Operation “Baby” Twist … IRS sending notices all of the sudden! … More FIMA soon … Friday
J.K. Financial, Inc. Baby Twist - IRS notices
Category Tax Related
Q2 2026 Review – Geopolitics … Unwind the rewind … New Sheriff Walsh … Mid-Terms and 30th Annual Holiday Party …
J.K. Financial, Inc. Q2 2026 Review
Summer 2026 J.K. Financial, Inc. Newsletter … Oil, CPI, Coming good Comparables … Tax Findings, Biggest Savings ever … Spoiled by Short Market Dips … AI Blackmails a person … Mandatory Roth 401k Reminder By John Kvale CFA, CFP
Winter 2026 J.K. Financial, Inc. Newsletter 2025 Tax Savings STILL Available ... Donation Roth ... AI - The Good the Bad the Ugly ... Jumping the Standard Deduction .
Tax Rates over the years … Paying a little along the way … Thoughts and strategies …
J.K. Financial, Inc. Tax Rates and Long term thinking about taxes
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.
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