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

We are pleased to partner with the Financial Planning Association of Central PA to bring back national speaker Jeffrey Levine, CPA/PFS, CFP, MSA!  Jeff is a Financial Planning contributing writer, is the lead financial planning nerd at, and director of advanced planning for Buckingham Wealth Partners.

We have just added a third topic!  "Advanced Roth Strategies.  How to squeeze more juice out of the Tax Lemon."

SECURE Act 2.0: Retirement Planning Opportunities and Challenges

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72, to provisions meant to encourage increased participation in workplace retirement plans. And now, Congress has given financial advisors and their clients another year-end development related to retirement planning, dubbed “SECURE 2.0”.

While no single change in SECURE 2.0 rises to the magnitude of the “Death of the Stretch” from the original SECURE Act, there are more total impactful changes in the new legislation. These include raising the RMD age again, allowing transfers of 529 account assets to Roth IRAs (with some significant restrictions), and adjusting the amount of allowed ‘catch-up’ contributions. The legislation also introduces new account types including SEP and SIMPLE Roth IRAs, as well as a “Starter” 401(k) plan. And for current retirees, key measures include reducing the penalties for missed Required Minimum Distributions (RMDs) and indexing the allowed amount of Qualified Charitable Distributions (QCDs) for inflation.


Estate Planning For Income Taxes: Maximizing Basis Planning Opportunities

Given recent changes in the law, “tax planning” for one’s estate at death has become a lot less about estate tax planning, and far more about the income tax planning opportunities at death… particularly with respect to maximizing available step-up in basis opportunities. With that in mind, attendees of this session will explore topics including how pre-death asset transfers can help maximize step-up in basis, how other types of pre-death transfers can help avoid the potential for a step-down in basis, complications associated with these strategies for clients living in community property states, and the disadvantages of traditional credit shelter trusts that emerge in an estate planning environment driven by income- (rather than estate-)tax planning.

just added ""Advanced Roth Strategies.  How to squeeze more juice out of the Tax Lemon."

A core concept of tax planning is to pay taxes at the lowest rates. But what will your clients’ tax rates be when they need to access their retirement funds? That unknown is a major risk for many retirees, but it is a risk that a Roth IRA conversion can help to reduce and/or eliminate. In this session attendees will gain an understanding of critical Roth conversion rules, as well as some of the advanced conversion strategies that practitioners can use to help clients transition as much money as possible from tax-deferred accounts to tax-free accounts at the lowest cost.


11:30 Registration and Lunch, 12:00 Announcements, 12:30-4:00 pm Jeffrey Levine, 4:00-5 Cocktail Hour

Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA

Jeffrey Levine is the Lead Financial Planning Nerd for, and is also the President of Fully Vested Advice, Inc., which provides financial education and consulting services to industry professionals. Jeffrey is also the Chief Planning Officer at Buckingham Wealth Partners and works closely with their team to create a seamless client experience that makes it easy to plan and instill confidence as they work towards their most important goals. He serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-based planning concepts and strategies. Buckingham allows him to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams. He is a nationally-recognized and award-winning thought leader within the financial planning community.

Applications are being submitted for Credits: 4.0 CPA, 4.0 CFP, 4.0 PA Insurance: 4.0 CTFA, 3.0 PA CLE (NOTE PA CLE/BAR credits for in person only). 

(Course has been approved for 4.0 CFP, 4.0 CPA, 4.0 PA Insurance, 4 CTFA, 2.5 CISP, CRSP credits.  Application submitted/pending for PA CLE.)

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