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Jeff Bush

The Washington Update

Helping Advisors Decode Difficult and Confusing Tax and Fiscal Information

Jeff is a colleague of Andy Friedman and an integral part of The Washington Update.

They are the  industry thought leader that guides domestic clients through the complex and ever-changing political and tax environment and helps international audiences understand US politics.

Benefits of Jeff Bush That Make Him Different:

Jeff Bush translates all the political noise into tactical, useful information and helps business owners and investors understand what is happening in Washington, D.C. and why it matters to them.

Jeff Bush gives the audience a six month lead on the likely outcomes of political deliberations in Washington and helps prepare business owners and investors for changes in tax code.

Jeff Bush cuts through all the partisan noise, telling audiences what can get done in a non-partisan, realistic way.

Jeff Bush consults executive teams, business owners, and high-income individuals to proactively prepare their organizations to succeed in the ever-evolving marketplace. Jeff speaks on the following topics:

  • A nonpartisan analysis of the current political environment
  • How taxes and tax reform impacts investors and their advisors
  • How the upcoming elections are likely to play out and why
  • Predictions on the legislative environment and their impact
  • The implications of the U.S. fiscal environment and how it impacts the future

 “…advisors and end clients loved him! Since yesterday, I have received four requests from advisors that would like to use Jeff for client seminars…The team also told me that we should see a few more million into our funds.”

 – – D. Drew, Fred Alger & Company, Incorporate

“Your presentation brought value to our clients, reinforced our existing client relationships and is already acting as a springboard for increasing our affluent client acquisition.”

 – – L..K., Sun Trust Investment Services

“Jeff was able to take a complex topic and make it simple. Our audience connected with his personal presentation style – great job.”

 – – J.C., Sr. Sales Relationship Manager

“…our clients really appreciated your insights, opinions and thought provoking suggestions. Your involvement helped make our event a huge success!”

 – – Scott Welch, CIMA®, Senior Managing Director of Investment Research & Strategy, Fortigent, LLC

Jeff’s Client List Includes…

  • Ameriprise Financial
  • Eaton Vance
  • Edward Jones
  • Fred Alger & Company
  • LPL Financial
  • Merrill Lynch
  • Morgan Stanley
  • Prudential
  • Raymond James
  • Sun Trust
  • US Trust
Travels From:  Oklahoma
City: Tulsa
$10,001 to $15,000

Biography

Jeff Bush is a dynamic and insightful speaker and author known for his unique ability to decode difficult and confusing tax and fiscal information coming out of Washington. Jeff is a colleague of Andy Friedman and an integral part of The Washington Update, the industry thought leader that guides domestic clients through the complex and ever-changing political and tax environment and helps international audiences understand U.S. politics.

Jeff does more than 200 presentations yearly, in the U.S. and abroad, to a client base that includes a who’s who of Fortune 500 firms, from Wall Street to Main Street and everywhere in between. He is a frequent guest on CNBC’s Nightly Business Report and POTUS Sirius/XM Radio. Jeff also writes and comments for several financial and business journals including Investment News, Advisor, Home Business Magazine and Managed Healthcare Executive. He recently published the second book in his American Cornerstones series.

Jeff began his career in the financial industry in 1987. During a 10-year career at a wealth management firm, he was responsible for providing, through 7,500 financial advisors, creative investment strategies and effective risk mitigation approaches to private and corporate clients across the U.S. By the end of his career on Wall Street, he was managing a $50+ billion business. Before that, Jeff was the youngest managing partner in the 150-year history of The New England Financial, an investment and tax risk consulting firm. He began his career at Principal Financial Group, where he handled complex underwriting issues, before moving into the areas of research and development.

Jeff holds a Bachelor of Science degree in business administration and management with an emphasis in accounting and philosophy from William Jewell College.

Jeff’s dedication, forward-thinking and strategic abilities have resulted in performance records, industry awards, and leadership accolades. His real reward, however, comes from helping others reach their professional and personal goals.

Presentations

As 2018 begins, investors and businesses are digesting the consequences and nuances of the sweeping Tax Cuts and Jobs Act, passed by Congress at the end of 2017. At the same time, the Trump Administration is readying a number of new initiatives, including a national infrastructure repair program, additional changes to the Affordable Care Act, immigration law and enforcement changes, infrastructure plans, and the continued rollback of many industry-specific regulations.

Hanging over these efforts are the 2018 midterm elections and the expected release of the Mueller investigative report on possible collusion by the Trump campaign with Russia’s purported interference in the 2016 election and collateral matters, both of which may alter the Administration’s ability to implement its programs.

Jeff Bush, an expert in political and legislative affairs, will address all of these matters in their 2018 presentations. He will focus on the portions of the Tax Cuts and Jobs Act of particular importance to business owners, investors, and financial advisors, pointing out which individual situations and economic sectors are likely to fare well, or poorly, under the legislation. He will consider the extent to which Congress will adopt the President’s legislative initiatives, and how those initiatives are likely to affect the economy, the markets, industry sectors, and investments.

Jeff also will discuss the extent to which the administration is likely to overturn or soften regulatory initiatives, including the controversial Department of Labor regulation imposing new fiduciary obligations on financial advisors.

Along the way, Jeff will provide strategies that investors and financial advisors can consider to take advantage of (or protect against) market volatility arising as these initiatives progress, including specific strategies for investment, wealth transfer, and retirement planning.

Areas of expertise

  • Non-Partisan Washington Update
  • How Washington Affects Finance
  • Taxation
  • Wealth Transfer
  • Retirement Planning
  • Investment Strategies & Risk Mitigation
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