Andrew Friedman

Andrew Friedman

Leading Authority on Tax and Fiscal Policy and Principal of The Washington Update
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Program Descriptions

The Washington Update: An Overview of the Political Environment, Prospective Legislation, and Strategies for Investment and Retirement Planning
In 2017, for the first time in eight years, a new administration will take over the White House. This election has the potential to be a turning point for the country. Will the nation shift left, right, middle, or in an entirely new direction? What will it take for a candidate to win the primaries? The general election? (The criteria are not the same.) How does income inequality – and the candidates’ disparate plans to address it – figure into the election equation?

The questions don’t end with the election. What sort of initiatives would the candidates, as president, undertake in the first year of office? What is the likelihood the new president will have the support of a Congressional majority to implement those initiatives? How would candidates’ plans for taxes, fiscal policy, and entitlement (Social Security and Medicare) reform affect investors, retirees, and the market generally? Can we finally achieve tax reform? Of course, the need to pass legislation is not suspended just because it is an election year. How will Congress deal with pre-election deadlines to fund the government and allow the United States to continue to borrow, as well as the ongoing geopolitical issues?

For financial advisors there is another question: What effect will the Department of Labor fiduciary rules have with respect to IRA accounts, and how will those rules alter the way advisors do business?

The answers to these questions have the potential to roil the markets along the way. Andy Friedman and Jeff Bush, experts in political and legislative affairs, will provide those answers and keep you informed of their likely effect on investors. They also will provide strategies that investors and financial advisors can consider to take advantage of (or protect against) market volatility and upcoming legislation, including specific strategies for investment, wealth transfer, and retirement planning.

Videos

Biography Read more

According to CNBC, Andy Friedman is “one of the nation’s most sought-after speakers on all things political.” An expert on political affairs, Andy is known for predicting the outcomes of Washington tax and fiscal deliberations and providing financial advisors and investors with strategies to consider in light of the changing political landscape.

Andy was a senior partner with the law firm of Covington & Burling in Washington, D.C., where he practiced for almost thirty years, serving as head of the tax and corporate groups. He received his bachelor degree as valedictorian from Trinity College in Hartford, Connecticut, and his law degree from the Harvard Law School.

Andy also served as tax counsel to Major League Baseball, the National Football League, the National Basketball Association, and the National Hockey League.

Andy appears on CNBC, which refers to him as “Wall Street’s Tax Expert” and calls him “one of Washington’s savviest political observers.” Andy also has appeared on the Larry Kudlow Show, the Fox Business Channel, and POTUS radio, has been profiled in the Washington Post and Research Magazine, and is quoted extensively in publications ranging from the Wall Street Journal to USA Today.

Andy is included in Best Lawyers in America and Chambers’ America’s Leading Lawyers for Business, which notes that “Andy’s ability to combine vast knowledge and a practical mindset permits him to convey the most complex of tax concepts in layman’s terms. He is the expert’s expert. If every lawyer were like him, the world would be a much better place.”

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