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  1. Oct 29, 2021 · Jeffrey Levine, Buckingham Wealth Partners director of advanced planning and Kitces.com director of advisor education, highlights the key tax changes in President Joe Biden’s revamped tax plan. He covers topics such as S corp profits, surtaxes, crypto, Child Tax Credit, and more.

  2. 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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  3. Nov 7, 2019 · Jeffrey Levine. 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...

  4. Dec 9, 2021 · Jeffrey Levine, Buckingham Wealth Partners director of advanced planning, shares his top 10 end-of-year tax planning tips for advisors. He highlights the Child Tax Credit, the Build Back Better plan and other potential changes that could affect clients.

  5. Jeffrey Levine, CPA/PFS, CFP, MSA, a Financial Planning contributing writer, is the lead financial planning nerd at Kitces.com and director of advanced planning for Buckingham Wealth Partners.

    • Director of Advanced Planning
  6. 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...

  7. View Jeffrey Levines profile on LinkedIn, a professional community of 1 billion members. Today’s tax and financial landscape is more complicated than ever before. All too often…

    • Buckingham Wealth Partners