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WATCH: Is Life Insurance A Solution For The Estate Tax?

WATCH: Is Life Insurance A Solution For The Estate Tax?

Aug 26, 2021 | Blog, Death Tax, Estate Tax, Family Businesses, In The News, Video Post

Get Your Voice Heard in Congress. Please Take Action Today While life insurance is important and useful for many purposes, does it provide a resource to pay the estate tax for most families? Hear one family’s story in which the family member “aged out” of the policy...
Join Us For Introduction to Family Governance

Join Us For Introduction to Family Governance

Aug 25, 2021 | Blog, Family Businesses, In The News, Policy And Taxation Group

Family Business owners plan their business as a legacy to their family, their employees, and the community. To sustain and grow that legacy, estate planning is critical. Please join us for this upcoming webinar with BNY Mellon Wealth Management to learn some of those...
How Biden’s Tax Proposals Will Affect 3rd Generation Women Owned Business

How Biden’s Tax Proposals Will Affect 3rd Generation Women Owned Business

Aug 25, 2021 | Blog, Death Tax, Estate Tax, Family Businesses, Family Enterprise USA, In The News, Step-Up In Basis, Video Post

Contact Your Member of Congress - It Only Takes a Minute Casey Roscoe with Seneca Jones Timber Company Talks about Managing Today’s Resources for Tomorrow Casey Roscoe is a 3rd generation family member of Seneca, a women owned timber business, in Eugene Oregon. Listen...
Poll: How Long is Your Longest-Term Employee?

Poll: How Long is Your Longest-Term Employee?

Aug 24, 2021 | Blog, Family Businesses, In The News, Policy And Taxation Group

Participate in our latest poll question and see what others are saying: How long is your longest-term employee?(Required) 1 to 4 years 5 to 9 years 10 to 14 years 15 to 19 years 20 or more years Policy and Taxation Group is your voice in Washington on economic...
National Survey Results: Biden’s New Tax Policies – Help or Hindrance?

National Survey Results: Biden’s New Tax Policies – Help or Hindrance?

Aug 20, 2021 | Blog, Death Tax, Estate Tax, Family Businesses, In The News, Step-Up In Basis

Contact Your Member of Congress - It Only Takes a Minute With proposals emerging from the Biden White House that would raise the estate and capital gains taxes on America’s family-owned businesses, we were commissioned to ask the American people where they...
Poll: What Biden Tax Policy is Important to You?

Poll: What Biden Tax Policy is Important to You?

Aug 15, 2021 | Blog, In The News, Policy And Taxation Group

President Biden has proposed two plans which would change tax policy, The American Jobs Plan and the American Families Plan. Included in these plans are some of the policies described below; please give us your opinion of what is most important to you, see the list...
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Death Tax & Estate Tax News

  • New Webcasts, Podcast Focus on Family Governance, Tax Policies, and Tariffs
  • [Starts in 24 Hours] Raising the Next Generation of Leaders in Family Business
  • Inside the SCOTUS Tariff Case: What It Means for You
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  • Are You Ready for What’s Coming Next? Pat Soldano Shares What to Expect
  • 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”?

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