Jeffrey Levine, Continuing Education Seminar and Joint Meeting with the FPA of Central PA

Date: Tuesday, September 26, 2023
Time: 11:30am - 5:00pm
Location: West Shore Country Club plus Webinar Option
Speaker: Jeffrey Levine

Jeffrey Levine, CPA/PFS, CFP, MSA, a Financial Planning contributing writer, is the lead financial planning nerd at Kitces.com, and director of advanced planning for Buckingham Wealth Partners. Proposed regulations provide the best window into the IRS's current thinking on a variety of issues to date.

Topics to be announced

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