Wealth Planning

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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.

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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 Strategy

Protect and Grow Your Wealth with Smart Planning

Tax planning isn’t a once-a-year task—it’s an ongoing strategy to protect and grow your wealth. At the core of our wealth management approach is proactive, intentional tax planning, because taxes can quickly erode the returns of an otherwise strong financial plan.

From investment decisions to retirement income and estate planning, taxes influence nearly every aspect of wealth management. By planning ahead, we help you keep more of what you earn and increase the likelihood of achieving your long-term financial goals.

What Is Tax Strategy?

Tax strategy is the process of minimizing taxes across all aspects of your financial life, from investments to retirement and charitable giving. It ensures that your wealth works efficiently for you and your family over the long term.

Questions You May Have About Tax Planning

  • 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 Tax Strategy Approach

Our goal is to help clients create and maintain the greatest amount of after-tax wealth. We focus on long-term strategies that minimize your cumulative tax bill over a lifetime, rather than just looking at a single tax year.

By implementing thoughtful tax-reduction strategies, we integrate tax planning seamlessly into your broader financial plan. Our goal is to identify tax benefits that extend beyond today and support your overall wealth, legacy, and philanthropic goals.

Key Tax Strategy Services We Offer

  1. Tax-Efficient Distribution Planning to Optimize Retirement Income
  2. Tax Preparation and Compliance for Accurate Reporting
  3. Asset Location Strategies to Maximize Investment Efficiency
  4. Inherited Asset Planning to Minimize Tax Impact for Beneficiaries

How Focus Helps

Related Articles

See our latest thoughts and insights on Tax Planning.

  • January 26, 2026

    2026 Social Security Changes: Tax and Benefit Strategies for High-Net-Worth Individuals

    Explore how 2026 Social Security changes affect high-net-worth individuals and learn tax and benefit strategies to maximize lifetime income.

    Read the article

  • December 15, 2025

    Using QCDs to Unlock the New Senior Tax Deduction

    The One Big Beautiful Bill Act (OBBBA) has brought about many new tax planning opportunities and challenges. With the arrival of a new temporary senior deduction, taxpayers age 65 and older should start discussing ways to manage their modified adjusted gross income (MAGI) with their tax preparer now.

    Read the article

  • November 24, 2025

    Year-End Tax Planning: Set Yourself Up for Success in 2026

    Join Chief Planning Officer Jeffrey Levine for a discussion on how these changes—and upcoming updates from the SECURE Act 2.0—could affect your planning in 2025 and 2026.

    Watch the video
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