June 05, 2025
Simplifying Capital Gains: What Investors Should Know
Capital gains taxes are what you pay on your profit when you sell something for more than you paid for it. Understanding how they work is a key step for any investor looking to make smarter, more tax-efficient decisions.
In this webinar, Focus Partners’ Chief Planning Officer Jeffrey Levine breaks down the basics of capital gains taxation in a clear, approachable way.
In this session, he covers:
- An overview of what capital gains are, the different types, and how they’re taxed.
- Tips on where to find important capital gains details on your tax return.
- A look at how capital gains interact with capital losses, ordinary income, and adjusted gross income, plus planning strategies to minimize taxation.
Whether you're a seasoned investor or just starting out, this session could help you build a solid foundation and get more confident about your financial future.
Category
InvestingContent Topics
About the Author
Jeffrey Levine
Chief Planning Officer
Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Focus team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.
