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
  • 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
  • 2024-11-23 Keep What’s Yours

    2024-11-23 Keep What’s Yours
    Nov 23 2024
    On this week’s episode of "Keep What's Yours," hosted by Jeff Zufall, the senior tax strategist and wealth advisor with Capital Advisory Group, Jeff shares insights on tax loss harvesting, capital gains, and the benefits of combining tax and wealth advisory services. The discussion covers strategies for year-end tax planning, the implications of recent Fed rate cuts, and the future of Trump tax laws. The show also highlights the importance of managing Required Minimum Distributions (RMDs) for retirees to minimize tax liabilities and maximize savings. Listeners are encouraged to consult with Jeff to optimize their financial strategies and keep more of their money. 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
  • 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!
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    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!
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    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.
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    49 mins