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Dec 7, 2022 · Jeff Levine, Kitces.com's lead financial planning nerd and Buckingham Wealth Partners' chief planning officer, shares 10 'nerdy' tax planning tips for advisors and their clients in 2022. Learn how to handle coronavirus-related distributions, flexible spending accounts, RMDs and more.
- Jeff Levine Answers Secure 2.0 Tax Questions From Advisors
Over the past two weeks, Jeff Levine, Kitces.com’s lead...
- Jeffrey Levine: Top 10 Tax Details in Biden Plan ... - ThinkAdvisor
Levine, director of advanced planning at Buckingham, takes a...
- Jeff Levine Answers Secure 2.0 Tax Questions From Advisors
Jeff Levine. Producer: Face/Off. Jeff Levine started his career in music, working part-time in film along the way. In the late Eighties he turned to film full-time, eventually partnering with actor Nicolas Cage in 1995 to form Saturn Films.
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.
Dec 12, 2023 · 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 other contributors on topics such as estate planning, tax planning, marketing, and more.
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.
Oct 29, 2021 · Jeffrey Levine, a financial planner and advisor educator, highlights the key tax changes in President Biden's revamped tax plan announced in October 2021. He explains the impact of S corp profits, surtaxes, crypto, Child Tax Credit and more on taxpayers.
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.
