Jeffrey Levine

Jeffrey Levine

Jeffrey Levine

Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA is the Director of Advisor Education for Kitces.com, a leading online resource for financial planning professionals, and also serves as the CEO and Director of Financial Planning for BluePrint Wealth Alliance LLC. Jeffrey is a recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division 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 a regular contributor to Forbes.com, numerous industry publications, and is regularly sought after by journalists for his insights.

Jeffrey's Latest Contributions

Trump Retirement Security Executive Order: Small Business Opportunities and Concerns

Jeffrey Levine (Forbes/Kitces.com/BluePrint Wealth Alliance) explains the retirement security opportunities and concerns presented by Donald Trump’s executive order on Multiple Employer Retirement Plans and required minimum distributions. Jeff also tells us how the IRS is throwing salt in the state and local tax deduction limit wound. Plus, will contributing to your retirement account lower your taxes and let you keep more take-home… Read more

Guest:  Jeffrey Levine Jeffrey Levine

Podcast #187