The Road to Tax – The Results

Join us for the next Road to Tax Reform, where we’ll focus on the recently passed “One Big Beautiful Bill” (OBBB). We’ll be joined by Tom West, Finseca’s new counsel at Capitol Tax Partners and former Treasury Department official, who will provide a deep dive into the technical implications of the OBBB and what financial security professionals need to pay attention to. To close out the session, Melissa Bova, Finseca’s VP of State Affairs, will offer key insights on how federal tax changes could impact state budgets, and outline potential areas of concern for financial professionals. This is your opportunity to get ahead of the curve, understand what’s happening behind the scenes in Washington, and position yourself—and your clients—for success in 2025 and beyond.