Jul 14, 2015 | Blog
Policy and Taxation Group’s sister organization Each American Dream (EAD) is in the midst of an exciting research project among Hispanic voters, studying how Latinos view wealth, taxes and the economy, and the American Dream. We kicked off this research in...
Jul 8, 2015 | Blog
Over the weekend, it came to light that the British Conservatives will soon announce plans to reduce the scope of the United Kingdom’s estate tax by dramatically expanding exemptions allowed for a person’s main residence. This proposed relief is a positive...
Jul 2, 2015 | Blog
On June 25, U.S. Presidential hopeful Sen. Bernie Sanders (I-VT) presented legislation calling for an across the board hike on federal estate tax rates with the introduction of the “Responsible Estate Tax Act”. Sen. Sanders’ bill is accompanied by a...
Feb 4, 2015 | Blog
This week, President Obama released his budget proposal for Fiscal Year 2016, outlining his spending and tax agenda for the coming year. As with previous proposed budgets, the outline relies heavily on more than $1.5 trillion in new taxes, mostly on high income and...
Jan 30, 2015 | Blog
As we previously reported, PATG has been tracking speculation from inside and outside Washington that the IRS may issue proposed regulations aimed at curbing the availability of valuation discounts for interests in closely-held entities. As you know, such a change...
Jan 22, 2015 | Blog
I wanted to take this opportunity to notify you of some changes at Policy and Taxation Group (PATG), and formally welcome Tyler Deaton to the team. Tyler will replace Jeff Cook-McCormac as Senior Advisor to the organization. For some time, I have been planning my...
