texas, expresses hope for favorable weather while promoting a happy party. The post also highlights VIP entrance parking and includes the firm's online presence with "jkfinancialinc" and "street-cents."
LLC Mandatory aka FINCEN Filing aka Beneficial Ownership aka Corporate Transparency Act (CTA) – New Mandatory Filing by 12-31-24 … Questions in light of Election, Due to timing No Change in thoughts! Holiday Party Reminder – this is Family year!
Sneaky ES Q2 Payment Due Date Reminder
Oracle of Omaha interesting Moves … Warren Buffett cash building worth noting … Things that make you go hmmm …
Sneaky ES Q2 Payment Due Date Reminder
October 2024 Financial Planning and Capital Market Audio Video Review – Holiday Party … Honors … FINCEN … By John Kvale CFA, CFP
Hello and Welcome to our October Financial Planning and Capital Market Update! If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast audio format as well as Video! Newbies…
FINCEN LLC Beneficial Ownership, New End of Year Mandatory filings update … What we have learned so far, mostly good news!
As mentioned previously here and here …. there is a new law that thus far, is mandating Filings of LLC’s ownership information by 12-31-24. This new filing is a hot potato that many are not touching due to the very…
After compliance approval …. We are Happy To Announce Money Magazine Financial Planner Award … D Magazines Wealth Managers and Financial Planners Awards …
As you guys know we do not bump up against the edges of the rules…. Due to very new regulations initiated about awards, honors, and the announcements of in November of 2022, we have chosen to remain silent over the…
New LLC Owners Mandatory Filing, Additional Items – CTA/FINCEN Filing FAQ’s from the week – Biggest question is why now? Brand New Law! …
On Monday of this week we posted a heads up about new LLC laws passed that force identification information from FINCEN (Financial Crimes Enforcement Network) – as the name sounds this entity is looking for bad guys… With an uproar…