May 4, 2021 | Blog, Death Tax, Estate Tax, Family Enterprise USA Action, In The News
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...
Apr 30, 2021 | Blog, 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. 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...
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...
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....
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...
Feb 10, 2020 | Blog, Estate Tax
As we highlighted in our last newsletter, there was significant concern that the estate tax might get reinstated in Virginia. The recent Democratic takeover of the legislature paired with them occupying the governor’s mansion led to a flurry of proposals that...