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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...
- Jeff Levine: 7 End-of-Life Tax Planning Mistakes to Avoid
Kitces.com’s lead financial planning nerd Jeff Levine kicked...
- Jeff Levine: 7 End-of-Life Tax Planning Mistakes to Avoid
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.
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.
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.
- Producer, Actor, Additional Crew
- Jeff Levine
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
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.
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.
