Jeff Levine Joins Tax Planning Faculty at American College
Levine will help advisors meet client demand for tax-informed planning.
The financial planning expert Jeff Levine is joining the American College of Financial Services as a professor of practice in tax planning.
American College President and CEO George Nichols made the announcement on LinkedIn and in a longer post on the college’s website, noting that Levine has already worked closely with the institution in the development of its forthcoming Tax Planning Certified Professional (TPCP) designation program.
“Together with our academic faculty and many others involved in the research and development of this new program, Jeff will help fill the growing gap between advisor knowledge of tax-informed planning and client demand for it,” Nichols wrote, calling Levine “the quintessential lifelong learner.”
As noted by Nichols, Levine “got his start” in the financial planning industry working with another highly respected financial planner (and professor of practice), Ed Slott, eventually becoming the chief retirement strategist at Ed Slott and Co.
“As impressive as his academic acumen is, Jeff’s success as a practitioner also speaks for itself,” Nichols said. “He’s excelled in several leadership roles within financial services firms and is presently chief planning officer at Buckingham Wealth Partners.”
Nichols added that Levine has been instrumental in the development of the TPCP curriculum and will also be an important part of the team that delivers it to students.
“On one hand, the TPCP can help financial advisors build tax-smart strategies as a valued (and value-add) service to their clients who want more than investment management,” Nichols said. “On the other hand, it can help CPAs incorporate financial planning for their clients who want more than public accounting services.”
Nichols said the American College faculty believes the new credential will be a big differentiator for the professionals who earn it, giving early adopters a first-mover advantage with the clients and prospects who have been expecting a broader spectrum of services.
Pictured: Jeff Levine