advocacy

July 13, 2021 Finseca Policy

Biden issues Executive Order on competition

Topics: 1099, advocacy, EO, Non-compete, policy, PRO Act, Regulation, Standards of conduct

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July 8, 2021 Recording

A Finseca Advanced Markets Insight: A perspective from Lawrence J. Rybka, JD, CFP ® Chairman and CEO of Valmark Financial Group

Topics: advocacy, Life Insurance, service

June 29, 2021 Finseca Policy

Retirement bill introduced in Senate – Hearing soon

Topics: advocacy, retirement

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June 29, 2021 Finseca Policy

Joint Trades Letter: Finseca Advocates for 199A Deduction

Topics: 199A, advocacy

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June 22, 2021 Recording

Member-Only Calls: Tax Update – Wealth Transfer

Topics: advocacy, Business Tax, Estate tax, Personal Tax, Tax

June 16, 2021 Webinars

M Financial Washington Update Call – 6.15.21

Topics: advocacy, Estate tax, Green Book, individual tax, Tax

June 10, 2021 Recording

Member-Only Calls: Tax Update

Topics: advocacy, Business Tax, Estate tax, Personal Tax, Tax

June 1, 2021 Finseca Policy

Biden releases budget and Green Book, advocates for increased taxes

Topics: advocacy, Business Tax, Estate tax, investment and insurance tax, Personal Tax, Tax

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May 18, 2021 Finseca Policy

Ways & means committee passes bipartisan improvements to retirement system

Topics: advocacy, income tax, IRAs, policy, retirement, Retirement planning, RMDs, Roth IRAs

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May 4, 2021 Finseca Policy

Biden outlines American Families Plan: Capital gains and repeal step up in, estate tax changes out – for now

Topics: advocacy, Estate tax, investment and insurance tax, Personal Tax, Tax

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