Policy and Taxation Group
  • Home
  • Donate
    • Giving
    • Strategic Partners
  • About
    • About
    • Accomplishments
    • Our Team
    • Board Of Directors
    • Advisory Board
    • Brochure
  • Caucus
  • Legislation
  • News & Events
    • News & Events
    • Podcast
    • Videos
    • Webcast Replays
  • Get Involved
    • Support Extension of TCJA
    • Tell Us Your Story
    • Get Involved
    • Proposals That Hurt Family Businesses
    • Step-up in Basis
    • Ditch The Estate tax
  • Resources
    • Research, Polls, & Whitepapers
    • Estate Tax FAQ
    • Estate Tax Stories
    • Estate Tax by State
    • Where the US Stands
  • Contact Us
Select Page
PODCAST: Rep. Schneider Spotlights Importance of Educating Congress on Power of Family Businesses in New Podcast

PODCAST: Rep. Schneider Spotlights Importance of Educating Congress on Power of Family Businesses in New Podcast

Mar 21, 2023 | Blog, Family Business Caucus, Family Businesses, In The News, Pat Soldano, Podcast

Read about the 2023 Family Business Survey Results & Summary. Rep. Brad Schneider Spotlights Importance of Educating Congress on Power of Family Businesses in New ‘Voice of Family Business on Capitol Hill’ Podcast   Rep. Schneider Talks with Podcast Host Pat...
Keeping It in the Family: Why Succession Planning Matters

Keeping It in the Family: Why Succession Planning Matters

Mar 20, 2023 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Read about the 2023 Family Business Survey Results & Summary. When planning for your family, you prepare, consult with experts, save, and make plans for your child’s future.   The same is true in running your business; they are, in many ways, parallel...
Saying It Out Loud, By Pat Soldano. March 2023.

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

Mar 17, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Pat Soldano, Policy And Taxation Group

Read about the 2023 Family Business Survey Results & Summary. For Happier Workers, Businesses Need to Take a Chapter Out of Family Business Employee Handbook   By Pat Soldano The findings are clear: family businesses treat their employees better, pay them...
Future-Proof Your Business: The Importance of Succession Planning

Future-Proof Your Business: The Importance of Succession Planning

Mar 17, 2023 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Read about the 2023 Family Business Survey Results & Summary. When planning for your family, you prepare, consult with experts, save, and make plans for your child’s future.   The same is true in running your business; they are, in many ways, parallel...
Family Businesses in America Sound the Alarm on Tax and Labor Challenges in 2023 Survey

Family Businesses in America Sound the Alarm on Tax and Labor Challenges in 2023 Survey

Mar 15, 2023 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Read about the 2023 Family Business Survey Results & Summary. Tax, Labor Issues Top Concerns of America’s Private Largest Employer, Family Businesses, Says New 2023 Family Business Survey   Just Released Family Enterprise USA Annual Family Business Survey...
FY2024 Budget Request Includes Tax Proposals for Wealthy Americans. Summary and Analysis.

FY2024 Budget Request Includes Tax Proposals for Wealthy Americans. Summary and Analysis.

Mar 14, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Income Tax, Tax Cuts, Taxes

Read about the 2023 Family Business Survey Results & Summary. On Thursday, March 9, President Joe Biden released his $6.9 trillion Budget and various accompanying documents. Separately, the Treasury Department released its Green Book, which provides more detailed...
« Older Entries
Next Entries »

How Can You Help?

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.

Topics

  • Blog
  • Budget Deficit
  • Death Tax
  • EAD
  • Estate Tax
  • Estate Tax Horror Stories
    • Arkansas
    • California
    • Georgia
    • Illinois
    • Maine
    • Maryland
    • Nebraska
    • Ohio
    • Oklahoma
    • Tennessee
    • Texas
    • Virginia
    • Wisconsin
  • Family Business Caucus
  • Family Businesses
  • Family Enterprise USA
  • Family Offices
  • Generationally Owned Business
  • In The News
    • From The President
  • Income Tax
  • Pat Soldano
  • Podcast
  • Policy And Taxation Group
  • State by State Status
  • Step-Up In Basis
  • Successful Families
  • Tax Cuts
  • Taxes
  • Video Post
  • Webcast Replays

Death Tax & Estate Tax News

  • 2025 Annual Family Business Report
  • Hidden Risks in Family Enterprise: Transforming Vulnerability into Strength
  • Parenting in a Family Business: Empowering the Next Generation
  • Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises with EY
  • You’re Invited! Tariff Talk with Brownstein, Nov 11, 2025
  • Is your business being affected by the “shut down”?
  • Taxation & Representation Update: What the ongoing shutdown means for your business
  • Family Businesses Concerned About Potential New Wealth Tax Act
  • Guiding Adult Children in Family Business: Join the Discussion
  • MIND THE GAPS: Family Solutions for Insurance Risk Management
  • [WEBCAST] Help the Next Generation Thrive: Parenting Amidst Wealth

Stay Informed and Empowered!

Subscribe for exclusive resources, research, polls, and articles covering estate tax, income tax, and other policies tailored for family offices and successful individuals.

By submitting this form, you are consenting to receive marketing emails from: Policy and Taxation Group, 712 H Street NE Suite 1091, Washington DC 20002‬, 202-240-2384. You can revoke your consent to receive emails at any time by using the link found at the bottom of every email.

Supporting Strategic Partners

Bank OZK

Policy and Taxation Group
712 H Street NE Suite 1091
Washington DC 20002
202-240-2384

Policy and Taxation Group, a 501(c)(4) organization.

  • Follow
  • Follow
  • Follow
  • Follow
  • Follow
  • Follow
  • Follow

Copyright © Policy and Taxation Group. All Rights Reserved. Family Office, Successful Families, Estate Tax, Death Tax, Gift Tax, GST Tax, Inheritance Tax, Capital Gains Tax, Income Tax Rates, Wealth Tax, Tax Policies Sitemap. Privacy Policy. Terms of Service. Site maintained by Nelsonecom.

Vote Now

This field is for validation purposes and should be left unchanged.
Is your business being affected by the "shut down"?
OPTIONAL: Stay informed. Subscribe now to receive the latest updates on family office policy, advocacy, and events directly to your inbox.
This field is hidden when viewing the form
Name
This field is hidden when viewing the form
Email
This field is hidden when viewing the form
This field is hidden when viewing the form