Our Resources

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.

  • Tax Strategies

    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.

    Read the article
  • Tax Strategies

    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.

    Watch the video
  • Investing

    December 20, 2023

    Focus Connects Quarterly Webinar: December 2023

    Our thought leaders provide an outlook for next year, discuss the potential impact of the presidential election and share planning strategies to consider in 2024 and beyond.

    Watch the video

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