Jeff Zufall

Keep What's Yours

Business EN ↓ 180 episodes

Podcast by Jeff Zufall

Be sure to visit the podcast's website and support the creator: capitaladvisorygrp.com

Author

Jeff Zufall

Category

Business

Podcast website

capitaladvisorygrp.com

Latest episode

Oct 31, 2026

Where to listen?

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Episodes

2023-06-17 Keep What’s Yours 17.06.2023

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

2023-06-10 Keep What’s Yours 10.06.2023

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 ta...

2023-06-03 Keep What’s Yours 03.06.2023

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 ta...

2023-05-20 Keep What’s Yours 20.05.2023

Capital Advisory Group has been celebrating Small Business 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: • The US Debt Ceiling and Dollar...

2023-05-13 Keep What’s Yours 13.05.2023

For nearly 50 years, Capital Advisory Group has celebrated Small Business; 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: • The Tax Collectors are Getting More...

2023-05-06 Keep What’s Yours 06.05.2023

National Small Business Month continues this week. For nearly 50 years, Capital Advisory Group has celebrated Small Business; 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...

2023-04-29 Keep What’s Yours 29.04.2023

National Small Business Month starts this week. For nearly 50 years, Capital Advisory Group has celebrated National Small Business Week, which recognizes the critical contributions of America’s entrepreneurs and small business owners. 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...

2023-04-22 Keep What’s Yours 24.04.2023

Tax Filing Season is complete. Did you write a big check to the IRS this year? You may be overpaying your taxes like so many business owners. Tax strategy is essential to the wealth and retirement planning for your business. 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 tal...

2023-04-15 Keep What’s Yours 15.04.2023

Final Notice - Tax Filing Day is April 18. Are you over paying your taxes like so many business owners? Tax strategy is essential to the wealth and retirement planning for your business. 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: • Have you hired a professional to...

2023-04-08 Keep What’s Yours (“Best of Replay”) 08.04.2023

This episode of Keep What's Yours is a "Best-of" replay from March 18. Tax Filing Day is April 18. Are you overpaying your taxes like so many business owners? Tax strategy is essential to the wealth and retirement planning for your business. 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 Gilber...

2023-04-01 Keep What’s Yours 01.04.2023

Tax Filing Day is April 18. Are you over paying your taxes like so many business owners? Tax strategy is essential to the wealth and retirement planning for your business. 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: • Update on Interest Rate and FED policy • IRA and...

2023-03-25 Keep What’s Yours 25.03.2023

We’re knee-deep in tax returns, helping hundreds of clients keep more of what’s theirs. Tax strategy is essential to the wealth and retirement planning for your business. 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: • Update on what’s happening at the IRS • Specific...

2023-03-18 Keep What’s Yours 18.03.2023

Tax returns are due one month from today. Tax strategy is essential to wealth, transition, and retirement planning for your business. 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: • Advantages of Your Tax and Financial Planner being the Same Person • Update on Bank Fi...

2023-03-11 Keep What’s Yours 11.03.2023

We are in the thick of tax season. Tax strategy is essential to wealth, transition, and retirement planning for your business. 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: • 1099s – Changes coming to reporting requirements • Tax Day – April 18, 2023 • Inflation Updat...

2023-02-25 Keep What’s Yours 28.02.2023

It’s the heart of tax season. Tired of paying too much? Tax strategy is essential to wealth, transition, and retirement planning for your business. 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: • An easy way to save $1200 on taxes every year • Free Tax Analysis for Qu...

2023-02-18 Keep What’s Yours 18.02.2023

It’s officially tax season. Tax strategy is essential to wealth, transition, and retirement planning for your business. 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 Update • Who’s doing your tax return? • IRS Customer Service Update • The right time to co...

2023-02-11 Keep What’s Yours 11.02.2023

It’s the second weekend in February. Tax strategy is essential to wealth, transition, and retirement planning for your business. 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: • Don’t file tax returns too early • Advantages of having tax and wealth strategy in one advi...

2023-02-04 Keep What’s Yours 04.02.2023

It’s the first weekend in February. Tax strategy is essential to wealth, transition, and retirement planning for your business. 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: • Roth IRA withdrawals – What you need to know • Charitable Deductions – What’s changed • Tran...

2023-01-28 Keep What’s Yours 28.01.2023

It’s the last weekend in January. It’s time to close the books on 2022 and to prepare the tax documents that need to be mailed to employees and vendors by January 31. 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: • Update on Inflation • Home Office and Other Tax Impli...

2023-01-21 Keep What’s Yours 21.01.2023

We’re 3 weeks into the new year. It’s time to close the books on 2022 and to prepare the tax documents that need to be mailed to employees and vendors by January 31. 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 items to review prior at tax time • Credit cards,...

2023-01-14 Keep What’s Yours 14.01.2023

It’s the beginning of the year. Welcome to "Keep What's Yours," it’s time to close the books on 2022 and to repair the tax documents that need to be mailed to employees and vendors by January 31. 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 Changes in the New Y...

2023-01-07 Keep What’s Yours 07.01.2023

Happy New Year. Welcome to the first show of 2023. It’s January, it’s time to close the books on 2022 and to repair the tax documents that need to be mailed to employees and vendors by January 31. 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 Status on December...

2022-12-31 Keep What’s Yours 04.01.2023

Merry Christmas. As we wrap up Business Planning month, it’s a great time to review your plans and make adjustments for the new year. 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: • ERC Employee Retention Tax Credit – MyERCToday com • Home Office Deduction – Are You E...

2022-12-17 Keep What’s Yours 17.12.2022

Welcome to December. It’s Business Planning month, a great time to review your plans and make adjustments for the new year. 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: • ERC Employee Retention Tax Credit – MyERCToday com • Tax Benefits for Small Businesses • Interes...

2022-12-10 Keep What’s Yours 10.12.2022

Welcome to December. It’s Business Planning month, a great time to review your plans and make adjustments for the new year. 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 Update – Recouping Taxes from Under-Reported Income • New Tax Incentives for Electric Vehicl...

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