Advanced Tax Planning Strategist | NASBA CPE Educator
With more than 30 years of experience, Ben Levine is recognized for helping successful business owners, professionals, and their advisors implement sophisticated tax planning strategies that reduce ordinary income taxes, defer capital gains taxes, and preserve long-term wealth.
As President and CEO of Noble Wealth & Insurance Services and Noble Wealth Solutions, Ben specializes in advanced planning strategies that legally reduce current tax liabilities while allowing clients to redirect those tax dollars toward tax-advantaged wealth accumulation, asset protection, retirement income planning, and business succession planning. His clients include closely held business owners, executives, real estate investors, and individuals experiencing significant liquidity events.
Through Noble Wealth Solutions, Ben leads one of the few firms approved by the National Association of State Boards of Accountancy (NASBA) as a Continuing Professional Education (CPE) Sponsor. He regularly educates Certified Public Accountants on advanced income tax and capital gains tax planning strategies, enabling them to earn CPE credit while learning practical techniques that may benefit their clients. Ben believes the most effective planning occurs when CPAs, attorneys, investment advisors, business brokers, and other professionals work together through an Integrated Advisor approach to serve the client's best interests.
Ben is also President of DST Advisors, Inc., serving as Trustee for the Deferred Sales Trust, an advanced tax planning strategy that enables qualified business owners and investors to defer capital gains taxes following the sale of businesses, real estate, and other appreciated assets. The strategy provides flexibility in the timing of income recognition and investment management while supporting long-term wealth preservation.
In addition to tax planning, Ben provides business owners with comprehensive business valuation and exit planning resources that help identify opportunities to increase enterprise value, uncover hidden risks, and prepare for successful ownership transitions. He believes informed business owners make better decisions, and that understanding the value of a business is the foundation of effective long-term planning.
Known for his collaborative approach and commitment to education, Ben has built his practice around developing relationships—not selling products. His philosophy is simple: the best financial decisions are made when every trusted advisor is working together toward a common objective. Through education, collaboration, and innovative tax planning, Ben helps clients reduce taxes, build wealth, protect assets, and create lasting financial legacies.