Capital Advisory Group, Inc.

Capital Advisory Group, Inc. Tax refund, a simple tax preparation, tax brackets, or even information on the Trump Tax Plan, call

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Capital Advisory Group Inc is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms. This pro

file is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).

Keep More of Your Money: Hidden Tax Deductions, New Car Tax Breaks & Retirement Planning MistakesAre you overlooking val...
07/20/2026

Keep More of Your Money: Hidden Tax Deductions, New Car Tax Breaks & Retirement Planning Mistakes

Are you overlooking valuable tax deductions that could save you hundreds—or even thousands—of dollars? In this episode of Keep What's Yours, Jeff Zufall and Josh Gilbert break down several often-overlooked tax strategies that could help you legally reduce your tax bill. Learn how business, medical, and charitable mileage deductions work, discover the new tax deduction for qualifying U.S.-assembled vehicles, and understand why Roth conversions aren't always the best move. They also discuss the current economy, inflation, AI's impact on jobs and investing, and why tax planning—not just tax preparation—can make a significant difference in your long-term financial success.

If you’re not taking advantage of every opportunity available to reduce your taxes in 2026, call Capital Advisory Group at 636-394-5524 today!

Are you overlooking valuable tax deductions that could save you hundreds—or even thousands—of dollars? In this episode of Keep What's Yours, Jeff Zufall and Josh Gilbert break down several often-overl

Trump Accounts, Roth Conversion Myths & the Interest Rate Crossroads: What Every Family Needs to KnowThe tax landscape c...
07/15/2026

Trump Accounts, Roth Conversion Myths & the Interest Rate Crossroads: What Every Family Needs to Know
The tax landscape continues to evolve, and this week's episode of Keep What's Yours breaks down several of the biggest financial changes affecting American families. Jeff Zufall explains the new Trump Accounts for children, compares them to 529 plans and custodial investment accounts, and discusses how parents and grandparents can determine which savings strategy makes the most sense.

Jeff also examines why Roth conversions aren't always the right answer despite aggressive marketing, explains the latest developments surrounding ACA (Obamacare) subsidy changes, discusses how inflation and Middle East tensions are influencing interest rate decisions, and covers the upcoming increase in the 1099 reporting threshold. If you're looking to make smarter tax decisions, reduce unnecessary taxes, and build long-term wealth, this episode provides practical guidance you can use today.

Are you taking advantage of every opportunity available to reduce your taxes in 2026? Call Capital Advisory Group at 636-394-5524 today!

The tax landscape continues to evolve, and this week's episode of Keep What's Yours breaks down several of the biggest financial changes affecting American families. Jeff Zufall explains the new Trump

05/23/2026

Why the 30-Year Bond Yield Matters More Than You Think
In this episode of Keep What’s Yours, Jeff Zufall and Josh Gilbert break down why rising 30-year bond yields are creating concern across the economy — and what it could mean for mortgage rates, inflation, and the future of U.S. debt. They also celebrate the 50th anniversary of Capital Advisory Group and discuss key tax-saving opportunities hidden inside the “Big Beautiful Bill,” including deductions for vehicle loan interest, charitable giving updates, gambling loss limitations, and retirement tax strategies. Plus, Jeff explains why so many Americans unknowingly overpay in taxes and how small adjustments could potentially save thousands each year.

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!

Explore the largest community of artists, bands, podcasters and creators of music & audio

Inflation Surges, New Tax Breaks & Smart Ways to Keep More of Your MoneyAre inflation and rising gas prices hurting your...
05/21/2026

Inflation Surges, New Tax Breaks & Smart Ways to Keep More of Your Money
Are inflation and rising gas prices hurting your wallet? In this episode of Keep What’s Yours, tax strategist Jeff Zufall explains how the new tax law changes in the “Big Beautiful Bill” could impact your retirement, taxes, healthcare costs, and investments. Learn advanced tax planning strategies involving HSAs, Medicare premiums, Roth conversions, IRAs, RMD charitable distributions, dependent care tax credits, and gambling winnings taxation. The show also covers inflation data, oil price spikes, Federal Reserve policy, and how families and retirees can legally reduce taxable income in 2026 and beyond. Perfect for listeners interested in tax planning, retirement income, wealth preservation, inflation protection, and smart financial strategies.

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!

Listen to 2026-05-16 Inflation Surges, New Tax Breaks & Smart Ways to Keep More of Your Money by Capital Advisory Group on

Tax Season Secrets: Bigger Refunds, Hidden Credits & Missouri’s No-Tax Future?Are tax refunds higher in 2026? What does ...
04/14/2026

Tax Season Secrets: Bigger Refunds, Hidden Credits & Missouri’s No-Tax Future?

Are tax refunds higher in 2026? What does the new tax law mean for your return? In this episode of Keep What’s Yours, tax strategist Jeff Zufall explains the impact of the 2025 “Big Beautiful Bill,” including increased standard deductions, senior tax credits, and major Missouri tax changes like eliminating taxes on Social Security and capital gains.

Learn how to avoid IRS penalties, file extensions correctly, and maximize deductions and credits—including vehicle interest deductions and state tax credit strategies. Plus, we break down Missouri’s proposed plan to eliminate state income tax and replace it with higher sales taxes—what it means for you, your business, and your future tax bill.

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!

Are tax refunds higher in 2026? What does the new tax law mean for your return? In this episode of Keep What’s Yours, tax strategist Jeff Zufall explains the impact of the 2025 “Big Beautiful Bill,” i

Address

281 Clarkson Road Suite 102
Ellisville, MO
63021

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(636) 394-5524

Alerts

Be the first to know and let us send you an email when Capital Advisory Group, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share