Keep What's Yours

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

2022-05-14 Keep What's Yours by Jeff Zufall

2022-05-21 Keep What's Yours by Jeff Zufall

2022-05-28 Keep What's Yours by Jeff Zufall

2022-06-04 Keep What's Yours by Jeff Zufall

2022-06-11 Keep What's Yours by Jeff Zufall