Even though 2022 is in the rear view mirror, you can still act now to lower last year’s tax liability. During this edition of Buckingham Weekly Perspectives, Chief Planning Officer Jeffrey Levine shares three strategies you can implement now to save money on last year’s returns.
Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
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.
