Episodes featuring Jeff Levine
Browse episodes where Jeff Levine appears as host or guest. View all episodes →
The Value Of Assessing Clients' "Tax Risk Tolerance" Amidst IRS Scrutiny Of Tax-Aware Investment ...
Adam Van Deusen talks with Jeff Levine of Kitces.com about IRS Revenue Ruling 2026-20 and Notice 2026-62, which target certain tax-aware investment strategies, and how advisors can weigh a client's "tax risk...