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Policy and Taxation Group
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Are you interested in learning how to make your charitable giving more effective? If so, we encourage you to register for the upcoming webcast "Philanthropic Strategies for Successful Families".

In this webcast, Casey Hale and John Peiffer, partners at Brown & Streza LLP, will provide an overview of three common tools successful families use to organize and execute on their charitable goals.
The webcast will be held on September 13 at 12:00 PM Pacific Time.

Registration is free, but space is limited.

To register, please visit
They will discuss the advantages and disadvantages of each tool, and help you choose the one that is right for your family.

Here are some of the topics that will be covered:
  • The different types of charitable giving vehicles.
  • How to develop a strategic plan for your charitable giving.
  • How to manage your charitable giving on an ongoing basis.
This webcast is a great opportunity to learn from two experienced professionals who have helped hundreds of families achieve their philanthropic goals.

The webcast will be held on September 13 at 12:00 PM Pacific Time.

Registration is free, but space is limited.

To register, please visit

We hope to see you there!

Our thanks to Brown & Streza LLP

Register Now for this FREE Webcast

About Brown & Streza LLP
Brown and Streza LLP is a law firm providing integrated legal services in tax, estate, trust, real estate, business, business succession planning, and charitable planning, including representing non-profits and religious organizations. Located in Orange County, California, we serve families, businesses, entrepreneurs, philanthropists, and charitable organizations, focusing on helping closely-held businesses and their owners achieve their goals.
Stay safe and healthy,
Pat Soldano
President; Policy and Taxation Group
[email protected]
712 H Street NE Suite 1091
Washington DC 20002
(202) 681-8365‬

Upcoming Events

September 11-12: University of Cincinnati Annual Gala, Cincinnati, OH

September 12: USI, “Protecting The Wealth Of Family Businesses In A Volatile Tax Environment”, Virtual
September 13: Brown and Streza Webcast, "Philanthropic Strategies for Successful Families", Virtual

September 20: Annual FEUSA/PATG Members/Supporters Meeting, Washington DC
Voice of Family Business on Capitol Hill
Sign-Up For New Podcast: "Voice of Family Business on Capitol Hill" with host Pat Soldano.

Join our growing family of podcast listeners by clicking on the links below to our new podcast, "The Voice of Family Business on Capitol," where each episode delves into the major issues facing family businesses and family business centers today. Subscribe by clicking on these links, or wherever you get your podcasts.
We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask…

As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a supporter.

The need for fact-based reporting of issues important to multi generational businesses and protecting a lifetime of savings has never been greater. Now more than ever, multi generational businesses and family businesses are under fire. That’s why Policy and Taxation Group is passionately working to increase the awareness of issues important to generationally-owned family businesses built on hard work, while continuing to strengthen our presence on Capitol Hill.
About Policy and Taxation Group
Policy and Taxation Group is your voice in Washington on economic freedom. We advocate for policies that allow American families to fully enjoy the economic liberties and benefits of a robust free market unique to our nation. For over 25 years, we have been the loudest voice in the nation’s capital on eliminating the death tax. This ill-conceived tax has a destructive impact on families, family businesses, job creation, and the national economy.
Have questions or would like more information about becoming a Supporter or donating? Please contact John Marino at [email protected].

Policy and Taxation Group Strategic Partner

Policy and Taxation Group Strategic Partner
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