Update on Release of Valuation Discount Regulations

Update on Release of Valuation Discount Regulations

PATG continues to monitor the anticipated year-end release of Treasury regulations under Section 2704 that could place limits on the availability of valuation discounts.  As you are aware, PATG worked closely with our Congressional champions over the last year to...
$1.15 Trillion Spending Deal Passes with Provisions to Gift Tax

$1.15 Trillion Spending Deal Passes with Provisions to Gift Tax

Early this morning, Congressional leaders announced that an agreement had been reached to pass a $1.15 trillion deal on spending and tax legislation that would avoid a government shutdown and fund the federal government in fiscal 2016. Policy and Taxation Group would...
Rep. Kevin Brady named chairman of Ways and Means Committee

Rep. Kevin Brady named chairman of Ways and Means Committee

Policy and Taxation Group is excited to announce that Rep. Kevin Brady (R-TX) has just officially been announced as the next chairman of the Ways and Means Committee. Rep. Brady is a true champion of the estate tax repeal effort and the author of this year’s...
Family Enterprise USA 2015 Annual Survey

Family Enterprise USA 2015 Annual Survey

Family Enterprise USA releases an annual survey in order to gather updated data on the state of family businesses throughout the country. You can access the 2015 survey here: https://www.surveymonkey.com/r/TM9W9W8.   If you are a family business owner, please...
Each American Dream Hispanic Survey

Each American Dream Hispanic Survey

Each American Dream recently received back the results from our national survey of Hispanic voters and would like to share some early key insights with you! An interesting finding from our study was the large disconnect between the values and political affiliation...
Each American Dream Op-Ed featured in The Hill

Each American Dream Op-Ed featured in The Hill

We would like to share with you Each American Dream’s latest op-ed, authored by our Chairman Pat Soldano and published last week in The Hill. Pat discusses the need for Congressional action on comprehensive tax reform and the negative impact of Presidential...