Keep What's Yours

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!