Sep 20, 2022 | Blog, Death Tax, Estate Tax, In The News, Income Tax, Taxes
Join other hard-working American taxpayers in asking Congress NOT to punish success, taking a lifetime of savings. General Updates Government Funding: With Congress unable to reach a consensus on appropriations bills for fiscal year 2023, lawmakers must reach a deal...
Sep 15, 2022 | Blog, Death Tax, Estate Tax, In The News, Income Tax, Taxes
Join other hard-working American taxpayers in asking Congress NOT to punish success, taking a lifetime of savings. Recess Recap: What happened over the last month in the world of tax? Congress Considers Options to Delay Impending Shutdown. With Congress unable to...
May 12, 2022 | Blog, Death Tax, Family Enterprise USA, In The News, Tax Cuts, Taxes
Thank you to the Orange County Business Journal for publishing this article. It’s hard to imagine our legislators working to undermine the largest economic engine in this country, an engine that generates $7.7 trillion of GDP a year and accounts for 54% of the private...
May 12, 2022 | Blog, Death Tax, Family Enterprise USA, In The News, Tax Cuts, Taxes
Thank you to The Madison Group for this M Financial Whitepaper Many family businesses and multigenerational businesses use private placement insurance. This article may help those businesses to understand private placement insurance better. This White Paper is to...
Apr 29, 2022 | Blog, Death Tax, Family Enterprise USA, In The News, Tax Cuts, Taxes
By Joseph C. Hassan, CFA, ASA and Mark E. Lingerfield, ASA, MPI In the uncertainty of this social distancing economy and volatile equity and debt markets, how should business owners and professionals of private companies think about company value and the impact on...
Sep 14, 2021 | Blog, Death Tax, Estate Tax, Family Businesses, In The News, Policy And Taxation Group, Step-Up In Basis
Get Your Voice Heard in Congress. Please Take Action Today Below is a summary of the relevant provisions in a proposal released Monday from Ways & Means; imposing tax increases for “high-income individuals.” The proposal does include increases in the individual...
