Jeff Levine, CPA/PFS, CFP®

1/ 🚨Breaking News🚨 The One Big Beautiful Bill (OBBB) Act has just been passed by the House, and is now on its way to the President's desk, where it will be signed into law. With that in mind, it's time to break it down... To read it for yourself: congress.gov/bill/119th-con…

Ultimately, I think most, if not all, states will come around on these platforms. But in the meantime, advisors who are state registered need to pay close attention to their specific state's guidelines and determine whether adoption of such tech is worth the potential compliance…

Really enjoyed listening to this discussion between John Manganaro and @FinkeonFinance . My biggest takeaway? I am completely and utterly fascinated by how predictive positive responses to the question "How optimistic do you feel about the future?" are when it comes to…

OK, a few things... 1) Roth IRA distribution rules ARE very confusing 2) They are NOT, however, ambiguous Moving on... If a pre-59 1/2 person makes a conversion that includes after-tax $, any distribution of that after-tax $ WILL ALWAYS be tax and penalty-free, BUT...

Really great investigative journalism from @FinPlan here on a complex issue involving how CFPs are represented on the LetsMakeAPlan website. Bottom line is that only about 1 in 37 of the more than 9,360 CFPs with at least one disclosure on the BrokerCheck website also have some…

Will be dialing into your webcast, Jeff! Here’s a tax hack for those who earn over $500K: The new tax bill quietly phases out your $40K SALT deduction But there’s a way to take it back …if you know the move ↓

It's been a loooong time since I haven't written the summary article for a major tax bill on the Kitces website. But my friend and colleague @benhenry took this one and absolutely crushed it. His summary of the "One Big Beautiful Bill Act” (OBBBA) is a must-read for any advisor.…