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February 26, 2026

Scam-Proof Your Taxes: Why Online Advice Can Lead to Costly Mistakes

Social media is overflowing with so-called tax “hacks” promising to slash what you owe. 

From TikTok and YouTube to podcasts and Instagram, self-proclaimed tax influencers are reshaping how people think about tax planning—and not always for the better. For high-net-worth individuals, the advice shared in a viral video rarely applies to complex financial lives involving business interests, equity compensation, real estate, trusts, and multi-state considerations.

In this webinar, Sean Kelly, Senior Director, Tax Services, discusses how to protect your wealth from misinformation, helping you separate smart planning from risky shortcuts. 

We cover:

  • Common tax myths shared by today’s most popular influencers
  • Where tax planning can cross ethical or legal lines and red flags to watch for, even with professionals
  • Why personalized, trusted guidance matters more as your wealth grows
  • How to apply the “too good to be true” test to online tax strategies

Join us to learn how to make informed tax decisions based on sound planning, not social media noise.

Presenters: Sean Kelly

Moderator: Don Rochleau 

This presentation is for informational purposes only. The content does not purport to present a complete picture, but Focus Partners believes the information is representative of issues and needs facing some clients. This should not be construed as specific investment, tax, or legal advice. This represents the opinions of Focus Partners and presents information that may change. Nothing contained in this presentation may be relied upon as a guarantee, promise, assurance, or representation as to the future. Services are offered through Focus Partners Advisor Solutions, LLC and Focus Partners Wealth, LLC (collectively referred to in this document as “Focus Partners”), SEC registered investment advisers. 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 the RIAs or their representatives. ©2026 Focus Partners Wealth, LLC and Focus Partners Advisor Solutions, LLC. All rights reserved. RO-26-5177879

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Tax Strategies

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