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Taxation & Representation Update: PROTECT Coalition – Dedicated to Preserving the 199A Deduction

Taxation & Representation Update: PROTECT Coalition – Dedicated to Preserving the 199A Deduction

Apr 19, 2024 | Family Offices, Blog, Estate Tax, In The News, Income Tax, Successful Families, Tax Cuts, Taxes

Take Action Now: Advocate Against Policies & Excessive Regulation Make your voice heard! Contact Your Representatives in Congress to advocate for change. Click to act! Tax Package Update—Senate Likely to Punt Consideration to Following Week: The Senate returned to...
Taxation & Representation Update: Tax Relief Package Update

Taxation & Representation Update: Tax Relief Package Update

Apr 11, 2024 | Family Offices, Blog, Estate Tax, In The News, Income Tax, Successful Families, Tax Cuts, Taxes

Take Action Now: Advocate Against Policies & Excessive Regulation Make your voice heard! Contact Your Representatives in Congress to advocate for change. Click to act! Tax Package Update—Senate Likely to Punt Consideration to Following Week: The Senate returned to...
Elevate Your Board’s Performance: Join Us at the Private Company Governance Summit

Elevate Your Board’s Performance: Join Us at the Private Company Governance Summit

Apr 11, 2024 | Family Offices, Blog, Family Businesses, Generationally Owned Business, In The News, Successful Families

Take Action Now: Advocate Against Policies & Excessive Regulation Make your voice heard! Contact Your Representatives in Congress to advocate for change. Click to act! There are no shortcuts to building and maintaining an effective board. It requires constant input...
Would You Like More Income Every Year?

Would You Like More Income Every Year?

Apr 10, 2024 | Family Offices, Blog, Family Business Caucus, Family Businesses, Generationally Owned Business, Policy And Taxation Group, Successful Families, Video Post, Webcast Replays

Take Action Now: Advocate Against Policies & Excessive Regulation Make your voice heard! Contact Your Representatives in Congress to advocate for change. Click to act! This webcast discusses incorporating dividend growth investing into the investment picture which is...
Uncover the Power of Active Management with Fenimore Asset Management

Uncover the Power of Active Management with Fenimore Asset Management

Apr 10, 2024 | Family Offices, Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, Successful Families

Active Management – A Different Perspective   Fenimore Asset Management, manager of the FAM Funds, is dedicated to protecting and growing capital over the long term. To accomplish this, we focus on independent, in-depth research; it’s this due diligence...
Join the Conversation: Unveiling the Latest Family Office Trends – Register Now!

Join the Conversation: Unveiling the Latest Family Office Trends – Register Now!

Apr 9, 2024 | Blog, Family Businesses, Family Offices, Generationally Owned Business, In The News, Successful Families

Take Action Now: Advocate Against Policies & Excessive Regulation Make your voice heard! Contact Your Representatives in Congress to advocate for change. Click to act! ‘Trends of Family Offices’ Talk Kicks Off 18th Annual Family Office Symposium with Family Enterprise...
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Policy and Taxation Group is the best way for families, companies and individuals to support and impact the direction of the movement for estate tax relief. For information regarding contributions, please contact us.

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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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