14205502066_e166364bbd_zMission and Approach

Policy and Taxation Group (PATG) is dedicated to the ultimate repeal of estate, gift and generation-skipping transfer (GST) taxes, and the elimination of the destructive effect those taxes have on families, family businesses, job creation, the national economy, and government revenues.
Since 1995, PATG has been a highly effective voice of families and family enterprises in the fight against the estate tax. Providing research, polling, expertise and effective lobbying strategies, PATG is the only organization exclusively dedicated to the repeal of gift tax, estate tax and generation skipping tax. PATG is:

  • Focused – A single issue organization; promotes education and ultimate repeal of estate, gift and
    generation-skipping transfer (GST) taxes.
  • Strategic – Tactically and credibly engages and educates legislators in a bipartisan manner and motivates and organizes allies.

Impact and Focus

Singularly focused on providing relief and repeal from the estate tax, PATG has been the loudest voice in the nation’s capital on eliminating the estate tax. This form of double-taxation at death has a destructive impact on families, family businesses, job creation, and the national economy.

PATG is a 501(c)(4) organization comprised solely of families directly or indirectly impacted by this harmful tax. Your support is being sought to invest in our strategic efforts to promote both short-term and long-term relief on Capitol Hill, to defeat harmful tax increases and provide practical leadership in the repeal/relief community. As a tax-exempt 501(c)(4) organization, Policy and Taxation Group remains the best way for families to support and affect the direction of the movement for estate tax relief.

Unique and Necessary Approach

PATG works effectively behind-the-scenes to maximize relief and minimize risk for families:

Advocacy: PATG continues to work for repeal of gift tax, estate tax and generation skipping tax.

In 2017, PATG was instrumental in securing a doubling of the lifetime exemption for gift tax, estate tax, and generation skipping tax to that of $11.2 million per person and $22.4 million per couple.

In 2016, PATG was the only organization to bring family businesses to a Hearing held at the Treasury on proposed 2704 regulations which would have eliminated valuation discounts for family related companies. This resulted in the proposed regulations being “withdrawn”, and secured valuation discounts for all families.

In 2015, PATG helped to secure the first stand-alone vote for repeal legislation in the House of Representatives in a decade, in a bill that passed the House by a 240-179 bipartisan vote.

In 2012, PATG marshaled bipartisan support to defeat a confiscatory 55 percent rate and permanently prevent its automatic return.

In 2010, PATG led successful efforts to secure the lowest applicable rate in more than 80 years.