Apr 27, 2022 | Blog, California, In The News
Marjie BartelsWhen both her parents died, not only were she and her sister dealing with the sudden loss of our parents, they were now faced with a huge estate and income tax burden we weren’t sure we could pay. Eliminating or reducing the estate tax will help...
Apr 26, 2022 | Blog, Family Businesses, In The News, Policy And Taxation Group
Policy and Taxation Group Supporters Invitation Only Zoom Meeting – May 11 at 12PM PT / 3PM EST This will be a time critical and highly informative meeting, featuring Frank Luntz, Pollster and Communication Analyst, Karl Rove, Political Analyst and Former White...
Apr 22, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News
Thank you to BNY Mellon Wealth Management for this report. One way donors can meet their philanthropic goals, while gaining some tax benefits, is through the gift of a business to a public charity. Every wealth planning discussion should include a conversation about...
Apr 20, 2022 | Blog, Estate Tax, In The News
The United States has one of the highest rates of estate tax in the world. While other countries may call a tax on assets at death, an estate or inheritance tax it is still an additional tax on assets. Many other developed countries have eliminated their estate or...
Apr 18, 2022 | Blog, Family Businesses, In The News, Policy And Taxation Group
Policy and Taxation Group Supporters Only Zoom Meeting – May 11 at 12PM PT / 3PM EST To receive the Zoom information and to be invited, your membership with PATG needs to be paid and current. There is a link below to securely donate now. This will be a time...
Apr 15, 2022 | Blog, Family Businesses, In The News, Policy And Taxation Group
Policy and Taxation Group Supporters Only Zoom Meeting – May 11 at 12PM PT / 3PM EST To receive the Zoom information and to be invited, your membership with PATG needs to be paid and current. There is a link below to securely donate now. This will be a time...
