Keep What's Yours

"Keep What's Yours" is hosted by Josh Gilbert and Jeff Zufall, the senior tax strategist and wealth advisor at Capital Advisory Group. Today’s show covers various financial topics, including strategies for managing rising credit card bills, understanding interest rates on credit cards, and the implications of missing payments. Your hosts discuss year-end tax planning, emphasizing the importance of...

"Keep What's Yours" is a weekly show hosted by Jeff Zufall, a senior tax strategist and wealth advisor with Capital Advisory Group, and Josh Gilbert. The show emphasizes the importance of year-round tax planning and financial management. In this episode, they discuss various topics including the pervasive nature of taxes, the impact of tariffs, strategies for managing debt, and the importance of m...

On this week’s episode of "Keep What's Yours," hosted by Jeff Zufall, the senior tax strategist and wealth advisor with Capital Advisory Group, Jeff shares insights on tax loss harvesting, capital gains, and the benefits of combining tax and wealth advisory services. The discussion covers strategies for year-end tax planning, the implications of recent Fed rate cuts, and the future of Trump tax la...

This episode of "Keep What's Yours," hosted by Jeff Zufall, the senior tax strategist and wealth advisor with Capital Advisory Group, emphasizes the importance of having a tax advisor who is also a financial advisor to streamline financial decisions and ensure tax efficiency. Key topics discussed include the benefits of having a single point of contact for financial and tax advice, the intricacies...

"Keep What's Yours" is a financial advice show hosted by Josh Gilbert and Jeff Zal, a senior tax strategist and wealth advisor at Capital Advisory Group. The show emphasizes the benefits of having a combined tax and financial advisor to streamline decision-making and ensure tax-efficient financial moves. Key topics include the advantages of Roth conversions, the impact of state and local tax (SALT...

Join Josh Gilbert and Jeff Zufall, Senior Tax Strategist and Wealth Advisor with Capital Advisory Group, as they discuss the latest updates in tax planning. The show covers new tax brackets, standard deductions, and estate tax changes for 2025. They emphasize the importance of year-end tax planning and how strategic financial decisions can help you keep more of your money. Additionally, they explo...

With growing US debt and an ever-increasing tax gap, many business owners are concerned about the IRS becoming more aggressive in collecting tax revenue using AI technology. 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 w...

On the show, we focus on strategies to legally reduce tax bills, leveraging provisions in the tax code that benefit individuals and 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 small business owners succeed without paying any more i...

When you choose a financial advisor who is also a tax strategy advisor, you benefit from the added expertise that financial recommendations are offered with tax consequences considered and no tax surprises. 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 helpin...

Preparing for market volatility, especially in this election year is more important than ever. 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 on Keep What’s You...

You can use hundreds of deductions and other strategies to keep more of your hard-earned money and pay no more in taxes than you are legally required. 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...

Taxes may be integral to supporting a functional societal infrastructure, however, there is no rule requiring you to pay more than you are legally required. 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...

You may not be the recipient of an Olympic gold medal and now staring at the tax consequences of your athletic feat, but if you still have tax consequences of your own to consider. 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 su...

While the rate of inflation in the economy has eased in recent months, the overall effect is still a 20-40 percent increase in consumer prices over the last four years. 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 withou...

The impact of inflation on the economy has created many difficulties for families and 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 small business owners succeed without paying any more in taxes than legally obligated. Here on Keep W...

The upcoming presidential election opens the possibility of significant changes to the tax code. 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 on Keep What’s Y...

The IRS rules and regulations provide many tax benefits to business owners and self-employed people, but these rules often undergo changes and revisions. 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 mo...

Whenever we talk about math, most people, including business owners, would rather talk just about anything else. But, understanding the financials in your business is key to your success. 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...

The economy continues to struggle and inflation, while slowing, is affecting small business’s ability to maintain profitability. There are numerous tax credits available and other strategies that can help. 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...

There are a plethora of tax credits and deductions available that many business owners are unaware of, which can have a significant impact on your tax liabilities. 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...

Running a small business today is more challenging than ever. As a business owner you need to have a firm understanding of your financial statements and tax liabilities. 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 witho...

Notifications from the IRS can send a shiver down the spine of even the coldest of us; in fact, while rare, it’s one of the top irrational fears cited in surveys by people across the US. 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 own...

Proper tax planning and strategic withdrawal strategies can help minimize tax burdens and maximize the amount of money retained from inherited IRAs. 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...

Inflation is here for the long haul. Businesses struggle to survive in the ever-increasing environment of increasing costs in labor and material inputs. 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 mor...

Disasters can happen. Storms knock out power, damage buildings and equipment… or worse. It’s important that your business has a plan to protect records and information so you can be back up and running. 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 sm...