Category Tax Related

More Work Flow Updates, Clients/Clients Only, The Proxy Vote – We Vote So You Do Not Have to AND Save Costs, Environment, Mailbox Space … Friday A Little More than a Week from Personal Tax Deadline …

AI Content Authenticity: AI used for Uncle Sam picture. All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note below…

New Follower Explanations – ANOTHER Dribble of Corrected 1099’s – Hold Off in Tax Filing if we have not Already – Whew … So far so good! … Long Weekend, Friday Holiday!

AI Content Authenticity: All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note below the image when appropriate. Our large…

Q2 2024 J.K. Financial, Inc. Newsletter … Last Minute Tax Savings … Early Investors Corner … Personal Stories Emergency Fund … Koyfin Introduction … Spousal Social Security … Inheritance Reminder of Shark Speech … By John Kvale CFA, CFP …

Q 4 2023 J.K. Financial, Inc. Newsletter, Pensions, Fight Fed, True Ups, Cyber

The New Norm, Corrected 1099’s dribble rather than come all at once! We watch constantly and let you know IMMEDIATELY … Hold off yet on Filing if possible … Friday … Newsletter at Printer!

AI Content Authenticity: Image was created by AI : All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note below…

Was your Cell in SOS Mode Thursday? Mine Was … Tax Forms FINALLY coming through, ALL forms with one log in – Your Personal Vault ! Waiting for first corrected ! … Friday …

Thursday morning as the drop off for the 16 year old at school occurred, the regular morning 2 hour research call dropped on the cell- Hmmmm After getting off the Wifi, an SOS was present on the Cell… our carrier…