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Pat Soldano Speaking at LIDO LIVE Webinar May 19

Pat Soldano Speaking at LIDO LIVE Webinar May 19

by Policy and Taxation Group Admin | May 11, 2021 | Blog, Death Tax, Estate Tax, Family Businesses, In The News, Tax Cuts

Register Now Pat Soldano will be apeaking on “Family Business Economic Impact, Family Business Issues and Voter Attitudes”. Family Businesses employ 59% of all workers in the US and generate 54% of GDP, (“2021 Contribution of Family Businesses to the US...
An Inside Look at Seven Family-Owned Businesses

An Inside Look at Seven Family-Owned Businesses

by Policy and Taxation Group Admin | May 4, 2021 | Blog, Death Tax, Estate Tax, In The News, Policy And Taxation Group

How each one handled the challenges posed by the pandemic By Patricia N. Soldano & Dawn S. Markowitz Mention the word “COVID-19” to a family business owner, and it’s a sure way to elicit a variety of responses. For some, the pandemic brought new and innovative...
Biden Administration Tax Proposals Included in the American Jobs Plan and American Families Plan

Biden Administration Tax Proposals Included in the American Jobs Plan and American Families Plan

by Policy and Taxation Group Admin | Apr 30, 2021 | Blog, Death Tax, Estate Tax, In The News, Policy And Taxation Group

Thank you to Brandon Roman and the team at Squire Patton Boggs (US) LLP for this report.   The American Jobs Plan and American Families Plan together include a wide variety of changes to the Tax Code, building on the tax proposals included in the already-passed...
Tax and Financial Services Week Ahead

Tax and Financial Services Week Ahead

by Policy and Taxation Group Admin | Feb 12, 2021 | Blog, Estate Tax, In The News

Thank you to Russ Sullivan and the team at Brownstein Hyatt Farber Schreck LLP for this report. Over the Weekend Appearing on the Sunday talk shows, Treasury Secretary Janet Yellen advocated for President Biden’s American Rescue Plan partially in response to...
Family Office Outlook 2021 Silicon Valley / Virtual Forum

Family Office Outlook 2021 Silicon Valley / Virtual Forum

by Policy and Taxation Group Admin | Jan 4, 2021 | Blog, Estate Tax, Family Businesses, In The News

We are pleased to tell you about an upcoming virtual luncheon with a focus on family business at which I am speaking. “Family Office Outlook 2021” Silicon Valley / Virtual Forum will be held on January 12th-13th from 8 a.m. until 5:00 p.m. Pacific Time....
This Is The Problem With Life Insurance As A Solution To The Estate Tax Issue

This Is The Problem With Life Insurance As A Solution To The Estate Tax Issue

by Policy and Taxation Group Admin | Aug 27, 2020 | Blog, Death Tax, Estate Tax

If you are not an PATG Supporter, JOIN now! Policy and Taxation Group is your voice in Washington on economic freedom. We advocate for policies that allow American families to fully enjoy the economic liberties and benefits of a robust free market unique to our...
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Death Tax & Estate Tax News

  • Pat Soldano Speaking at LIDO LIVE Webinar May 19
  • Importance of Family Businesses’ Contribution to the U.S. Economy
  • Family Business Survey Highlights Estate Tax As The #1 Economic Public Policy Priority Issue
  • Last Chance To Register to Hear About Current Legislative Agendas
  • An Inside Look at Seven Family-Owned Businesses
  • Biden Administration Tax Proposals Included in the American Jobs Plan and American Families Plan
  • What is the House and Senate Step Up In Basis Elimination Legislation?
  • Biden to Propose Capital Gains Tax as High as 43.4% for Wealthy
  • Save The Date: May 6 PATG Supporters Call
  • Results Are In: 2021 ​Family Business Survey Report Highlights
  • White House Releases Topline Spending Proposal
  • Hiring: Director, Business Development Non- Profit
  • Connected Conversations – Family Businesses Contribution to the U.S. Economy: A Closer Look on April 14
  • Labor Updates From Washington, D.C.
  • Tax and Financial Services Week Ahead
  • A Tough Road Ahead for Democrats’ Ambitious Policy Agenda
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