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
  • 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 min
  • 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 min
  • 2025-11-15 Year-End Tax Moves, Catch-Up Rules, and IRS Shake-Ups: What You Need to Know Before 2025 Ends

    2025-11-15 Year-End Tax Moves, Catch-Up Rules, and IRS Shake-Ups: What You Need to Know Before 2025 Ends
    Nov 15 2025
    In this lively and insight-packed episode of Keep What’s Yours, Josh Gilbert and senior tax strategist Jeff Zufall break down the biggest financial stories shaping your wallet—from the end of the longest government shutdown in history to fresh IRS enforcement, the death of the penny, and the future of direct-file tax returns. Jeff explains the new Secure Act 2.0 catch-up contribution rules, why 2025 is the last year many high earners can shelter extra 401(k) contributions pre-tax, and how required Roth treatment is about to change retirement planning. They dive into crypto reporting, tariff-driven inflation, and what a rumored $2,000 “tariff check” might really mean. Finally, Jeff outlines smart, actionable year-end tax strategies you can still take advantage of—plus the one simple mistake that could accidentally leave your money to the wrong person. A must-listen for anyone who wants to keep more of what they earn and start 2026 financially strong. Small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!
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    53 min
  • 2025-10-25 Retire Smarter, Not Later: How to Keep What’s Yours in 2025

    2025-10-25 Retire Smarter, Not Later: How to Keep What’s Yours in 2025
    Oct 25 2025
    In this episode of Keep What’s Yours, Josh Gilbert and senior tax strategist Jeff Zufall dive into the real-world financial questions that everyone faces — from catching up on retirement savings if you started late, to navigating inflation, layoffs, and the brand-new “Big Beautiful Bill” tax code. Jeff breaks down practical ways to budget smarter, make the most of 401(k) catch-up provisions, and understand how new laws like the vehicle loan interest deduction could save you thousands. It’s an engaging, down-to-earth conversation about building financial freedom, minimizing taxes, and setting yourself up for a stress-free retirement — no matter where you’re starting from. Small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!
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    48 min
  • 2025-10-18 Navigating the IRS Shutdown, No Tax on Tips, and the New Tax Code

    2025-10-18 Navigating the IRS Shutdown, No Tax on Tips, and the New Tax Code
    Oct 17 2025
    Join Josh Gilbert and tax strategist Jeff Zufall as they tackle the chaos of tax season 2025! With the IRS government shutdown threatening to delay filing until late February, learn how the "big beautiful bill" signed on July 4th is reshaping everything from tip taxation to overtime pay. Discover why 31% of small businesses are raising prices, how to avoid the self-employment tax trap that catches entrepreneurs off guard, and why "Bitcoin Jesus" just paid $49.9 million to settle with the IRS. Jeff breaks down the critical difference between entity structures, explains why your employer—not you—controls your no-tax-on-tips benefit, and reveals smart strategies for Roth conversions and year-end planning. Whether you're a small business owner, tip-earning employee, or crypto investor, this episode delivers actionable advice to help you legally keep more of what's yours before December 31st. Small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!
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    50 min