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Capital Advisory Group, Inc.

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Capital Advisory Group, Inc.

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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).

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!

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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

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

03/24/2026

2026 Tax Season Secrets, IRS Changes, Fed Rates & Inflation Explained
As tax season hits full throttle, this episode of Keep What’s Yours breaks down what’s really happening behind the scenes—from IRS processing issues and new tax law changes to the critical truth about filing extensions (hint: you still have to pay). Jeff Zufall and Josh Gilbert also dive into timely financial topics, including rising inflation pressures, Fed rate decisions, and what global events could mean for your wallet. Plus, they uncover common tax-saving strategies many people miss—like HSAs, overtime tax nuances, and crypto reporting—and discuss the alarming trend of Americans tapping into their 401(k)s just to stay afloat. Packed with practical advice and real-world insights, this episode helps you navigate both your taxes and today’s uncertain economic landscape with confidence.

Stop overpaying your taxes each year. - Call Capital Advisory Group at 636-394-5524 today!

As tax season hits full throttle, this episode of Keep What’s Yours breaks down what’s really happening behind the scenes—from IRS processing issues and new tax law changes to the critical truth about

03/16/2026

New Tax Code 2026: Tips, Overtime, Senior Deductions, Crypto Taxes & Missouri Tax Changes

In this episode of Keep What’s Yours, Jeff Zufall breaks down the biggest 2026 tax season updates and what they mean for everyday taxpayers, retirees, workers, and investors. The conversation covers the new tax code, tax planning strategies, no tax on tips, no tax on overtime, senior tax deductions, Missouri capital gains tax changes, Social Security tax rules, crypto tax reporting, 1099 forms, eBay and side hustle income, auto loan interest deductions, and how to avoid costly filing mistakes. Packed with timely tax advice, retirement planning insight, and practical examples, this episode is a helpful guide for anyone looking to lower their tax bill, understand new IRS rules, and make smarter financial decisions before next tax season.

Stop overpaying your taxes each year. - Call Capital Advisory Group at 636-394-5524 today!

In this episode of Keep What’s Yours, Jeff Zufall breaks down the biggest 2026 tax season updates and what they mean for everyday taxpayers, retirees, workers, and investors. The conversation covers t

02/26/2026

Bigger Tax Refunds in 2026? Smart Tax Strategies to Reduce Your Tax Bill Long-Term
Average tax refunds are up 11% so far this season—but what does that really mean for your 2026 tax bill? In this episode of Keep What’s Yours, Jeff Zufall, Senior Tax Strategist and Wealth Advisor, breaks down the latest IRS refund data and explains how the new “Big Beautiful Bill,” retirement account rules, and overlooked tax strategies could impact your finances. Learn how to avoid filing with incorrect 1099s, maximize HSA tax advantages, use 529 plans effectively, reduce taxes with charitable RMD strategies, understand Roth IRA and Secure Act 2.0 changes, and take advantage of new vehicle interest deductions. If you're looking for expert tax planning tips, retirement tax strategies, and ways to legally lower your income taxes, this episode delivers actionable insights to help you keep more of your money.

Stop overpaying your taxes each year. - Call Capital Advisory Group at 636-394-5524 today!

Average tax refunds are up 11% so far this season—but what does that really mean for your 2026 tax bill? In this episode of Keep What’s Yours, Jeff Zufall, Senior Tax Strategist and Wealth Advisor, br

02/04/2026

Interest rates, inflation, and tax law changes are colliding—and this episode of Keep What’s Yours helps you make sense of it all. Tax strategist and wealth advisor Jeff Zufall joins host Josh Gilbert to break down the Federal Reserve’s latest decision to hold interest rates steady, what a newly announced Fed chair could mean for the economy, and why cutting rates too fast could reignite inflation. The discussion dives deep into 2026 tax season challenges, including required minimum distributions (RMDs), why nearly one-third of retirees miss them, and how to avoid costly IRS penalties. Jeff also explains the latest updates on no tax on overtime, no tax on tips, IRS staffing issues, and why TikTok tax advice can be dangerous. If you’re worried about taxes, retirement planning, inflation, or keeping more of your money, this episode delivers clear answers and practical guidance.

Stop overpaying your taxes each year. - Call Capital Advisory Group at 636-394-5524 today!

01/26/2026

2026 Tax Season Explained: Crypto 1099-DA, IRS Delays, Bigger Refunds & Missouri Income Tax Changes

The 2026 tax filing season has begun, and major tax changes are already impacting millions of Americans. In this episode of Keep What’s Yours, host Josh Gilbert and senior tax strategist Jeff Zufall explain everything you need to know about crypto taxes, the new IRS Form 1099-DA for digital assets, and why filing your taxes too early could trigger audits, penalties, or amended returns. They also discuss IRS staffing shortages, delayed refunds and correspondence, higher standard deductions, and why refunds may be larger this year. Plus, the show breaks down Missouri’s proposal to eliminate the state income tax—and how it could lead to significantly higher sales taxes instead. If you’re searching for guidance on IRS rules, crypto tax reporting, capital gains, tax refunds, or state tax changes, this episode delivers clear, expert insights to help you legally keep more of your money.

Stop overpaying your taxes each year. - Call Capital Advisory Group at 636-394-5524 today!

The 2026 tax filing season has begun, and major tax changes are already impacting millions of Americans. In this episode of Keep What’s Yours, host Josh Gilbert and senior tax strategist Jeff Zufall e

01/17/2026

How the New Tax Code Impacts Your Money in 2026 and Beyond
The new federal tax law—dubbed the “Big, Beautiful Bill”—is officially in place, and it’s already reshaping how Americans file, plan, and pay taxes. In this episode of Keep What’s Yours, host Josh Gilbert and senior tax strategist Jeff Zufall explain what’s changed in the 2026 tax code, which Trump-era tax provisions are now permanent, and which deductions and credits could expire after 2028. They discuss why this tax season may be more complicated than ever, how IRS staffing cuts and new filing rules could affect refunds, and what taxpayers should do now to avoid costly mistakes. The conversation also covers smart tax planning strategies, Roth conversion pitfalls, coordinating wealth and tax advice, and Missouri’s gas tax rebate program. If you want practical tax advice, retirement planning insights, and strategies to legally reduce your tax bill, this episode is a must-listen.

Stop overpaying your taxes each year. - Call Capital Advisory Group at 636-394-5524 today!

The new federal tax law—dubbed the “Big, Beautiful Bill”—is officially in place, and it’s already reshaping how Americans file, plan, and pay taxes. In this episode of Keep What’s Yours, host Josh Gil

12/09/2025

Year-End Tax Power Moves: Don’t Leave Money on the Table

In this edition of Keep What’s Yours, Josh Gilbert and senior tax strategist Jeff Zufall break down the critical moves listeners should make before December 31 to reduce their tax burden and strengthen their retirement outlook. Jeff explains how strategic planning—whether it’s maxing out your 401(k), evaluating Roth conversions, navigating RMDs, or preparing for Medicare’s income-related surprises—can save thousands over time. With clear examples, real client stories, and practical guidance for every stage of life, this episode shows why proper tax planning isn’t just smart, it’s essential if you want to keep more of what you’ve earned.

Stop overpaying your taxes each year. - Call Capital Advisory Group at 636-394-5524 today!

In this edition of Keep What’s Yours, Josh Gilbert and senior tax strategist Jeff Zufall break down the critical moves listeners should make before December 31 to reduce their tax burden and strengthe

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

Website

https://www.capitaladvisorygrp.com/

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