Sign up to save your podcasts
Or
Share How to Approach Taxes for Short and Long-Term Goals With Jeff Levine (Ep. 30)
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
How to Approach Taxes for Short and Long-Term Goals With Jeff Levine (Ep. 30)
This week, the Chief Planning Officer at Buckingham Wealth Partners, Jeff Levine, joins Jack Martin to unveil what to expect in 2022 to effectively plan and prepare your client taxes. Jeff also highlights critical considerations to lower your client's long-term tax spending.
The post How to Approach Taxes for Short and Long-Term Goals With Jeff Levine (Ep. 30) first appeared on Simplicity InsurMark.
View all episodes
By Simplicity InsurMark
4.4
77 ratings
This week, the Chief Planning Officer at Buckingham Wealth Partners, Jeff Levine, joins Jack Martin to unveil what to expect in 2022 to effectively plan and prepare your client taxes. Jeff also highlights critical considerations to lower your client's long-term tax spending.
The post How to Approach Taxes for Short and Long-Term Goals With Jeff Levine (Ep. 30) first appeared on Simplicity InsurMark.
More shows like Breakthrough Advisor
View all
The Joe Rogan Experience
228,921 Listeners
TRAINED
1,982 Listeners
Thoughts on the Market
1,298 Listeners
Virtually Speaking
1 Listeners
The Great Retirement Debate with Ed Slott & Jeffrey Levine
145 Listeners