Policy and Taxation Group is pleased to share some exciting news about our upcoming events and presentations.

 

We are committed to supporting family businesses and enterprises across the country, and we have a lineup of events designed to inform, inspire, and connect our community.

 

From Portland, ME to Reno, NV, we’re bringing our community together. Check out our event lineup and add these dates to your calendar!

Upcoming Events & Presentations

  • October 29: Institute for Family Owned Business, Portland, ME. 
  • October 30: TX Family Office Forum Round Table, Virtual
  • November 6: Iowa Family Bus. Annual Conference, Des Moines, IA
  • November 12: FEUSA/PATG Quarterly Supporters/Members Call
  • November 13: FBA Annual event, Sacramento, CA
  • November 13-14: UHNW Institute Annual Symposium, New York City, NY
  • November 21: Regional Event with Brown & Streza LLP, Newport Beach, CA
  • November 22: Regional Event with Whittier Trust in Reno, NV

Mark Your Calendar!     Be Part of the Action!     Join Us on the Road

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 family offices and successful families and protecting a lifetime of savings has never been greater. Now more than ever, family offices and successful families are under fire. That’s why Family Enterprise USA Action is passionately working to increase the awareness of issues important to family offices and successful families, while continuing to strengthen our presence on Capitol Hill.


Family Enterprise USA Action engages with legislators on Capitol Hill on behalf of family offices, successful families, and family-owned businesses. It is focused exclusively on the critical tax and economic policies that impact them. Since 1995, FEUSA Action has been the leading advocacy group working daily in Washington, D.C., to reduce and eliminate estate tax, gift tax, and generation skipping transfer tax while blocking increased income and capital gains taxes, the creation of a wealth tax, and other hostile policies that punish hardworking taxpayers and success in the U.S. It is a bipartisan 501.c4 organization.


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