General topics of discussion will be preparation of your taxes for 2015, how to qualify for and fill out Form 2555 (the Foreign Earned Income Exclusion), the Foreign Tax Credit, Roth IRA’s and why you may or may not be able to contribute to one, 401k/403b rollovers and Roth conversions, elimination of taxes of ongoing investment gains, etc. 

Jon Levy

Jonathan Levy has been working in the securities industry for the past 20 years.

Jonathan Levy has been working in the securities industry for the past 20 years. Prior to joining Integrated Financial Planning Services, Jon worked as a middle school music teacher for 9 years in New York City and Long Island.  

Jon became a U.S. Internal Revenue Service Registered Tax Return Preparer in 2012 and received the designation, Retirement Income Certified Professional (RICP), from the American College of Financial Services in 2015. He has been a FINRA Registered Representative and holder of life and variable insurance licenses ever since the beginning of his work in financial services. Based in Germany, he is a frequent visitor to many schools in CEESA in support of his clients and a long term participant in and supporter of the CEESA conference.