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Saying It Out Loud, By Pat Soldano. July 2022.

Saying It Out Loud, By Pat Soldano. July 2022.

Jul 15, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News, Pat Soldano, Policy And Taxation Group

Protect Your Lifetime Of Savings - It Only Takes 5 Minutes It’s Slow, Frustrating, But Talking to Congress Works Last month we took a group of family business members, CEOs of family business centers, and directors of family offices to Capitol Hill. In all we...
New Webinar: ‘How Much Is My Family Business Worth?’

New Webinar: ‘How Much Is My Family Business Worth?’

Jul 15, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News, Policy And Taxation Group

The Five Critical Steps in Understanding a Business Valuation:From Estate Planning to Exit Planning Business Valuation Expert Mark E. Lingerfield of MPI Details The Five Most Important Things To Consider About the Worth of Your Family Business in a New Webinar Hosted...
Raise Taxes On Small Businesses? Net Investment Income Tax (NIIT).

Raise Taxes On Small Businesses? Net Investment Income Tax (NIIT).

Jul 14, 2022 | Blog, In The News, Income Tax, Policy And Taxation Group, Taxes

Contact your member of Congress! Tell them NOT not to impose a net investment income tax on non passive business income. Earlier this week, Democratic staff indicated that an expansion of the NIIT to apply to nonpassive business income would be included in budget...
Reconciliation Revival? Taxation & Representation.

Reconciliation Revival? Taxation & Representation.

Jul 14, 2022 | Blog, In The News, Income Tax, Policy And Taxation Group, Taxes

Contact your member of Congress! Tell them NOT not to impose a net investment income tax on non passive business income. Ever since Sen. Joe Manchin (D-WV) publicly renounced his support of the House-passed Build Back Better Act (BBBA) in December of last year, the...
Join Us For July 27th Webinar Addressing Latest Tax Legislation

Join Us For July 27th Webinar Addressing Latest Tax Legislation

Jul 12, 2022 | Blog, Estate Tax, In The News, Income Tax, Policy And Taxation Group, Taxes

Policy and Taxation Group Exclusive Supporters Only Zoom MeetingJuly 27 at 12PM PT / 3PM EST To receive the Zoom information and to be invited, your support with Policy and Taxation Group needs to be paid and current. There is a link below to securely donate now....
Business Valuation Webinar: From Estate Planning to Exit Planning

Business Valuation Webinar: From Estate Planning to Exit Planning

Jul 11, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News, Policy And Taxation Group

Hosted by Family Enterprise USA, our presenter is Mark E. Lingerfield, MPI. Mark is a Partner at MPI and is based in the firm’s Princeton office. He is responsible for client service and business development strategies in the Mid-Atlantic Region. Since joining MPI,...
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Death Tax & Estate Tax News

  • [Starts in 24 Hours] Raising the Next Generation of Leaders in Family Business
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  • Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises with EY
  • You’re Invited! Tariff Talk with Brownstein, Nov 11, 2025
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  • Taxation & Representation Update: What the ongoing shutdown means for your business

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