Keep What's Yours

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: • Update on the top news stories of the day • National Tax Security Awareness • Inflation Update -...

Welcome to November. It’s Fraud Awareness month 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: • Your joint account with the IRS • Can a Health Savings Account be a benefit? • Credit Card Debt, Household Debt – What’s going on? Shadowstats com • Recession Fears – What...

Welcome to November. It’s Fraud Awareness month 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: • Retirement? Ideas to consider for planning • The FTX crypto scam and the banking system • A dynamic approach to tax management • Stock market manipulation • ERC Employee Re...

Welcome to November. It’s Fraud Awareness month 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: • Applying the Tax Code to Your Advantage • Fraud - Beware, Prepare and Protect Your Business • Meet Fraud Expert Noah Giles at Links IT • Inflation Update - What You Should...

Welcome to November. It’s Fraud Awareness month 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: • Wealth advisory services – What you need to know • FED interest rate policy • Fraud’s impact on business – What to watch out for • Tax implications of fraudulent activity •...

It’s the last week in October, Financial Awareness month 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: • Is a Roth Conversion right for you, and other tax planning considerations. • Updates to federal tax brackets, std. deductions, IRA / 401(k) contribution, etc. • Ba...

It’s October, which means it’s Financial Awareness month 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: • Financial Review – Are you paying for services you don’t use? • Open Enrollment for Healthcare Benefits • Business Mileage – MileIQ App – Get that app at CapitalAd...

It’s October, which means it’s Financial Awareness month 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: • Specializing in Small Business Taxes – Request a Tax Analysis • ERC Employee Retention Tax Credit – MyERCToday com • Pre-Tax Retirement Options to Consider • Accou...

It’s October, which means it’s Financial Awareness month 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: • Employment and Other Taxes for Small Business Owners • Inflation Reduction Act – New Revisions • Financial Planning – Why You Need to Have a Plan • IRA/401K Retire...

Please enjoy this "Best-of-Replay" of 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: • How Much More Can You Save for Retirement • IRS Update: o Exposed 120,000 Tax Filers Data to the Public o Issues with Married Filing Jointly Returns o S-Corp / Reasonable Compensation • Tax...

It’s the last Saturday in September, and our focus this month is employment 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: • Opportunities for W2 Earners to Reduce Income Taxes • Missouri Tax Cuts • Taxable Events – What You Need to Know • In the News: EV Tax Credits P...

It’s September, and our focus this month is employment 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: • What Benefits Does Your Employer Offer • Inflation, Consumer Price Index • Filed Extension? Deadline is Coming • Potential Reduction in Missouri Tax Rates • Tax Defe...

It’s September, and our focus this month is employment 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: • How Much More Can You Save for Retirement • IRS Update: o Exposed 120,000 Tax Filers Data to the Public o Issues with Married Filing Jointly Returns o S-Corp / Reaso...

It’s Labor Day Weekend 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: • Labor Report – Recessions Impact • Q3 Estimated Tax Payments • Savings Bonds – Have they matured? • Student Loan Forgiveness – Implications • ERC Employee Retention Tax Credit - MyERCToday.com Requ...

August is Financial Awareness Month 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: • Prepare for Q4 – Year-end adjustments to make • 87,000 New IRS Agent – Small Business Owners in the Crosshairs • College Debt Relief $10,000 - $20,000 • 529 College Savings Plan • Miss...

August is Financial Awareness Month 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: • Record Inflation – Strategies for Surviving High Prices • FSA – Flex Spending Accounts • Small Business Tax Consequences of The Inflation Reduction Act • Energy Credits Now Available •...

August is Financial Awareness Month 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 Inflation Reduction Act - Changes to the Tax Law • Stealth Tax Increase Resulting from the Tax and Jobs Act 2017 • Implications of 87,000 New IRS Agents on Small Business • ERC Emp...

It’s August, Financial Awareness Month 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: • Personal Finance – HSA’s, FSA’s, and other ways to mitigate your taxes • Recession – Implications for the Near Future • The Inflation Reduction Act • Computer Hackers Stealing Billi...

It’s the final week of Independence Month 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: • Create Tax-Exempt Money with FSA’s • 529 Savings Plans – Can be used for College or Trade Schools • Mitigating Taxes from Windfall Events – Lottery Winnings, Inheritance, Bonuses...

It’s Independence Month 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: • Constructive Receipt and Your Tax Liability • Tax Extensions, Penalties, and Interest • ERC Employee Retention Tax Credit - MyERCToday.com • The IRS – What you should know • Capital Gains – Except...

As we continue to celebrate Independence Month 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 – Effects on Purchasing Decisions • Savings Options • What to Avoid When Starting Your Business • MileIQ App – Save 20% with Capital Advisory Group code • ERC Employee Ret...

This week 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: • Know Your Numbers • Business Organization Options • Tax Consequences • ERC Employee Retention Tax Credit www. MyERCToday.com • Why be a Business Owner • Implications of Starting a Business in Retirement For more inf...

This week we cover: • Savings & Portfolio Analysis • Washdown Rules • Backdoor Roth • I-Bonds • ERC Employee Retention Tax Credit www. MyERCToday.com • Small Business Taxation • Business Mileage Deduction Changes • Gas/Fuel Tax Holiday Proposed • Estimated Qtrly Tax Payments For more information or to contact Jeff Zufall please visit https://capitaladvisorygrp.com

This week on Keep What’s Yours with Senior Tax Strategy Advisor Jeff Zufall we cover: • Qrtly Estimated Tax Payments • Employee Retention Tax Credits • Transfer Your 401(k) Without Penalty • Flexible Spending Accounts • Interest Rates • New Mileage Deduction Changes • Net Unrealized Appreciation For more information or to contact Jeff Zufall, please visit https://capitaladvisorygrp.com

2022-05-07 Keep What's Yours by Jeff Zufall