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  1. www.kitces.comNerd's Eye View Blog For Financial Planners | Kitces.com

    Kitces.com is a website that provides news, insights, and resources for financial advisors. It features a blog by Michael Kitces, a leading industry influencer, and covers topics such as technology, business, and planning.

    • Start Here

      Since 2010, the Nerd’s Eye View blog has grown to become one...

    • Become Member

      Instant Access to 30+ Hours of Online On-Demand CPA, CFP,...

    • Advicers

      Jeff Levine, CPA/PFS, CFP®, CWS®, AIF®, MSA . Jeffrey Levine...

    • Consumers

      Speaker: Jeffrey Levine. Location: Denver, CO. View Full...

    • Engage

      Jeffrey Levine is the Lead Financial Planning Nerd for...

    • Research

      Kitces Report On Financial Advisor Technology Use. Download...

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    • Former US ambassador Jeff Levine joins Estonian firm Teleport
    • Long Beach Rescue Mission Welcomes New Executive Director Jeff Levine ...
    • Jeff Levine - The Center for the Humanities

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  3. www.thinkadvisor.com › 2022/12/07 › 10-nerdy-year-end-planning10 ‘Nerdy’ Year-End Planning Tips for 2022: Jeff Levine

    Dec 7, 2022 · The end of each year brings many tax planning opportunities for financial advisors and their clients, according to Jeff Levine, Kitces.com’s lead financial planning nerd and also Buckingham...

    • John Manganaro

  4. www.kitces.com › we-are-a-team-of-nerdsWe are a team of NERDS - Kitces

    Jeffrey Levine is a CPA/PFS, CFP, AIF, CWS, MSA and a Lead Financial Planning Nerd at Kitces.com, a leading online source of research, resources, education, and training for real financial planners. Learn more about his nerd cred, bio, and other team members at Kitces.com.

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  5. www.imdb.com › name › nm0505835Jeff Levine - IMDb

    Jeff Levine is a film producer and actor who has worked with Nicolas Cage on several projects. He is known for producing Face/Off, The Fourth Kind, and Pitch Perfect, among others.

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  6. www.thinkadvisor.com › 2024/04/30 › jeff-levine-7-end-of-lifeJeff Levine: 7 End-of-Life Tax Planning Mistakes to Avoid

    Apr 30, 2024 · Jeff Levine, lead financial planning nerd at Kitces.com, shares seven common mistakes and misunderstandings that advisors should avoid when planning for clients' end-of-life taxes. Learn how to balance advanced and fundamental tax strategies, and how to prepare for potential policy changes in 2026.

    • John Manganaro

  7. www.thinkadvisor.com › 2023/01/06 › jeff-levine-answers-secureJeff Levine Answers Secure 2.0 Tax Questions From Advisors

    Jan 6, 2023 · Learn how the Secure 2.0 Act affects Roth contributions, RMDs, 529 rollovers and more from Jeff Levine, a CPA and retirement planning expert. Watch a webinar recording or read a Q&A summary of his insights and answers.

  8. www.morningstar.com › retirement › jeff-levine-smart-tax-movesJeff Levine: Smart Tax Moves for 2023 and Beyond | Morningstar

    Jan 13, 2023 · Learn from Jeff Levine, the chief planning officer for Buckingham Strategic Wealth and the lead financial planning nerd at kitces.com, on topics such as Secure 2.0, tax planning before and during retirement, and inflation. Listen to his podcast, The Great Retirement Debate, and read his books and articles on retirement-related questions.