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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Kitces.com's lead financial planning nerd</a> and also Buckingham Wealth Partners' chief planning officer.</p>" data-v-003dab09>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-003dab09>

John Manganaro

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