Keep What's Yours

Jeff Zufall

Podcast by Jeff Zufall

  1. 2026-05-30 Tax Planning Strategies for 2026 | SECURE Act 2.0, Retirement Taxes, Capital Gains & IRS Updates

    4d ago

    2026-05-30 Tax Planning Strategies for 2026 | SECURE Act 2.0, Retirement Taxes, Capital Gains & IRS Updates

    Tax season may be over, but tax planning is just getting started. In this episode of Keep What's Yours, Jeff Zufall and Josh Gilbert discuss why proactive tax planning can save thousands of dollars long before April 15 arrives. They break down key provisions of the One Big Beautiful Bill, SECURE Act 2.0 retirement opportunities, capital gains tax strategies, inherited IRA distribution planning, summer camp tax credits, long-term care premium deductions, and the growing role of AI at the IRS and in tax preparation. Whether you're preparing for retirement, managing investments, or simply looking to reduce your tax burden, this episode offers practical strategies to help you keep more of what you earn. If you’re searching for tax tips, IRS rules, small business tax advice, or strategies to reduce your taxes in 2026, call Capital Advisory Group at 636-394-5524 today!

    52 min
  2. 2026-05-23 Why the 30-Year Bond Yield Matters More Than You Think

    May 23

    2026-05-23 Why the 30-Year Bond Yield Matters More Than You Think

    In this episode of Keep What’s Yours, Jeff Zufall and Josh Gilbert break down why rising 30-year bond yields are creating concern across the economy — and what it could mean for mortgage rates, inflation, and the future of U.S. debt. They also celebrate the 50th anniversary of Capital Advisory Group and discuss key tax-saving opportunities hidden inside the “Big Beautiful Bill,” including deductions for vehicle loan interest, charitable giving updates, gambling loss limitations, and retirement tax strategies. Plus, Jeff explains why so many Americans unknowingly overpay in taxes and how small adjustments could potentially save thousands each year. If you’re searching for tax tips, IRS rules, small business tax advice, or strategies to reduce your taxes in 2026, call Capital Advisory Group at 636-394-5524 today!

    48 min
  3. 2026-05-16 Inflation Surges, New Tax Breaks & Smart Ways to Keep More of Your Money

    May 16

    2026-05-16 Inflation Surges, New Tax Breaks & Smart Ways to Keep More of Your Money

    2026-05-16 Inflation Surges, New Tax Breaks & Smart Ways to Keep More of Your Money by Jeff Zufall

    48 min
  4. 2026-05-02 How to Stop Overpaying Taxes and Keep More of Your Money in 2026

    May 4

    2026-05-02 How to Stop Overpaying Taxes and Keep More of Your Money in 2026

    Now that tax season is over, what’s next? In this episode of Keep What’s Yours, Jeff Zufall breaks down the biggest tax-saving opportunities most people miss—and how to fix them before it’s too late. From Roth conversion mistakes and overlooked deductions to new IRS rules on tips, overtime, and gambling losses, Jeff explains how small decisions today can cost (or save) you thousands next year. Plus, we cover major economic headlines including inflation, interest rates, and a surprising shift in U.S. debt levels. If you want to stop leaving money on the table and start building a smarter tax strategy, this episode is your roadmap. If you’re searching for tax tips, IRS rules, small business tax advice, or strategies to reduce your taxes in 2026, call Capital Advisory Group at 636-394-5524 today!

    49 min
  5. 2026-04-18 Bigger Tax Refunds in 2026? What Changed—and How to Keep More Next Year

    Apr 18

    2026-04-18 Bigger Tax Refunds in 2026? What Changed—and How to Keep More Next Year

    Tax season 2026 is officially in the books—but what did it actually mean for your wallet? In this episode of Keep What’s Yours, Jeff Zufall and Josh Gilbert break down why many Americans saw larger refunds this year, including the impact of new tax laws, deductions on vehicle interest, and the surprising rollout of “no tax on overtime and tips.” They also explain what to do if you filed an extension, how IRS payment rules are rapidly going digital, and—most importantly—how to start planning now to reduce your tax bill for next year. If you want to stop overpaying and start using the tax code to your advantage, this episode is your roadmap. If you’re searching for tax tips, IRS rules, small business tax advice, or strategies to reduce your taxes in 2026, call Capital Advisory Group at 636-394-5524 today!

    48 min
  6. 2026-04-11 Tax Season Secrets: Bigger Refunds, Hidden Credits & Missouri’s No-Tax Future?

    Apr 11

    2026-04-11 Tax Season Secrets: Bigger Refunds, Hidden Credits & Missouri’s No-Tax Future?

    Are tax refunds higher in 2026? What does the new tax law mean for your return? In this episode of Keep What’s Yours, tax strategist Jeff Zufall explains the impact of the 2025 “Big Beautiful Bill,” including increased standard deductions, senior tax credits, and major Missouri tax changes like eliminating taxes on Social Security and capital gains. Learn how to avoid IRS penalties, file extensions correctly, and maximize deductions and credits—including vehicle interest deductions and state tax credit strategies. Plus, we break down Missouri’s proposed plan to eliminate state income tax and replace it with higher sales taxes—what it means for you, your business, and your future tax bill. If you’re searching for tax tips, IRS rules, small business tax advice, or strategies to reduce your taxes in 2026, call Capital Advisory Group at 636-394-5524 today!

    49 min
  7. 2026-03-21 2026 Tax Season Secrets, IRS Changes, Fed Rates & Inflation Explained

    Mar 21

    2026-03-21 2026 Tax Season Secrets, IRS Changes, Fed Rates & Inflation Explained

    As tax season hits full throttle, this episode of Keep What’s Yours breaks down what’s really happening behind the scenes—from IRS processing issues and new tax law changes to the critical truth about filing extensions (hint: you still have to pay). Jeff Zufall and Josh Gilbert also dive into timely financial topics, including rising inflation pressures, Fed rate decisions, and what global events could mean for your wallet. Plus, they uncover common tax-saving strategies many people miss—like HSAs, overtime tax nuances, and crypto reporting—and discuss the alarming trend of Americans tapping into their 401(k)s just to stay afloat. Packed with practical advice and real-world insights, this episode helps you navigate both your taxes and today’s uncertain economic landscape with confidence. Stop overpaying your taxes each year. - Call Capital Advisory Group at 636-394-5524 today!

    52 min
  8. 2026-03-14 New Tax Code 2026: Tips, Overtime, Senior Deductions, Crypto Taxes & Missouri Tax Changes

    Mar 14

    2026-03-14 New Tax Code 2026: Tips, Overtime, Senior Deductions, Crypto Taxes & Missouri Tax Changes

    In this episode of Keep What’s Yours, Jeff Zufall breaks down the biggest 2026 tax season updates and what they mean for everyday taxpayers, retirees, workers, and investors. The conversation covers the new tax code, tax planning strategies, no tax on tips, no tax on overtime, senior tax deductions, Missouri capital gains tax changes, Social Security tax rules, crypto tax reporting, 1099 forms, eBay and side hustle income, auto loan interest deductions, and how to avoid costly filing mistakes. Packed with timely tax advice, retirement planning insight, and practical examples, this episode is a helpful guide for anyone looking to lower their tax bill, understand new IRS rules, and make smarter financial decisions before next tax season. Stop overpaying your taxes each year. - Call Capital Advisory Group at 636-394-5524 today!

    51 min
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About

Podcast by Jeff Zufall

Information

  • Creator
    Jeff Zufall
  • Years Active
    2022 - 2026
  • Episodes
    165
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    Keep What's Yours