Keep What's Yours

Choosing the right business entity structure for your business will help maximize your tax liability as your business grows. 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 obli...

Capital gains can result in unexpected tax bills, so it is important to plan ahead and consider the tax implications of investment decisions. 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...

Obviously, you shouldn’t pay more in taxes than you’re legally obligated. But how do you know for certain what that amount is? 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 ob...

Ever had a financial advisor recommend speaking to a tax advisor before making an investment? Considered the advantages of combining tax and wealth advisory services. 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...

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 leg...

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. It’s critically important to understand the tax laws and utilize available deductions to maximize your tax savings. 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 ow...

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. Tax savings strategies abound in the tax code, if you know where to find them and how to apply them to your advantage. 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...

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. Tax strategy and wealth accumulation and distribution strategies are critical for business owners. 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 with...

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. It’s that time of the year… As a business owner, by now you should have mailed w2s, 1099s, and all related tax documents to employees and contractors. 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 entrepre...

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. This week on Keep What’s Yours radio we review tax withholding and savings strategies may help reduce your tax liability in the new 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 hel...

This week on Keep What’s Yours radio we continue to review new and updated rules from the IRS that may affect your tax liability in the new 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 in ta...

Please "Like" and "Share" this episode, and "Follow" Keep What’s Yours. Happy New Year. This week on Keep What’s Yours radio, we’ll review new and updated rules from the IRS that may affect your tax liability in the new 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 entre...

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...