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Content provided by Capital Advisory Group and Jeff Zufall. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Capital Advisory Group and Jeff Zufall or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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2025-05-10 Keep What’s Yours

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Manage episode 481938067 series 3365019
Content provided by Capital Advisory Group and Jeff Zufall. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Capital Advisory Group and Jeff Zufall or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
"Keep What's Yours" is a podcast hosted by Josh Gilbert and Jeff Zufall, a senior tax strategist and wealth advisor with Capital Advisory Group. The show delves into various aspects of tax strategy and wealth management, offering insights into how individuals can navigate the complexities of the tax code to maximize their financial benefits. In this episode, Jeff discusses the implications of recent Federal Reserve decisions, the differences between W2 employees and contract workers, and strategies for managing tax liabilities. The conversation also touches on potential changes in tax legislation, including proposals for taxing the wealthy and simplifying tax filing for individuals with straightforward financial situations. Jeff emphasizes the importance of proactive tax planning and offers his expertise to help listeners optimize their financial strategies. For personalized advice, listeners are encouraged to contact Jeff at Capital Advisory Group. The IRS reports that small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!
  continue reading

132 episodes

Artwork
iconShare
 
Manage episode 481938067 series 3365019
Content provided by Capital Advisory Group and Jeff Zufall. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Capital Advisory Group and Jeff Zufall or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
"Keep What's Yours" is a podcast hosted by Josh Gilbert and Jeff Zufall, a senior tax strategist and wealth advisor with Capital Advisory Group. The show delves into various aspects of tax strategy and wealth management, offering insights into how individuals can navigate the complexities of the tax code to maximize their financial benefits. In this episode, Jeff discusses the implications of recent Federal Reserve decisions, the differences between W2 employees and contract workers, and strategies for managing tax liabilities. The conversation also touches on potential changes in tax legislation, including proposals for taxing the wealthy and simplifying tax filing for individuals with straightforward financial situations. Jeff emphasizes the importance of proactive tax planning and offers his expertise to help listeners optimize their financial strategies. For personalized advice, listeners are encouraged to contact Jeff at Capital Advisory Group. The IRS reports that small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!
  continue reading

132 episodes

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