November 14th, 202311:30 a.m. - 12:30 p.m. Central
November 14th, 2023 | 11:30 a.m. - 12:30 p.m. Central
Virtual
Year-End Tax Strategies copy
Tax season will be here before you know it!
Start preparing now by joining Buckingham Chief Planning Officer Jeffrey Levine as he shares some top year-end planning considerations, including:
- New required minimum distribution (RMD) rules
- Strategies and considerations for Roth conversions
- Year-end contributions
- Tax loss and tax gain harvesting
- Tax withholding considerations and future tax rates
- Home office deductions
- State and local tax (SALT) planning and beneficiary reviews
Register Now
Featured Speakers
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Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
Chief Planning Officer
Jeffrey serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-driven planning concepts and strategies. He excels at distilling complex financial laws and policy into understandable resources. His work at Buckingham gives him the ability to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams.
Other Upcoming Events
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July 20th, 2023 | 11:30 a.m. Central
Virtual
Preventing Identify Theft: How to Defend Your Finances
As so much of our personal information is available digitally, the threat of identity theft is present in almost all facets of our lives, and the need to take the proper precautions is crucial when it comes to our finances. Once your personal data is compromised, the emotional and financial hardships that result may take several months or years to correct. In this interactive webinar, join Buckingham’s Chief Planning Officer, Jeffrey Levine, who will share insights on what to consider when protecting yourself financially from identity theft.
You’ll learn strategies to fend off common identity theft tactics, including:- Establishing credit in your name
- Filing a fraudulent tax return on your behalf
- Compromising your online accounts
- Engaging in other malicious activities