The Check is in the Mail! … Nope, the Checks are Being Lost – Strongly Consider Electronic Deposits – Tax Payments – Friday
No more mailed checks
Category Tax Related
PPP – Paycheck Protection Program Part II, What You Need to Know!
PPP II - New Provisions Update
December 2020 Financial Planning and Capital Market Review – Goodbye Year – Hello 2021 By John Kvale
Hello and Welcome to our December 2020 (yes the final review of 2020!) 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…
PPP (Paycheck Protection Plan) Part II, One Especially Time Sensitive Item – Stimulus Checks Repeat … Overview…
PPP II, AKA Appropriations Act of 2021 and Stimulus Check Update
Q1 2021 J.K. Financial, Inc. Newsletter … Video Audio Podcast Review – Reminders, Updates, New Tax Rates, By John Kvale
Q 1 2021 J.K. Financial, Inc. Newsletter
Office Hours, Holiday Schedules, Season of Gentleman’s Agreement on Wall Street, Newsletter Preview, Slow Money Reminder …
Holiday Schedule, Gentleman's Agreement During the Holiday's, Newsletter Preview, Slow Money Reminder
Possible End of Year Property Tax Strategy, Only IF You Meet Certain Criteria … Friday
Possible Tax Strategy for Property Taxes IF you do not Itemize
2021 Retirement Contribution Limits – Most Popular No Changes!
COLA Retirement Contribution Adjustments, Not Many Changes
Reminder… No mandatory RMD’s- (Required Minimum Distributions) this year … Finally, Our Most Popular Video EVER, that also is a Family Blooper – HAPPY THANKSGIVING!
After fielding several calls in the last week or so about Required Minimum Distributions (RMD’s) We wanted to remind everyone that due to our current situation all required minimum distributions have been waived for this year. That does not mean…
Year End Tax Planning Thoughts – Realized Asset Tax Gains, If you’re on the Edge You Might Want to Take Them Now
With possible higher Tax Rates, accelerated Taxable Gains MAY be a good idea