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
  • 2025-01-25 Keep What’s Yours

    2025-01-25 Keep What’s Yours
    Jan 25 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 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!
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    47 mins
  • 2025-01-11 Keep What’s Yours

    2025-01-11 Keep What’s Yours
    Jan 10 2025
    "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!
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    48 mins
  • 2024-12-28 Keep What’s Yours

    2024-12-28 Keep What’s Yours
    Dec 28 2024
    "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!
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    49 mins
  • 2024-12-14 Keep What’s Yours

    2024-12-14 Keep What’s Yours
    Dec 13 2024
    "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!
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    48 mins
  • Keep Whats Yours Full Show

    Keep Whats Yours Full Show
    Dec 6 2024
    "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!
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    52 mins