Keep What's Yours

2023-02-04 Keep What’s Yours


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It’s the first weekend in February. Tax strategy is essential to wealth, transition, and retirement planning for your business. Here on Keep What’s Yours, the radio/podcast for small business, your hosts Jeff Zufall, senior tax strategist at Capital Advisory Group Inc., and Josh Gilbert, KTRS radio talk:
• Roth IRA withdrawals – What you need to know
• Charitable Deductions – What’s changed
• Transfer unused 529 Education Savings to Roth IRA for Retirement
• Inflation Update
• Non-Resident Entertainers' Tax
Request your free copy of Jeff’s #1 best-selling book, "Keep What's Yours," just visit CapitalAdvisoryGrp com now!
The IRS reports that small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!
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Keep What's YoursBy Jeff Zufall