Keep What's Yours

"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 provides practical advice on how to minimize tax liabilities and maximize financial benefits. Key topics include the importance of understanding tax laws, the benefits of using FSAs and HSAs, the process of filing taxes, and the potential advantages of itemizing deductions versus taking the standard deduction. The hosts also discuss the implications of potential changes in tax laws, such as the SALT cap, and offer tips for small business owners. Listeners are encouraged to consult with a tax advisor to optimize their financial strategies.

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

"Keep What's Yours” with Jeff Zufall" is a podcast hosted by Josh Gilbert and Jeff Zu Fall, a senior tax strategist and wealth advisor with Capital Advisory Group. In this episode, they discuss various tax-related topics for the new year 2025, including the importance of not filing taxes too early to avoid missing crucial documents like 1099s, the impact of the national deficit on future tax policies, and the benefits of having a combined tax and wealth advisor. They also cover updates on tax rules for 2025, such as increased standard deductions, adjusted tax brackets, and the unchanged child tax credit. The episode emphasizes the importance of strategic tax planning and offers practical advice for individuals and small business owners to optimize their tax situations.

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

"Keep What's Yours" is a financial podcast hosted by Jeff Zufall, a senior tax strategist and wealth advisor with Capital Advisory Group and Josh Gilbert. In this episode, they discuss strategies for managing credit card debt, the benefits of using tax-advantaged accounts like FSAs and HSAs, and the importance of year-end tax planning. They also touch on the implications of recent rate cuts by the Federal Reserve and the potential impact on inflation and the economy. Additionally, they provide updates on the Corporate Transparency Act and the IRS's efforts to distribute unclaimed COVID-19 recovery rebates. The hosts emphasize the importance of proactive financial planning and offer practical advice for listeners to optimize their tax savings and manage their finances effectively.

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

"Keep What's Yours" is hosted by Josh Gilbert and Jeff Zufall, the senior tax strategist and wealth advisor at Capital Advisory Group. Today’s show covers various financial topics, including strategies for managing rising credit card bills, understanding interest rates on credit cards, and the implications of missing payments. Your hosts discuss year-end tax planning, emphasizing the importance of taking required minimum distributions (RMDs) and exploring tax loss harvesting to offset gains. The show also highlights the Corporate Transparency Act, the unified estate gift tax, and the potential penalties for not complying with tax regulations. Listeners are encouraged to consult with a tax professional to maximize their financial benefits and ensure compliance with ever changing tax laws.

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

"Keep What's Yours" is a weekly show hosted by Jeff Zufall, a senior tax strategist and wealth advisor with Capital Advisory Group, and Josh Gilbert. The show emphasizes the importance of year-round tax planning and financial management. In this episode, they discuss various topics including the pervasive nature of taxes, the impact of tariffs, strategies for managing debt, and the importance of maintaining a good credit score. They also touch on the significance of consistent retirement contributions and the potential pitfalls of reducing them to pay off debt. Additionally, the hosts highlight the importance of checking paycheck stubs for accurate tax withholdings and the benefits of year-end financial planning. The episode concludes with a discussion on the new IRS Commissioner appointment and the implications of the Corporate Transparency Act for LLC owners.

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

On this week’s episode of "Keep What's Yours," hosted by Jeff Zufall, the senior tax strategist and wealth advisor with Capital Advisory Group, Jeff shares insights on tax loss harvesting, capital gains, and the benefits of combining tax and wealth advisory services. The discussion covers strategies for year-end tax planning, the implications of recent Fed rate cuts, and the future of Trump tax laws. The show also highlights the importance of managing Required Minimum Distributions (RMDs) for retirees to minimize tax liabilities and maximize savings. Listeners are encouraged to consult with Jeff to optimize their financial strategies and keep more of their money.

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

This episode of "Keep What's Yours," hosted by Jeff Zufall, the senior tax strategist and wealth advisor with Capital Advisory Group, emphasizes the importance of having a tax advisor who is also a financial advisor to streamline financial decisions and ensure tax efficiency. Key topics discussed include the benefits of having a single point of contact for financial and tax advice, the intricacies of Roth conversions, and the impact of tax policies on personal finance. The hosts also highlight the importance of planning for retirement, especially for those nearing retirement age, and the potential changes in tax codes following political shifts. The show aims to educate listeners on how to maximize their financial health and keep more of their earnings.

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

"Keep What's Yours" is a financial advice show hosted by Jeff Zufall, a senior tax strategist and wealth advisor at Capital Advisory Group. The show emphasizes the benefits of having a combined tax and financial advisor to streamline decision-making and ensure tax-efficient financial moves. Key topics include the advantages of Roth conversions, the impact of state and local tax (SALT) deductions, and the importance of strategic financial planning. The hosts also discuss recent changes in tax laws, such as the super catch-up contributions for 401(k) plans and incentives for low-income earners to save for retirement. The show aims to help listeners maximize their financial health and avoid common pitfalls.

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

Join Josh Gilbert and Jeff Zufall, Senior Tax Strategist and Wealth Advisor with Capital Advisory Group, as they discuss the latest updates in tax planning. The show covers new tax brackets, standard deductions, and estate tax changes for 2025. They emphasize the importance of year-end tax planning and how strategic financial decisions can help you keep more of your money. Additionally, they explore potential new legislation that could allow pet owners to use up to $1,000 from HSAs or FSAs for veterinary care. Tune in to learn how to navigate the complexities of tax laws and maximize your financial benefits.

With growing US debt and an ever-increasing tax gap, many business owners are concerned about the IRS becoming more aggressive in collecting tax revenue using AI technology. 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:

• Fed’s Interest Rate Cut Update

• Unemployment Rate

• Social Security COLA Update

• Growing Tax Gap – Taxes Owed vs. Taxes Paid

• Federal Deficit Expected to Grow Despite Outcome of the Election

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!