2026-01-17 Tax Season Truths: New Rules, Smarter Moves, and How to Keep More of What’s Yours

2026-01-17 Tax Season Truths: New Rules, Smarter Moves, and How to Keep More of What’s Yours

From Keep What's Yours by Jeff Zufall - Capital Advisory Group Inc.

January 17, 2026 · 50 min

About this episode

This episode covers essential tax season updates and strategies to help taxpayers keep more of their money.

Tax season is here, and the rules have changed. In this episode of Keep What’s Yours, host Josh Gilbert and senior tax strategist Jeff Zufall explain what taxpayers need to know for the 2026 filing season, including the first day to e-file, how the IRS is using AI, and why digital recordkeeping is more important than ever. Jeff breaks down key provisions of the new tax law, including gift and estate tax rules, vehicle interest deductions, and strategies to legally reduce your tax bill. Listeners will also learn how long to keep personal and business tax records, the right and wrong ways to access 401(k) funds without penalties, and what Missouri’s proposed elimination of state income tax could mean for residents. This episode is essential listening for individuals, retirees, and small business owners looking to file smarter, avoid IRS headaches, and keep more of their hard-earned money. 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 season
  • IRS
  • digital recordkeeping
  • tax law
  • tax strategies
  • 401(k) funds
  • state income tax

Keywords

  • tax season
  • IRS AI
  • gift tax
  • estate tax
  • vehicle interest deductions
  • 401(k) penalties
  • Missouri income tax

Mentioned in this episode

Organizations: Capital Advisory Group Inc.

Places: Missouri

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