エピソード

  • 2026-03-21 2026 Tax Season Secrets, IRS Changes, Fed Rates & Inflation Explained

    2026-03-21 2026 Tax Season Secrets, IRS Changes, Fed Rates & Inflation Explained
    2026/03/21
    As tax season hits full throttle, this episode of Keep What’s Yours breaks down what’s really happening behind the scenes—from IRS processing issues and new tax law changes to the critical truth about filing extensions (hint: you still have to pay). Jeff Zufall and Josh Gilbert also dive into timely financial topics, including rising inflation pressures, Fed rate decisions, and what global events could mean for your wallet. Plus, they uncover common tax-saving strategies many people miss—like HSAs, overtime tax nuances, and crypto reporting—and discuss the alarming trend of Americans tapping into their 401(k)s just to stay afloat. Packed with practical advice and real-world insights, this episode helps you navigate both your taxes and today’s uncertain economic landscape with confidence. Stop overpaying your taxes each year. - Call Capital Advisory Group at 636-394-5524 today!
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    52 分
  • 2026-03-14 New Tax Code 2026: Tips, Overtime, Senior Deductions, Crypto Taxes & Missouri Tax Changes

    2026-03-14 New Tax Code 2026: Tips, Overtime, Senior Deductions, Crypto Taxes & Missouri Tax Changes
    2026/03/14
    In this episode of Keep What’s Yours, Jeff Zufall breaks down the biggest 2026 tax season updates and what they mean for everyday taxpayers, retirees, workers, and investors. The conversation covers the new tax code, tax planning strategies, no tax on tips, no tax on overtime, senior tax deductions, Missouri capital gains tax changes, Social Security tax rules, crypto tax reporting, 1099 forms, eBay and side hustle income, auto loan interest deductions, and how to avoid costly filing mistakes. Packed with timely tax advice, retirement planning insight, and practical examples, this episode is a helpful guide for anyone looking to lower their tax bill, understand new IRS rules, and make smarter financial decisions before next tax season. Stop overpaying your taxes each year. - Call Capital Advisory Group at 636-394-5524 today!
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    51 分
  • 2026-02-21 Bigger Tax Refunds in 2026? Smart Tax Strategies to Reduce Your Tax Bill Long-Term

    2026-02-21 Bigger Tax Refunds in 2026? Smart Tax Strategies to Reduce Your Tax Bill Long-Term
    2026/02/21
    Average tax refunds are up 11% so far this season—but what does that really mean for your 2026 tax bill? In this episode of Keep What’s Yours, Jeff Zufall, Senior Tax Strategist and Wealth Advisor, breaks down the latest IRS refund data and explains how the new “Big Beautiful Bill,” retirement account rules, and overlooked tax strategies could impact your finances. Learn how to avoid filing with incorrect 1099s, maximize HSA tax advantages, use 529 plans effectively, reduce taxes with charitable RMD strategies, understand Roth IRA and Secure Act 2.0 changes, and take advantage of new vehicle interest deductions. If you're looking for expert tax planning tips, retirement tax strategies, and ways to legally lower your income taxes, this episode delivers actionable insights to help you keep more of your money. Stop overpaying your taxes each year. - Call Capital Advisory Group at 636-394-5524 today!
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    47 分
  • 2026-01-31 Rates, RMDs, and Reality Checks: Navigating the New Tax Season

    2026-01-31 Rates, RMDs, and Reality Checks: Navigating the New Tax Season
    2026/01/31
    Interest rates, inflation, and tax law changes are colliding—and this episode of Keep What’s Yours helps you make sense of it all. Tax strategist and wealth advisor Jeff Zufall joins host Josh Gilbert to break down the Federal Reserve’s latest decision to hold interest rates steady, what a newly announced Fed chair could mean for the economy, and why cutting rates too fast could reignite inflation. The discussion dives deep into 2026 tax season challenges, including required minimum distributions (RMDs), why nearly one-third of retirees miss them, and how to avoid costly IRS penalties. Jeff also explains the latest updates on no tax on overtime, no tax on tips, IRS staffing issues, and why TikTok tax advice can be dangerous. If you’re worried about taxes, retirement planning, inflation, or keeping more of your money, this episode delivers clear answers and practical guidance. Stop overpaying your taxes each year. - Call Capital Advisory Group at 636-394-5524 today!
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    56 分
  • 2026-01-24 2026 Tax Season Explained: Crypto 1099-DA, IRS Delays, Bigger Refunds & Missouri Income Tax Changes

    2026-01-24 2026 Tax Season Explained: Crypto 1099-DA, IRS Delays, Bigger Refunds & Missouri Income Tax Changes
    2026/01/24
    The 2026 tax filing season has begun, and major tax changes are already impacting millions of Americans. In this episode of Keep What’s Yours, host Josh Gilbert and senior tax strategist Jeff Zufall explain everything you need to know about crypto taxes, the new IRS Form 1099-DA for digital assets, and why filing your taxes too early could trigger audits, penalties, or amended returns. They also discuss IRS staffing shortages, delayed refunds and correspondence, higher standard deductions, and why refunds may be larger this year. Plus, the show breaks down Missouri’s proposal to eliminate the state income tax—and how it could lead to significantly higher sales taxes instead. If you’re searching for guidance on IRS rules, crypto tax reporting, capital gains, tax refunds, or state tax changes, this episode delivers clear, expert insights to help you legally keep more of your money. Stop overpaying your taxes each year. - Call Capital Advisory Group at 636-394-5524 today!
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    49 分
  • 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
    2026/01/17
    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 分
  • 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
    2026/01/10
    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 分
  • 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
    2026/01/03
    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 分