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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...

    • Resources

      See below for the latest version of the Financial Advisor...

    • Contact

      Email, telephone, social media, and details on how to...

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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.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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  4. 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...

  5. dusp.mit.edu › news › leadership-planningLeadership in Planning | DUSP

    Jul 16, 2021 · Jeff Levine, Lecturer of Economic Development and Planning, believes you should include leadership and communication skills in your list of traits emblematic of effective urban planners.

  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.

  7. www.forbes.com › sites › jeffreylevineJeffrey Levine - Jeff Levine - Forbes

    Jun 11, 2021 · Jeffrey Levine is a financial planner, educator, speaker, and tax and retirement super-nerd. He writes about the latest developments and tips on retirement and tax planning for Forbes readers.

  8. www.thinkadvisor.com › 2021/10/29 › jeffrey-levine-top-10-taxJeffrey Levine: Top 10 Tax Details in Biden Plan ... -...

    Oct 29, 2021 · Levine, director of advanced planning at Buckingham, takes a detailed look at what is and isn't in the revamped framework.