Political Environment and Outlook


Political Environment and Outlook

Since we cannot meet face to face, join the EPI Rocky Mountain chapter for a virtual chapter meeting. Registrants will receive a link to the virtual meeting closer to June 4th.

The 2020 election is one of the most anticipated political moments in recent history.  The outcome, and the discussions leading up to it, will impact the Global Economic Landscape.  Business Owners and Advisors will all need to be prepared to adapt based on the potential outcomes.


Learning Objectives:

  • Jim Carlisle from Bank of America’s Federal Government Relations team will provide an update from Washington on Congress’s responses to the COVID-19 pandemic and will look ahead to the outlook for tax-law changes in 2021 under alternative November election scenarios.  This will include a discussion of Joe Biden’s tax policy proposals and the impact of growing budget deficits.


Meet the Presenter:

Learn from industry expert Jim Carlisle, Bank of America Federal Government Relations.


Meet the Presenter


The EPI Rocky Mountain Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIRockyMountain.org.

About the Presenter

Jim Carlisle

Jim Carlisle

Meet Jim Carlisle.

Jim Carlisle is a Senior Vice President in the Federal Government Relations Department of Bank of America. In this role, Jim has responsibility for managing the bank’s relationship with federal elected officials, working closely with business units to analyze the impact of pending legislation, and developing strategies to promote public policies that benefit the bank’s customers, associates, and shareholders. Jim focuses primarily on tax issues.

Prior to joining Bank of America in 2008, Jim was a Director with the Federal Policy Group, a consulting firm representing businesses before Congress and the Treasury Department on federal tax legislative and regulatory matters. From 1991 to 2002, Jim served in the Washington National Tax Services office of Price Waterhouse and PricewaterhouseCoopers, where he consulted with corporate tax executives and Washington representatives on emerging U.S. tax developments affecting businesses.

Jim began work in Washington in 1989 as a reporter and news editor with the Prentice Hall Information Network’s Daily Tax Update and Prentice Hall’s weekly Tax Bulletin, covering Congressional tax and budget developments.

Jim was born in Greensboro, North Carolina. He has a B.A. and M.A. in English from the University of North Carolina. He lives in Alexandria, Virginia, with his wife Kim and their three children, Grace, James, and John.

Continuing Education

One (1) CPE Hour

One (1) CEPA Credit

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact the Exit Planning Institute (EPI).