Tag Wash Sale

Tax Related

Our 5 Findings From 2011 Personal Tax Filing Season

Congratulations, it’s almost over ! The official end of regular tax season transpires in just a few hours, and if you are not completely finished yet, click here to see our last post for the forms you may need to…

John Kvale CFA, CFP
April 17, 2012

Investing/Financial Planning, Tax Related

The “Wash Sale”, a New Popular Tax Reporting Item

This year (tax year 2011), we are seeing more Wash Sales reported on tax returns. While we are not sure if this due to tax reporting or rebalancing results due to the latest years volatile capital market, we wanted to…

John Kvale CFA, CFP
March 13, 2012

Background

The is the vocal portion of J.K. Financial, Inc. a Dallas Texas Based Fee Only Total Wealth Financial Planning Firm. Founded by John Kvale, a Dallas Texas Fee only Financial Planner and Total Wealth Manager.

Important Disclaimer

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, please consult your financial advisor prior to investing!