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Taxation & Representation: Tax Cuts & Business Deductions—Congress Takes Action

Taxation & Representation: Tax Cuts & Business Deductions—Congress Takes Action

Jan 29, 2025 | Family Offices, Death Tax, Estate Tax, Income Tax, Successful Families, Tax Cuts, Taxes

Help Shape Family Business Advocacy in Washington, DC Participate in our anonymous survey to inform national policies and receive exclusive benefits. Budget Committee Document Detailing Potential Tax Bill Provisions Circulated: A leaked list of policy options...
Bipartisan Bill Seeks to Cut Estate Tax—See What It Means for You

Bipartisan Bill Seeks to Cut Estate Tax—See What It Means for You

Jan 28, 2025 | Family Offices, Death Tax, Estate Tax, Income Tax, Successful Families, Tax Cuts, Taxes

Help Shape Family Business Advocacy in Washington, DC Participate in our anonymous survey to inform national policies and receive exclusive benefits. Rep. Jodey Arrington Introduces House Bill to Amend IRS Code to Reduce Rate of Tax on Estates, Gifts, and...
Key Tax Policy Updates from the Ways and Means Committee Hearing (January 22, 2025)

Key Tax Policy Updates from the Ways and Means Committee Hearing (January 22, 2025)

Jan 27, 2025 | Family Offices, Death Tax, Estate Tax, Income Tax, Successful Families, Tax Cuts, Taxes

Help Shape Family Business Advocacy in Washington, DC Participate in our anonymous survey to inform national policies and receive exclusive benefits. On January 22, 2025, the House Ways and Means Committee hosted a Member Day Hearing featuring testimony from 55...
Taxation & Representation: Budget Committee Document Detailing Potential Tax Bill Provisions Circulated

Taxation & Representation: Budget Committee Document Detailing Potential Tax Bill Provisions Circulated

Jan 22, 2025 | Family Offices, Death Tax, Estate Tax, Income Tax, Successful Families, Tax Cuts, Taxes

Help Shape Family Business Advocacy in Washington, DC Participate in our anonymous survey to inform national policies and receive exclusive benefits. Budget Committee Document Detailing Potential Tax Bill Provisions Circulated: A leaked list of policy options...
Taxation & Representation: Navigating the Final Biden Treasury/IRS Guidance

Taxation & Representation: Navigating the Final Biden Treasury/IRS Guidance

Jan 16, 2025 | Family Offices, Death Tax, Estate Tax, Income Tax, Successful Families, Tax Cuts, Taxes

Help Shape Family Business Advocacy in Washington, DC Participate in our anonymous survey to inform national policies and receive exclusive benefits. Navigating the Final Biden Treasury/IRS Guidance Over the last week, the Treasury Department and Internal Revenue...
Taxation & Representation: 2025’s Tax-Writers

Taxation & Representation: 2025’s Tax-Writers

Jan 9, 2025 | Family Offices, Death Tax, Estate Tax, Income Tax, Successful Families, Tax Cuts, Taxes

Help Shape Family Business Advocacy in Washington, DC Participate in our anonymous survey to inform national policies and receive exclusive benefits. On Dec. 20, incoming Senate Majority Leader John Thune (R-SD) announced the Senate Republican Conference’s committee...
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Death Tax & Estate Tax News

  • Quick Poll: Share Your Thoughts on Income Tax Policy
  • Saying It Out Loud Special Report on Tariffs May 2025, By Pat Soldano
  • Weekly Digest: House OKs Major GOP Tax Bill, H.R. 1 Advances Health Reforms, and more.
  • Are Tariffs Helping or Hurting? New Spot Survey Shows Family Business Leaders Split
  • H.R. 1 Tax Title – Summary and Analysis
  • “Charitable Giving and Community Involvement” Event and Congressional Outreach Day – May 2025
  • New Webcast & Podcast Explore Family Office Hiring Trends, Family Biz Research with Pat Soldano
  • Saying It Out Loud May 2025, By Pat Soldano
  • Advanced Estate Planning Tactics for Wealthy Families – Register Now
  • Tax Update: House Passes Reconciliation Package
  • Build a Family Office That Works: New Podcast + Webcast with EY Experts

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