DIRECTOR OF FINANCIAL STRATEGIES

Jeffrey Levine, CPA, MST, joined LGA as the Director of Financial Strategies, bringing with him a depth of knowledge and industry experience. In his role, Jeff is dedicated to enhancing holistic service offerings to individual tax clients. This enhanced offering includes obtaining a broader understanding of the client’s financial position and aspirations, their estate and trust planning needs, assessing the adequacy of protections through various insurance vehicles, and creating a robust platform for client success.

 

With nearly 43 years of experience as a co-founder and shareholder of a local accounting firm west of Boston, Jeff has managed a diverse client base of over 700 individuals, partnerships, and fiduciary tax filings, along with personal financial planning for his clients. His role as a consultant in both corporate and personal financial strategies has made him a valuable resource for numerous news outlets, including WGBH, WBZ, NBC Nightly News, Fortune Magazine, Inc. Magazine, Fortune Small Business, and the Boston Globe.

Education

• Boston University: Bachelor of Science
• Bentley University: Masters of Science in Taxation

Professional Affiliations

• Massachusetts Society of Certified Public Accountants (MassCPAs)
• American Institute of Certified Public Accountants (AICPA)
• MassCPAs “Management of an Accounting Practice” (MAP) Committee, member

Personal

Outside of his professional life, Jeff lives in Wayland, MA, with his wife, Shawna. He is passionate about golf, enjoys traveling, and has a keen interest in cooking.