While the year may almost be over, what you do NOW may still impact your finances in 2023. In this episode of Buckingham Weekly Perspectives, Chief Planning Officer Jeffrey Levine shares three tips you can utilize immediately to lower your 2022 tax liability.
Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®
As Chief Planning Officer, Jeffrey serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-based planning concepts and strategies.
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