Jeff Bush

Jeff Bush is known for his unique, nonpartisan ability to translate difficult and confusing tax and fiscal information coming out of Washington D.C.

Expert on

  • Political
  • Retirement/Aging
  • Wealth Building
  • Government & Politics
  • Financial & Tax Planning
  • Business Growth

Fee Range

$12,500–$20,000

Travels from

OK, US

Biography

A dynamic and insightful speaker, Jeff Bush is known for his unique ability to translate difficult and confusing tax and fiscal information coming out of Washington into winning growth strategies for business owners, executives, and high net worth investors. Jeff is a colleague of Andy Friedman and an integral part of The Washington Update, the non-partisan experts on all things Washington D.C. In the 2012 presidential election, Jeff accurately predicted the outcome 14 months in advance as well as predicting the republican sweep in Congress in 2014. Jeff also predicted the fiscal cliff outcome that lead to the single largest tax increase in dollar terms in US history. This advice gave professional advisors an opportunity to prepare their clients for the political changes that would impact their bottom line. Jeff does more than 200 presentations yearly in the US and abroad to a client base that includes 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 28-year veteran of the financial industry. During a 10-year career at Merrill Lynch he was responsible for providing, through 7500 financial advisers, 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.

Speaker Videos

A Nonpartisan Overview of the Political Environment, Prospective Legislation, and Strategies for Investment and Retirement Planning

In his Washington Update, Jeff Bush delivers a nonpartisan, comprehensive review of Washington DC policy, legislation, and
regulation affecting investors, financial advisors, and business leaders, built on his 30+ years of experience in the financial
services and political analysis industries.

After the Republican sweep in the 2024 elections, Congress entered a new legislative activity phase. While budgetary struggles
and election-focused compromises marked the previous year, 2025 begins with a renewed emphasis on tax reform and
spending policy. Jeff predicts heightened market volatility as the new Congress faces several fiscal deadlines and ongoing
challenges to address budgetary policy effectively.

With the expiration of the Tax Cuts and Jobs Act imminent, Jeff outlines time-sensitive tax planning opportunities. He provides
critical insights into the potential outcomes of tax reform negotiations and their broader impact on business owners,
executives, and individual savers. A new tax bill, likely to pass in 2025, will define the nation’s tax and spending priorities for
years.

Key Developments in 2025:

1. 2024 Election Shift:
With the Republican sweep of the White House, Senate, and House of Representatives, the party now pivots toward
implementing its legislative and government overhaul agendas. Jeff explains how election outcomes will influence
policy directions and investor sentiment in 2025.

2. Budget and Fiscal Policy:
Following the narrow bipartisan bills of 2024, Congress faces intensified pressure to address long-term fiscal
challenges. The budget debate will continue to dominate the political landscape, shaping legislative priorities and
influencing market trends. The newly created Department of Government Efficiency will be central to this effort.

3. Tax Reform:
Jeff highlights the expected changes resulting from the expiration of the Tax Cuts and Jobs Act, focusing on the
implications for individuals and businesses. His presentation helps audiences understand potential tax code
adjustments and their significance for financial planning.

4. US-China Relations:
Regulatory and legislative attention on the US-China relationship remains a critical factor affecting global markets. Jeff
explains how these dynamics impact key industries and investment strategies.

5. Social Security and Retirement Planning, SECURE Act 3.0:
Social Security reform is expected to take a back seat amid debates on fiscal sustainability. Jeff provides actionable
insights for investors planning around potential changes to retirement benefits contained in an expected SECURE Act
3.0 effort in 2025.