Jeff Levine - Master Tax Planning: Practical Ways to Minimize Your Tax Burden This Year

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