"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.

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2025-01-11 Keep What’s Yours

Capital Advisory Group