Form 5498 – The late arriving, puzzling, tax form … A personal flight story, Pair of 3s! … Friday before Senior Graduation Week for many, including our last bird to leave the nest …
J.K. Financial, Inc.
Category Tax Related
April 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Tripit Tavels … Inheritance stats … Burnt Bridges … Collage of Indexes Market Indexes … By John Kvale CFA, CFP
March 2026 Review by John Kvale
Q1 2026 Review – Smooth start … AI hits the scene … Geopolitics … Tax Season sails away …
J.K. Financial, Inc.
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
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
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…
Private Credit … Crude mood … Ready to file finish line … Friday …
J.K. Financial, Inc.