Simplifying Capital Gains: What Every Investor Should Know

Capital gains taxes are what you pay on your profit when you sell something for more than you paid for it. Understanding how they work is a key step for any investor looking to make smarter, more tax-efficient decisions. In this session, Focus Partners’ Chief Planning Officer Jeffrey Levine will break down the basics of capital gains taxation in a clear, approachable way—and set the stage for more advanced strategies in a future session.

In this session, he will cover:

• An overview of what capital gains are, the different types, and how they’re taxed.
• Tips on where to find important capital gains details on your tax return.
• A look at how capital gains interact with capital losses, ordinary income, and adjusted gross income, plus planning strategies to minimize taxation.

Whether you're a seasoned investor or just starting out, this session will help you build a solid foundation and get more confident about your financial future.