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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...
Pulse Survey Shows Top 3 Tax Policies Family Businesses are Concerned about Going in 2025

Pulse Survey Shows Top 3 Tax Policies Family Businesses are Concerned about Going in 2025

Jan 3, 2025 | Family Offices, Estate Tax, Income Tax, Successful Families, Taxes

Help Shape Family Business Advocacy in Washington, DC Participate in our anonymous survey to inform national policies and receive exclusive benefits. New Family Enterprise USA Pulse Survey Shows Top 3 Tax Policies Family Businesses are Concerned about Going in 2025...
Important Update: Corporate Transparency Act Enforcement Again Suspended

Important Update: Corporate Transparency Act Enforcement Again Suspended

Dec 27, 2024 | 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. Key Information: On Thursday, December 26, the Fifth Circuit Court of Appeals restored a nationwide injunction...
Update: Corporate Transparency Act Reinstated; Filing Deadline Extended

Update: Corporate Transparency Act Reinstated; Filing Deadline Extended

Dec 24, 2024 | 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. Corporate Transparency Act Reinstated; Filing Deadline Extended Brownstein Client UPDATE, Dec. 24, 2024 The Firth...
Will New Tax Policies Protect Your Family Business?

Will New Tax Policies Protect Your Family Business?

Dec 13, 2024 | Family Offices, Death Tax, Estate Tax, Family Businesses, Income Tax, Pat Soldano, Successful Families, Tax Cuts, Taxes

An increase in income tax rate means you'll pay a higher percentage of your income to the government. This directly reduces your disposable income, the money you have left after taxes for spending or saving. This can make it harder to afford basic necessities, save...
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Death Tax & Estate Tax News

  • Estate Planning for High-Net-Worth Families: Beyond the Basics with Brown & Streza
  • [WEBINAR] Top Priorities for Family Enterprises in 2025: Income Taxes, Policy Shifts, and What Comes Next
  • Snapshots of Family-Owned Businesses Show 80% are Pass Through Entities, Pay Higher Taxes, According to Survey
  • White House Releases Additional FY26 Budget Details
  • 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

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