Whew…. that was easy…. NOT!
Finally we can say goodbye to 2019 taxes … Wednesday Marked the due day for personal Federal Income Tas Extensions.
Luckily (where work and opportunity cross – neat saying heard recently) in the fall of 2019 we went through EVERY taxable portfolio and confirmed tax basis – both reported and unreported to the IRS…. never knowing what this year would bring. This exercise effectively minimized tax documents to one report per account.
Glad we are done!
A Nerd Incident with Robert Kaplan and the Dallas Federal Reserve
On Wednesday of this week, yours truly attended a Virtual Town Hall chaired by Robert Kaplan (pretty big Fan, here is a link to nine articles we have written for those interested).
In true nerd multitasking form, the Zoom meeting started, on the Cell, why not listen while jogging? Cell inserted into runners band on arm and away we go!
Expect comments on the talk, it was very good and interesting…..
Post jog, cell back off runners arm band and onto the couch as the live question and answer session had commenced.
Then this:
“Next Question is from John! “
Quick glance to the cell and an Unmute flashing button was covering my entire screen! Yikes
“John you must Unmute your device“
Twice from the moderator then twice from Robert Kaplan
With no question, the Unmute button was not going to be touched! Finally after what was likely 5 seconds, but felt like 5 awkward minutes, the moderator and Kaplan moved on!
Whew, embarrassing moment averted… or was it!
A question or two later and then this:
“Ok, that was our last question, let’s go back to John and see if we can get his question answered!“
Oh No!!!!
This time the Zoom video was shut off before the Unmute logo hit the phone screen….
Can’t make this up!
Hope you enjoyed a nerds chance encounter with Robert Kaplan and maybe even got a chuckle.
Enjoy your Friday, and your weekend …. going to be chilly for the first time in our neck of the woods…. talk next week!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
jkfinancialinc
street-cents
Like this:
Like Loading...
March 2023 – Financial Planning and Capital Market Review – Taxes, Corrected 1099, No Form Reminder – Coco Bonds Via Advanced Analysis, FOMC Pickle Situation Resolutions – Great Content Video By John Kvale CFA, CFP
Hello and Welcome to our March 2023 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 audio format as well as Video!
Newbies –
We like to articulate our thoughts and review on a Monthly basis our Financial Planning Tips, Capital Markets thoughts and current events!
Hope you enjoy!
March 2023 Video –
YouTube
Financial Planning Tip(s)
Taxes – Corrected 1099 Down to a Trickle – Reminder
We reminded here earlier in the month and some what pounded our chest that additional Corretions would come…. well … they did, and we have notified all effected,
We left the following in from last months review due to its importance!
IRS Pointer and J.K. Financial, Inc. Important Reminder too
” … We would add, just because you did not receive a tax notice, DOES NOT mean the IRS did not and is looking for the appropriate notation on your tax return (Huge amount of time this occurs with cashing Series EE bonds) … a missing item is an easy automated paper letter audit….and as mentioned here absolutely requires a response …”
Cyber Security & Dall-E-2 (Combo Review)
We reminded once again here, about an abundance of spam and cyber threats coming through the email system…. just by chance a four hour update in person visit with pro’s on the subject was attended and they mentioned a lot of great points that we will dig deeper into soon, but interestingly the subject of AI (Artificial Intelligence) came up as a warning during our Cyber review as well…. recall we rolled out detailed comments here on the subject, with WAY more to come soon!
Capital Market Comments –
Coco Pickle ? Huh – (A Second Combo post review)
In our continued and somewhat surprisingly fast accumulating Advanced Analysis Series – this time it was the CoCo Bond (it is so hard not to jump in feet first with a Cereal reference- too serious of a subject) digressing…. Tied into these explanations along with our Pilot Advanced Analysis via M2 was the FOMC (Federal Open Market Committee) decision to raise interest rates again, even with some confidence in banks concern, which we also spoke of as well… Wow all of this tied together quickly!
Have a Great Day, Talk to You at the End of April !
John A. Kvale CFA, CFP
Share this:
Like this:
Leave a comment
Posted in Audio, FOMC, General Financial Planning, Interest Rates, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Video
Tagged Form 1040, Income Taxes, John Kvale, Monthly Review, personal tax returns, Personal Taxes