Simplifying Capital Gains: What Investors 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.

The information provided is educational and general in nature and is not intended to be, nor should it be construed as, specific investment, tax, or legal advice. Nothing contained in this communication may be relied upon as a guarantee, promise, assurance, or representation as to the future. Investing involves risk, including, but not limited to, loss of principal. Numerous representatives of Focus Partners may provide investment philosophies, strategies, or market opinions that vary. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives. Please be advised that Focus Partners only shares video and content through our website or other official sources. Services and investment advice are only provided pursuant to an advisory agreement with the client. Services are offered through Focus Partners Wealth, LLC (“Focus Partners”), an SEC registered investment adviser with offices throughout the country. ©2025 Focus Partners Wealth, LLC. All rights reserved. RO-25-4422303