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Contenido proporcionado por Capital Advisory Group and Jeff Zufall. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Capital Advisory Group and Jeff Zufall o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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2025-01-11 Keep What’s Yours

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Manage episode 460603783 series 3365019
Contenido proporcionado por Capital Advisory Group and Jeff Zufall. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Capital Advisory Group and Jeff Zufall o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
"Keep What's Yours” with Jeff Zufall" is a podcast hosted by Josh Gilbert and Jeff Zu Fall, a senior tax strategist and wealth advisor with Capital Advisory Group. In this episode, they discuss various tax-related topics for the new year 2025, including the importance of not filing taxes too early to avoid missing crucial documents like 1099s, the impact of the national deficit on future tax policies, and the benefits of having a combined tax and wealth advisor. They also cover updates on tax rules for 2025, such as increased standard deductions, adjusted tax brackets, and the unchanged child tax credit. The episode emphasizes the importance of strategic tax planning and offers practical advice for individuals and small business owners to optimize their tax situations. The IRS reports that small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!
  continue reading

119 episodios

Artwork
iconCompartir
 
Manage episode 460603783 series 3365019
Contenido proporcionado por Capital Advisory Group and Jeff Zufall. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Capital Advisory Group and Jeff Zufall o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
"Keep What's Yours” with Jeff Zufall" is a podcast hosted by Josh Gilbert and Jeff Zu Fall, a senior tax strategist and wealth advisor with Capital Advisory Group. In this episode, they discuss various tax-related topics for the new year 2025, including the importance of not filing taxes too early to avoid missing crucial documents like 1099s, the impact of the national deficit on future tax policies, and the benefits of having a combined tax and wealth advisor. They also cover updates on tax rules for 2025, such as increased standard deductions, adjusted tax brackets, and the unchanged child tax credit. The episode emphasizes the importance of strategic tax planning and offers practical advice for individuals and small business owners to optimize their tax situations. The IRS reports that small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!
  continue reading

119 episodios

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