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

    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.

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    • Jeffrey Levine Net Worth 2024 - Net Worth Roll
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    • Episode 58 – In the C-Suite with Jeff Levine, CEO, Advanced Scanners ...
    • Jeff Levine, former Portland planning director, looks at the past, and ...

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  3. 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...

    • John Manganaro

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

    Apr 11, 2024 · Ed Slott, CPA, America's IRA Expert, and Jeffrey Levine, CFP, Chief Planning Officer for Buckingham Strategic Wealth, host The Great Retirement Debate podcast. They discuss the pros and cons of various retirement strategies and topics in a video format.

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

    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.

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  6. www.thinkadvisor.com › 2024/04/30 › jeff-levine-7Jeff Levine: 7 End-of-Life Tax Planning Mistakes to Avoid

    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

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

    Jeffrey Levine is a financial advisor, speaker and consultant who specializes in tax, investment and financial planning. Learn more about his consulting, speaking and training services, and read his latest news and insights on the tax cuts and jobs act.

  8. www.morningstar.com › retirement › jeff-levine-smartJeff Levine: Smart Tax Moves for 2023 and Beyond | Morningstar

    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.