Keep What's Yours

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 Update •...

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 Qual...

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 comple...

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 adviso...

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 •Transfe...

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 Implica...

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, ba...

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 Ye...

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 3...

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 Eli...

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 •Interest R...

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 Vehicle...

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 - Sh...

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 you...

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 Retenti...

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 Know...

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 •ERC...

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. •Backd...

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 CapitalAdvis...

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 •Accountin...

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 Retirement...

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: oExposed 120,000 Tax Filers Data to the Public oIssues with Married Filing Jointly Returns oS-Corp / Reasonable Compensation •Tax Implic...

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 Push...

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 Deferment...

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: oExposed 120,000 Tax Filers Data to the Public oIssues with Married Filing Jointly Returns oS-Corp / Reasonable...