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2025-04-26 Keep What’s Yours
Manage episode 479282615 series 3365019
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Keep What's Yours with Jeff Zufall is a podcast focused on tax strategies and wealth management. Hosted by Josh Gilbert and featuring Jeff Zufall, Senior Tax Strategist and Wealth Advisor at Capital Advisory Group, the show covers a range of topics including tax extensions, refunds, and the importance of consulting a tax advisor. The latest episode discusses the complexities of the tax system, the potential future of tax filing, and the impact of tariffs on the economy. Jeff provides insights on how to manage taxes efficiently, both during the accumulation phase of working life and the distribution phase in retirement. The show emphasizes the importance of proactive tax planning to minimize liabilities and maximize savings. The IRS reports that small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!
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