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Summary and Analysis: White House FY 2023 Budget Request

Summary and Analysis: White House FY 2023 Budget Request

Apr 4, 2022 | Blog, Budget Deficit, In The News

The Senate will reconvene Monday at 3 p.m. The House has a district work period. What to Watch The military conflict between Russia and Ukraine remains front of mind for Congress. Shortly after hearing from Ukrainian President Volodymyr Zelenskyy last week, the House...
Build Back Better Reboot. Taxation & Representation and Tax Tidbit

Build Back Better Reboot. Taxation & Representation and Tax Tidbit

Feb 10, 2022 | Blog, Budget Deficit, In The News, Policy And Taxation Group

Protect Your Lifetime Of Savings - It Only Takes 5 Minutes Build Back Better Reboot. Rep. Richard Neal (D-MA), the House Ways and Means Committee chair, and Sen. Ron Wyden (D-OR), chair of Senate Finance Committee, are cautiously optimistic negotiations over the Build...
Taxation & Representation & Tax Tidbit

Taxation & Representation & Tax Tidbit

Nov 18, 2021 | Blog, Budget Deficit, Family Businesses, In The News, Policy And Taxation Group

Contact Your Member of Congress - It Only Takes 35 Seconds Tax Tidbit Bipartisan Infrastructure Bill Becomes Law. On Monday, President Joe Biden signed into law the Infrastructure Investment and Jobs Act, which contains $1.2 trillion in funding for traditional...
Taxation & Representation, October 5, 2021

Taxation & Representation, October 5, 2021

Oct 6, 2021 | Blog, Budget Deficit, Family Businesses, In The News, Policy And Taxation Group

Get Your Voice Heard in Congress. Please Take Action Today Tax Tidbit Where In the Tax World Are Manchin and Sinema? The contents and scope of the Build Back Better Act—the budget reconciliation measure through which congressional Democrats are attempting to enact...
Family Business Under Attack; What Budget Reconciliation Includes

Family Business Under Attack; What Budget Reconciliation Includes

Sep 28, 2021 | Blog, Budget Deficit, Family Businesses, In The News, Policy And Taxation Group

Get Your Voice Heard in Congress. Please Take Action Today Please read below and tell your member of the House and Senate what you think!!! You must do it now as a vote could happen soon. Protect your generationally owned family business and a lifetime of savings!...
Infrastructure Update – Week of August 2-6

Infrastructure Update – Week of August 2-6

Aug 6, 2021 | Blog, Budget Deficit, Death Tax, Estate Tax, In The News, Policy And Taxation Group

Thank you to Brandon Roman and the team at Squire Patton Boggs (US) LLP for this report. Contact Your Member of Congress - It Only Takes a Minute Senate Majority Leader Chuck Schumer (D-NY) has scheduled a vote for Saturday, August 7, to end debate on...
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Death Tax & Estate Tax News

  • [LAST CHANCE] Business Owner Survey
  • Build Back Better Outlook. Taxation & Representation.
  • Winning The War on The Wealthy
  • Danger Ahead: Need to Watch Tax Proposals Damaging to Families, Family Enterprises
  • [Survey] How Do You Hold Ownership of Your Family Business?
  • A Proven Process for Recruiting and Retaining Top Family Enterprise Leadership Talent
  • Saying It Out Loud, By Pat Soldano. June 2022.
  • Treasury Department Fiscal Year 2023 Budget. Tax Policy Update.
  • The one you’ve been waiting for… the Private Company Governance 2.0 Summit, June 15-17
  • Tax & Financial Services Week Ahead. Tax Policy Update.
  • How do you hold ownership of your family business or family office?

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