Focus Advisor Solutions

09/02/2026

One week to go! Focus Advisor Solutions is coming to Ellicott City.

Join us for a complimentary one-day session on September 9 designed for advisors who want more from their planning support. We’ll take a closer look at our solutions, discuss today’s investment landscape, and share practical ways advisors are leveraging Focus Advisor Solutions to support stronger client outcomes and more efficient practices.

There’s still time to register. We hope to see you there!

https://web.cvent.com/event/7d6064c3-029a-4d2c-9a4e-921f438d232e/summary

09/02/2026

The State and Local Taxes (SALT) deduction cap may seem like a tax-return issue, but it can also impact Roth conversion strategy in ways retirees might not expect. In the next episode of The Great Retirement Debate, Jeffrey Levine and Ed Slott, CPA, unpack the overlooked connection between state taxes, conversion timing, and the calculations high-tax-state retirees should consider before making a move. Tune in on September 10.

On The Great Retirement Debate, financial heavyweights Ed Slott, of Ed Slott and Company, and Jeffrey Levine, of Focus Partners Wealth, go head to head discussing critical topics in the retirement landscape. Though they may not always see eye to eye, their end goal is to provide the good, bad and ne...

09/01/2026

Is your team ready to grow, or already stretched too thin? Understanding capacity can help advisory firms spot strain before it affects their people, clients, or growth. Our latest article explores three common capacity scenarios and the practical steps teams can take at each stage.

Read the full article to see where your team may fall and what to consider next.

https://focusadvisorsolutions.com/perspectives/the-human-side-of-efficiency-preventing-burnout-empowering-effective-teams/

08/31/2026

Before choosing an entity structure for a new wealth management practice, CPA firms need to answer a few fundamental questions about how the business will work. Jeffrey Levine, Chief Planning Officer, discusses how decisions around referrals, revenue sharing, team involvement, and compensation can help determine the structure that makes the most sense for the firm.

Watch the full webinar below to learn more.

https://focusadvisorsolutions.com/perspectives/expanding-services-what-cpas-need-to-know-about-adding-wealth-management/

08/28/2026

How do you know when it’s actually time to hire? Capacity modeling can help advisory firms evaluate team capacity in relation to the time required to effectively serve clients - offering a clearer view of when additional resources may be needed.

See how a more disciplined approach to capacity can support smarter growth and hiring decisions:

Understanding how that time is used—and whether it is being used effectively—is at the heart of efficiency. That’s where capacity comes in.

08/28/2026

Serving business owner clients requires more than investment advice. Bringing together specialized teams allows advisors to deliver deeper insights, from valuations to exit planning strategies. Chief Planning Officer Jeffrey Levine shares how this approach helps support more complex client needs.

Watch the full webinar, The Future of Financial Planning, to learn how partnering with our team can help you better serve business owner clients.

https://focusadvisorsolutions.com/perspectives/the-future-of-financial-planning/

08/26/2026

A Roth conversion isn’t always an all-or-nothing decision. Tune in to tomorrow's episode of The Great Retirement Debate as Jeffrey Levine and Ed Slott, CPA, explore when a partial conversion may make sense, how tax brackets factor into the discussion, and why timing matters.

https://greatretirementdebate.com/

08/26/2026

Is AI a bubble—or the next major market shift? In our latest Focus Perspectives video, Kevin Grogan, Chief Investment Officer of Systematic Strategies, breaks down both sides of the debate and shares what investors should keep in mind when evaluating AI exposure within a diversified portfolio.

https://focusadvisorsolutions.com/perspectives/is-ai-a-bubble/

08/25/2026

Being a CPA during tax season and a financial planner the rest of the year may sound managable, until the market has other plans. Jeffrey Levine, Chief Planning Officer, explains why wealth management requires dedicated attention year-round. When markets turn and clients need guidance, their financial lives can’t wait until tax season is over.

For CPA firms expanding into wealth management, it’s an important consideration. Watch the full webinar below to learn more.

https://focusadvisorsolutions.com/perspectives/expanding-services-what-cpas-need-to-know-about-adding-wealth-management/

08/19/2026

For CPA firms considering launching a wealth management practice, is it better to build from within or buy what you need?

The answer depends on more than speed or cost. Sean Brooks, AIF® CEPA®, and Ben Slater, CFS®,CEPA®, discuss why the right approach starts with understanding the capabilities your firm already has, where the gaps are, and what will create the most value over the long term.

Watch to learn more about the considerations behind the “buy vs. build” decision.

https://focusadvisorsolutions.com/perspectives/expanding-services-what-cpas-need-to-know-about-adding-wealth-management/