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10 ‘Nerdy’ Year-End Planning Tips for 2022: Jeff Levine

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The end of each year brings many tax planning opportunities for financial advisors and their clients, according to Jeff Levine,’s lead financial planning nerd and also Buckingham Wealth Partners’ chief planning officer, during a tax-focused webinar held Tuesday afternoon.

As Levine noted, some tax planning considerations apply each year, from taking the correct required minimum distributions to ensuring proper withholdings.

However, recent government actions and dramatic movements in the markets have created unique decision points for 2022 and beyond, including how to handle coronavirus-related distributions and new rules surrounding flexible spending accounts.

See the slideshow for the highlights of Levine’s presentation, during which he repeatedly urged financial advisors on the line to step up their tax planning game — or risk being left behind by their clients and the competition.