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Weekly Washington Update. General, Health Care, Tax, and More.

Weekly Washington Update. General, Health Care, Tax, and More.

Apr 9, 2022 | Blog, In The News, Income Tax, Taxes

Seeking Further Action on USICA: This week, over 100 lawmakers were named to the bicameral conference committee on Congress’s China bill. The large number of conferees does not engender confidence in an expeditious outcome. Moreover, the reports stated that House...
A Conversation with Frank Luntz and Pat Soldano

A Conversation with Frank Luntz and Pat Soldano

Apr 8, 2022 | Blog, Family Businesses, In The News, Policy And Taxation Group

Please Register Now Hybrid Event: Attend In-Person or Virtually April 20-22, 2022 How have the voter attitudes changed toward the wealthy in this country. Can the trajectory be changed; how can that happen? How has the political and economic climate affected voters...
Ruddick Family: Personal Experiences Show Impact Of Estate Tax

Ruddick Family: Personal Experiences Show Impact Of Estate Tax

Apr 7, 2022 | Blog, California, In The News

Richard RuddickHe was an heir as a result of death and had to sell half of the farmland to come up with enough money to pay the estate tax. There was no feasible way that our farming children could pay the estate taxes that would be due and have the ability to...
Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium

Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium

Apr 5, 2022 | Blog, Family Businesses, Family Enterprise USA, In The News, Policy And Taxation Group

Please Register Now “Winning the War on the Wealthy; a Conversation with Frank Luntz and Pat Soldano” Hybrid Event: Attend In-Person or Virtually How have the voter attitudes changed toward the wealthy in this country. Can the trajectory be changed; how can that...
Family’s Ranching Heritage at Stake in Inheritance Tax Battle

Family’s Ranching Heritage at Stake in Inheritance Tax Battle

Apr 4, 2022 | Blog, In The News, Texas

The Steubings plan to leave their properties to their daughters when they pass so they can continue the family’s ranching heritage, but Biden’s tax proposals have them extremely concerned that future generations’ inheritances may be gobbled up by taxation. Through his...
An Opportunity to Save on Income Taxes

An Opportunity to Save on Income Taxes

Apr 4, 2022 | Blog, Family Businesses, Family Enterprise USA, In The News

Thank you to BNY Mellon Wealth Management for this report.   What are some of the benefits and risks in the election of the 83(b) approach? Private and public companies grant deferred equity awards as a form of compensation, which can be delivered as restricted stock,...
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Death Tax & Estate Tax News

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  • Are You Ready for What’s Coming Next? Pat Soldano Shares What to Expect
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  • You’re Invited! Tariff Talk with Brownstein, Nov 11, 2025
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