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Biden Budget Proposal, Committee Updates, IRS Leak Investigations, and More

Biden Budget Proposal, Committee Updates, IRS Leak Investigations, and More

Mar 8, 2023 | Blog, Budget Deficit, Estate Tax, In The News, Income Tax, Tax Cuts, Taxes

Read about the 2023 Family Business Survey Results & Summary. Tax Tidbit   Biden to Release 2024 Budget Proposal Later this Week. On March 9, President Joe Biden will send his updated budget proposal to Congress, outlining the administration’s policy...
Taxation & Representation, Senate Confirmation, House Set to Vote, and More

Taxation & Representation, Senate Confirmation, House Set to Vote, and More

Mar 2, 2023 | Blog, Budget Deficit, Estate Tax, In The News, Income Tax, Tax Cuts, Taxes

The 2023 Family Business Survey is closed. Check back soon for summary of results. Tax Tidbit Werfel Faces IRS Funding Questions on Route to Likely Senate Confirmation. On Wednesday, Feb. 15, the Senate Finance Committee held a hearing to consider the nomination of...
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...
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Death Tax & Estate Tax News

  • PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses
  • Senate Concludes OBBBA Vote-a-Rama
  • Tax Update: Senate Passes Reconciliation Package
  • Contact Congress. Ask your Representative to vote for the OBBB as it is passed by the Senate.
  • Saying It Out Loud June 2025, By Pat Soldano
  • 2024-25 Family Business Rising Gen Survey: Communication is Still Key
  • Contact your representatives in Congress and urge them to Oppose the Elimination of NOL Treatment in Section 461(l)
  • Why Every Family Office Needs an ‘Expert Generalist’
  • Tax Update: Congressional Republicans Racing to Complete Tax Package
  • Senate Finance Committee Tax Title – Summary and Analysis
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