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

    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.

    Watch the video

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