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Secure Your Spot: Frank Luntz Unveils Congress Insights on Nov 9 Webcast!

Secure Your Spot: Frank Luntz Unveils Congress Insights on Nov 9 Webcast!

Oct 31, 2023 | Blog, Family Businesses, Family Enterprise USA Action, Generationally Owned Business, In The News

Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Register Now for November 9 Supporters Webcast: Listen to Frank Luntz on “How the New Speaker Will Impact Congress”   This is a...
Unlock the Secrets of Smart Giving in 2023!  Reserve Your Spot Now!

Unlock the Secrets of Smart Giving in 2023! Reserve Your Spot Now!

Oct 30, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Successful Families

We invite you to join us for year-end charitable giving strategies to consider as we approach the end of 2023.   Fiduciary Trust International Director of Estate and Financial Planning and Trust Counsel Bryan Kirk and Philanthropic Director Abby Axelrod-Wunderman...
Exclusive Insights Await: Join Our Supporters-Only Webcast on Nov 9!

Exclusive Insights Await: Join Our Supporters-Only Webcast on Nov 9!

Oct 27, 2023 | Blog, Family Businesses, Family Enterprise USA Action, Generationally Owned Business, In The News

Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Register Now for November 9 Supporters Webcast: Listen to Frank Luntz on “How the New Speaker Will Impact Congress”   This is a...
Charitable Giving in 2023 and Beyond: Tax-Smart Strategies and More

Charitable Giving in 2023 and Beyond: Tax-Smart Strategies and More

Oct 27, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Successful Families

We invite you to join us for year-end charitable giving strategies to consider as we approach the end of 2023.   Fiduciary Trust International Director of Estate and Financial Planning and Trust Counsel Bryan Kirk and Philanthropic Director Abby Axelrod-Wunderman...
Private Family Trust Companies for Family Enterprises

Private Family Trust Companies for Family Enterprises

Oct 26, 2023 | Blog, Estate Tax, Family Businesses, Generationally Owned Business, In The News, Income Tax, Successful Families, Tax Cuts, Taxes

Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! This content is made possible by the support of our sponsor,Pathstone – The Family Office. Private family trust companies (PTCs) are an increasingly...
Policy Updates: In-depth Analysis of Hydrogen, Taxes, and Power Struggles

Policy Updates: In-depth Analysis of Hydrogen, Taxes, and Power Struggles

Oct 25, 2023 | Blog, Estate Tax, Family Businesses, Generationally Owned Business, In The News, Income Tax, Successful Families, Tax Cuts, Taxes

Be a Voice for Transformation: Contact Your Representatives in Congress to Put an End to Detrimental Policies and Over-Regulation! Senate Democrats Spar over Hydrogen Credit Guidance. On Oct. 16, eight Democratic senators, led by Sens. Sheldon Whitehouse (D-RI) and...
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Policy and Taxation Group is the best way for families, companies and individuals to support and impact the direction of the movement for estate tax relief. For information regarding contributions, please contact us.

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Death Tax & Estate Tax News

  • Taxation & Representation: Urgent Tax Battle – Will YOUR Money Be Targeted?
  • What is your Top Concern: Reduce Federal Budget/Debt, Reduce Income Taxes, or Regulations?
  • Women’s Business Owners Group Discusses Advocating on Behalf Women-owned Businesses
  • California Wealth Tax News: Wealth Tax Threat to Family Businesses?
  • Wealth Tax News – 3/06/2026
  • Taxation & Representation: Reconciliation 2.0. Thune’s Next Big Move Revealed
  • Act Now: Influence Washington. Secure Legacy.
  • Congressional Family Business Caucus Members Meeting Set March 17
  • Taxation & Representation: Wealth Tax Gains Ground Amid GOP Tensions
  • Changing Public Markets and the Impact for Average Investors
  • Congress Is Listening – Will You Speak Up?

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