May 01, 2010
…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.
With Phase 1 of US/China and USMCA done, POTUS has the EU in his sights for the next chapter in his trade policy rewrite. ow.ly/MZlj50y4sJ5
Did POTUS indicate he is considering Social Security reform in a second term? Unclear from his comments and later clarifications from his staff. What about Sanders attacking Biden saying he was once supported cuts to SS in an effort to save it? ow.ly/8OPo50y36V1
Good read on 4 big differences between an impeachment and a criminal trial. ow.ly/dSFz50y29pv
Trump is on a trade role-delays tariffs on French wine, cheese etc. when Macron offers to delay digital tax. ow.ly/32Tu50y17y8 ow.ly/kX3z50y17y1 Mnuchin later clarifies if UK & Italy implement digital tax, they will face significant tariffs. ow.ly/EO2L50y17y7