The November elections have shifted the political landscape—and with midterms, redistricting, and new legislative priorities on the horizon, the implications for tax policy and financial planning are significant. Join Jen Fox, Finseca’s Vice President of Federal Affairs, for a timely conversation with Jonathan Jones and Jeff Shapiro of Tiber Creek at 3 pm ET on November ... Read more
Join Josh Holmes of Calvary LLC and Tom West from Capitol Tax Partners as they bring their deep expertise on tax reform. This series is centered around how advisors can use tax reform to strengthen client relationships and drive results. We'll equip you and your circles of influence with all the intel you need to successfully ... Read more
Join Finseca’s Jen Fox, Vice President of Federal and Political Affairs, for a forward-looking session designed to help you navigate what’s ahead in 2026. This conversation will explore the midterm election landscape, what the rollout of the federal tax bill means for your practice and clients, and key state-level threats and opportunities to watch in the year ahead. Enjoy insights from Melissa Bova, Senior ... Read more
Finseca Policy LIVE is a monthly member briefing from Finseca that delivers timely updates on the legislative and regulatory issues affecting your business at both the state and federal levels. Each session includes a live summary of key policy developments and an interactive Q&A, providing clear insights and practical guidance to help you stay informed and prepared. ... Read more
Finseca Policy LIVE is a monthly member briefing from Finseca that delivers timely updates on the legislative and regulatory issues affecting your business at both the state and federal levels. Each session includes a live summary of key policy developments and an interactive Q&A, providing clear insights and practical guidance to help you stay informed and prepared. ... Read more
Finseca Policy LIVE is a monthly member briefing from Finseca that delivers timely updates on the legislative and regulatory issues affecting your business at both the state and federal levels. Each session includes a live summary of key policy developments and an interactive Q&A, providing clear insights and practical guidance to help you stay informed and prepared. ... Read more
Finseca Policy LIVE is a monthly member briefing from Finseca that delivers timely updates on the legislative and regulatory issues affecting your business at both the state and federal levels. Each session includes a live summary of key policy developments and an interactive Q&A, providing clear insights and practical guidance to help you stay informed and prepared. ... Read more
Finseca Policy LIVE is a monthly member briefing from Finseca that delivers timely updates on the legislative and regulatory issues affecting your business at both the state and federal levels. Each session includes a live summary of key policy developments and an interactive Q&A, providing clear insights and practical guidance to help you stay informed and prepared. ... Read more
Finseca Policy LIVE is a monthly member briefing from Finseca that delivers timely updates on the legislative and regulatory issues affecting your business at both the state and federal levels. Each session includes a live summary of key policy developments and an interactive Q&A, providing clear insights and practical guidance to help you stay informed and prepared. ... Read more
Finseca Policy LIVE is a monthly member briefing from Finseca that delivers timely updates on the legislative and regulatory issues affecting your business at both the state and federal levels. Each session includes a live summary of key policy developments and an interactive Q&A, providing clear insights and practical guidance to help you stay informed and prepared. ... Read more
