Oct 30, 2024 | Family Offices, Estate Tax, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes
An increase in income tax rate means you'll pay a higher percentage of your income to the government. This directly reduces your disposable income, the money you have left after taxes for spending or saving. This can make it harder to afford basic necessities, save...
Sep 18, 2024 | Family Offices, Death Tax, Estate Tax, Family Businesses, Income Tax, Pat Soldano, Successful Families, Tax Cuts, Taxes
Speak Up! How Tax Laws Affect Your Business Matters Now's your chance to share your story. Use the new Comment Portal to connect with the House Ways & Means Committee. Pat Soldano’s latest article, published by Family Business Magazine, sheds light on...
Dec 26, 2017 | Blog, Estate Tax, Tax Cuts
Highlights of recently enacted Tax Reform Bill (HR1 “Tax Cuts and Jobs Act of 2017”) Individuals Double the estate, GST and gift tax exemption ($5.6 million to $11.2 million, indexed for inflation) for estates of decedents dying and gifts made after...
Feb 13, 2026 | Family Offices, Family Businesses, Family Enterprise USA, Successful Families
Coverage of wealth taxes this week frames California’s wealth tax push as both a healthcare-funding response and a broader ideological fight over causes and consequences-from claims that inflation and long-run dollar devaluation fuel resentment toward billionaires to...
Feb 6, 2026 | Family Offices, Family Businesses, Income Tax, Successful Families, Taxes, Wealth Tax
Building on last week’s divide, the California debate has sharpened around the mechanics and consequences of the proposed one‑time 5% wealth tax on billionaires. Rep. Ro Khanna (D-CA) is pushing for a compromise amid backlash from industry leaders like Sergey Brin and...
