Capital Advisory Group May 2019


119 Old State Rd., Ellisville, MO 63021

MAY 2019

Far too often, we see people waiting until the last minute to think about their taxes. It’s like waiting until the month before your wedding to plan it — you can do it, but it’s not going to be pretty. Year after year, you will find yourself stressing about and overpaying on your taxes. The good news is there’s a better way. You might be thinking, “Jeff, April 15 has passed. Why are you talking about taxes?” Here’s the reality: If you only think about taxes during one month out of the year, you are doing yourself — and your bank account — a disservice. Last month, the book I wrote about tax planning and strategy, “Keep What’s Yours,” was No. 1 on Amazon for a week. I’m not trying to toot my own horn. You know what that No. 1 spot says to me? It tells me there’s a great demand for tax planning and strategy. People are getting wise to a fact we’ve known for a long time at Capital Advisory Group: 92 percent of business owners overpay on their taxes . Far too many people don’t worry until it’s time to file. At that point, it’s too late to be strategic with your taxes. Many small-business owners and people in general are overpaying on their taxes Let’s Talk Tax Strategy THE BIG PICTURE

and missing out on opportunities to keep what’s theirs. A lot of people think the IRS is out to get them, but changes to the tax code are actually meant to benefit business owners; you just have to know how to navigate them. There are strategies you can (and should) employ throughout the year to set yourself up for a much better tax season and year. We’re talking about simple changes that can help you keep what’s yours — changes to the way you itemize deductions to get the most out of business expenses, for example. By looking at changes to the tax code and how they affect you and how you can use them to your advantage, you can stop losing out on what’s yours. But you have to plan ahead to make it happen. Tax strategy is part of an ongoing conversation with us.The more we know about your circumstances ahead of time, the better we can help you plan. With

this big-picture strategy, you’ll already know exactly where you stand by the time you get to tax season. Doesn’t that sound amazing? Tax strategy takes the guesswork out of taxes and sets you and your business up for success. There are many great CPAs out there, but we notice a lot of them aren’t talking about tax strategy.That’s what we’re here for. We see the big picture so you can keep more of what’s yours. Let’s have that conversation. -Jeff and John Zufall P.S. Don’t miss out on your opportunity to get a free copy of our tax-strategy and tax-planning guide, “Keep What’s Yours: How to Leverage the New Tax Law to Create Unfair Advantage Over Your Competition.” Find it at offer-page25326725.

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