2026-02-21 Bigger Tax Refunds in 2026? Smart Tax Strategies to Reduce Your Tax Bill Long-Term
From Keep What's Yours by Jeff Zufall - Capital Advisory Group Inc.
February 21, 2026 · 47 min
About this episode
Jeff Zufall discusses tax strategies and insights for maximizing refunds and reducing tax bills in 2026.
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!
People in this episode
Host: Jeff Zufall
Topics covered
- tax refunds
- tax strategies
- retirement planning
- financial advice
- tax deductions
- IRS data
- wealth management
Keywords
- tax refunds
- IRS
- tax strategies
- HSA
- 529 plans
- RMD
- Roth IRA
- Secure Act 2.0
- vehicle interest deductions
- charitable giving
Mentioned in this episode
Organizations: Capital Advisory Group Inc., Secure Act 2.0
Products: HSA, 529 plans, RMD, Roth IRA, vehicle interest deductions
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