Keep What's Yours Podcast Por Jeff Zufall - Capital Advisory Group Inc. arte de portada

Keep What's Yours

Keep What's Yours

De: Jeff Zufall - Capital Advisory Group Inc.
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Podcast by Jeff Zufall & Josh GilbertCopyright Capital Advisory Group Inc. Economía Gestión Gestión y Liderazgo Liderazgo
Episodios
  • 2026-01-03 KWY - The New Tax Playbook: How to Keep More of Your Money in 2026

    2026-01-03 KWY - The New Tax Playbook: How to Keep More of Your Money in 2026
    Jan 3 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!
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    48 m
  • 2025-12-06 Year-End Tax Power Moves: Don’t Leave Money on the Table

    2025-12-06 Year-End Tax Power Moves: Don’t Leave Money on the Table
    Dec 6 2025
    In this edition of Keep What’s Yours, Josh Gilbert and senior tax strategist Jeff Zufall break down the critical moves listeners should make before December 31 to reduce their tax burden and strengthen their retirement outlook. Jeff explains how strategic planning—whether it’s maxing out your 401(k), evaluating Roth conversions, navigating RMDs, or preparing for Medicare’s income-related surprises—can save thousands over time. With clear examples, real client stories, and practical guidance for every stage of life, this episode shows why proper tax planning isn’t just smart, it’s essential if you want to keep more of what you’ve earned. Stop overpaying your taxes each year. - Call Capital Advisory Group at 636-394-5524 today!
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    52 m
  • 2025-11-22 How the “Big Beautiful Bill” Changes Everything: Your Year-End Tax Playbook

    2025-11-22 How the “Big Beautiful Bill” Changes Everything: Your Year-End Tax Playbook
    Nov 22 2025
    In this episode of Keep What’s Yours, Josh Gilbert and Senior Tax Strategist Jeff Zufall break down the sweeping changes in the “Big Beautiful Bill,” the newly updated tax code reshaping how individuals and small businesses should plan for 2025 and beyond. Jeff explains why filing your taxes once a year is no longer enough—and how year-round strategic tax planning can save you thousands. From new deductions (like the $10,000 vehicle interest write-off) to disappearing credits (goodbye electric-vehicle incentives), Jeff highlights what’s ending on December 31st, what’s newly permanent, and what opportunities most taxpayers are missing. They also cover HVAC and appliance rebates, charitable contribution restorations, the surge in tariffs—and even the possibility of “Trump checks.” Whether you're preparing for retirement, considering Roth conversions, or navigating inflation and market uncertainty, this episode gives you the practical, timely insights you need to truly keep what’s yours. Stop overpaying your taxes each year. - Call Capital Advisory Group at 636-394-5524 today!
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    47 m
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