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Jeffrey Levine: Top 10 Tax Details in Biden Plan ... - ThinkAdvisor
Levine, director of advanced planning at Buckingham, takes a detailed look at what is and isn't in the revamped framework.
Jeffrey Levine | Buckingham Strategic Wealth
Jeffrey serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-based planning concepts and strategies. He excels at distilling complex financial laws and policy into understandable resources.
We 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.
Jeffrey Levine - Jeff Levine - Forbes
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 the...
Jeff Levine: 7 End-of-Life Tax Planning Mistakes to Avoid
Kitces.com’s lead financial planning nerd Jeff Levine kicked off Holistiplan’s 2024 Tax Planning Summit last week with a presentation that underscored an important but easily overlooked lesson...
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