Keep What's Yours

2025-02-08 Keep What’s Yours


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"Keep What's Yours” with Jeff Zufall" is a podcast hosted by Jeff Zufall, the senior tax strategist and wealth advisor with Capital Advisory Group and Josh Gilbert at KTRS Radio. This episode delves into the complexities of the current tax season, highlighting the challenges and changes in tax regulations. Jeff emphasizes the importance of professional tax preparation to maximize savings and avoid costly mistakes. The discussion covers various tax-related topics, including executive orders affecting the economy, the impact of tariffs, and potential changes to tax breaks for families and education. Jeff also provides practical advice on managing required minimum distributions (RMDs) and utilizing tax credits effectively.
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Keep What's YoursBy Jeff Zufall