FINSECA

Issues related to estate tax reform, or repeal; Issues related to taxation of capital gains at death, or when gifted; elimination of step-up basis at death; Issues related to tax reform generally, tax offsets; Issues related to corporate-owned life insurance, non-qualified deferred compensation, and annuities; Issues related to rules governing wealth transfer, grantor trusts, and valuation issues; Issues related to IRC section 199A qualified business income deduction

Issues related to standards of care for investment advisors and broker dealers