Aaron Kowal and guest Rhett Holland of Holland Law discuss the estate planning process, share insights for family business owners with children in the business and not in the business, and touch on protecting your assets from unwanted recipients.

The Retirement Clinic-1-13-24 – The Estate Planning Process

Aaron Spitzner and Chaunsy Weisensel examine your chances of being audited and what are tax return red flags, share insights for leaving assets to your heirs, and weigh the tax implications when you are considering selling a home.

The Retirement Clinic-2-3-24 – Tax Return Red Flags

It’s important to stay updated on the tax laws and seek professional help to ensure you pay the least amount of tax legally possible. Capital Advisory Group has been helping Small Business owners grow and protect their businesses for nearly 50 years, recognizing the critical contributions of America’s entrepreneurs and helping small business owners succeed without paying any more in taxes than legally obligated. Here on Keep What’s Yours, the radio/podcast for small business, your hosts Jeff Zufall, senior tax strategist at Capital Advisory Group Inc., and Josh Gilbert, KTRS radio talk:
•	AI – How the IRS is Using Artificial Intelligence to Detect Fraud
•	RMD – Required Minimum Distribution and at What Age it Begins
•	Proposed Changes to Capital Gains Tax Rules
•	Reduction in IRS Funding and its Impact on System Upgrades

Request your free copy of Jeff’s #1 best-selling book, "Keep What's Yours," just visit CapitalAdvisoryGrp com now! 

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

2024-03-23 Keep What’s Yours

Whenever we talk about math, most people, including business owners, would rather talk just about anything else. But, understanding the financials in your business is key to your success. Capital Advisory Group has been helping Small Business owners grow and protect their businesses for nearly 50 years, recognizing the critical contributions of America’s entrepreneurs and helping small business owners succeed without paying any more in taxes than legally obligated. Here on Keep What’s Yours, the radio/podcast for small business, your hosts Jeff Zufall, senior tax strategist at Capital Advisory Group Inc., and Josh Gilbert, KTRS radio talk:
•	The math matters… a lot
•	Why pay more in taxes than legally obligated
•	What the FED does next on interest rates
•	The Inflationary Impact
•	Private Equity and Hedge Funds

Request your free copy of Jeff’s #1 best-selling book, "Keep What's Yours," just visit CapitalAdvisoryGrp com now! 

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

2024-07-06 Keep What’s Yours

Capital Gains Tax on Real Estate Sales: Key Implications

Will Hobbs is joined by Sonia Fernandes from our Government Relations team, as they reflect on the Labour government’s first Budget since taking office.

To read Barclays Private Bank's "Outlook 2024" report, visit https://privatebank.barclays.com/insights/2023/november/outlook-2024/

To read insights from Barclays Investment Bank, visit https://www.ib.barclays/our-insights.html?cid=chartable_site_pbpodcast

To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments

You can also follow us on LinkedIn for more Barclays investment updates - https://www.linkedin.com/showcase/barclays-digital-investments/

And for Barclays Wealth Management updates - https://www.linkedin.com/company/barclays-wealth-and-investment-management/

#294 A UK Budget special

Budget 2024 - Forsters' Tax Partner Elizabeth Small on CGT changes

Budget 2024 - Forsters' Tax Partner Elizabeth Small on CGT and Employee Ownership Trusts

This week Inland Revenue reminds everyone that twin-cab utes are subject to FBT 

The results of a clampdown on the horticultural sector 

A damning new report from the IMF highlights New Zealand's low productivity growth is this a by-product of not taxing capital? And is the era of supply side economics over. 

FBT & twin-cab utes, IRD's clampdown on the horticultural sector, tax & New Zealand's low productivity growth

Simple assessment and real-time reporting for capital gains tax (CGT) are two ways for HMRC and taxpayers to sidestep self assessment for income and gains.
HMRC sent out a record number of simple assessments for 2023/24. We explain what they are and explore some of the problem areas. We also explain how the often overlooked real-time reporting for CGT works and look at current issues with CGT reporting more generally.

Paying tax outside self assessment

Tax changes how business and people live and work.  Each week we discuss tax news and how it affects you.  Tax is an important policy lever for Government and cross-border tax for global corporations is an issue for Tax and Fairness.

Welcome to Word on the Street, a weekly podcast from Barclays Bank where our experts help ordinary investors make sense of the latest news and events impacting the world’s financial markets.

Please note that past performance is not a guarantee of future performance. All investments can fall as well as rise in value and you can lose some or all of your money. Additionally, this podcast does not constitute an investment recommendation.

Forsters is a leading London law firm based in Mayfair which delivers exceptional legal advice to clients principally drawn from the real estate and private wealth sectors.

ICAEW is a professional membership organisation that provides insight and leadership to the global accountancy and finance profession.

With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning.  Whether you’re looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping you realize your vision.

You can listen to the Kowal Investment Group - now Creative Planning, "Retirement Clinic" podcasts, with retirement and investment planning tips and news right here on Soundcloud. **This is a previously recorded show.**

New tracks tagged #capital gains tax