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Jeff Levine Calls Tax-Planning Gap Report an 'Indictment' of Advisor Industry
Features January 30, 2026 at 05:00 PM
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What You Need To Know
- A recent BlackRock survey shows that many advisors are still not engaging in tax-savvy financial planning.
- Jeff Levine said he found the results disappointing but not necessarily surprising.
- He hopes and expects tax planning to become increasingly common over time.
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