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.

  • 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

  • August 25, 2025

    New Tax Rules, New Considerations for Business Owners

    Join Chief Planning Officer Jeffrey Levine as he breaks down what business owners need to know when reviewing their 2025 plans—and how to position yourself strategically for years to come.

    Watch the video

  • July 09, 2025

    One Big Beautiful Bill: A Summary for Tax Planning

    The recently passed tax and spending package includes several notable changes that could have significant tax implications for your financial plan. Whether you’re focused on wealth preservation, retirement, or generational planning, here’s a quick look at some of what’s staying the same, what’s changing, and what’s completely new.

    Read the article