8 'Nerdy' Year-End Tax Planning Insights for 2024: Jeff Levine

By John Manganaro

Slideshow November 22, 2024 at 02:39 PM

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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 Wealth Partners' chief planning officer.

very likely to extend current tax policies</a> set under the Tax Cuts and Jobs Act of 2017, this is actually a fairly tame year-end period for advisors and clients as such things go,” Levine observed. “Broadly speaking, the framework we have in place today is likely to continue for the long term.”</p>" data-v-31a70f38>

John Manganaro

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