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Which key tax strategies should advisors focus on amid potential tax law changes?

In this episode, Jack Martin sits down with Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners, for an in-depth exploration of impending tax legislation and how advisors can navigate these challenges to benefit their clients.

Jeffrey discusses:

  • (03:13) The potential outcomes of the upcoming election and their impact on tax planning
  • (09:30) Planning strategies for advisors as year-end approaches
  • (12:45) Estate planning considerations and the importance of timing
  • (17:07) The rise of advisor-driven tax planning and utilizing innovative tools like HolistaPlan
  • (20:25) The launch of the American College Tax Planning Certified Professional Program
  • (27:12) How advisors can effectively promote their tax planning services
  • And more

Tune in to explore actionable advice and learn about the steps advisors should take to adapt effectively to a rapidly changing tax landscape.

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About Jeffrey Levine:

As Chief Planning Officer, Jeffrey 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. 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. 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. Jeffrey is a nationally recognized thought leader within the financial planning community. He is the lead financial planning nerd for kitces.com, home of the popular Nerd’s Eye View blog, and the founder of Fully Vested Advice, Inc., which provides financial education and consulting services to industry professionals. Prior to joining Buckingham Strategic Wealth in 2020, Jeffrey served as CEO of BluePrint Wealth Alliance, where he was responsible for spearheading the company’s vision and ensuring the firm and its advisors delivered a unique, modern approach to financial, tax and estate planning. He is an active speaker, traveling the country each year to educate thousands of financial advisors, CPAs, attorneys and consumers on retirement, tax and estate planning strategies. Jeffrey is a recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division in 2017 for “exemplary professional achievement in personal financial planning services.” He was also named to the 2017 class of 40 Under 40 by InvestmentNews, which recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.” Jeffrey is the author of “The Financial Advisor’s Guide to Savvy IRA Planning,” the lead creator of Savvy IRA Planning®, co-creator of Savvy Tax Planning®, and content creator for both, all offered through Horsesmouth, LLC. Jeffrey is a regular contributor to Forbes.com, as well as various industry publications and has promoted retirement and tax education on television stations such as CNBC, Fox Business News, CBS and Public Television. He is regularly sought after by journalists for his insights and is frequently quoted in publications throughout the country, including The Wall Street Journal, USA Today, The New York Times, San Francisco Chronicle, The Washington Post, Investment News, Financial Planning, ThinkAdvisor, On Wall Street, Forbes, CNBC, Morningstar, Kiplinger’s, Kiplinger’s Retirement Report, Reuters, Bloomberg, Barrons and many others. Jeffrey and his wife, Bobbi-Jo, are the proud parents of three boys, Reid, Grant and Austin. He and the boys are often referred to as “the quadruplets” because of their uncanny likeness to one another.