Jeff Levine

Join Jeff Levine, a prominent CPA and CFP, as he shares his expertise in tax and estate planning. He dives into the tug-of-war between income and estate taxes, explaining why these strategies often conflict. Jeff discusses the trade-offs of gifting appreciated assets versus preserving the step-up in basis, and when income tax planning should take precedence. He also reassesses traditional credit shelter trusts and highlights the importance of flexibility in irrevocable trusts. This insightful conversation offers practical guidance for financial planners navigating complex client needs.