Mar 19, 2018 | Blog, Death Tax
Revised March 18, 2018 PATG State Death Tax Chart – March 18, 2018 This chart is maintained for the Policy and Taxation Group Website and is updated regularly. Any comments on the chart or new developments that should be reflected on the chart may be sent...
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...
Mar 8, 2018 | Blog, Tax Cuts
By Toby Eckert Senate Democrats unveiled on Wednesday a $1 trillion infrastructure plan that would be funded by repealing numerous tax cuts Republicans pushed through Congress last year. The plan would return the top individual tax rate to 39.6 percent, set the...
Feb 25, 2018 | Blog, Tax Cuts
If you happen to be in the Orange County, CA area and would like to hear my presentation as described below; please let me know, we would love to have you join us. Open To Supporters Only The Presentation and Lunch will be on: Tuesday, 4/3/18 at 11:30am to 1:00pm...
Feb 5, 2018 | Blog, Estate Tax
By Allyson Versprille and Jorge Uquillas Estate tax repeal efforts aren’t dead, but tax law changes will make it harder for proponents to make headway anytime soon. “Getting enough Democrats to vote for repeal in the near term I think is going to be a...
