2026-01-10 How the New Tax Code Impacts Your Money in 2026 and Beyond
About this episode
This episode discusses the impacts of the new federal tax law on taxpayers and offers strategies for effective tax planning.
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!
People in this episode
Host: Josh Gilbert
Guest: Jeff Zufall
Topics covered
- tax code changes
- tax planning strategies
- IRS filing rules
- retirement planning
- tax deductions
- wealth management
Mentioned in this episode
Organizations: Capital Advisory Group Inc.
Products: Roth conversion
Places: Missouri
More episodes of Keep What's Yours
- 2026-05-02 How to Stop Overpaying Taxes and Keep More of Your Money in 2026
- 2026-04-11 Tax Season Secrets: Bigger Refunds, Hidden Credits & Missouri’s No-Tax Future?
- 2026-03-21 2026 Tax Season Secrets, IRS Changes, Fed Rates & Inflation Explained
- 2026-03-14 New Tax Code 2026: Tips, Overtime, Senior Deductions, Crypto Taxes & Missouri Tax Changes
- 2026-02-21 Bigger Tax Refunds in 2026? Smart Tax Strategies to Reduce Your Tax Bill Long-Term
- 2026-01-31 Rates, RMDs, and Reality Checks: Navigating the New Tax Season
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