"Keep What's Yours” with Jeff Zufall" is a podcast hosted by Josh Gilbert and Jeff Zu Fall, a senior tax strategist and wealth advisor with Capital Advisory Group. In this episode, they discuss various tax-related topics for the new year 2025, including the importance of not filing taxes too early to avoid missing crucial documents like 1099s, the impact of the national deficit on future tax policies, and the benefits of having a combined tax and wealth advisor. They also cover updates on tax rules for 2025, such as increased standard deductions, adjusted tax brackets, and the unchanged child tax credit. The episode emphasizes the importance of strategic tax planning and offers practical advice for individuals and small business owners to optimize their tax situations.

The IRS reports that small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!

2025-01-11 Keep What’s Yours

"Keep What's Yours” with Jeff Zufall" is a podcast hosted by Jeff Zufall, the senior tax strategist and wealth advisor with Capital Advisory Group and Josh Gilbert at KTRS Radio. This episode provides practical advice on how to minimize tax liabilities and maximize financial benefits. Key topics include the importance of understanding tax laws, the benefits of using FSAs and HSAs, the process of filing taxes, and the potential advantages of itemizing deductions versus taking the standard deduction. The hosts also discuss the implications of potential changes in tax laws, such as the SALT cap, and offer tips for small business owners. Listeners are encouraged to consult with a tax advisor to optimize their financial strategies.

The IRS reports that small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!

2025-01-25 Keep What’s Yours

"Keep What's Yours” with Jeff Zufall" is a podcast hosted by Jeff Zufall, the senior tax strategist and wealth advisor with Capital Advisory Group and Josh Gilbert at KTRS Radio. This episode delves into the complexities of the current tax season, highlighting the challenges and changes in tax regulations. Jeff emphasizes the importance of professional tax preparation to maximize savings and avoid costly mistakes. The discussion covers various tax-related topics, including executive orders affecting the economy, the impact of tariffs, and potential changes to tax breaks for families and education. Jeff also provides practical advice on managing required minimum distributions (RMDs) and utilizing tax credits effectively. 

The IRS reports that small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!

2025-02-08 Keep What’s Yours

"Keep What's Yours” with Jeff Zufall" is a podcast hosted by Jeff Zufall, the senior tax strategist and wealth advisor with Capital Advisory Group and Josh Gilbert at KTRS Radio. The show covers various aspects of tax preparation and financial planning, offering practical advice for managing taxes efficiently. In this episode, they discuss the importance of having all necessary tax documents before filing, the implications of preliminary 1099 forms, and the complexities of the tax code. They also touch on the benefits of professional tax services, such as identifying potential savings and ensuring compliance with IRS regulations. Additionally, the conversation explores the impact of inflation and interest rates on the economy, the strategic acceleration of income for tax benefits, and the importance of integrating tax and wealth management. The episode emphasizes the value of expert guidance in navigating the ever-changing tax landscape to maximize financial well-being.

The IRS reports that small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!

2025-02-15 Keep What’s Yours

"Keep What's Yours” with Jeff Zufall" is a podcast hosted by Jeff Zufall, the senior tax strategist and wealth advisor with Capital Advisory Group and Josh Gilbert at KTRS Radio. The episode covers various tax-related topics, including the importance of timely tax filing, understanding 1099 forms, and the implications of preliminary tax documents. Jeff emphasizes the need for accurate tax reporting to avoid discrepancies with the IRS and discusses the complexities of the tax code. The conversation also touches on the impact of state and local tax caps, the benefits of professional tax assistance, and strategies for managing taxable income. Additionally, the hosts discuss the effects of inflation, interest rates, and tariffs on the economy, and the potential advantages of paying more taxes now to reduce future tax liabilities. The episode concludes with practical advice for listeners on how to navigate the tax season effectively.

The IRS reports that small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!


2025-02-22 Keep What’s Yours

In this episode of "Keep What's Yours", hosts Josh Gilbert and senior tax strategist Jeff Zufall discuss the 2024 tax season, highlighting the lack of significant tax revisions and the alarming rise in crypto theft. Jeff explains the challenges of dealing with stolen digital assets, emphasizing that such losses cannot be written off as capital or casualty losses. They also touch on the complexities of cryptocurrency transactions and the importance of dealing with reputable companies to avoid scams. The conversation shifts to the IRS's current challenges, including staffing issues and the impact of recent hiring freezes. Jeff advises listeners on the importance of accurately reporting digital asset transactions and the potential consequences of failing to do so. The episode concludes with practical advice for taxpayers, stressing the importance of timely tax payments and the benefits of professional tax assistance.

The IRS reports that small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!


2025-03-17 Keep What’s Yours

2025-03-22 Keep What’s Yours

"Keep What's Yours" is a podcast hosted by Jeff Zufall and Josh Gilbert, focusing on tax strategies and financial advice. In this episode, Jeff, the senior tax strategist and wealth advisor at Capital Advisory Group, discusses the importance of timely tax filing and the meticulous process involved in reviewing and finalizing tax returns. He emphasizes the need for multiple reviews to catch errors and optimize tax savings. The conversation also covers the impact of tariffs on consumer prices, the potential for inflation, and the importance of understanding paycheck withholdings to avoid unexpected tax bills. Jeff advises listeners to regularly check their paycheck stubs and consult with a tax professional to ensure accurate withholdings and maximize financial benefits. The episode concludes with a discussion on market corrections, the role of the Federal Reserve, and the importance of maintaining a long-term investment strategy despite market volatility.

The IRS reports that small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!


2025-04-05 Keep What’s Yours

"Keep What's Yours" is a podcast hosted by Jeff Zufall, the senior tax strategist and wealth advisor, focusing on tax season insights and financial advice. In this episode, Jeff and co-host Josh Gilbert discuss the conclusion of the first phase of tax season and the beginning of the extension and cleanup phase. They emphasize the importance of making estimated tax payments even if an extension is filed. The conversation covers the logistics of making tax payments online, the impact of tax law changes, and the benefits of adjusting withholdings to avoid owing taxes. They also touch on the IRS's revolving leadership, layoffs, and the discontinuation of the free file program. Additionally, they discuss the rising value of gold amid market turmoil and the implications of Social Security overpayments. The episode concludes with advice on tax-efficient retirement planning and the importance of consulting a tax advisor to optimize financial strategies.

The IRS reports that small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!


2025-04-19 Keep What’s Yours

Keep What's Yours with Jeff Zufall is a podcast focused on tax strategies and wealth management. Hosted by Josh Gilbert and featuring Jeff Zufall, Senior Tax Strategist and Wealth Advisor at Capital Advisory Group, the show covers a range of topics including tax extensions, refunds, and the importance of consulting a tax advisor. The latest episode discusses the complexities of the tax system, the potential future of tax filing, and the impact of tariffs on the economy. Jeff provides insights on how to manage taxes efficiently, both during the accumulation phase of working life and the distribution phase in retirement. The show emphasizes the importance of proactive tax planning to minimize liabilities and maximize savings.

The IRS reports that small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!

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