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2024-09-28 Keep What’s Yours
Manage episode 442526021 series 3365019
İçerik Capital Advisory Group and Jeff Zufall tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Capital Advisory Group and Jeff Zufall veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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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