…our clients really appreciated your insights, opinions and thought provoking suggestions. Your involvement helped make our event a huge success!”
— Scott Welch
CIMA®, Senior Managing Director for Investment Research & Strategy, Fortigent, LLC
A dynamic and insightful speaker, Jeff Bush is known for his unique ability to decode difficult and confusing tax and fiscal information coming out of Washington. Jeff is a colleague of Andy Friedman and an integral part of The Washington Update, the industry thought leader that guides domestic clients through the complex and ever-changing political and tax environment and helps international audiences understand US politics.
Jeff does more than 300 presentations yearly in the US and abroad to a client base that includes a who’s who list of fortune 500 firms from Wall Street to Main Street and everywhere in between. Jeff has been featured in Investment News and has been an analyst on POTUS Sirius/XM radio. While best known as a keynote speaker, Jeff has shared the stage with many notables including former Tennessee Congressman Harold Ford, Jr.; Consuelo Mack, host of Wealth Track; Morgan Stanley Smith Barney Chief Investment Officer Jeffrey Applegate; Ron Insana, reporter for Market Score Board and former CNBC Senior Analyst.
Jeff is a 27-year veteran of the financial industry. During a 10-year career at Merrill Lynch he was responsible for providing, through 7500 financial advisors, creative investment strategies and effective risk mitigation approaches to private and corporate clients across the US. By the end of his career on Wall Street, he was managing a $50+ billion business. Before that, Jeff was the youngest managing partner in the 150-year history of The New England Financial, an investment and tax risk consulting firm. He began his career at Principal Financial Group, where he handled complex underwriting issues before moving into the areas of research and development.
Jeff holds a Bachelor of Science degree in Business Administration and Management with emphasis in accounting and philosophy from William Jewell College.
Jeff’s dedication, forward thinking, and strategic abilities have resulted in performance records, industry awards, and leadership accolades. His real reward, however, comes from helping others reach their professional and personal goals.
Good look at the big money in politics through Super Pacs: ow.ly/o0yJ30lrXbz Who are the big 2018 donors so far? ow.ly/9PiZ30lrXdi Progressive platform moves into the mainstream of Democrat party: ow.ly/sSEL30lrXfJ
How could the growing tension with Turkey impact the US? ow.ly/UzQS30lqOr7 Much has been written re the US sanctions on Iran and how they will impact the EU. But what about other countries, say Iraq? ow.ly/REc330lqOwV
Here is a rundown of yesterday's ballot winners and losers: ow.ly/llA230lpSl1 ow.ly/sxgs30lpSlU GOP mid-term strategy becomes clear. Show the country that the GOP Congress is governing effectively and can be trusted with the majority. ow.ly/IhwZ30lpSpd
Even with federal deficits growing, defense funding increases significantly. This is on top of the $500B increase in federal spending signed into law back in March. Both parties complicit in driving this deficit issue. ow.ly/wBJu30lp2FW
No single theme today. States pushing back on POTUS's expansion of short-term medical plans: ow.ly/mJQJ30loa9V Additional clarity around 20% pass-through deduction eligibility: ow.ly/8HIJ30loabN Hack-a-thon using real US voting machines: ow.ly/XbQD30loadI