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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
  • 2026-02-21 Bigger Tax Refunds in 2026? Smart Tax Strategies to Reduce Your Tax Bill Long-Term

    2026-02-21 Bigger Tax Refunds in 2026? Smart Tax Strategies to Reduce Your Tax Bill Long-Term
    Feb 21 2026
    Average tax refunds are up 11% so far this season—but what does that really mean for your 2026 tax bill? In this episode of Keep What’s Yours, Jeff Zufall, Senior Tax Strategist and Wealth Advisor, breaks down the latest IRS refund data and explains how the new “Big Beautiful Bill,” retirement account rules, and overlooked tax strategies could impact your finances. Learn how to avoid filing with incorrect 1099s, maximize HSA tax advantages, use 529 plans effectively, reduce taxes with charitable RMD strategies, understand Roth IRA and Secure Act 2.0 changes, and take advantage of new vehicle interest deductions. If you're looking for expert tax planning tips, retirement tax strategies, and ways to legally lower your income taxes, this episode delivers actionable insights to help you keep more of your money. Stop overpaying your taxes each year. - Call Capital Advisory Group at 636-394-5524 today!
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    47 mins
  • 2026-01-31 Rates, RMDs, and Reality Checks: Navigating the New Tax Season

    2026-01-31 Rates, RMDs, and Reality Checks: Navigating the New Tax Season
    Jan 31 2026
    Interest rates, inflation, and tax law changes are colliding—and this episode of Keep What’s Yours helps you make sense of it all. Tax strategist and wealth advisor Jeff Zufall joins host Josh Gilbert to break down the Federal Reserve’s latest decision to hold interest rates steady, what a newly announced Fed chair could mean for the economy, and why cutting rates too fast could reignite inflation. The discussion dives deep into 2026 tax season challenges, including required minimum distributions (RMDs), why nearly one-third of retirees miss them, and how to avoid costly IRS penalties. Jeff also explains the latest updates on no tax on overtime, no tax on tips, IRS staffing issues, and why TikTok tax advice can be dangerous. If you’re worried about taxes, retirement planning, inflation, or keeping more of your money, this episode delivers clear answers and practical guidance. Stop overpaying your taxes each year. - Call Capital Advisory Group at 636-394-5524 today!
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    56 mins
  • 2026-01-24 2026 Tax Season Explained: Crypto 1099-DA, IRS Delays, Bigger Refunds & Missouri Income Tax Changes

    2026-01-24 2026 Tax Season Explained: Crypto 1099-DA, IRS Delays, Bigger Refunds & Missouri Income Tax Changes
    Jan 24 2026
    The 2026 tax filing season has begun, and major tax changes are already impacting millions of Americans. In this episode of Keep What’s Yours, host Josh Gilbert and senior tax strategist Jeff Zufall explain everything you need to know about crypto taxes, the new IRS Form 1099-DA for digital assets, and why filing your taxes too early could trigger audits, penalties, or amended returns. They also discuss IRS staffing shortages, delayed refunds and correspondence, higher standard deductions, and why refunds may be larger this year. Plus, the show breaks down Missouri’s proposal to eliminate the state income tax—and how it could lead to significantly higher sales taxes instead. If you’re searching for guidance on IRS rules, crypto tax reporting, capital gains, tax refunds, or state tax changes, this episode delivers clear, expert insights to help you legally keep more of your money. Stop overpaying your taxes each year. - Call Capital Advisory Group at 636-394-5524 today!
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    49 mins
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