“Most” Tax Forms are available … More Travels … Frigid Friday …
J.K. Financial, Inc.
Category Tax Related
Tax Season Notes – Tax Statements Delivery Estimates … Early Birds getting the Worms!
J.K. Financial, Inc.
Q1 Winter 2025 J.K. Financial, Inc. Newsletter … Multiple Awards … Allocation Change as Contributions Become Draw … Buffett Analysis … Still time for 2024 Tax Savings … HSA Update – Patience … By John Kvale CFA, CFP
Q 1 Winter 2025 J.K. Financial, Inc. Newsletter
Did You Buy a New Primary Residence Last Year? – Homesteading Your Property – Most States are January 1st Residence Requirement – Possible Property Tax Savings –
Homestead Exemption Property Tax Savings Reminder
Reminder and tips for final ES Payment of 2024! It’s Due Middle of Next Week ….
J.K. Financial, Inc.
Clumping your Personal Donations, Time to Review if you have flexibility … Reminder of the exact number as we hit the 2024 Finish line!
Donation and Standard Deduction numbers
IRS Releases 2025 401k and other retirement limits … As expected not much of a change …
With an end of the week turnaround visit last week south … Finally getting to visit after Mother Nature had her way during the prior two attempts … The WIFI on the plane was terrific BOTH ways… mostly because the…
New Tax Rates are Out …. Initial 2025 Adjustments, Smaller than years past …
Earlier this week the IRS released the new basic tax table adjustments… think of this as inflation adjusting tables and certain rates. You may notice not all adjustments are inflated at the same rate… Ex. Annual Gift for 2025 is…
RMD Reminder and Explanation … 50 Degree Change Fall Friday …
This week was RMD week as we trued up any shortages for those on monthly distributions, made many RMD’s for non Required to even out taxes over the years and made one time journals and deposits for regular RMD mandated….…
Q 3 2024 ES Tax Payment Reminder … About to Un-invert? … Friday …
Monday September the 16th 2024 is our Q3 2024 ES PMT Due date…. this is our collective reminder!! From IRS PUB 1040 Payment Due Dates:You can pay all of your estimated tax by April 15, 2024, orin four equal amounts…