The Confident Retirement

Ep 061: The Tax Therapy 101


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Jeff Levine is a partner with A&L since 1983, serves as “Chairman of the Board” and oversees the firm’s strategic planning.  He got his undergrad degree from Boston University and loves penguins.

 

Listen to this informative The Confident Retirement episode with Jeffrey Levine.

Here is what to expect on this week’s show:

- What Jeff would do if he started over

- What is a financial therapist?

- Importance of having a good bookkeeping system

- Big issues for small businesses

- How to set up a succession plan

- Things not to do before filing taxes



Connect with Jeff:

Links Mentioned:

https://www.alkon-levine.com

Learn more about your ad choices. Visit megaphone.fm/adchoices

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The Confident RetirementBy Kris Flammang

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