Keep What's Yours

By: Jeff Zufall - Capital Advisory Group Inc.
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  • Summary

  • Podcast by Jeff Zufall & Josh Gilbert
    Copyright Capital Advisory Group Inc.
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Economics Leadership Management Management & Leadership
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Episodes
  • 2025-02-22 Keep What’s Yours

    2025-02-22 Keep What’s Yours
    Feb 22 2025
    "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 episode covers various tax-related topics, including the importance of timely tax filing, understanding 1099 forms, and the implications of preliminary tax documents. Jeff emphasizes the need for accurate tax reporting to avoid discrepancies with the IRS and discusses the complexities of the tax code. The conversation also touches on the impact of state and local tax caps, the benefits of professional tax assistance, and strategies for managing taxable income. Additionally, the hosts discuss the effects of inflation, interest rates, and tariffs on the economy, and the potential advantages of paying more taxes now to reduce future tax liabilities. The episode concludes with practical advice for listeners on how to navigate the tax season effectively. 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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    48 mins
  • 2025-02-15 Keep What’s Yours

    2025-02-15 Keep What’s Yours
    Feb 14 2025
    "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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    48 mins
  • 2025-02-08 Keep What’s Yours

    2025-02-08 Keep What’s Yours
    Feb 8 2025
    "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. 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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    48 mins

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