Year-End Tax Planning: Set Yourself Up for Success in 2027

Year-end is an opportunity to take a fresh look at your finances and make informed tax planning decisions. Join Jeffrey Levine, Chief Planning Officer at Focus, for a timely presentation on year-end planning opportunities and key tax considerations for 2027.

We'll explore strategies ranging from Roth conversions and tax-smart investment decisions to charitable giving and retirement contributions. We will also discuss recent tax-law developments that may influence your planning decisions.

What You'll Learn

• Roth conversions, retirement contributions, and required minimum distributions
• Tax-loss harvesting and tax-gain harvesting considerations
• Timing strategies for income, deductions, and charitable gifts
• Recent tax-law updates and their potential planning implications
• Key year-end opportunities that may help position you for 2027

Who Will Benefit

This webinar is designed for investors, pre-retirees, retirees, business owners, and charitable-minded individuals who want to understand year-end tax planning opportunities and make more informed decisions before year-end.

^{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. This reflects the opinions of Focus or its representatives, may contain forward-looking statements, and presents information that may change. Nothing contained in this communication may be relied upon as a guarantee, promise, assurance, or representation as to the future. All tax laws and regulations discussed are subject to change. Investing involves risk, including, but not limited to, loss of principal. Numerous representatives of Focus 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 only shares video and content through our website or other official sources. Services are offered through Focus Partners Wealth, LLC (“Focus”), an SEC registered investment adviser with offices throughout the country. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of Focus or its representatives. Focus has been part of the Focus Financial Partners partnership since 2011. ©2026 Focus Financial Partners, LLC. All rights reserved. RO-26-6020751}