May 2, 2018 | Blog, Estate Tax
Policy & Taxation Group invites you to attend a reception and discussion hosted by Don and Greg Root. Last year was a historic year for tax reform with the “Tax Cuts and Jobs Act of 2017”. Families and their businesses were simultaneously helped and...
Apr 19, 2018 | Blog, Estate Tax
Update and Extend Earlier Estimates of Proposals to Modify The Estate, Gift and Generation Skipping Transfer Taxes In this memorandum we update and extend our earlier estimates of three (3) proposals to modify the existing estate, gift and generation skipping transfer...
Apr 16, 2018 | Blog, Estate Tax
Since it is possible that additional estate tax “relief” may be possible this year, and unlikely that we’ll see total “repeal”, PATG has drafted “Rate Reduction legislation” and are working with champions in the House and the...
Apr 9, 2018 | Estate Tax, Tax Cuts
Since it is possible that additional estate tax “relief” may be possible this year, and unlikely that we’ll see total “repeal”, PATG has drafted “Rate Reduction legislation” and are working with champions in the House and the...
Mar 15, 2018 | Blog, Estate Tax, Family Businesses
Policy and Taxation Group submitted this letter for Ways and Means Tax Policy Subcommittee Hearing held on Wednesday 3/14. The Honorable Vern Buchanan U.S. Congressman, Sixteenth District of Florida Chairman, House Ways and Means Tax Policy Subcommittee 1102 Longworth...
Mar 14, 2018 | Blog, Estate Tax, Tax Cuts
To prepare for the opportunities in the year ahead, we have already begun engaging with lawmakers and identifying our champions – including Rep. Mike Kelly (R-PA), who we would like to see take the issue from Rep. Krisi Noem (R-ND) when she leaves Congress at...
