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Saying It Out Loud April 2026, By Pat Soldano

Saying It Out Loud April 2026, By Pat Soldano

Apr 24, 2026 | Family Businesses, Family Business Caucus, Family Offices, Pat Soldano, Successful Families

Tell Congress Where You Stand - Act Now Urge your representatives to support family-owned businesses by joining the Congressional Family Business Caucus today. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group ‘Being There’ Key to Congress Knowing...
What’s Happening in June Could Shape Your Strategy

What’s Happening in June Could Shape Your Strategy

Apr 15, 2026 | Family Offices, Family Business Caucus, Family Businesses, Successful Families

Tell Congress Where You Stand - Act Now Urge your representatives to support family-owned businesses by joining the Congressional Family Business Caucus today. Two major family business and private company events are headed here in June, the Congressional Family...
Make the Most of Your Capitol Hill Agenda This June

Make the Most of Your Capitol Hill Agenda This June

Apr 9, 2026 | Family Offices, Family Business Caucus, Family Businesses, Successful Families

Tell Congress Where You Stand - Act Now Urge your representatives to support family-owned businesses by joining the Congressional Family Business Caucus today. Make the Most of Your Capitol Hill Agenda This June with Congressional Family Business Caucus, June 9,...
Saying It Out Loud March 2026, By Pat Soldano

Saying It Out Loud March 2026, By Pat Soldano

Mar 28, 2026 | Family Businesses, Family Business Caucus, Family Offices, Pat Soldano, Successful Families

Act Now: Survey Ends Soon - Be Heard This is your moment - help drive change for family-owned businesses before time runs out. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Bipartisanship Still Lives on Capitol Hill as Congressional Family...
Affordability Strategies Get Spotlight During First Congressional Family Business Caucus

Affordability Strategies Get Spotlight During First Congressional Family Business Caucus

Mar 25, 2026 | Family Offices, Family Business Caucus, Family Businesses, Successful Families

What is your Top Concern: Income Tax, Estate Tax, or Wealth Tax? Real influence starts with real input. Take a few minutes to weigh in. Affordability Strategies Get Spotlight During First Congressional Family Business Caucus; Rep. Correa and Rep. Tenney Co-Chair...
Rep. Correa and Rep. Tenney Named Co-Chairs of Bipartisan Congressional Family Business Caucus

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

Mar 16, 2026 | Family Offices, Family Business Caucus, Family Businesses, Successful Families

What is your Top Concern: Income Tax, Estate Tax, or Wealth Tax? Real influence starts with real input. Take a few minutes to weigh in. Family Enterprise USA Organizes First Caucus Meeting March 17 focused on Affordability Strategies for Family-Owned Businesses  ...
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Death Tax & Estate Tax News

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  • Understanding the PPLI Opportunity: The Basics and Beyond
  • Saying It Out Loud April 2026, By Pat Soldano
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  • Taxation & Representation: Wealth taxes are back. See the 4 bills to watch
  • This Testimony Could Protect Your Family Legacy
  • The Investor-Ready Paradox: How To Balance The Personal And Procedural
  • What’s Happening in June Could Shape Your Strategy

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