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Webinar Replay: Introduction to Family Governance

Webinar Replay: Introduction to Family Governance

Sep 22, 2021 | Blog, Family Businesses, In The News, Step-Up In Basis, Video Post

Get Your Voice Heard in Congress. Please Take Action Today Family Business owners plan their business as a legacy to their family, their employees, and the community. To sustain and grow that legacy, estate planning is critical. Please review the white paper below...
PATG Zoom on 9/22 Addressing Latest Tax Legislation – PATG Supporters Only

PATG Zoom on 9/22 Addressing Latest Tax Legislation – PATG Supporters Only

Sep 15, 2021 | Blog, Family Businesses, In The News, Policy And Taxation Group

Get Your Voice Heard in Congress. Please Take Action Today Policy and Taxation Group Supporters Zoom Meeting – September 22 at 9:30am EST To receive the Zoom information and to be invited, your membership with PATG needs to be paid and current. There is a link...
IMPORTANT NEWS: Ways and Means Propose tax increases on Family Business and High Income Individuals

IMPORTANT NEWS: Ways and Means Propose tax increases on Family Business and High Income Individuals

Sep 14, 2021 | Blog, Death Tax, Estate Tax, Family Businesses, In The News, Policy And Taxation Group, Step-Up In Basis

Get Your Voice Heard in Congress. Please Take Action Today Below is a summary of the relevant provisions in a proposal released Monday from Ways & Means; imposing tax increases for “high-income individuals.” The proposal does include increases in the individual...
Estate Tax Projects Within the Treasury’s 2021-2022 Priority Guidance Plan

Estate Tax Projects Within the Treasury’s 2021-2022 Priority Guidance Plan

Sep 13, 2021 | Blog, In The News, Policy And Taxation Group, Tax Cuts

Get Your Voice Heard in Congress. Please Take Action Today GIFTS AND ESTATES AND TRUSTS Final regulations establishing a user fee for estate tax closing letters. Proposed regulations were published on December 31, 2020. Final regulations under §§1014(f) and 6035...
Senator Wyden Released Legislation: “Significant Changes To The Taxation Of Partnership Distributions, Allocations, And Gain Recognition Rules”

Senator Wyden Released Legislation: “Significant Changes To The Taxation Of Partnership Distributions, Allocations, And Gain Recognition Rules”

Sep 10, 2021 | Blog, In The News, Policy And Taxation Group, Tax Cuts

Get Your Voice Heard in Congress. Please Take Action Today We wanted to call your attention to draft legislation that Senators Ron Wyden and Sherrod Brown released today that would make significant changes to the taxation of partnership distributions, allocations, and...
Plan to Attend – Introduction to Family Governance Webinar

Plan to Attend – Introduction to Family Governance Webinar

Sep 10, 2021 | Blog, Family Businesses, In The News, Policy And Taxation Group

Family Business owners plan their business as a legacy to their family, their employees, and the community. To sustain and grow that legacy, estate planning is critical. Please join us for this upcoming webinar with BNY Mellon Wealth Management to learn some of those...
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Death Tax & Estate Tax News

  • Webinar Replay: Introduction to Family Governance
  • PATG Zoom on 9/22 Addressing Latest Tax Legislation – PATG Supporters Only
  • IMPORTANT NEWS: Ways and Means Propose tax increases on Family Business and High Income Individuals
  • Estate Tax Projects Within the Treasury’s 2021-2022 Priority Guidance Plan
  • Senator Wyden Released Legislation: “Significant Changes To The Taxation Of Partnership Distributions, Allocations, And Gain Recognition Rules”
  • Plan to Attend – Introduction to Family Governance Webinar
  • Family Businesses Face Pandemic Challenges and Legislative Concerns
  • Poll: How Long is Your Longest-Term Employee?
  • National Poll Results: Do Legislators Listen to You?
  • Register Now to Attend “Introduction to Family Governance” Webinar
  • WATCH: Is Life Insurance A Solution For The Estate Tax?
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