June 04, 2026
Making Sense of Your Tax Return
Most people file a tax return every year but were never taught how to read one.
In this webinar, Advanced Planning Advisor Dan Johnsonbreaks down:
- How a federal income tax return is "built" from source documents, schedules, worksheets, and the final Form 1040.
- Key numbers on your return—from gross income and adjustments to deductions, credits, and your final tax bill or refund.
- What marginal verses effective tax rates mean and when each matter.
- How to stay on track and avoid penalties through withholdings and estimated tax payments.
- Strategies to use your tax return as a planning tool, spot opportunities, and mitigate risks before they become problems.
Whether you're a seasoned filer or someone who just signs and sends, this session will help you understand what your tax return is really telling you.
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.Nothing contained in this content may be relied upon as a guarantee, promise, assurance, or representation as to the future. Focus has been part of the Focus Financial Partners partnership since 2011. ©2026 Focus Financial Partners, LLC. All rights reserved. RO-26-5526570
Category
Tax StrategiesContent Topics
About the Author
Dan Johnson
Advanced Planning Advisor
