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Join Us for the First 2021 Supporters Call on January 28th

Join Us for the First 2021 Supporters Call on January 28th

by Policy and Taxation Group Admin | Jan 24, 2021 | Blog, In The News, Policy And Taxation Group

Hear Frank Luntz talk about what the US will look like in the 117th session of Congress. Brandon Roman of Squire Patton Boggs, Russ Sullivan of Brownstein Hyatt, Farber Schreck, and Senator Mark Pryor (D) speak on possible 117th legislative agenda issues. Other...
Summary of COVID-19 Relief Provisions Relevant to Local  Governments

Summary of COVID-19 Relief Provisions Relevant to Local Governments

by Policy and Taxation Group Admin | Jan 11, 2021 | Blog, In The News, Policy And Taxation Group

On Sunday, December 27, President Trump signed into law a nearly 6,000-page end-of-year legislative package that included 12 FY 2021 spending bills totaling $1.4 trillion, a $908 billion COVID-19 relief package, the Water Resources Development Act (WRDA), and an...
Family Office Outlook 2021 Silicon Valley / Virtual Forum

Family Office Outlook 2021 Silicon Valley / Virtual Forum

by Policy and Taxation Group Admin | Jan 4, 2021 | Blog, Estate Tax, Family Businesses, In The News

We are pleased to tell you about an upcoming virtual luncheon with a focus on family business at which I am speaking. “Family Office Outlook 2021” Silicon Valley / Virtual Forum will be held on January 12th-13th from 8 a.m. until 5:00 p.m. Pacific Time....
#FamilyFirst webcast with Pat Soldano

#FamilyFirst webcast with Pat Soldano

by Policy and Taxation Group Admin | Dec 31, 2020 | Blog, Family Businesses, Family Enterprise USA, In The News

Join Family Advisor and Performance Coach Dr. Jeremy Lurey in this intimate conversation with Pat Soldano of Family Enterprise USA as they discuss “What Successful Families Need to Know for 2021 & the New Administration.” You don’t want to miss their...
A Family Business Tragedy

A Family Business Tragedy

by Policy and Taxation Group Admin | Dec 28, 2020 | Arkansas, Blog, In The News

Many members of Congress do not believe that family businesses are sold to pay the estate tax or suffer economically. Family members suffer, employees lose jobs, and the local community loses the charitable giving from the business. Read the story of Anthony...
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Death Tax & Estate Tax News

  • Join Us for the First 2021 Supporters Call on January 28th
  • Summary of COVID-19 Relief Provisions Relevant to Local Governments
  • Family Office Outlook 2021 Silicon Valley / Virtual Forum
  • #FamilyFirst webcast with Pat Soldano
  • A Family Business Tragedy
  • Congress Passes Omnibus, COVID-19 Relief
  • Taxation & Representation
  • IRS Releases Priority Guidance Plan
  • Alan Hirschfeld joins the Board of Directors of Policy and Taxation Group
  • Results of FEUSA 2020 COVID- 19 survey and impact on Family Businesses
  • VIDEO: Watch 6-minute video with Pat Soldano; “Tax Legislation Issues for Family Businesses”
  • 2020 Election Results and Key Dates to Watch
  • Neal and Brady Introduce Retirement Legislation
  • VIDEO: Election 2020: Presidential Candidates’ Positions on Individual Tax Policies
  • VIDEO: Election 2020 – Presidential Candidates’ Positions on Estate and Wealth Tax Policies
  • VIDEO: Election 2020 – Safety and Healthy Workplace Tax Credit
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