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Tax planning is not one-size-fits-all. Each client requires timely and personalized planning and attention.

Luckily, this episode of The Breakthrough Advisor is here to help.

This week, the Chief Planning Officer at Buckingham Wealth Partners, Jeff Levine, joins Jack Martin to unveil what to expect in 2022 to effectively plan and prepare your client taxes. Jeff also highlights critical considerations to lower your client’s long-term tax spending.

Jeff discusses:

  • How to approach the projected tax rate increases for your clients
  • Why effective policy design can be a powerful option when paired with your client’s tax situation
  • What you should know about working in an income tax business
  • Tax best practices advisors should do throughout the year
  • And more!

Connect with Jeff Levine:

 Connect with Jack Martin:

About Our Guest:

Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As the chief planning officer, Jeff Levine works closely with the Buckingham team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals. Jeff 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 policies into understandable resources. His work at Buckingham gives him the ability to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams.