Keep What's Yours copertina

Keep What's Yours

Keep What's Yours

Di: Jeff Zufall - Capital Advisory Group Inc.
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A proposito di questo titolo

 Podcast by Jeff Zufall & Josh GilbertCopyright Capital Advisory Group Inc. Economia Gestione e leadership Leadership Management
Episodi
  • 2026-01-17 Tax Season Truths: New Rules, Smarter Moves, and How to Keep More of What’s Yours

    2026-01-17 Tax Season Truths: New Rules, Smarter Moves, and How to Keep More of What’s Yours
    Jan 17 2026
    Tax season is here, and the rules have changed. In this episode of Keep What’s Yours, host Josh Gilbert and senior tax strategist Jeff Zufall explain what taxpayers need to know for the 2026 filing season, including the first day to e-file, how the IRS is using AI, and why digital recordkeeping is more important than ever. Jeff breaks down key provisions of the new tax law, including gift and estate tax rules, vehicle interest deductions, and strategies to legally reduce your tax bill. Listeners will also learn how long to keep personal and business tax records, the right and wrong ways to access 401(k) funds without penalties, and what Missouri’s proposed elimination of state income tax could mean for residents. This episode is essential listening for individuals, retirees, and small business owners looking to file smarter, avoid IRS headaches, and keep more of their hard-earned money. Stop overpaying your taxes each year. - Call Capital Advisory Group at 636-394-5524 today!
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    50 min
  • 2026-01-10 How the New Tax Code Impacts Your Money in 2026 and Beyond

    2026-01-10 How the New Tax Code Impacts Your Money in 2026 and Beyond
    Jan 10 2026
    The new federal tax law—dubbed the “Big, Beautiful Bill”—is officially in place, and it’s already reshaping how Americans file, plan, and pay taxes. In this episode of Keep What’s Yours, host Josh Gilbert and senior tax strategist Jeff Zufall explain what’s changed in the 2026 tax code, which Trump-era tax provisions are now permanent, and which deductions and credits could expire after 2028. They discuss why this tax season may be more complicated than ever, how IRS staffing cuts and new filing rules could affect refunds, and what taxpayers should do now to avoid costly mistakes. The conversation also covers smart tax planning strategies, Roth conversion pitfalls, coordinating wealth and tax advice, and Missouri’s gas tax rebate program. If you want practical tax advice, retirement planning insights, and strategies to legally reduce your tax bill, this episode is a must-listen. Stop overpaying your taxes each year. - Call Capital Advisory Group at 636-394-5524 today!
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    48 min
  • 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 min
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