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The current tax law is scheduled to sunset and revert to 2017 rules, effectively levying a 30% tax increase on small businesses. 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.  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:
•	Provisions of the Tax & Jobs Act revert to 2017 rules – Expect tax increases
•	Pay attention to your quarterly portfolio statements
•	Real Estate Property Taxes – What you need to know
•	How is the IRS using its new funding – Are you a target?
•	ERTC filing deadline begins April 2024. Apply today at MyERCToday com

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!

2023-09-16 Keep What’s Yours

The economy continues to struggle and inflation, while slowing, is affecting small business’s ability to maintain profitability. There are numerous tax credits available and other strategies that can help. 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:
•	Self Employed Tax Credit 
•	American Opportunity Tax Credit and Lifetime Learning Credit
•	The Child and Dependent Care Credit
•	The Saver's Tax Credit
•	Consult a Tax Strategist to Maximize All Available Tax Credits

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!

2024-06-29 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

The IRS rules and regulations provide many tax benefits to business owners and self-employed people, but these rules often undergo changes and revisions. 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:
•	IRS Penalty for Underpayment of Taxes
•	Self-Employed Tax Credits Available
•	Importance of the W-4 Form
•	Part-time Seasonal Workers Earnings Threshold
•	How to Ensure Accurate and Optimal Tax Planning and Filing
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!

2024-07-13 Keep What’s Yours

The upcoming presidential election opens the possibility of significant changes to the tax code. 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 top 1% of earners in the US pay 45.7% of all federal income taxes.
•	The top 5% of earners pay 65.6% of all federal income taxes.
•	The top 10% of earners pay 75.8% of all federal income taxes.
•	The bottom 50% of earners pay only 2.34% of all federal income taxes.
•	The current tax law reverts back to 2017 rules on Jan 1, 2026, unless Congress intervenes. 

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!

2024-07-27 Keep What’s Yours

The impact of inflation on the economy has created many difficulties for families and small businesses. 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 FED’s potential rate cut.
•	Prospects for higher inflation.
•	Inherited IRA and potential tax consequences.
•	Filing deadlines for tax extensions.
•	How some companies are offering incentives as prices increase. 

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!

2024-08-03 Keep What’s Yours

While the rate of inflation in the economy has eased in recent months, the overall effect is still a 20-40 percent increase in consumer prices over the last four years. 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:
•	Taking Advantage of the Tax Code
•	Inflation is here to stay for the long haul.
•	Mortgage rates, while higher, are still historically low.
•	Sales tax issues for consumers and businesses selling across state lines.
•	If you’re not consulting a tax strategist, you’re likely overpaying in taxes.

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!

2024-08-17 Keep What’s Yours

You may not be the recipient of an Olympic gold medal and now staring at the tax consequences of your athletic feat, but if you still have tax consequences of your own to consider. 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:
•	Tax Planning Strategies Like an FSA
•	Cashflow, Debt, and Rising Interest Rates
•	Federal Reserve Signals It May Lower the Fed Funds Rate
•	IRS Tax Underpayment Penalties Compound Daily
•	Olympic Athletes and Tax on Prize Winnings

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!

2024-08-24 Keep What’s Yours

Taxes may be integral to supporting a functional societal infrastructure, however, there is no rule requiring you to pay more than you are legally required. 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:
•	Inflation has Slowed but Prices are Higher than Ever
•	Sales Tax – Is the Government Double Dipping
•	No Reason to Pay More Taxes than Legally Obligated
•	Professional Advice – It’s Priceless

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!

2024-09-07 Keep What’s Yours

You can use hundreds of deductions and other strategies to keep more of your hard-earned money and pay no more in taxes than you are legally required. 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:
•	Deductions aren’t the only way to tax savings
•	Is an IRA Roth conversion right for you?
•	Tax Loss Harvesting
•	Is staying invested in the market for the long haul the best strategy?

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!

2024-09-14 Keep What’s Yours

Preparing for market volatility, especially in this election year is more important than ever. 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:
•	Optimizing Tax Savings
•	Balancing pre-tax and post-tax investments
•	Impact of Inflation on Personal Finances
•	Proactive steps to take for tax mitigation before the year ends

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!

2023-09-16 Keep What’s Yours

Capital Advisory Group

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