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.
One important issue within trade negotiations with China has been our desire to open up the Chinese economy to additional foreign business ownership. There seems to be some movement in this area as it relates to the financial sector. bloomberg.com/news/a…
State pension plans are a significant part of every state's budget. How well funded is your state's plan? It's amazing the disparity between the states! Keep in mind, states only have one revenue source, taxation of their citizens. ow.ly/EdPA50v623I
Some prominent Dems suggest they will do away w/filibuster min for legislation should they take control of the Senate after the 2020 election. Very bad idea for either party. ow.ly/r1OU50v4ZyP Blue states sue over $10k SALT cap. Not likely to win. ow.ly/iZm750v4ZyT