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 Request y...

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 •Missouri...

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 •ERC...

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 Employe...

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 Billions...

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 •R...

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 – Exceptions...

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 Retentio...

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 informati...

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

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

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