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

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!

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!

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

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!

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!