2024-12-14 Keep What’s Yours

"Keep What's Yours" is hosted by Josh Gilbert and Jeff Zufall, the senior tax strategist and wealth advisor at Capital Advisory Group. Today’s show covers various financial topics, including strategies for managing rising credit card bills, understanding interest rates on credit cards, and the implications of missing payments. Your hosts discuss year-end tax planning, emphasizing the importance of taking required minimum distributions (RMDs) and exploring tax loss harvesting to offset gains. The show also highlights the Corporate Transparency Act, the unified estate gift tax, and the potential penalties for not complying with tax regulations. Listeners are encouraged to consult with a tax professional to maximize their financial benefits and ensure compliance with ever changing tax laws. The IRS reports that small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!