Jeffrey Levine, April 2020 Podcast guest

Jeffrey Levine

Jeffrey Levine CPA/PFS, CFP, will be our guest on the April 2020 Bogleheads on Investing podcast.

Jeff is an author and speaker, having presented hundreds of continuing education programs for CPAs, attorneys, and other financial advisors and has appeared on CNBC, Fox Business News, Public Television and CBS to promote tax and financial education. He is also frequently quoted in financial publications like The Wall Street Journal, Kiplinger’s, The Street, CNBC.com, and InvestmentNews, and is a content contributor for Forbes.com.

We have a lot of topics to cover with Jeff including recent changes to tax filing deadlines, the SECURE Act, and tax-loss harvesting rules.

Investment adviser, analyst, author and industry consultant

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