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Treasury Department Fiscal Year 2023 Budget. Tax Policy Update.

Treasury Department Fiscal Year 2023 Budget. Tax Policy Update.

Jun 15, 2022 | Blog, In The News, Income Tax, Taxes

Treasury Secretary Janet Yellen testified before the Senate Finance Committee and the House Ways and Means Committee this week to discuss the Biden administration’s fiscal year 2023 budget proposal for the Treasury Department. She appeared first before the...
One Question; Business Owner Survey

One Question; Business Owner Survey

Jun 12, 2022 | Blog, Family Businesses, Family Enterprise USA Action, Generationally Owned Business, In The News

We’re running a survey and would love your input. Thank you for participating! How do you hold ownership of your family business or family office? How do you hold ownership of your family business or family office?(Required) Other C Corporation Trust S...
The one you’ve been waiting for… the Private Company Governance 2.0 Summit, June 15-17

The one you’ve been waiting for… the Private Company Governance 2.0 Summit, June 15-17

Jun 8, 2022 | Blog, Family Businesses, Family Enterprise USA, Family Enterprise USA Action, Generationally Owned Business, In The News

New this year! Capitol Hill Visits, Sponsored by Family Enterprise USA/Policy and Taxation Group; Meet with members of Congress and tell them your family/private business story Creation of New Congressional Family Business Caucus to Be Announced On Capitol Hill During...
Tax & Financial Services Week Ahead. Tax Policy Update.

Tax & Financial Services Week Ahead. Tax Policy Update.

Jun 7, 2022 | Blog, In The News, Income Tax, Taxes

The House and the Senate reconvene Tuesday at 2 p.m. and Monday at 3 a.m., respectively. What to Watch Both chambers will be in session this week. The August district work period and the subsequent midterm elections are on the horizon, which means that legislative...
How do you hold ownership of your family business or family office?

How do you hold ownership of your family business or family office?

Jun 2, 2022 | Blog, Family Businesses, Family Enterprise USA Action, Generationally Owned Business, In The News

We’re running a survey and would love your input. Thank you for participating! How do you hold ownership of your family business or family office? How do you hold ownership of your family business or family office?(Required) Limited Liability Company Partnership...
Local Charities Rely on Family Businesses For Survival in Tough Times, Research Shows

Local Charities Rely on Family Businesses For Survival in Tough Times, Research Shows

May 27, 2022 | Blog, Family Businesses, Family Enterprise USA Action, Generationally Owned Business, In The News

Increased Pressure on Local Charities to Rely on Family Business Giving Ensures Survival During Pandemics, Inflation, Market Downturns The survival of America’s local charities is tied directly to the success of the country’s family businesses, according to new...
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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

  • Rep. Correa and Rep. Tenney Named Co-Chairs of Bipartisan Congressional Family Business Caucus
  • 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

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