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Join Our Webcast: Expert Tips on Retaining Top Talent & Managing Independent Contractors

Join Our Webcast: Expert Tips on Retaining Top Talent & Managing Independent Contractors

Jul 5, 2023 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Rally for Family Businesses by Contacting Congress Now to Join the Congressional Family Business Caucus! HR Experts Share Tips on Retaining Top Talent, Managing Independent Contractors, in New Webcast by Family Enterprise USA   Linda Mack, Founder/President;...
Make Your Voice Count: Engage with Your Local Representatives for Change

Make Your Voice Count: Engage with Your Local Representatives for Change

Jul 1, 2023 | Blog, Death Tax, Estate Tax, Family Businesses, Generationally Owned Business, In The News, Income Tax, Taxes

Rally for Family Businesses by Contacting Congress Now to Join the Congressional Family Business Caucus! We Need Your Help! Do It Now!   Contact Your Representatives in Congress. We Need Them to Join the Congressional Family Business Caucus Now! There are many...
Saying It Out Loud, By Pat Soldano. July 2023.

Saying It Out Loud, By Pat Soldano. July 2023.

Jul 1, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Pat Soldano, Policy And Taxation Group

Rally for Family Businesses by Contacting Congress Now to Join the Congressional Family Business Caucus! How Family Businesses Can Change the Tune on Capitol Hill   By Pat Soldano America is back on the road. Planes are full. Overhead bins are bulging. I am part...
AI’s Transformative Potential: Rational Interest vs Irrational Exuberance

AI’s Transformative Potential: Rational Interest vs Irrational Exuberance

Jun 28, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News

Rally for Family Businesses by Contacting Congress Now to Join the Congressional Family Business Caucus! By Alex Hart, Executive Managing Director   As a wealth management and investment advisory firm, we at Pathstone are often asked about the latest developments in...
Peter Latta of A. Duie Pyle Discusses Common Sense Policy Making in Family Enterprise USA Video

Peter Latta of A. Duie Pyle Discusses Common Sense Policy Making in Family Enterprise USA Video

Jun 27, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Video Post

Rally for Family Businesses by Contacting Congress Now to Join the Congressional Family Business Caucus! A. Duie Pyle CEO, Peter Latta, Talks Common Sense Policy Needed From Lawmakers in New Family Enterprise USA Video   Part of Family Business Series, Latta Video...
Weekly Washington Update: Impeachment, Dobbs Anniversary, Economic Bills, and More

Weekly Washington Update: Impeachment, Dobbs Anniversary, Economic Bills, and More

Jun 26, 2023 | Blog, Death Tax, Estate Tax, In The News, Income Tax, Taxes

Rally for Family Businesses by Contacting Congress Now to Join the Congressional Family Business Caucus! House Sends Biden Impeachment Effort to Committees: Yesterday, the House voted 219-208 to refer articles of impeachment against President Biden to the Judiciary...
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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

  • Is your business being affected by the “shut down”?
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  • Family Businesses Concerned About Potential New Wealth Tax Act
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  • [WEBCAST] Help the Next Generation Thrive: Parenting Amidst Wealth
  • Saying It Out Loud October 2025, By Pat Soldano
  • Policy and Taxation Update: IRS & Treasury Reshuffle: What It Means for Wealth Preservation
  • Family Business Leaders Discuss ‘Legacy & Longevity’ During Meeting with Caucus Members, Legislative Experts
  • Quick Poll: Washington wants to tax unrealized wealth – do you agree?
  • Register Today: Tax Implications of Entity Choice for Family Enterprises

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