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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...
Welcome to the July 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
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.
Jan 6, 2023 · Over the past two weeks, Jeff Levine, Kitces.com’s lead financial planning nerd and Buckingham Wealth Partners’ chief planning officer, has been hard at work spreading the word about the Setting...
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.
Jan 13, 2023 · Jeff is the chief planning officer for Buckingham Strategic Wealth. He’s also the lead financial planning nerd at kitces.com, home of the popular Nerd’s Eye View blog. Jeff recently...
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...
