American College of Financial Services to Launch Tax Planning Certified Professional Program with Jeff Levine

The American College of Financial Services is set to launch a new certification program designed to help financial advisors better serve their clients in a tax-aware manner. The Tax Planning Certified Professional program, spearheaded by CPA and planner Jeff Levine, aims to provide advisors with the tools and knowledge needed to navigate the complexities of tax planning.

In a recent LinkedIn video post, Levine announced the upcoming program, which has been in development for the past year. The curriculum will feature insights from industry experts such as Michael Finke, Sophia Duffy, Michael Kitces, Ed Slott, and Alan Gassman, all of whom have played a key role in shaping the TPCP designation.

While the program has not officially launched yet, the American College is offering discounted pricing for those who sign up for the waitlist. This news comes at a time when advisors are increasingly being called upon to provide more tax-savvy services to their clients in various areas of financial planning.

The Tax Planning Certified Professional program is poised to be a valuable resource for advisors looking to enhance their tax planning capabilities and better serve their clients’ needs. Stay tuned for more details on this exciting new certification program from the American College of Financial Services.