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 … Read more
Politics & Policy Update
As Congress heads into its final legislative sprint before December, major issues are on the line. From the looming government funding deadline on September 30 and the possibility of a shutdown, … Read more
Tax reform continues to shape how advisors create value for clients. Join us for a focused discussion on leveraging the 199A deduction, not just as a tax tool, but as … Read more
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 … 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 … Read more
