2024-09-28 Keep What’s Yours
from Keep What's Yours Hosted by Jeff Zufall - Capital Advisory Group Inc.
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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