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Jeff Levine, CPA/PFS, CFP® @CPAPlanner

Chief Planning Officer, Focus Partners | Prof of Practice in Tax, The American College | Lead Fin Plan Nerd, https://t.co/PQnTgtrk2b | Dad x3 + husband | Opinions are my own focuspartners.com Joined November 2010
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Jeff Levine, CPA/PFS, CFP® @CPAPlanner

2 weeks ago

One of the biggest business mistakes I see some advisory firms make is growing just for growth's sake. The reality, though, is that the firms that thrive in the long run aren’t always the ones with the most aggressive growth plans. They’re the ones that ask, “What’s next?”…

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Jeff Levine, CPA/PFS, CFP® @CPAPlanner

a month ago

Ultimately, I think most, if not all, states will come around on these platforms. But in the meantime, advisors who are state registered need to pay close attention to their specific state's guidelines and determine whether adoption of such tech is worth the potential compliance…

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Jeff Levine, CPA/PFS, CFP® @CPAPlanner

a month ago

Really enjoyed listening to this discussion between John Manganaro and @FinkeonFinance . My biggest takeaway? I am completely and utterly fascinated by how predictive positive responses to the question "How optimistic do you feel about the future?" are when it comes to…

Jeff Levine, CPA/PFS, CFP® retweeted
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Jeff Levine, CPA/PFS, CFP® @CPAPlanner

2 months ago

@MeasureTwiceMNY @TKopelman @bryanhasling @mgfoster10 @MichaelKitces OK, a few things... 1) Roth IRA distribution rules ARE very confusing 2) They are NOT, however, ambiguous Moving on... If a pre-59 1/2 person makes a conversion that includes after-tax $, any distribution of that after-tax $ WILL ALWAYS be tax and penalty-free, BUT...

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Jeff Levine, CPA/PFS, CFP® @CPAPlanner

2 months ago

Really great investigative journalism from @finplan here on a complex issue involving how CFPs are represented on the LetsMakeAPlan website. Bottom line is that only about 1 in 37 of the more than 9,360 CFPs with at least one disclosure on the BrokerCheck website also have some…

Jeff Levine, CPA/PFS, CFP® retweeted
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Mr NQDC @MrNQDC

2 months ago

@CPAPlanner Will be dialing into your webcast, Jeff! Here’s a tax hack for those who earn over $500K: The new tax bill quietly phases out your $40K SALT deduction But there’s a way to take it back …if you know the move ↓

MrNQDC Profile Picture

Mr NQDC @MrNQDC

2 months ago

@CPAPlanner Will be dialing into your webcast, Jeff! Here’s a tax hack for those who earn over $500K: The new tax bill quietly phases out your $40K SALT deduction But there’s a way to take it back …if you know the move ↓

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Jeff Levine, CPA/PFS, CFP® @CPAPlanner

2 months ago

It's been a loooong time since I haven't written the summary article for a major tax bill on the Kitces website. But my friend and colleague @benhenry took this one and absolutely crushed it. His summary of the "One Big Beautiful Bill Act” (OBBBA) is a must-read for any advisor.…

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