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WATCH: Is Life Insurance A Solution For The Estate Tax?

WATCH: Is Life Insurance A Solution For The Estate Tax?

Aug 26, 2021 | Blog, Death Tax, Estate Tax, Family Businesses, In The News, Video Post

Get Your Voice Heard in Congress. Please Take Action Today While life insurance is important and useful for many purposes, does it provide a resource to pay the estate tax for most families? Hear one family’s story in which the family member “aged out” of the policy...
How Biden’s Tax Proposals Will Affect 3rd Generation Women Owned Business

How Biden’s Tax Proposals Will Affect 3rd Generation Women Owned Business

Aug 25, 2021 | Blog, Death Tax, Estate Tax, Family Businesses, Family Enterprise USA, In The News, Step-Up In Basis, Video Post

Contact Your Member of Congress - It Only Takes a Minute Casey Roscoe with Seneca Jones Timber Company Talks about Managing Today’s Resources for Tomorrow Casey Roscoe is a 3rd generation family member of Seneca, a women owned timber business, in Eugene Oregon. Listen...
National Survey Results: Biden’s New Tax Policies – Help or Hindrance?

National Survey Results: Biden’s New Tax Policies – Help or Hindrance?

Aug 20, 2021 | Blog, Death Tax, Estate Tax, Family Businesses, In The News, Step-Up In Basis

Contact Your Member of Congress - It Only Takes a Minute With proposals emerging from the Biden White House that would raise the estate and capital gains taxes on America’s family-owned businesses, we were commissioned to ask the American people where they...
2021 State by State Tax Chart Updated

2021 State by State Tax Chart Updated

Aug 10, 2021 | Blog, Death Tax, Family Enterprise USA Action, In The News, State by State Status

Contact Your Member of Congress - It Only Takes a Minute Download and read “Estate Tax (Death Tax) by US State Chart” States Which Have a State Estate Tax (Death Tax) that is Accessed in Addition to the Federal Estate Tax As hard-working taxpayers and...
Infrastructure Update – Week of August 2-6

Infrastructure Update – Week of August 2-6

Aug 6, 2021 | Blog, Budget Deficit, Death Tax, Estate Tax, Family Enterprise USA Action, In The News

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...
State by State Death Tax Chart Update July 26, 2021

State by State Death Tax Chart Update July 26, 2021

Jul 30, 2021 | Blog, Death Tax, Estate Tax, In The News

Contact Your Member of Congress - It Only Takes a Minute This chart is maintained for the Policy and Taxation Group Website and is updated regularly.  Any comments on the chart or new developments that should be reflected on the chart may be sent to...
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Death Tax & Estate Tax News

  • Legislative Update Focuses on Growing Wealth Tax Concerns, Tariffs, and Supreme Court Decisions
  • How dynasty trusts are setting a family enterprise up for long-term success
  • Rep. Correa and Rep. Tenney Named Co-Chairs of Bipartisan Congressional Family Business Caucus
  • Wealth Tax News – 3/13/2026
  • Taxation & Representation: Urgent Tax Battle – Will YOUR Money Be Targeted?
  • What is your Top Concern: Reduce Federal Budget/Debt, Reduce Income Taxes, or Regulations?
  • Women’s Business Owners Group Discusses Advocating on Behalf Women-owned Businesses
  • California Wealth Tax News: Wealth Tax Threat to Family Businesses?
  • Wealth Tax News – 3/06/2026
  • Taxation & Representation: Reconciliation 2.0. Thune’s Next Big Move Revealed
  • Act Now: Influence Washington. Secure Legacy.

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