Jeffrey Levine, CFP®/PFS, CWS®, MSA

Jeffrey Levine is the director of advisor education for Kitces.com, a leading online resource for financial planning professionals. He serves as the CEO and director of financial planning for BluePrint Wealth Alliance, LLC, a registered investment adviser. He drives the firm’s vision of delivering a unique, modern approach to financial, tax, and estate planning.

Levine is a recipient of the Standing Ovation award, presented by the the American Institute of Certified Public Accountants 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. Levine is a regular contributor to Forbes.com, numerous industry publications, and is regularly sought after by journalists for his insights.

Session Topic: 2018 Tax Reform—199A qualified business income deduction rules

We've had a year to grapple with all the Tax Cuts and Jobs Act's changes and implications, and to determine what it means. If you’re wondering how you, your clients, and your clients' businesses are affected, Levine is the current thought leader in the industry on this topic.

Session Topic: 2018 Tax Reform—the complexities of required minimum distributions

Required minimum distributions rules are complicated and may become even more so if reforms currently being considered are adopted. Updating/extending the lifetime tables, eliminating required mimimum distributions for smaller balances, and accelerating many inherited IRA distributions from large IRAs are all being debated. Get the latest take on this evolving topic, as well as planning strategies to understand now.