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Biden Administration Tax Proposals Included in the American Jobs Plan and American Families Plan

Biden Administration Tax Proposals Included in the American Jobs Plan and American Families Plan

Apr 30, 2021 | Blog, Death Tax, Estate Tax, In The News, Policy And Taxation Group

Thank you to Brandon Roman and the team at Squire Patton Boggs (US) LLP for this report.   The American Jobs Plan and American Families Plan together include a wide variety of changes to the Tax Code, building on the tax proposals included in the already-passed...
What is the House and Senate Step Up In Basis Elimination Legislation?

What is the House and Senate Step Up In Basis Elimination Legislation?

Apr 23, 2021 | Blog, Family Businesses, In The News

Thank you to Brandon Roman and the team at Squire Patton Boggs (US) LLP for this report.   Next week, President Biden is expected to reveal details about his American Families Plan proposal, which will focus on paid family leave, free community college, and other...
Biden to Propose Capital Gains Tax as High as 43.4% for Wealthy

Biden to Propose Capital Gains Tax as High as 43.4% for Wealthy

Apr 22, 2021 | Blog, In The News

By Laura Davison and Allyson Versprille / Bloomberg Government President Joe Biden will propose almost doubling the capital gains tax rate for wealthy individuals to 39.6%, which, coupled with an existing surtax on investment income, means that federal tax rates for...
Save The Date: May 6 PATG Supporters Call

Save The Date: May 6 PATG Supporters Call

Apr 20, 2021 | Blog, In The News, Policy And Taxation Group

We hope you will join us for a PATG update call on May 6, 2021 at 12pm PT or 3pm ET. Hear the following noteworthy speakers talk on current legislative and political agenda and platforms: Patrick O’Connor, Legislative Assistant to Congressman Henry Cuellar of...
Results Are In: 2021 ​Family Business Survey Report Highlights

Results Are In: 2021 ​Family Business Survey Report Highlights

Apr 16, 2021 | Blog, Family Businesses, Family Enterprise USA, In The News

This year’s survey, conducted between January 6, 2021 and March 31st, 2021 by Family Enterprise USA, delivers many insights with regard to family businesses. Almost 82% of the respondents are CEO/President/Chairman or Senior Management in the family businesses; 58%...
White House Releases Topline Spending Proposal

White House Releases Topline Spending Proposal

Apr 13, 2021 | Blog, In The News, Policy And Taxation Group, Tax Cuts

Thank you to Russ Sullivan and the team at Brownstein Hyatt Farber Schreck LLP for this report. The Biden administration released its fiscal year (FY2022) discretionary budget request, also known as the “skinny budget.” The request proposes $769 billion in non-defense...
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Death Tax & Estate Tax News

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