May 29th, 202511:00 a.m. CT
May 29th, 2025 | 11:00 a.m. CT
Virtual
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
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Featured Speakers
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Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Focus team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.
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As the director of client development, Don helps ensure clients and prospective clients have an outstanding experience as they begin their relationship with Focus. His collaborative working relationship with Focus's diverse, experienced wealth advisory teams enables him to help prospective clients find the ideal fit based on their unique goals and circumstances.
Other Upcoming Events
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June 18th, 2025 | 11:00 a.m. CT
Virtual
Springboard to New Adventures: Travel Trends in 2025
Join Focus Partners Wealth Lifestyle Services and Springboard Travel where we’ll share our perspectives on the latest travel trends and provide tips for planning your vacation in 2025 and beyond.
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June 26th, 2025 | 11:30 a.m. CT
Virtual
5 Steps to Creating a Less Taxing Retirement
In this webinar, Chief Planning Officer Jeffrey Levine will share five strategies to empower those preparing for retirement.
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August 21st, 2025 | 11:00 a.m. CT
Virtual
Safeguarding Your Identity and Data in the Digital Marketplace
In today’s digital world, your personal information is more valuable than ever. But how much of your data is truly within your control? Join Focus Partners Wealth Lifestyle Services and Regal Credit as we explore the growing concerns around data privacy and identity protection in the digital marketplace.