Keep What's Yours Podcast Por Jeff Zufall - Capital Advisory Group Inc. arte de portada

Keep What's Yours

Keep What's Yours

De: Jeff Zufall - Capital Advisory Group Inc.
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 Podcast by Jeff Zufall & Josh GilbertCopyright Capital Advisory Group Inc. Economía Gestión Gestión y Liderazgo Liderazgo
Episodios
  • 2025-06-07 The Big Beautiful Bill: Tax Changes Coming Your Way and What You Need to Know

    2025-06-07 The Big Beautiful Bill: Tax Changes Coming Your Way and What You Need to Know
    Jun 7 2025
    The Big Beautiful Bill: Tax Changes Coming Your Way and What You Need to Know Tax strategist Jeff Zufall and Josh Gilbert break down the latest developments that could dramatically impact your finances, from encouraging CPI numbers showing inflation cooling to the massive "big beautiful bill" working its way through Congress. Discover what's really in this legislation - including potential elimination of taxes on Social Security, increased child tax credits, and changes to capital gains rates - and why even Elon Musk is calling parts of it an "abomination." Jeff explains why the bond market has experts like Jamie Dimon worried about cracks forming due to mounting national debt, shares crucial advice for anyone considering retirement (spoiler: most people spend more time planning vacations than their retirement), and reveals why that IRS department handling deceased person tax returns was mysteriously shut down and recently reopened. Whether you're dealing with estate issues, planning for retirement, or just want to understand how upcoming tax changes could affect your bottom line, this episode delivers practical insights you can use today - because as Jeff says, the goal is always to "keep what's yours." Call Jeff at Capital Advisory Group at 636-394-5524 and learn how you can “Keep What’s Yours.”
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    50 m
  • 2025-05-31 Keep What’s Yours

    2025-05-31 Keep What’s Yours
    May 30 2025
    Tax season never ends when it comes to smart retirement planning – and "Keep What's Yours" with Josh Gilbert and senior tax strategist Jeff Zufall is your guide through the maze! Discover the critical tax moves you need to make NOW before it's too late, including how catch-up contributions at 49½ and the new "super catch-up" provisions for ages 60-63 can slash your current tax bill while supercharging your retirement savings. Jeff exposes the tax time bomb waiting for most retirees: how your diligent saving could actually push you into HIGHER tax brackets in retirement when Required Minimum Distributions kick in, potentially making 85% of your Social Security taxable. Learn why the pre-tax vs. Roth conversion strategy isn't just about today's tax bracket – it's about outsmarting the IRS decades down the road. With the tax code facing massive changes in 2026 and the IRS in complete chaos (losing a third of their workforce and billions in funding), you can't afford to wait for "someday" to optimize your tax strategy. From understanding why your paycheck might mysteriously increase (and why that's actually BAD news) to timing strategic Roth conversions during low-income years, this episode reveals the tax planning secrets that could save you tens of thousands in retirement. Don't let Uncle Sam keep more of what's yours – call Jeff at Capital Advisory Group at 636-394-5524 and turn tax planning into your retirement advantage!
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    49 m
  • 2025-05-24 Keep What’s Yours

    2025-05-24 Keep What’s Yours
    May 23 2025
    "Big Beautiful Bill" Promises Tax Relief: Inside the Massive Tax Overhaul That Could Reshape Your 2026 Return "Keep What's Yours" is hosted by Josh Gilbert and Jeff Zufall, senior tax strategist and wealth advisor. Today they discuss the "Big Beautiful Bill," a 1,000-page tax legislation that narrowly passed the House and heads to the Senate, featuring key provisions like increasing child tax credits from $2,000 to $2,500, eliminating taxes on up to $25,000 in declared tips for lower earners, providing $10,000 deductions for American car loan interest, offering $1,000 "Trump Account" credits for children's savings, and raising the state/local tax (SALT) deduction cap from $10,000 to $40,000. The show also covered Moody's downgrade of the US credit rating from AAA to AA+ due to fiscal concerns (with 23% of GDP going to debt interest payments), tornado relief for Missouri and Illinois disaster areas allowing tax deductions for uninsured losses, and ongoing tariff discussions. While the legislation wouldn't take effect until January 2026, its Senate passage remains uncertain due to opposition from senators like Josh Hawley who want higher child tax credits, and the bill could face significant modifications or be killed entirely. 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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    50 m
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