『Keep What's Yours』のカバーアート

Keep What's Yours

Keep What's Yours

著者： Jeff Zufall - Capital Advisory Group Inc.
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 Podcast by Jeff Zufall & Josh GilbertCopyright Capital Advisory Group Inc. マネジメント マネジメント・リーダーシップ リーダーシップ 経済学
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  • 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
    2025/12/06
    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 分
  • 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
    2025/11/22
    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 分
  • 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
    2025/11/15
    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 分
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