• 2025-02-15 Keep What’s Yours

  • Feb 14 2025
  • Length: 48 mins
  • Podcast

2025-02-15 Keep What’s Yours

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  • Summary

  • "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. The show covers various aspects of tax preparation and financial planning, offering practical advice for managing taxes efficiently. In this episode, they discuss the importance of having all necessary tax documents before filing, the implications of preliminary 1099 forms, and the complexities of the tax code. They also touch on the benefits of professional tax services, such as identifying potential savings and ensuring compliance with IRS regulations. Additionally, the conversation explores the impact of inflation and interest rates on the economy, the strategic acceleration of income for tax benefits, and the importance of integrating tax and wealth management. The episode emphasizes the value of expert guidance in navigating the ever-changing tax landscape to maximize financial well-being. 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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