Finseca Tax Insights Action Center

2021 could be a year of significant legislative tax changes. The potential effects of changing policies—everything from the estate tax to corporate and individual rate increases—could dramatically affect planning with your clients.

With 140 years of legislative experience, the Finseca team is here to bring you insights, perspective, and shareable content that will put you in the best position to be a more credible voice to help your clients make educated decisions about their financial security.

Business

 

Individual

 

Investment and Insurance

 

Estate

 

Are you a Finseca Influencer member?

Check out the most recent Finseca Policy Forecast to learn which current policy ideas are a realistic possibility. 

Look for the next Forecast in your Advanced Markets eNewsletter every other Thursday at 6 p.m. ET.

*The Finseca Policy Forecast is an exclusive Finseca Influencer member benefitClick here to join or change your membership today. 

Your experts

Your team of experts has over 140 years of combined legislative experience and the best connections to give you the insights you’ll need to stay ahead of your clients’ questions. Click below to get to know your experts.
  1. Finseca
  2. Finseca Counsel

Finseca

Marc Cadin

CEO, Finseca

Josh Caron

VP of Federal Affairs, Finseca

Finseca Counsel

Jay Heimbach

Consultant, Tiber Creek Group

Ken Kies

Managing Director, The Federal Policy Group

Jeff Ricchetti

Consultant, Ricchetti Inc.

Jeff Shapiro

Partner, Tiber Creek Group

What are your clients most pressing tax policy questions? What are yours?

Submit your questions to your policy experts today

“Tax Insights” is a U.S. trademark owned by Advanced Practice Networks, LLC, and utilized by Finseca with explicit permission from the trademark holder.