New tool gives Finseca members a centralized resource to navigate business implications and client conversations around coming tax changes
WASHINGTON, D.C.—The prospect of significant changes to tax policies across the board in 2021 is a stark reality. In preparation, Finseca has launched the Tax Insights Action Center, a centralized resource that offers financial security professionals everything they need to advise their clients and run their businesses before any changes occur.
“Meaningful tax changes will be enacted by Congress this year that affect families, businesses, and individuals,” said Chief Executive Officer Marc Cadin. “Changes of this magnitude always have implications for financial security professionals and their clients. The Finseca Tax Insights Action Center will empower our members to engage, prepare, and plan effectively with their clients.”
“Our members’ clients are nervous about tax changes and often feel overwhelmed by the amount of information in the press, uncertain what to believe,” said Government Affairs Committee Chair George “Chip” Van Dusen IV. “Access to this kind of insight enhances the confidence and credibility of our members as they work with families, businesses, and communities to make the best, customized plan to protect their futures.”
“We will combine firsthand intelligence and insights directly from our conversations with the decision-makers with the best curated content available,” said Chief Advocacy Officer Armstrong Robinson. “The cumulative experience of Finseca’s advocacy team exceeds 140 years. The Finseca Tax Insights Action Center is an unparalleled resource to enhance the profession’s ability to serve their clients and remain engaged as the debate unfolds.”
The Finseca Tax Insights Action Center organizes emerging tax information into four categories: businesses, individuals, estate, and investment and insurance. The action center provides the latest news, written analysis, webinars with tax experts, and content to share with clients. Resources are continually being added and Finseca encourages financial security professionals to check-in with regularity.
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