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  1. Jan 13, 2023 · Our guest on the podcast today is tax and retirement planning expert, Jeffrey Levine. Jeff is the chief planning officer for Buckingham Strategic Wealth. He’s also the lead financial planning...

  2. 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.

  3. 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 the Tax Code. My ...

  4. Dec 9, 2021 · Financial Planning > Tax Planning. Jeffrey Levine: Top 10 End-of-Year Tax Planning Tips. By Jeff Berman. Slideshow December 09, 2021 at 01:58 PM Share & Print. Start Slideshow. We still have a...

  5. 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...

  6. 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....

  7. 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 Partners.

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