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Live From Philly: Preparing for Tax Season with Jeffrey Levine
Join us on Thursday, February 3rd as we welcome back Jeffrey Levine, tax expert and Lead Financial Planning Nerd for Kitces.com, home of the popular Nerd's Eye View blog. Jeff will provide a brief update on the Biden Administration’s tax plan proposal and offer advanced Roth planning strategies advisors need to consider. You’ll walk away with ideas and talking points for timely tax season conversations with your clients.

This event is pending approval for one hour of CFP® CE Credit.

Feb 3, 2022 11:00 AM in Eastern Time (US and Canada)

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Speakers

Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, BFA, MSA
Lead Financial Planning Nerd @Kitces.com
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.