The Washington Report

The Washington Report is comprised of two publications, the Wealth Transfer Edition and the Business Uses Edition, which keeps Finseca’s most sophisticated planners on the cutting edge with timely analysis of legislative, regulatory, economic, and legal changes (such as court cases and private letter rulings) that impact our marketplace and highlight emerging trends.

The Washington Report is for Finseca Influencer members only. If you are not a member or would like to upgrade your membership please contact membership@finseca.org, or visit our membership page.

Finseca’s Washington Report Committee Members

The Washington Report Committee consists of the brightest advanced markets experts, which includes lawyers from leading firms, accountants, members of the profession, economists, and lobbyists.

1

Michael Amoia
JD, LLM (TAX), CLU®, ChFC®

Vice President,
Advanced Markets
bill bell

Bill Bell
JD, MBA

Vice President Advanced Sales


caroline brooks

Caroline Brooks,
JD, CFP, CLU

Assistant Vice President & Counsel, Head of Advanced Markets
michael fontanini,

Michael Fontanini
MT, CFP, AEP,
CLU

Vice President,
Advanced Sales and Design
brian henning, jd vice president sophisticated planning strategies, northwestern mutual

Brian Henning
JD

Vice President Sophisticated Planning Strategies
brian henning, jd vice president sophisticated planning strategies, northwestern mutual (2)

Steve Kroeger
MBA

Senior Vice President,
Advanced Sales
andrew rinn

Andrew Rinn
JD

Vice President,
Advanced Sales Strategy
kevin russ

Kevin Russ
CFP, CLU

Director of
Advanced Markets Group
morgan scott

Morgan Scott
JD

Vice President & Head of Advanced Planning and Design
kristin williams

Kristin Williams
JD, LLM

Executive Vice President Advanced Tax Planning

FAQs

You will receive all The Washington Report publications via your email account. You can also find these publications in the Finseca Resource Library or Learning Center

Finseca intends The Washington Report publications to be a valuable member resource. To help ensure this benefit is reserved for our Influencer members, you cannot personally download the publication. However, we know sharing The Washington Report can be valuable for connecting with your Centers of Influence. To balance protecting content with the usefulness of sharing, you can request a personalized copy of any publication by emailing learning@finseca.org. The Finseca team will respond within two business days to your request.

The newest iteration of The Washington Report seeks to be as prior versions. The publication schedule is different from the past, but the topics and primary sources we are drawing from are the same as in prior versions of The Washington Report. As Finseca transitions to this new version of the Report, we encourage and deeply appreciate our members’ feedback. You can give feedback on each report, or reach out directly to Megan Bronner at mbronner@finseca.org to share your thoughts.

Finseca works with two law firms to write The Washington Report. Jonathan M. Forster, Partner at BakerHostetler, is the lead author for the Wealth Transfer Edition. James E. Earle, Partner at Troutman Pepper, is the lead author for the Business Uses Edition. Christopher Biles, Manager of Benefits & Learning at Finseca, is the primary staff contact. 

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