Jeffrey Levine, CFP
Chief Planning Officer
- High-net-worth investors
Bio
Jeffrey Levine is Chief Planning Officer at Focus Partners, Lead Financial Planning Nerd at Kitces.com, and Lead Subject Matter Expert for the American College’s Tax Planning Certified Professional program. He is also Professor of Practice in Taxation at the American College of Financial Services.
A CFP professional, Jeffrey previously served as Chief Retirement Strategist at Ed Slott and Company. His work and teaching span retirement, tax, and estate-planning strategies, including the rules governing individual retirement accounts. He educates financial advisors, CPAs, attorneys, and consumers on these subjects.
Common situations handled
- Planning for retirement, business succession, liquidity events, or multigenerational wealth transfer
- Making tax, equity-compensation, investment, and wealth decisions around a technology-company liquidity event
- Managing modified adjusted gross income in retirement in light of tax changes
- Evaluating how insurance and risk considerations relate to family, retirement income, estate plans, or a business
Tax services and planning
- Integrated wealth planning
- Tax planning and strategy
- Tax preparation
Evidence reviewed
Evidence
Published guidance
Shows tax topics the Specialist or firm addresses publicly.
- Supporting source
- Splitting An IRA With 72(t) Distributions In Divorce (opens in a new tab)kitces.com · Public source
- Supporting source
- Will Financial Advisors Have To Disclose PPP Loans On U4 Or ADV? (opens in a new tab)kitces.com · Public source
Evidence
Public education and commentary
Shows public education, speaking, or commentary relevant to the Specialist’s work.
- Supporting source
- The Great Retirement Debate with Ed Slott & Jeffrey Levine - Podcast - Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
- Supporting source
- Tax Planning in 2025: with Jeffrey Levine, CPA and CFP (opens in a new tab)youtube.com · Public source
- Supporting source
- GRD053: Should You Convert You… - The Great Retirement Debate with Ed Slott & Jeffrey Levine - Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
- Supporting source
- Retirement Tax Services | Tax Laws Changed, Or Did They? with Jeffrey Levine - Retirement Tax Services (opens in a new tab)retirementtaxservices.com · Public source
- Supporting source
- Supporting source
- Jeffrey Levine Interview | Your Money, Your Wealth (opens in a new tab)purefinancial.com · Public source
- Supporting source
- GRD055: What Are the Biggest R… - The Great Retirement Debate with Ed Slott & Jeffrey Levine - Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
- Supporting source
- Jeffrey Levine Talks the Importance of Tax Planning in Retirement Planning (opens in a new tab)youtube.com · Public source
- Supporting source
- GRD054: How the SALT Deduction… - The Great Retirement Debate with Ed Slott & Jeffrey Levine - Apple Podcasts (opens in a new tab)podcasts.apple.com · Public source
Evidence
Credentials and professional standing
Supports credentials or professional standing shown on the profile.
- Supporting source
- Certification & Background | CFP Board (opens in a new tab)cfp.net · Public source
Evidence
Professional profiles
Confirms public professional identity and context for the Specialist’s practice.
- Supporting source
- How Do I Tell My Client’s CPA Or Attorney That They’re Wrong? (opens in a new tab)kitces.com · Public professional directory
Evidence
Additional reviewed sources
Provides additional public or firm-provided context reviewed for this profile.
- Supporting source
- Will the Tax Cuts and Jobs Act Be Extended? - Pure Financial Advisors (opens in a new tab)purefinancial.com · Public source
- Supporting source
- Home - The Great Retirement Debate (opens in a new tab)greatretirementdebate.com · Public source