Policy and Taxation Group
  • Home
  • Donate
    • Giving
    • Strategic Partners
  • About
    • About
    • Accomplishments
    • Our Team
    • Board Of Directors
    • Advisory Board
    • Brochure
  • Caucus
  • Legislation
  • News & Events
    • News & Events
    • Podcast
    • Videos
    • Webcast Replays
  • Get Involved
    • Support Extension of TCJA
    • Tell Us Your Story
    • Get Involved
    • Proposals That Hurt Family Businesses
    • Step-up in Basis
    • Ditch The Estate tax
  • Resources
    • Research, Polls, & Whitepapers
    • Estate Tax FAQ
    • Estate Tax Stories
    • Estate Tax by State
    • Where the US Stands
  • Contact Us
Select Page
Become an Advocate Who Gets Results – Here’s How

Become an Advocate Who Gets Results – Here’s How

Nov 25, 2025 | Family Offices, Family Businesses, Successful Families

Save your spot for this exclusive webcast: Register Now December 9, 2025  | 10:00 AM – 11:00 AM PDT “Get Your Voice Heard: How to Advocate Simply, Powerfully” Advocating for policies that matter can shape better laws, raise awareness, and drive real...
Rep. Correa, Rep. Tran Staff Hear Issues Facing Women Business Owners in Southern California

Rep. Correa, Rep. Tran Staff Hear Issues Facing Women Business Owners in Southern California

Nov 24, 2025 | Family Offices, Family Businesses, Pat Soldano, Successful Families, Video Post

California House Member Rep. Correa, Rep. Tran Staff Hear Issues Facing Women Business Owners in Southern California   Rep. Correa and House staff members hear challenges women-owned businesses face in a time of economic uncertainty   During the latest Women’s...
Preserving Legacy Beyond the Operating Business: Evolving from Operator to Investor

Preserving Legacy Beyond the Operating Business: Evolving from Operator to Investor

Nov 22, 2025 | Family Businesses, Family Offices, Successful Families

Turn your voice into action Pat Soldano and Policy and Taxation Group invite you to take part in the 2025 Supporter Survey By Annie ClareSenior Investor Relations AnalystBuchanan Street Partners For many families, the operating business is more than an enterprise,...
[WEBCAST] Learn to Advocate. Step by Step. We will walk you through it.

[WEBCAST] Learn to Advocate. Step by Step. We will walk you through it.

Nov 21, 2025 | Family Offices, Family Businesses, Successful Families

Save your spot for this exclusive webcast: Register Now December 9, 2025  | 10:00 AM – 11:00 AM PDT “Get Your Voice Heard: How to Advocate Simply, Powerfully” Advocating for policies that matter can shape better laws, raise awareness, and drive real...
Saying It Out Loud November 2025, By Pat Soldano

Saying It Out Loud November 2025, By Pat Soldano

Nov 21, 2025 | Family Businesses, Family Offices, Pat Soldano, Successful Families

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Family Businesses Navigate Year...
Quarterly Legislative and Political Update Webcast, November 2025

Quarterly Legislative and Political Update Webcast, November 2025

Nov 19, 2025 | Family Offices, Family Businesses, Family Enterprise USA, Policy And Taxation Group, Successful Families, Taxes

Pat Soldano (President, Family Enterprise USA) opened the call by welcoming participants. Pat thanked those who are supporters of Family Enterprise USA (FEUSA) and Policy and Taxation Group (PATG) and encouraged other participants to join and support the...
« Older Entries

How Can You Help?

Policy and Taxation Group is the best way for families, companies and individuals to support and impact the direction of the movement for estate tax relief. For information regarding contributions, please contact us.

Topics

  • Blog
  • Budget Deficit
  • Death Tax
  • EAD
  • Estate Tax
  • Estate Tax Horror Stories
    • Arkansas
    • California
    • Georgia
    • Illinois
    • Maine
    • Maryland
    • Nebraska
    • Ohio
    • Oklahoma
    • Tennessee
    • Texas
    • Virginia
    • Wisconsin
  • Family Business Caucus
  • Family Businesses
  • Family Enterprise USA
  • Family Offices
  • Generationally Owned Business
  • In The News
    • From The President
  • Income Tax
  • Pat Soldano
  • Podcast
  • Policy And Taxation Group
  • State by State Status
  • Step-Up In Basis
  • Successful Families
  • Tax Cuts
  • Taxes
  • Video Post
  • Webcast Replays

Death Tax & Estate Tax News

  • Become an Advocate Who Gets Results – Here’s How
  • Rep. Correa, Rep. Tran Staff Hear Issues Facing Women Business Owners in Southern California
  • Preserving Legacy Beyond the Operating Business: Evolving from Operator to Investor
  • [WEBCAST] Learn to Advocate. Step by Step. We will walk you through it.
  • Saying It Out Loud November 2025, By Pat Soldano
  • Quarterly Legislative and Political Update Webcast, November 2025
  • From Vision to Venture: An Entrepreneur’s Guide to Launching a Lasting Business
  • Regional Banking Powerhouse, Bank OZK, Details Growth in Uncertain Landscape in New Podcast
  • CR Signed, Sealed and Delivered: Government Reopens
  • Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood webcast with Pathstone
  • Your Perspective Is Critical

Stay Informed and Empowered!

Subscribe for exclusive resources, research, polls, and articles covering estate tax, income tax, and other policies tailored for family offices and successful individuals.

By submitting this form, you are consenting to receive marketing emails from: Policy and Taxation Group, 712 H Street NE Suite 1091, Washington DC 20002‬, 202-240-2384. You can revoke your consent to receive emails at any time by using the link found at the bottom of every email.

Supporting Strategic Partners

Bank OZK

Policy and Taxation Group
712 H Street NE Suite 1091
Washington DC 20002
202-240-2384

Policy and Taxation Group, a 501(c)(4) organization.

  • Follow
  • Follow
  • Follow
  • Follow
  • Follow
  • Follow
  • Follow

Copyright © Policy and Taxation Group. All Rights Reserved. Family Office, Successful Families, Estate Tax, Death Tax, Gift Tax, GST Tax, Inheritance Tax, Capital Gains Tax, Income Tax Rates, Wealth Tax, Tax Policies Sitemap. Privacy Policy. Terms of Service. Site maintained by Nelsonecom.