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Happy New Year. This week on Keep What’s Yours radio, we’ll review new and updated rules from the IRS that may affect your tax liability in the new year. Capital Advisory Group has been helping Small Business owners grow and protect their businesses for nearly 50 years, recognizing the critical contributions of America’s entrepreneurs and helping small business owners succeed without paying any more in taxes than legally obligated. 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:

• IRS is waiving some penalties

• Increased contribution limits for IRAs and 401ks

• Lifetime cap raised on 529 plans

• ERC filing deadline begins April 2024. Apply today at MyERCToday com

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!

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours.

This week on Keep What’s Yours radio, we discuss various financial terms and concepts, including credit, credit scores, net worth, and home equity. They also mention the tax credits available for purchasing electric vehicles and installing chargers in your garage. Jeff Zufall emphasizes the importance of seeking advice from a financial advisor or tax professional to navigate these topics effectively. Capital Advisory Group has been helping Small Business owners grow and protect their businesses for nearly 50 years, recognizing the critical contributions of America’s entrepreneurs and helping small business owners succeed without paying any more in taxes than legally obligated. 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:

• Millennial Financial Literacy

• Benefit Changes/Updates for the New Years

• Electric Vehicle Tax Credits

• ERC filing deadline begins April 2024. Apply today at MyERCToday com

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!

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours.

This week on Keep What’s Yours radio, we talk about year-end tax planning and the potential risks of borrowing from your 401k. It’s also time to review your paycheck stubs, consider Roth conversions, and maximize contributions to your retirement accounts. Jeff cautions against using a 401k loan for non-essential purposes and highlights the potential penalties and taxes associated with early withdrawals from retirement accounts. Capital Advisory Group has been helping Small Business owners grow and protect their businesses for nearly 50 years, recognizing the critical contributions of America’s entrepreneurs and helping small business owners succeed without paying any more in taxes than legally obligated. 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:

• Federal Reserve Holds Tight on Interest Rates

• Year End Considerations for Tax Savings

• Borrowing from Your Retirement Accounts – What You Need to Know

• ERC filing deadline begins April 2024. Apply today at MyERCToday com

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!

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours.

This week on Keep What’s Yours radio, we discuss the importance of having your tax advisor and your wealth advisor work together. We discuss the Employee Retention Tax Credit (ERTC), bankruptcy cases, and the IRS charging 8% interest on estimated underpayments. We emphasize the importance of year-end planning, including checking withholdings, considering Roth conversions, and maxing out contributions to retirement accounts. Capital Advisory Group has been helping Small Business owners grow and protect their businesses for nearly 50 years, recognizing the critical contributions of America’s entrepreneurs and helping small business owners succeed without paying any more in taxes than legally obligated. 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 Conversion and Other Year End Considerations

• Bankruptcy Cases – Lessons for Everyone

• IRS charging 8% interest on estimated underpayments

• ERC filing deadline begins April 2024. Apply today at MyERCToday com

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!

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours.

With government debt and consumer debt exploding, preparing your business for a slower economy is critical to your business survival. Capital Advisory Group has been helping Small Business owners grow and protect their businesses for nearly 50 years; recognizing the critical contributions of America’s entrepreneurs and helping small business owners succeed without paying any more in taxes than legally obligated. 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:

• Moody’s Downgrades US Debt

• The implications of getting tax and wealth advice from two different firms

• Consumer Credit Card Debt is Exploding

• Cancellation of Debt becomes Taxable Income

• ERC filing deadline begins April 2024. Apply today at MyERCToday com

Request your free copy of Jeff’s #1 best-selling book, "Keep What's Yours," just visit CapitalAdvisoryGrp com now! Contact Jan Breheny Medicare Insurance Broker (314) 662-0026.

The IRS reports that small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours.

No one wants to pay more in taxes than legally obligated, but as you near retirement, tax planning becomes even more critical, maximizing Medicare coverage. Capital Advisory Group has been helping Small Business owners grow and protect their businesses for nearly 50 years; recognizing the critical contributions of America’s entrepreneurs and helping small business owners succeed without paying any more in taxes than legally obligated. 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:

• Medicare Annual Election Period – Special guest Jan Breheny

• What to know about Medicare Parts A & B

• Understanding Medicare Parts C & D

• ERC filing deadline begins April 2024. Apply today at MyERCToday com

Request your free copy of Jeff’s #1 best-selling book, "Keep What's Yours," just visit CapitalAdvisoryGrp com now! Contact Jan Breheny Medicare Insurance Broker (314) 662-0026.

The IRS reports that small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours.

Roth conversions are one potential opportunity two save on taxes, but there are many considerations. Capital Advisory Group has been helping Small Business owners grow and protect their businesses for nearly 50 years; recognizing the critical contributions of America’s entrepreneurs and helping small business owners succeed without paying any more in taxes than legally obligated. 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:

• Savings Strategies that help reduce taxes.

• Update on IRS funding

• Federal Reserve – No Interest Rate Increase

• Is a Roth Conversion right for you

• ERC filing deadline begins April 2024. Apply today at MyERCToday com

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!

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours.

No one wants to pay more in taxes than legally obligated, but as you near retirement, tax planning becomes even more critical for maximizing Medicare coverage. Capital Advisory Group has been helping Small Business owners grow and protect their businesses for nearly 50 years; recognizing the critical contributions of America’s entrepreneurs and helping small business owners succeed without paying any more in taxes than legally obligated. 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:

• Medicare Annual Election Period – Special guest Jan Breheny

• What to know about Medicare Parts A & B

• Understanding Medicare Parts C & D

• ERC filing deadline begins April 2024. Apply today at MyERCToday com

Request your free copy of Jeff’s #1 best-selling book, "Keep What's Yours," just visit CapitalAdvisoryGrp com now! Contact Jan Breheny, Medicare Insurance Broker (314) 662-0026.

The IRS reports that small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours.

Financial literacy is understanding and using various financial skills, including personal financial management, budgeting, and investing. Capital Advisory Group has been helping Small Business owners grow and protect their businesses for nearly 50 years; recognizing the critical contributions of America’s entrepreneurs and helping small business owners succeed without paying any more in taxes than legally obligated. 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:

• St Louis County Property Tax Freeze – What you need to know

• Who is in the Top 1 Percent of Income Earners

• Underreported Income - $680 Billion

• Are You Contributing to a 401(k)

• ERC filing deadline begins April 2024. Apply today at MyERCToday com

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!

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours.

It's not too late to make adjustments to minimize your tax liability this year. Capital Advisory Group has been helping Small Business owners grow and protect their businesses for nearly 50 years; recognizing the critical contributions of America’s entrepreneurs and helping small business owners succeed without paying any more in taxes than legally obligated. 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:

• Monday, October 16 at 11:59 PM final deadline for 2022 tax filing

• Starting to consider year-end tax planning

• Inflation Update – Effects of interest rates, markets, and war

• Social Security COLA for 2024

• ERC filing deadline begins April 2024. Apply today at MyERCToday com

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!