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.

You Ask We Answer: Estate planning opportunities with expert Michael Fontanini

Federal tax changes are on the horizon. We may not know exactly which tax proposals will become law in 2021, but we do know now is the time to help your clients prepare. Ask Lion Street VP of Advanced Sales and Design, Michael Fontanini your questions via this online submission form by 11:59PM ET on April 15th, and get your answers via the Finseca Daily on Friday April 23.

Ask your questions today!

Business

 

Individual

 

Investment and Insurance

 

Estate

 

Latest news updates

March 29, 2021
Senate Democrats Push for Capital-Gains Tax at Death With $1 Million Exemption

> Get the details from The Wall Street Journal 

April 2, 2021
Challenges ahead as Biden pitches massive infrastructure plan to Capitol Hil
l
> Get the details from Deloitte

April 3
Democratic governors urge Biden to remove SALT
> Get the details from The Hill

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 Council

Finseca

Marc Cadin

CEO, Finseca

Josh Caron

VP of Legislative Affairs, Finseca

Finseca Council

Jay Heimbach

Consultant, Peck Madigan Jones

Ken Kies

Managing Director, The Federal Policy Group

Jeff Ricchetti

Consultant, Ricchetti Inc.

Jeff Shapiro

Partner, Peck Madigan Jones

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.