As a last resort for your Tax information reported to the IRS – The Transcript … What Why and How to get yours if needed!
J.K. Financial, Inc. Requesting an IRS Transcript
Category Personal
Cheapest and Most Expensive places to travel in 2025 from our buds at Visual Capitalist …
With a change of seasons approaching, thought a lighter post would be fun, especially those that enjoy journey to unique places. This cool visual comes from our friends at visual capitalist! Hope you enjoy, not very familiar with the less…
Why we review and keep a copy of your Tax Return, ESPECIALLY this Year’s ! Reminder – Be sure to send! IRS STATS: Total Returns filed, Collection Category, Examinations …
J.K. Financial, Inc. Tax Return Review IRS Tax Stats
Monday March 17th, Some Corporates Tax Filing Deadlines … Hold the Reins on those personals to confirm no corrected 1099’s … Friday … Last REAL day of Spring Break …
J.K. Financial, Inc.
Corrected Tax, Forms update … Preview of Market Comments … Spring Break Next Week, Out of Town … Wedding Weekend … Favorite Time change …
J.K. Financial, Inc.
Emails are getting Eaten, AGAIN …. Twenty Four Hour Maximum Response Time (if that) in most cases … If you have not heard from us, We have not received your message!
J.K. Financial, Inc.
February 2025 Financial Planning and Capital Market Audio Video Review … Taxes, Six Saving Ideas for 2024, Statements … Early Investors Estate Planning … Tariffs Explained, Market Effects Reminder … By John Kvale CFA, CFP – New Recording System
February 2025 Review By John Kvale
Sporadic Tax Forms, reach out if not received! A personal travel story – Rental Car Accident … You cannot make this up .. Reminder Lesson … Happy Friday, And laugh on Me!
J.K. Financial, Inc.
Understanding the Downsides of AI from Christopher Penn … The Negatives even though he is a huge fan!
J.K. Financial, Inc. Christopher Penn on downsides of AI
Updates from the Whirlwind Tech conference … Pictures and Findings … AI all the rage …
While much of our talks here are informational and frankly explaining items we find that are not completely clear from other sources …. This venue also serves as a public diary of sorts … writing them forces clarity, organization, and…