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Oct 29, 2021 · Among the many details included and not included in President Joe Biden’s revamped tax plan announced Thursday are 10 items in particular that advisors, their clients and taxpayers in general may...
Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA is a nationally-recognized and award-winning financial advisor, speaker, and educator. He is the Lead Financial Planning Nerd at Kitces.com, home of the popular Nerd’s Eye View blog, and also serves as Chief Planning Officer, Buckingham Wealth Partners.
Jun 11, 2021 · Jeffrey Levine Contributor | Retirement I am a financial planner, educator, speaker, and tax and retirement super-nerd; the type of person who actually enjoys reading through the Tax...
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 serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-based planning concepts and strategies. He excels at distilling complex financial laws and policy into understandable resources.
Dec 9, 2021 · Jeffrey Levine: Top 10 End-of-Year Tax Planning Tips. By Jeff Berman. Slideshow December 09, 2021 at 01:58 PM Share & Print. Start Slideshow. We still have a long way to go before President Joe...
Jan 13, 2023 · Our guest on the podcast today is tax and retirement planning expert, Jeffrey Levine. Jeff is the chief planning officer for Buckingham Strategic Wealth. He’s also the lead financial planning...
