Jeff Levine Joins Tax Planning Faculty at American College

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.”