2026-01-03 KWY - The New Tax Playbook: How to Keep More of Your Money in 2026

In this timely episode of Keep What’s Yours, host Josh Gilbert sits down with senior tax strategist Jeff Zufall to break down what the new year really means for taxpayers under the newly finalized “big, beautiful” tax bill. From what year-end moves are already off the table to the few planning opportunities that still remain, Jeff explains key changes affecting retirement contributions, IRA deadlines, IRS filing timelines, new vehicle deductions, gambling income rules, and why proper payroll planning now can mean thousands more kept later. The conversation also dives into IRS transparency reforms, interest rate cuts, and how proactive, year-round tax planning—not last-minute filing—creates a lasting advantage for individuals and small business owners alike. If you want to understand what changed, what stayed permanent, and how to start 2026 on the right financial footing, this episode is essential listening. Stop overpaying your taxes each year. - Call Capital Advisory Group at 636-394-5524 today!