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Family Businesses Crave Consistency and Permanency in New Tax Legislation

Family Businesses Crave Consistency and Permanency in New Tax Legislation

Feb 19, 2025 | Family Offices, Death Tax, Estate Tax, Family Businesses, Income Tax, Pat Soldano, Successful Families, Tax Cuts, Taxes

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. Pat Soldano’s latest article, “Family businesses crave consistency and permanency in new tax legislation“, published by Family...
An Appropriate Valentine: House and Senate Stake Budget Positions

An Appropriate Valentine: House and Senate Stake Budget Positions

Feb 15, 2025 | Family Offices, Death Tax, Estate Tax, Generationally Owned Business, 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. Republicans in Congress this week continue to discuss ways to move forward President Trump’s legislative agenda...
Taxation & Representation: Reconciliation Bill Update: Key Issues to Watch

Taxation & Representation: Reconciliation Bill Update: Key Issues to Watch

Feb 12, 2025 | Family Offices, Death Tax, Estate Tax, Generationally Owned Business, 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. Reconciliation Update – Senate Tees Up Budget Resolution Markup While House Remains Deadlocked: On Feb. 7, Senate...
Taxation & Representation: Tax Cuts & Business Deductions—Congress Takes Action

Taxation & Representation: Tax Cuts & Business Deductions—Congress Takes Action

Jan 29, 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. Budget Committee Document Detailing Potential Tax Bill Provisions Circulated: A leaked list of policy options...
Bipartisan Bill Seeks to Cut Estate Tax—See What It Means for You

Bipartisan Bill Seeks to Cut Estate Tax—See What It Means for You

Jan 28, 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. Rep. Jodey Arrington Introduces House Bill to Amend IRS Code to Reduce Rate of Tax on Estates, Gifts, and...
Key Tax Policy Updates from the Ways and Means Committee Hearing (January 22, 2025)

Key Tax Policy Updates from the Ways and Means Committee Hearing (January 22, 2025)

Jan 27, 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 January 22, 2025, the House Ways and Means Committee hosted a Member Day Hearing featuring testimony from 55...
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Death Tax & Estate Tax News

  • Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events
  • Taxation & Representation: What Family Offices and Successful Families Must Know: FY26 Appropriations and OBBBA Updates
  • Is Your Family Office or Successful Family Protected from Discord? Learn How Sept. 26
  • Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy
  • Navigating Uncharted Waters in the Insurance Industry with USI
  • Safeguard Your Family Owned Business: Build Governance That Lasts Generations
  • Taxation & Representation: Wealth at risk? Congress debates IRS cuts, OECD exit & new tax credits
  • How Family Governance Protects Generational Wealth
  • Autumn Transitions: Navigating Family Enterprise Challenges with Head and Heart
  • Women’s Business Owners Group Gets Bipartisan Congressional Support
  • Saying It Out Loud September 2025, By Pat Soldano

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