Jeffrey Levine

Director of Advanced Planning

Jeffrey Levine, CPA/PFS, CFP, MSA, a Financial Planning contributing writer, is the lead financial planning nerd at Kitces.com, and director of advanced planning for Buckingham Wealth Partners.

Estate planning

How to cut income taxes on assets inherited at death

Gifting embedded loss assets can avoid a step-down in basis and preserve capital losses. Here's how to go about it, under several scenarios.

By Jeffrey Levine

August 24