American College to Roll Out Tax Planning Certification

Though he didn't mention them by name, promotional materials visible in the background of the video feature five other well-known tax experts whose insights have informed the creation of the new TPCP designation. They are:

• Sophia Duffy, a tax attorney and associate professor of business planning at the American College;
• Michael Finke, professor and Frank M. Engle Chair of Economic Security at the American College of Financial Services;
• Alan Gassman, a tax attorney and partner at Gassman, Crotty and Denicolo.
• Michael Kitces, founder of Kitces.com and head of planning strategy at Buckingham Wealth Partners;  and
• Ed Slott, the tax and IRA expert at the helm of Ed Slott and Co.

The program hasn't formally launched yet, Levine noted, but the American College is kicking off the process now by offering discounted pricing to those who sign up for the wait list.

The news comes at a time when advisors are being asked to provide more tax-savvy services to clients across investment management, estate planning, retirement income planning and more.

Pictured: Jeff Levine