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
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Episodes
  • 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

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