ACTION ALERT & Resources on DOL's Fiduciary 3.0 Rule: Learn more here!

Loading Events

All Events

  • This event has passed.

Politics and Policy Update – 5 Key Issues For Upcoming Tax Reform

July 18, 2023 @ 1:30 pm - 2:00 pm

Major changes are coming in the tax space as new packages are developing on Capitol Hill, and the Tax Cuts and Jobs Act is set to sunset in 2025. If you want to provide your clients (or the clients of advisors you work with) with the most up-to-date tax information, you cannot afford to miss this session. Learn what’s on the table, what’s off and how lawmakers plan to pay for it all.

TCJA Expiring Key Provisions:
  • Lower individual rates & increased standard exemptions
  • 199A deduction for pass through entities
  • SALT deduction cap
  • Increased estate tax exemptions


Finseca’s Vice President of Political Affairs, Jennifer Fox is joined by Tax experts Ken Kies and Jeff Ricchetti, as they give a deep dive of what these tax changes mean for you, your business and your clients.


Register for this webinar!


July 18, 2023
1:30 pm - 2:00 pm
Event Tags:


Access website resources and articles.

My Finseca

Access communities and learning environments.


Together, we elevate our profession by serving the needs of our members. We protect dreams and promote financial wellbeing for all. We are the home of the top financial security professionals. Together, we are Finseca.


Finseca events put insight and intentionality front and center, helping financial security professionals protect and enhance the financial well-being of people, families, and businesses everywhere.


As the home of the top financial security professionals, Finseca will elevate the reputation and visibility of the work our members do.


Access searchable content in one place! It has never been easier to find what you need to accelerate your business and maximize results. From deeper dives into diverse topics on policy and regulation, to one-pagers and webinars featuring experienced industry leaders, the Finseca Resource Library is your one-stop shop for quick and actionable tools.


Finseca’s Communities are designed to help meet the needs of each unique community within the financial security profession. Our model brings the profession together for issues that impact everyone, while also providing a customized, community-focused structure for discussion and collaboration in a more intimate setting for different areas of the profession.