Jeffrey Levine Email & Phone Number

Today’s tax and financial landscape is more complicated than ever before. All too often, this complexity leads to bad decisions that can derail a lifetime’s worth of work. My mission is simple; to never stop learning and to help simplify the complex for others so that they can apply cutting-edge strategies designed to help families keep more of their hard-earned money.I’ve had the incredible opportunity to help educate thousands of financial advisors, CPAs, attorneys, and consumers on IRA, tax and estate planning strategies. I share my passion for tax-efficient retirement planning at national conferences, with professional associations, at CPA continuing education programs, through web-based conferences, as well as at universities, colleges and other educational institutions.I’m also the CEO and Director of Financial Planning of BluePrint Wealth Alliance, a registered investment adviser (www.bpwalliance.com). Through our unique Four Walls Planning Process™, I help deliver easy-to-understand, yet thorough analyses – aka “blueprints” – to help clients make sense of their investment, tax, estate, and risk management goals. I’ve had the privilege of being interviewed by some of country’s most respected publications, including The Wall Street Journal, the New York Times, Kiplinger’s, Forbes, Investment News, Money Magazine, Newsday, MarketWatch, Retirement Weekly and, CNBC.com and Yahoo! Finance. I’m also frequently invited to appear on national outlets, such as CNBC, Fox Business, CBS and public television. Who I want to connect with:• Organizations seeking a dynamic speaker (CE credits available)• CPAs, attorneys and other professionals looking for an IRA and retirement tax resource• Media outlets seeking expert commentary on retirement and tax matters• Individuals looking for a comprehensive financial plannerInterests: taxes, investments, retirement planning, financial education, public speaking, writing

Listed skills include Roth Ira, Ira, Financial Planning, Cpa, and 5 others.