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Content provided by Capital Advisory Group and Jeff Zufall. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Capital Advisory Group and Jeff Zufall or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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2023-02-04 Keep What’s Yours

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Manage episode 354490764 series 3365019
Content provided by Capital Advisory Group and Jeff Zufall. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Capital Advisory Group and Jeff Zufall or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
It’s the first weekend in February. Tax strategy is essential to wealth, transition, and retirement planning for your business. Here on Keep What’s Yours, the radio/podcast for small business, your hosts Jeff Zufall, senior tax strategist at Capital Advisory Group Inc., and Josh Gilbert, KTRS radio talk: • Roth IRA withdrawals – What you need to know • Charitable Deductions – What’s changed • Transfer unused 529 Education Savings to Roth IRA for Retirement • Inflation Update • Non-Resident Entertainers' Tax Request your free copy of Jeff’s #1 best-selling book, "Keep What's Yours," just visit CapitalAdvisoryGrp com now! The IRS reports that small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!
  continue reading

108 episodes

Artwork
iconShare
 
Manage episode 354490764 series 3365019
Content provided by Capital Advisory Group and Jeff Zufall. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Capital Advisory Group and Jeff Zufall or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
It’s the first weekend in February. Tax strategy is essential to wealth, transition, and retirement planning for your business. Here on Keep What’s Yours, the radio/podcast for small business, your hosts Jeff Zufall, senior tax strategist at Capital Advisory Group Inc., and Josh Gilbert, KTRS radio talk: • Roth IRA withdrawals – What you need to know • Charitable Deductions – What’s changed • Transfer unused 529 Education Savings to Roth IRA for Retirement • Inflation Update • Non-Resident Entertainers' Tax Request your free copy of Jeff’s #1 best-selling book, "Keep What's Yours," just visit CapitalAdvisoryGrp com now! The IRS reports that small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!
  continue reading

108 episodes

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