Search results
Oct 29, 2021 · Jeffrey Levine, Buckingham Wealth Partners director of advanced planning and Kitces.com director of advisor education, highlights the key tax changes in President Joe Biden’s revamped tax plan. He covers topics such as S corp profits, surtaxes, crypto, Child Tax Credit, and more.
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.
Jun 11, 2021 · Jeffrey Levine is a financial planner, educator, speaker, and tax and retirement super-nerd. He writes for Forbes on topics such as required minimum distributions, capital gains, estate planning, and more.
Apr 11, 2024 · Ed Slott, CPA, nationally recognized IRA Expert, founder of Ed Slott and Company, LLC and creator of irahelp.com, in collaboration with Jeffrey Levine, CFP®, CPA, PFS, CWS®, AIF®, chief ...
Jeffrey Levine is a CFP, CPA, PFS, CWS, AIF, RICP, ChFC, BFA and a nationally recognized financial planning expert. He leads the technical and educational resources for Buckingham Strategic Wealth, a financial advisory firm, and is a regular contributor to Forbes.com and other publications.
Dec 9, 2021 · Jeffrey Levine, Buckingham Wealth Partners director of advanced planning, shares his top 10 end-of-year tax planning tips for advisors. He highlights the Child Tax Credit, the Build Back Better plan and other potential changes that could affect clients.
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 planning.
