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October 14, 2024
KING OF PRUSSIA, PA – The American College of Financial Services proudly announces Jeffrey Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS®, AIF®, BFA™ has joined as a professor of practice in tax planning.
KING OF PRUSSIA, PA – October 14, 2024 - Levine, who serves as chief planning officer at Buckingham Wealth Partners, is spearheading the launch of The College's Tax Planning Certified Professional™ (TPCP™) Program. This first-of-its-kind designation program is designed to equip learners with the skills to identify, evaluate, and implement comprehensive tax strategies for individuals and business owners, while ensuring compliance with current legislation.
"I am thrilled to expand my relationship with The American College of Financial Services and lead the launch of the Tax Planning Certified Professional™ Program," said Levine. "I’m eager to collaborate with The College's renowned faculty and incredibly talented team of producers, instructional designers, and other academic support teams to help advisors and tax professionals close the significant knowledge gap in this specialized area so that they can more effectively deliver the number one service requested most by clients. Tax planning is financial planning, and this is the first comprehensive tax planning education program in the profession."
Levine is sought-after for his ability to distill complex financial legislation, regulations and policy into clear, actionable insights. His career spans a broad range of leadership roles, including his work as the “lead financial planning nerd” for Kitces.com and the creator of several other tax and retirement-focused educational programs for advisors. Levine started his professional career with IRA and retirement planning training firm Ed Slott and Company, LLC, where he served as chief retirement strategist.
“Jeff is one of the most respected voices in financial planning today, and we are excited to have him join our faculty," said George Nichols III, CAP®, president and CEO of The American College of Financial Services. "His combination of deep expertise and a forward-thinking approach to tax-informed planning elevates the Tax Planning Certified Professional™ Program and widens our suite of offerings designed to advance financial professionals as specialists in their craft.”
Levine’s commitment to education is reflected in his ongoing role as a speaker, presenting to thousands of financial advisors, accountants, attorneys, and consumers across the country each year.
“If you’re one of our students, you’ve likely heard Jeff speak, educate, help turn the theoretical into the applicable,” said Gwen Hall, PhD, EVP and provost. “I look forward to the TPCP™ showcasing The College’s track record of applied financial education that helps the profession better support society.”
He himself is a lifelong learner with a wide array of certifications and designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Public Accountant (CPA), and those conferred by The College, including the Chartered Financial Consultant® (ChFC®) and Retirement Income Certified Professional® (RICP®).
Levine will continue to shape the TPCP™ Program while also supporting The College’s students and learners through just-in-time education and events. He is a featured speaker at The College’s retirement conference, Horizons, next March 3 to 5, 2025, in Coronado, CA.
About the Tax Planning Certified Professional™ (TPCP™) Program
The Tax Planning Certified Professional™ (TPCP™) program aims to equip financial professionals with the expertise needed to navigate tax complexities for clients, including business owners, throughout various stages of life and special circumstances. The program is ideal for financial advisors, agents, and CPAs looking to incorporate holistic, tax-informed planning into their client conversations while staying compliant with ever-changing tax regulations.
For more information, visit: TheAmericanCollege.edu/TPCP.
About The American College of Financial Services
Founded in 1927, The American College of Financial Services is the nation’s largest nonprofit educational institution devoted to financial services professionals. Holding the highest level of academic accreditation, The College has educated over 200,000 professionals across the United States through certificate, designation, and graduate degree programs. Its portfolio of applied knowledge also includes just-in-time learning and consumer financial education programs. The College’s faculty represents some of the foremost thought leaders in the financial services profession.
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Contacts
Sarah Tremallo
908-967-0381 / Stremallo@jconnelly.com
Jared Trexler
610-526-1268 / Jared.Trexler@theamericancollege.edu
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