Jeffrey Levine vs Michael Kitces: Tax Service Models
Compare Jeffrey Levine and Michael Kitces by public service model, client fit, complete fees and implementation. Published by AE Tax Advisors.
Compare the contracted service
Both public profiles are connected to the Kitces education platform. Compare the particular speaker or education purchase rather than presenting them as necessarily independent firms or interchangeable taxpayer services.
Published by AE Tax Advisors, a competing tax advisory provider. This is a commercial analysis of public offerings, not an independent ranking, endorsement or firsthand customer review. No customer rating is assigned.
Jeffrey Levine / Kitces education and speaking
Kitces presents Jeffrey Levine as a speaker specializing in advanced tax and retirement planning. Its session menu covers Roth conversions, IRA beneficiaries and tax-planning principles for financial advisors.
The reviewed offering is professional speaking and education. A conference presentation or CE purchase is distinct from a private taxpayer engagement with a separately identified provider.
A speaker biography and technical session menu do not establish personal client access, tax-return preparation or current availability for a taxpayer engagement. Confirm the actual contracting entity and support scope.
Fee evidence for Jeffrey Levine
The reviewed speaker page lists $8,000–$14,000 for in-person speaking and $3,000–$4,000 for virtual speaking. Those are event prices, not personal tax-planning or filing quotes; confirm current event terms.
Questions for the actual engagement
- Is this speaking, CE or private client work?
- Who accepts responsibility for my individual facts?
- Which entity provides any planning or filing service?
- What event, education and professional fees are separate?
Give each bidder the same entity list, prior returns, current books, property details and deadline. Request a complete fee and written assignment for advice, implementation and filing. Share sensitive records only through the chosen provider’s secure intake process.
Name-specific research
Michael Kitces / Kitces.com / Nerd’s Eye View
Michael Kitces’s official biography describes financial planning education, professional speaking, The Kitces Report and the Nerd’s Eye View blog, including his background in taxation.
The platform provides research, webinars and financial-advisor resources and identifies separate businesses serving consumers or professionals. Education access is different from engaging a particular firm to advise on or file your taxes.
A company connection or public research article does not establish a personal engagement with Michael. Confirm the current provider and service; do not assume every affiliated company has the same contract or prepares tax returns.
Fee evidence for Michael Kitces
The reviewed biography does not establish one universal education, membership or private-client fee. Request the current price for the exact product and a separate proposal from the actual advisory firm.
Questions for the actual engagement
- Is the buyer an advisor, event organizer or taxpayer?
- Which research, CE or training product is being purchased?
- Which firm accepts any personal client work?
- Who prepares returns and follows through on implementation?
Give each bidder the same entity list, prior returns, current books, property details and deadline. Request a complete fee and written assignment for advice, implementation and filing. Share sensitive records only through the chosen provider’s secure intake process.
Name-specific research
Compare total scope before selecting
AE Tax Advisors provides tax planning for business owners and real estate investors. Standard advisory is $7,800 and complex advisory is $9,800. Returns, amendments, property studies and other implementation work are separately scoped and priced. Confirm the support period and responsibilities in the written engagement; the standard advisory engagement has no required annual planning renewal.
Request the same entities, records, deadline and implementation assignments. Education, legal work and tax filing can require different contracts. A preliminary tax-saving estimate and a course fee do not establish comparable project costs.
Sources, methodology and review date
Official pages reviewed November 8, 2026. Statements about identity and offerings are attributed to those pages. AE has not independently verified marketed savings, customer results, licensing status or delivery. Confirm current availability, terms and the actual contracting entity.
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Discuss your priorities, upcoming decisions and whether a study or advisory engagement fits. Detailed analysis, implementation or filing work follows an agreed written scope.