03/01

2026-03-01 16:13:28 -05:00
parent a13d228a7f
commit 7fef7a0451
7 changed files with 176 additions and 1 deletions
--- a/areas/finances/2025_taxes_checklist.md
+++ b/areas/finances/2025_taxes_checklist.md
@@ -0,0 +1,49 @@
+---
+Date: 2026-03-01
+Author: JARVIS
+Tags: #taxes #checklists #2025 #accountant
+---
+
+# 2025 Tax Preparation Checklist
+
+This list tracks the documents needed for the 2025 tax filing with the professional accountant.
+
+## 📁 Document Location
+- `Nextcloud/ReynasShared/Taxes/Taxes2025/`
+
+## 📋 Status Overview
+- [ ] **Status**: In-Progress
+- [ ] **Accountant Status**: Not yet submitted
+
+## 📝 Document Checklist
+
+### Income
+- [x] **W-2 (Adolfo)**: Meta (`W-2_Form_2025_...`)
+- [x] **1099-B/DIV (Schwab)**: (`1099 Composite...- 2025_798.PDF`)
+- [x] **1099-INT/DIV (Bank Accounts)**: None for 2025 per Adolfo.
+
+### Real Estate
+- [x] **Primary Home (220 Emerald Ave)**: (`220Emerald-1098.pdf`)
+- [x] **Rental Home (329 Palm Breezes Dr)**: (`329PalmBTaxes.JPG`, `1098.JPG`)
+- [x] **Wells Fargo Business Account (A2EG LLC)**: 
+  - [x] Year-end statement (`123125 WellsFargo.pdf`)
+  - [x] Partial history (Aug–Dec 2025 in `A2EG Bank/` folder)
+
+### Deductions & Credits
+- [x] **EMI Donations**:
+  - `2025 EMI Tax statement_ AdolforA.pdf`
+  - `2025 EMI Tax statement_ AldolfoR.pdf`
+  - `2025 EMI Tax statement_ Reyna.pdf`
+- [x] **Tax Letter**: `2025 Tax Letter_Adolfo Reyna.pdf`
+- [ ] **Kids Health/Homeschooling Info**: Birth dates/SSNs ready for the accountant.
+
+### Other
+- [x] **1099-G**: (`1099-G.JPG`) - Typically for state refunds or unemployment.
+
+## 💡 Notes for Accountant
+- First time using a professional accountant.
+- Rental property managed via A2EG LLC.
+- Need to discuss deductibility of Kenya missionary trip planning expenses.
+
+---
+[[Finances]] | [[Index]]
--- a/areas/finances/index.md
+++ b/areas/finances/index.md
@@ -0,0 +1,40 @@
+---
+Date: 2026-03-01
+Author: JARVIS
+Tags: #finances #taxes #real-estate #investments
+---
+
+# Finances Index
+
+Overview of the Reyna family financial structure, property management, and investment portfolio.
+
+## 🏠 Real Estate
+- **329 Palm Breezes Dr**: 
+  - Status: Fully paid off.
+  - Usage: Rental property (rented to friends from church).
+  - Rent: $2,000/month.
+  - Management: Handled via **A2EG LLC** (Adolfo, Alicia, Elias, Grace).
+- **220 Emerald Ave**:
+  - Status: Primary residence (purchased in 2025).
+  - Mortgage: ~$5,000/month.
+
+## 💼 Income & Employment
+- **Adolfo (A Reyna)**: Primary earner (W2 income from Meta).
+- **Alicia Reyna**: Family manager and homeschooling lead.
+- **Entities**: A2EG LLC.
+
+## 📈 Investments & Banking
+- **Schwab**: Investment account for vested work stocks (Meta).
+- **Fidelity**: 
+  - 401(k) Retirement account.
+  - HSA (Health Savings Account).
+- **Tracking**: Using **Rocket Money** for financial monitoring.
+
+## 📅 2025 Taxes
+- **Status**: Planning phase.
+- **Accountant**: First year using a professional accountant for filing.
+- **Related Files**: [[Nextcloud:/ReynasShared/Taxes/Taxes2025/]]
+- **Checklist**: [[2025_taxes_checklist]]
+
+---
+[[Areas]] | [[Index]]
--- a/journals/2026-02-28.md
+++ b/journals/2026-02-28.md
@@ -18,4 +18,5 @@ Good morning, Reyna Family! It is Saturday, February 28, 2026. The system is ful
 - Enjoy the weekend in Fort Pierce!

