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Keep What's Yours

Keep What's Yours

By: Jeff Zufall - Capital Advisory Group Inc.
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 Podcast by Jeff Zufall & Josh GilbertCopyright Capital Advisory Group Inc. Economics Leadership Management Management & Leadership
Episodes
  • 2025-10-25 Retire Smarter, Not Later: How to Keep What’s Yours in 2025

    2025-10-25 Retire Smarter, Not Later: How to Keep What’s Yours in 2025
    Oct 25 2025
    In this episode of Keep What’s Yours, Josh Gilbert and senior tax strategist Jeff Zufall dive into the real-world financial questions that everyone faces — from catching up on retirement savings if you started late, to navigating inflation, layoffs, and the brand-new “Big Beautiful Bill” tax code. Jeff breaks down practical ways to budget smarter, make the most of 401(k) catch-up provisions, and understand how new laws like the vehicle loan interest deduction could save you thousands. It’s an engaging, down-to-earth conversation about building financial freedom, minimizing taxes, and setting yourself up for a stress-free retirement — no matter where you’re starting from. Small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!
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    48 mins
  • 2025-10-18 Navigating the IRS Shutdown, No Tax on Tips, and the New Tax Code

    2025-10-18 Navigating the IRS Shutdown, No Tax on Tips, and the New Tax Code
    Oct 17 2025
    Join Josh Gilbert and tax strategist Jeff Zufall as they tackle the chaos of tax season 2025! With the IRS government shutdown threatening to delay filing until late February, learn how the "big beautiful bill" signed on July 4th is reshaping everything from tip taxation to overtime pay. Discover why 31% of small businesses are raising prices, how to avoid the self-employment tax trap that catches entrepreneurs off guard, and why "Bitcoin Jesus" just paid $49.9 million to settle with the IRS. Jeff breaks down the critical difference between entity structures, explains why your employer—not you—controls your no-tax-on-tips benefit, and reveals smart strategies for Roth conversions and year-end planning. Whether you're a small business owner, tip-earning employee, or crypto investor, this episode delivers actionable advice to help you legally keep more of what's yours before December 31st. Small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!
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    50 mins
  • 2025-10-04 Overtime Exemptions, Capital Gains Strategies, and IRS Updates

    2025-10-04 Overtime Exemptions, Capital Gains Strategies, and IRS Updates
    Oct 4 2025
    Join tax strategist Jeff Zufall and host Josh Gilbert as they break down critical tax changes for 2025, including the IRS's shift to all-digital payments (no more paper checks!), the new overtime tax exemption from the "Big Beautiful Bill" (up to $12,500 tax-free for eligible workers), and essential year-end planning strategies. Learn about tax lot trading to offset capital gains, the complexities of the new senior standard deduction, and why the government shutdown could delay tax season until President's Day. Whether you're maximizing your 401(k) contributions, navigating the modified adjusted gross income maze, or simply trying to keep more of what you earn, this episode delivers actionable advice before December 31st. Perfect timing for anyone looking to minimize their 2025 tax bill through smart planning in these final three months of the year. Small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!
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    51 mins
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