Oracle of Omaha interesting Moves … Warren Buffett cash building worth noting … Things that make you go hmmm …
Sneaky ES Q2 Payment Due Date Reminder
Category Clients/Clients Only
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…
Q3 2024 Review – Unique Economic Cycle – Rate cuts begin – Election Year
As we finished the Third Quarter of 2024, the next part of this most interesting economic cycle commenced. While we were able to stay away from the interest rate discussion in the Newsletter, completely, it was not easy. So here…
CTA – Corporate Transparency Act – Listen Up if you own a LLC or are associated with one in ANY way! Beneficial Ownership Information! A possible Major deadline soon! FINCEN filing!
Cutting to the chase for those short on time! As of right now, there is a major deadline of 12-31-24 for filing an identity report (our coined name) for anyone associated with an LLC (owner, shareholder or person of authority).…
Two New Scams to watch out for this week! Formal looking Letter claiming funds due, Phishing Email from a fake Broker Website, Stay Diligent! … Friday …
Not including a rouge phone call that sounded very real but was not …. We were exposed to two very good Scams this week…. Fake Letter …but looked real and name similar to a large medical company Yours truly received…
September 2024 Financial Planning and Capital Market Audio Video Review – 401k Run Rate, RMD and D for some Non RMD, Rate Cuts … By John Kvale CFA,CFP
Hello and Welcome to our September 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…
August 2024 Financial Planning and Capital Market Audio Video Review – Social Security Breach, Rate Cuts Coming … By John Kvale CFA,CFP
Hello and Welcome to our August 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…