Lead Instructor
Jeffrey Levine, Lead Financial Planning Nerd
CPA/PFS, CFP®, CWS®, AIF®
Jeffrey Levine, Lead Financial Planning Nerd at Kitces.com guides advisors through Form 1040 and its associated items and schedules, while interactive exercises reinforce the lessons from each module, moving advisors from comprehension to application.
Jeffrey Levine is a nationally-recognized and award-winning financial advisor, speaker, and educator. He is the Lead Financial Planning Nerd at Kitces.com, home of the popular Nerd’s Eye View blog, and also serves as Director of Advanced Planning, Buckingham Wealth Partners.