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.
POTUS seriously exploring executive action as a solution to stalled Round 4 talks. Focus is on eviction moratorium, unemployment benefits extension & suspension of payroll taxes. Asks agencies to advise him re monies not spent from CARES Act. ow.ly/tBPx50ASwp6
Primary results: Winners-Moderate GOP and Progressive Dems. ow.ly/RsTL50ARuSx ow.ly/cLTp50ARuSs Progress in Round 4 talks. Dems seem to be getting more of what they want. ow.ly/tXgg50ARuSn ow.ly/dq1z50ARuSl ow.ly/qUyp50ARuSz ow.ly/AQS350ARuIy
Round 4 negotiations- Better, but not good. ow.ly/F9Yx50AQtqu ow.ly/Lu1550AQtqp ow.ly/fBYg50AQtqw Trump weighs action. ow.ly/Up3z50AQtqg Meanwhile, it's Primary day! ow.ly/aaA050AQtqn Confused by balloting terminology? ow.ly/5oE550AQtpl
By driving up Democrat mail-in balloting, ballot rejections could provide a slight tailwind for Trump due to higher failure rate and low correction rate vs in-person. ow.ly/8el750APoEG Black voters not as trusting of mail-in. ow.ly/O3qQ50APoEJ
No significant Round 4 negotiation progress made over the weekend. ow.ly/S3Ax50APpn5 With the absence of legislative progress, rumors of Trump taking executive action begin. Hint, his authority is mostly limited. ow.ly/4CRY50APpn7