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2024-09-28 Keep What’s Yours
Manage episode 442526021 series 3365019
Inhalt bereitgestellt von Capital Advisory Group and Jeff Zufall. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Capital Advisory Group and Jeff Zufall oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
When you choose a financial advisor who is also a tax strategy advisor, you benefit from the added expertise that financial recommendations are offered with tax consequences considered and no tax surprises. Capital Advisory Group has been helping Small Business owners grow and protect their businesses for nearly 50 years, recognizing the critical contributions of America’s entrepreneurs and helping small business owners succeed without paying any more in taxes than legally obligated. 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: • Benefits of Combined Financial and Tax Advisory • Fed’s Interest Rate Cut • Update on Mortgage, Credit Card, and Personal Debt • Roth Conversions – Considerations and Planning • Financial Goals – How to Stay Aligned and Succeed 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!
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