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  1. www.thinkadvisor.com › 2022/12/07 › 10-nerdy-year10 ‘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...

  2. www.prnewswire.com › news-releases › ed-slott-andEd Slott and Jeffrey Levine Announce Season 2 of "The Great ...

    Apr 11, 2024 · Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA is a nationally recognized and award-winning financial advisor, speaker, and educator as well as the Chief Planning Officer at Buckingham Wealth...

  3. www.thinkadvisor.com › 2021/10/29 › jeffrey-levineJeffrey Levine: Top 10 Tax Details in Biden Plan Advisors ...

    Oct 29, 2021 · Jeffrey Levine: Top 10 Tax Details in Biden Plan Advisors Should Know. By Jeff Berman. News October 29, 2021 at 03:06 PM Share & Print. What You Need to Know. The item in the...

  4. fullyvestedadvice.comFully Vested Advice | Financial Planning. Simplified.

    Jeffrey Levine is widely-recognized within the financial industry for his distinct ability to translate complex concepts into relatable, actionable knowledge. Contact. Interested in learning more about Jeffrey Levine’s consulting or speaking services? Complete the form below and let us know how we can be of help! I am interested in:

  5. www.kitces.comNerd's Eye View Blog For Financial Planners | Kitces.com

    Blog for financial planners containing research, courses, webinars and articles for CPA, EA, IWI, IAR, CFP CE credits, published by Michael Kitces & team.

  6. www.kitces.com › we-are-a-team-of-nerdsWe are a team of NERDS - Kitces

    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.

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

    Jun 11, 2021 · I am a financial planner, educator, speaker, and tax and retirement super-nerd; the type of person who actually enjoys reading through the Tax Code. My passion is to take...