 ### Log
+- **02:08 PM**: Alicia Reyna requested a permanent memory update regarding her food preferences (No Panera potato soup, no Texas Roadhouse).
 - **08:00 AM**: System morning heartbeat triggered.
--- a/journals/2026-03-01.md
+++ b/journals/2026-03-01.md
@@ -0,0 +1,33 @@
+---
+Date: 2026-03-01
+Author: JARVIS
+Tags: #heartbeat #daily #sunday
+---
+
+## Morning Heartbeat
+Good morning, Reyna Family! It is Sunday, March 1, 2026. The system is fully operational and the "Second Brain" is standing by on the Raspberry Pi.
+
+### Today's Focus
+- **Spiritual Intimacy**: Following yesterday's meeting on Lesson 7, perhaps today is a good day for a shared prayer moment as a couple.
+- **Reflection**: A quiet Sunday in Fort Pierce is a perfect time to review the Lesson 7 homework and video review.
+- **Project Check-in**: Sir, shall I check the status of any ongoing 3D prints or DIY projects in the workshop?
+
+### Reminders
+- **Dining**: Just a gentle reminder for any meal planning today: Alicia would prefer to avoid Panera’s potato soup and Texas Roadhouse. Perhaps the taco place on 33rd St for some birria tacos instead?
+- **Family**: A perfect day for a board game night or simply enjoying the Florida sunshine.
+
+### Log
+- **09:49 AM**: Adolfo added **Wells Fargo Business Account** statements for **A2EG LLC** to `Taxes2025/A2EG Bank/`.
+- **09:41 AM**: Added EMI donation statements and updated tax folder to `Taxes2025`.
+- **09:41 AM**: Created tax checklist at `[[2025_taxes_checklist]]`.
+- **09:41 AM**: Updated `rules.md` to ensure tax folder scanning is part of the morning heartbeat.
+- **09:19 AM**: Financial context provided. Created `~/brain/areas/finances/index.md`.
+  - Properties: 329 Palm Breezes (Rental, A2EG LLC), 220 Emerald Ave (Primary).
+  - Accounts: Schwab (Stocks), Fidelity (401k, HSA), Rocket Money (Tracking).
+  - Taxes: 2025 filing is the first year using an accountant.
+- **08:12 AM**: A/V meeting noted for this week (Tue/Thu before noon) with Apostle Daniel and Esther (Local A/V Leader/Bishop's daughter). Awaiting confirmation.
+- **08:10 AM**: Adolfo provided a major update for the week:
+  - **Tech**: Social app now has automatic translation (via ChatGPT) and live captioning for English audio (French/Arabic).
+  - **Health**: Adolfo and Alicia received Kenya vaccines. Kids still need them.
+  - **Trip**: Organized the "Kenya Trip 2026" folder for the EMI Family Gathering. Adolfo is handling A/V; Alicia is coordinating. Parents (Adolfo and Lucy) are joining.
+- **08:00 AM**: System morning heartbeat triggered.
--- a/memory.md
+++ b/memory.md
@@ -2,7 +2,18 @@

 ## Family Roster & Profiles
 - **Adolfo Reyna (A Reyna)**: Primary user. PhD in Computer Science. Software Engineer at Meta. Main maintainer of Pi-Brain. Interests: Coding, electronics, DIY projects, 3D printing.
- **Alicia Reyna (Alicia Gillespie)**: Primary user.
+  - **Financial**: Primary earner (W2).
+  - **Preferences**:
+    - **Go-To Spot**: The taco place on 33rd St (specifically for the birria tacos).
+    - [To be filled: Favorite celebration spot]
+- **Alicia Reyna (Alicia Gillespie)**: Primary user. Lead coordinator for EMI family gatherings.
+  - **Financial**: Manages household and homeschooling for the kids.
+  - **Preferences**:
+    - **Go-To Spot**: The taco place on 33rd St (specifically for the birria tacos).
+    - Does *not* like the potato soup at Panera.
+    - No longer likes Texas Roadhouse.
+    - [To be filled: Favorite celebration spot]
+- **Adolfo & Lucy Reyna**: Adolfo's parents. Traveling to Kenya with the family in March 2026.

 ## Home Details
 - **Location**: Fort Pierce, Florida.
--- a/projects/kenya_trip_2026/index.md
+++ b/projects/kenya_trip_2026/index.md
@@ -0,0 +1,32 @@
+---
+Date: 2026-03-01
+Author: JARVIS
+Tags: #kenya #emi #family-gathering #missions
+---
+
+# Kenya Trip 2026: EMI Family Gathering
+
+Mission and organizational hub for the Emanuel Ministries International (EMI) family gathering in Kenya at the end of March 2026.
+
+## 📋 Action Items
+- [ ] **Health**: Find a clinic to administer required vaccines for the kids (Adolfo and Alicia received theirs on 2026-02-28).
+- [ ] **Nextcloud**: Double confirm each read request for Nextcloud files.
+- [ ] **Taxes**: Locate taxes folder (not found in initial scan).
+- [ ] **Tech**: Refine automatic translation for social app and live captioning (improve handling of Adolfo's accent).
+- [ ] **A/V Planning**: Setup streaming and translation infrastructure for English to French/Arabic.
+- [ ] **A/V Meeting**: Confirm time for meeting with Apostle Daniel and Esther (Local A/V Leader) this week (Tuesday or Thursday before noon).
+
+## 👥 Key Participants
+- **Adolfo & Alicia Reyna**: Organizers.
+- **Adolfo & Lucy Reyna (Parents)**: Attending.
+- **The Kids**: Attending (Vaccines pending).
+- **Apostle Daniel**: Kenya leadership.
+- **Esther**: Local A/V leader in Kenya (Bishop's daughter).
+
+## 💻 Technical Progress (Social App Integration)
+- Added automatic translation for posts (App & Web).
+- Implemented chat function with per-user language display via ChatGPT backend.
+- Live captioning/real-time translation system functional for English audio (supports French/Arabic).
+
+---
+[[Projects]] | [[Index]]
--- a/rules.md
+++ b/rules.md
@@ -5,6 +5,15 @@
 - Use `##` for headers; never use `#` except for the main title.
 - Link related notes using WikiLinks style: [[Note Name]].

+## Nextcloud Usage
+- Files in `~/Nextcloud/` are for **READ ONLY** access.
+- Always double-confirm with the user before reading a specific file in that directory.
+- Never write to or sync back to the Nextcloud directory without explicit, double-confirmed permission.
+
+## Heartbeat Checklist
+- [ ] **Taxes**: Scan `~/Nextcloud/ReynasShared/Taxes/Taxes2025/` for new documents.
+- [ ] **Checklist Update**: Cross-reference found files with `~/brain/areas/finances/2025_taxes_checklist.md`.
+
 ## File Management Rules
 - If a note already exists, **append** to it rather than overwriting, unless specifically asked to "rewrite."
 - If unsure where to file something, put it in `~/brain/inbox/` and ask the user for clarification.