Episodes

  • 2024-11-16 Keep What’s Yours

    2024-11-16 Keep What’s Yours
    Nov 16 2024
    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!
    Show more Show less
    51 mins
  • 2024-11-09 Keep What’s Yours

    2024-11-09 Keep What’s Yours
    Nov 8 2024
    "Keep What's Yours" is a financial advice show hosted by Josh Gilbert and Jeff Zal, 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!
    Show more Show less
    51 mins
  • 2024-11-02 Keep What’s Yours

    2024-11-02 Keep What’s Yours
    Nov 2 2024
    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.
    Show more Show less
    49 mins
  • 2024-10-19 Keep What’s Yours

    2024-10-19 Keep What’s Yours
    Oct 19 2024
    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!
    Show more Show less
    49 mins
  • 2024-10-12 Keep What’s Yours

    2024-10-12 Keep What’s Yours
    Oct 14 2024
    On the show, we focus on strategies to legally reduce tax bills, leveraging provisions in the tax code that benefit individuals and small businesses. 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 •Mortgage Interest Rates •Federal Government Deficits and the Growing Tax Gap •Tax Strategies - It’s Not Too Late for 2024 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!
    Show more Show less
    49 mins
  • 2024-09-28 Keep What’s Yours

    2024-09-28 Keep What’s Yours
    Sep 28 2024
    When you choose a financial advisor who is also a tax strategy advisor, you benefit from the added expertise that financial recommendations are offered with tax consequences considered and no tax surprises. 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: •Benefits of Combined Financial and Tax Advisory •Fed’s Interest Rate Cut •Update on Mortgage, Credit Card, and Personal Debt •Roth Conversions – Considerations and Planning •Financial Goals – How to Stay Aligned and Succeed 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!
    Show more Show less
    48 mins
  • 2024-09-21 Keep What’s Yours

    2024-09-21 Keep What’s Yours
    Sep 21 2024
    Preparing for market volatility, especially in this election year is more important than ever. 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: •Optimizing Tax Savings •Balancing pre-tax and post-tax investments •Impact of Inflation on Personal Finances •Proactive steps to take for tax mitigation before the year ends 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!
    Show more Show less
    51 mins
  • 2024-09-14 Keep What’s Yours

    2024-09-14 Keep What’s Yours
    Sep 14 2024
    You can use hundreds of deductions and other strategies to keep more of your hard-earned money and pay no more in taxes than you are legally required. 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: •Deductions aren’t the only way to tax savings •Is an IRA Roth conversion right for you? •Tax Loss Harvesting •Is staying invested in the market for the long haul the best strategy? 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!
    Show more Show less
    51 mins