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
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.
Read the article -
Tax Strategies
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.
Watch the video -
Investing
July 19, 2024
Focus Connects Quarterly Webinar: July 2024
Our thought leaders share their perspectives on markets, the economic outlook and planning opportunities in the months ahead.
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 -
Tax Strategies
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.
Read the article -
Cashflow & Budgeting
October 09, 2023
The Rise of the Female Breadwinner: Key Planning Tips and Considerations
Wealth Advisor Alyssum Malone, CFP®, BFA™ shares how partnering with a professional can help ensure your family’s finances are protected for years to come, no matter what situation may arise.
Read the article -
Tax Strategies
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?
Read the article -
Investing
July 19, 2023
The Power of an Enrolled Agent as Your Financial Advisor
Amanda Otto shares what an EA is and how this advisor provides valuable insights on tax-efficient investment strategies, retirement planning, estate planning and more.
Read the article -
Tax Strategies
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.
Watch the video
Stay Connected With
Focus Partners Wealth
Want more resources like this? Click here to receive financial insights, articles, videos and webinar invitations.