Podknife - Jeff Levine - How to Reduce Your Tax Burden by Standard Deviations with Dr. Daniel Crosby

Help
Help

Suggested Topics
- What is Podknife?
  
  Podknife is a curated podcast information and review site designed to be accessible in your browser from any device. We’re working to build the most useful podcast information source available by providing you with as much publicly available information about each podcast in our database as we can find and keeping it as up to date as possible.
- Can I listen to podcasts on Podknife?
  
  Yeah! There's a player at the bottom of the page.
- How can I get my podcast on Podknife?
  
  We’d love to hear about your podcast and consider it for addition. You can suggest your own by logging in and selecting the “Suggest a Podcast” link from the menu. Fill out the form and we’ll take it from there.
- How can I submit a review of a podcast?
  
  To submit a review of a podcast, go to the page of the podcast you want to review and click the "Submit Review" button below the image associated with the podcast. Clicking that button brings you to a new page where you can select a rating between 1 and 5 stars and write a brief review.
- How can I submit a review of a podcast episode?
  
  To submit a review of a podcast episode, go to the page of the podcast whose episode you want to review and find the specific episode you're looking for. Clicking on any episode reveals a "View Episode" button and clicking on that brings you to an episode-specific page where you can find more information displayed about the episode along with a "Submit Review" button. Clicking that brings you to a new page where you can select a rating between 1 and 5 stars and write a brief review of the episode.
- Is there a Podknife app?
  
  Not yet - we're keeping it in the browser at least for now. No app download required to access anything on the site.
- How can I change my display name?
  
  To change your display name, log in to Podknife and select "Account Settings" in the dropdown menu. From the Account Settings page, enter your desired new display name and press the "Save" button to confirm the change.
- How can I change my password?
  
  To change your password, log in to Podknife and select "Account Settings" in the dropdown menu. From the Account Settings page, enter your desired new password in the two fields below "Update Password" and press the "Save" button to confirm the change.
- How can I keep track of all my reviews?
  
  Within the menu, click on "My Profile", you will then be able to check all your reviews for both podcast & episode. You can also check all your favorite podcasts.
- How can I keep track of all my favorited podcasts?
  
  You can find podcasts you’ve favorited displayed on the My Profile page associated with your account (https://podknife.com/profile).
  You can share your My Profile page displaying your favorite podcasts as well as any reviews you’ve written publicly with a link in the form https://podknife.com/users/[displayname] where [displayname] is replaced by your Display Name.
- How can I favorite a podcast?
  
  On each podcast page you’ll find the outline of a star above the podcast title. Clicking this star fills it in and designates the podcast as a favorite (for logged in users) or invites the user to log in or register for an account (for users who are not logged in). You can find favorited podcasts displayed on the My Profile page associated with your account (https://podknife.com/profile).
- How can I register for a Podknife account?
  
  To register, click on the “Register” button in the top right of your browser window (or visit https://podknife.com/users/sign_up). Enter a Display Name to be associated with your account on the site (alongside any reviews you contribute, for example), an Email address to associate with the account and your password (twice for confirmation). Press the “Confirm” button and you should be all set, logged in and ready to review and favorite podcasts as you wish.
- How can I get in touch?
  
  We’d love to hear from you. You can reach us using the Feedback form (https://podknife.com/feedbacks/new) which can be found either in the footer on each page (for users who are not logged in) or in the dropdown menu (for logged in users).
  
  You can also reach us on Twitter by tweeting us @podknife (https://twitter.com/podknife) or on Facebook by messaging us from our page (https://www.facebook.com/podknife/).
- Log In
- Register
- Feedback
- Help
- Privacy Policy
- Terms of Use
© Podknife 2024

This episode currently has no reviews.

Submit Review

Favorite Add to Queue

Jeff Levine - How to Reduce Your Tax Burden

Podcast |: Standard Deviations with Dr. Daniel Crosby
Publisher |: Dr. Daniel Crosby
Media Type |: audio
Podknife tags |: Interview,; Investing,; Personal Finance,; Psychology,; Science & Medicine
Categories Via RSS |: Education
Publication Date |: Jun 16, 2022
Episode Duration |: 00:49:26

Description
iTunes Summary

Tune in to hear:

- Jeff is known on Twitter for his complex deep dives into the world of tax legislation - what got him interested in this in the first place?

- What is keeping us from a more simplified tax code? Is it really as complicated as it appears or is there some subterfuge here where the complexity is just a feature and not a bug?

- When Jeff hears politicians and everyday people talking about tax schemes - which ideas sort of make him cringe and which ideas around taxation does he find to be widely misrepresented?

- How does Jeff see the conversation around “taker states” vs. “maker states” playing out? Does this cause infighting and strife and is there anything that can be done to address this?

- If Jeff could wave a magic wand and become president, what immediate changes would he make to the US tax code?

- What are some common sense steps the average person can take to minimize their tax burden?

- What are a couple of the strangest things he’s ever seen written off?

- What can advisors do, with the respect to tax, to set themselves apart from the crowd without taking on excessive risk?

https://twitter.com/CPAPlanner

https://www.linkedin.com/in/jeff-levine

Compliance Code: 1020-OAS-6/13/2022

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Jeff Levine. As Chief Planning Officer for Buckingham Strategic Wealth, Jeffrey works closely with the Buckingham team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals. Jeffrey serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-based planning concepts and strategies. His work at Buckingham gives him the ability to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams. Jeffrey is a nationally recognized thought leader within the financial planning community. He is the lead financial planning nerd for kitces.com, home of the popular Nerd’s Eye View blog, and the founder of Fully Vested Advice, Inc., which provides financial education and consulting services to industry professionals. Prior to joining Buckingham Strategic Wealth in 2020, Jeffrey served as CEO of BluePrint Wealth Alliance, where he was responsible for spearheading the company’s vision and ensuring the firm and its advisors delivered a unique, modern approach to financial, tax and estate planning. He is an active speaker, traveling the country each year to educate thousands of financial advisors, CPAs, attorneys and consumers on retirement, tax and estate planning strategies. Jeffrey is a recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division in 2017 for “exemplary professional achievement in personal financial planning services.” He was also named to the 2017 class of 40 Under 40 by InvestmentNews, which recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.” Jeffrey is the author of “The Financial Advisor’s Guide to Savvy IRA Planning,” the lead creator of Savvy IRA Planning®, co-creator of Savvy Tax Planning®, and content creator for both, all offered through Horsesmouth, LLC. Jeffrey is a regular contributor to Forbes.com, as well as various industry publications and has promoted retirement and tax education on television stations such as CNBC, Fox Business News, CBS and Public Television. He is regularly sought after by journalists for his insights and is frequently quoted in publications throughout the country, including The Wall Street Journal, USA Today, The New York Times, San Francisco Chronicle, The Washington Post, Investment News, Financial Planning, ThinkAdvisor, On Wall Street, Forbes, CNBC, Morningstar, Kiplinger’s, Kiplinger’s Retirement Report, Reuters, Bloomberg, Barrons and many others.