Wealth Planning

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About Focus Partners

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Our clients enjoy access to a wealth of our continuously updated insights and educational resources. 

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As passionate communicators and educators, we offer a variety of programs for our clients and community.

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Our Lifestyle Services team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.

Institutional Services

The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

Retirement Plan for Businesses

Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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Tax Planning

Tax Planning

Originally founded by CPAs, Focus has always put effective tax planning at the heart of our wealth management experience. And for good reason. Taxes, if not thought about strategically, can be one of the quickest ways to erode the gains from an otherwise solid financial plan. Effective tax planning is one of the most important ways to increase the chances of meeting your broader life goals, as taxes touch almost every element of wealth management — from investment strategies to planning for your retirement and legacy.

What you may be thinking:

  • Are my retirement accounts as tax efficient as possible?
  • How can I minimize the effect of taxes on my estate plan?
  • How can I best marry the tax benefits I receive with my charitable giving?
  • Am I paying more in taxes than I should be?

Our Approach

Our goal is to always help our clients create and maintain the greatest amount of after-tax wealth. Meaning we aren’t focused on the lowest tax bill in a specific year, but rather the lowest cumulative tax bill throughout your lifetime. Helping you implement a long-term tax-reduction strategy is an integral role of Focus advisors and has far-reaching effects on your overall financial strategy.

How Focus Helps

Our Tax Planning Conversations

  1. Income Tax Analysis & Planning
  2. Tax-Loss Harvesting

Related Articles

See our latest thoughts and insights on Tax Planning.

  • September 29, 2025

    What’s the Difference Between Estate and Gift Taxes?

    Avoiding estate taxes is top of mind for many clients who want to protect their wealth from unnecessary taxation and ensure their heirs inherit what they’ve worked hard to build. Here’s what you should know about estate taxes and gift taxes and how you can prepare for their impact on your wealth planning.

    Read the article

  • September 08, 2025

    The Hidden Tax Torpedo in the One Big Beautiful Bill and How to Avoid It

    One of the most anticipated provisions of the One Big Beautiful Bill Act is the increase in the state and local tax (SALT) itemized deduction, which rises from $10,000 to $40,000. While this is welcome news for high earners facing substantial state income and property taxes, it also introduces new complexities—without thoughtful planning, you could end up paying more in taxes than expected.

    Read the article

  • August 25, 2025

    What the One Big Beautiful Bill Means for Retirees

    Join Chief Planning Officer Jeffrey Levine for a retiree-focused breakdown of the bill’s key provisions and what they could mean for your 2025 tax year and beyond.

    Watch the video
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