Keep What's Yours

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. This week on Keep What’s Yours radio, we discuss various financial terms and concepts, including credit, credit scores, net worth, and home equity. They also mention the tax credits available for purchasing electric vehicles and installing chargers in your garage. Jeff Zufall emphasizes the importance of seeking advice from a...

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. This week on Keep What’s Yours radio, we talk about year-end tax planning and the potential risks of borrowing from your 401k. It’s also time to review your paycheck stubs, consider Roth conversions, and maximize contributions to your retirement accounts. Jeff cautions against using a 401k loan for non-essential purposes and h...

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. This week on Keep What’s Yours radio, we discuss the importance of having your tax advisor and your wealth advisor work together. We discuss the Employee Retention Tax Credit (ERTC), bankruptcy cases, and the IRS charging 8% interest on estimated underpayments. We emphasize the importance of year-end planning, including checki...

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. With government debt and consumer debt exploding, preparing your business for a slower economy is critical to your business survival. 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...

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. No one wants to pay more in taxes than legally obligated, but as you near retirement, tax planning becomes even more critical, maximizing Medicare coverage. 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 en...

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. Roth conversions are one potential opportunity two save on taxes, but there are many considerations. 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 wi...

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. No one wants to pay more in taxes than legally obligated, but as you near retirement, tax planning becomes even more critical for maximizing Medicare coverage. 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...

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. Financial literacy is understanding and using various financial skills, including personal financial management, budgeting, and investing. 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 he...

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. It's not too late to make adjustments to minimize your tax liability this year. 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...

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. As Benjamin Franklin once said, “In this world, nothing is certain except death and taxes.” 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 pay...

October is Financial Planning Month. Do you have a plan? Have you reviewed it lately? Are you on the right path? 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...

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. You may have heard the IRS has put the ERC program on hold temporarily. While that is true, we are still processing ERC applications. 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...

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. 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 smal...

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. Everything you do in your financial life ends up on a tax return. 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...

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. The government is cracking down on shell corporations and similar tax avoidance schemes. 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...

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. Many of the tax provisions in Tax and Jobs Act passed under President Trump will expire in 2025. 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...

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. The kids are heading back to school, and retail businesses are getting ready for the holiday season ahead. 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 succ...

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. The government is cracking down on shell corporations and similar tax avoidance schemes. 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...

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. Everything you do in your financial life ends up on a tax return at some point. 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 Yo...

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. The government is cracking down on shell corporations and similar tax avoidance schemes. 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...

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. The Corporate Transparency Act goes into effect in 2024, and no business is exempt. 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’...

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. Inflation continues, interest rates will likely rise, and business appears strong. How are these factors affecting your business? 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 sma...

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. We’re halfway through the year, but there’s still time to take advantage of rules in the tax code that could save you thousands. 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 smal...

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. Will the US mandate a digital wallet like the EU? How will CBDCs affect your business independence? 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. He...

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. According to the IRS, many businesses overpay their taxes each year. Are you paying too much in taxes? 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....