Our Resources

Name: Focus Partners Wealth
Address: 8182 Maryland Ave #500, Clayton, Missouri, 63105, United States
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Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.

February 17, 2025
Tax Season is Here: Are Your Withholdings on Track?
As you prepare to file your taxes, we believe understanding the rules and requirements for accurate calculations is essential. In this article, Associate Wealth Advisor Devin McCombs shares tax planning strategies for managing your withholdings.
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December 02, 2024
2025 Tax Planning: Considerations and Opportunities
While there’s still some uncertainty around future tax policies, the election results give us a clearer path for planning. Here are some key tax considerations and opportunities to keep in mind as we move into 2025.
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December 02, 2024
Year-End Tax Planning to Maximize Your Savings
In this session, Chief Planning Officer Jeffrey Levine will cover key year-end planning tips based on tax, inflation and market trends in 2024.
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August 28, 2024
The Corporate Transparency Act: What You Need to Know to Avoid Penalties
The newly enacted Corporate Transparency Act was created to identify and stop illegal financial activities. This article shares details on responding to this law to avoid harsh penalties.
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July 15, 2024
5 Ways to Plan For Estate Tax Law Changes
The Tax Cuts and Jobs Act estate tax exemptions amounts are set to sunset at the end of 2025. Wealth Advisor Amanda Otto explores tax-saving options and strategies you can take before the new rules go into effect.
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June 07, 2024
Strategies Single, Divorced or Remarried Individuals Can Use to Reduce Estate Taxes
Wealth Advisor Adam Yofan and a panel of divorce and estate planning attorneys discuss tax-saving options for high-net-worth individuals who expect to have complex estates to manage.
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May 08, 2024
Evidence-Driven Planning™
Discover how Focus minimizes lifetime tax liabilities, grows assets and protects portfolios through three underutilized – but highly successful – planning strategies.
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March 11, 2024
Demystifying Restricted Stock Units: A Guide to Your Organization’s Compensation Program
To retain top talent, some organizations issue restricted stock units (RSUs) to their highest performers. To get the most out of this potential extra income, it’s important to understand what RSUs entail and how to maximize their benefit.
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December 04, 2023
2024 Planning Considerations and Strategies for Individual Taxpayers
Prepare for the upcoming tax season by reviewing 2024 inflation adjustments, important deadlines and opportunities to minimize your tax bill.
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November 21, 2023
Key Tax-Saving Strategies to Review Before Year-End
Chief Planning Officer Jeffrey Levine will cover what you need to know and key year-end tax moves to consider.
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November 06, 2023
Small Steps to Take Before 2024 That May Help Save Big
Wealth Advisor Mary Baldwin, CFP® shares important questions and key considerations to review before the year is over to maximize your tax deductions.
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July 31, 2023
Demystifying the Income Tax Reporting System
Once tax season is over, it’s not uncommon for taxpayers to receive an inquiry letter for more information about their returns. But have you ever wondered why?
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May 23, 2023
Digesting Your 2022 Tax Return: What to Consider
Once your tax return is signed and filed, you deserve to breathe a sigh of relief. But it’s also important to remember that tax planning should happen year-round.
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March 22, 2023
Strategies Around Paying Your Taxes: What Choices Work for You?
We all know the joke about death and taxes. While paying taxes is unavoidable, there are ways to make the process a little less painful.
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February 27, 2023
Funding a College Education with Taxes in Mind
While 529 plans are a popular way to fund expensive college educations, Focus Senior Tax Manager Shawn Williamson shares more options that may benefit both students and parents from a tax standpoint. 
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January 17, 2023
2023 Planning Considerations and Strategies for Individual Taxpayers
Explore our list of key planning strategies and deadlines to make the most out of your 2023 tax season.
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January 04, 2023
Focus Weekly Perspectives | 3 Ways to Lower Your 2022 Tax Liability
Chief Planning Officer Jeffrey Levine shares three strategies you can implement now to save money on last year’s returns.
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January 02, 2023
Ring in the New Year with a Fresh Look at Your Financial Plan
As you get started on your resolutions this year, don’t forget to flex your fiscal muscles and review your financial goals. Six smart strategies will help you plan for the best year yet.
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