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Your Giving Keeps America’s Family-owned Businesses Strong and Growing

Your Giving Keeps America’s Family-owned Businesses Strong and Growing

Dec 2, 2025 | Family Offices, Family Businesses, Successful Families

Giving Tuesday, Dec. 2, Makes Your Voice Heard in Congress    The importance of family-owned businesses in America cannot be understated. A strong voice is the only way our lawmakers will listen.   Family businesses employ over 81 million people and...
Your Voice Matters More Than Ever

Your Voice Matters More Than Ever

Nov 29, 2025 | Family Offices, Family Businesses, Successful Families

As a valued supporter of Policy and Taxation Group, your insights are essential. Each year, we conduct our Supporter Questionnaire to better understand the priorities, challenges, and successes of America’s family offices and successful families.   Your perspective...
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...
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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.

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Death Tax & Estate Tax News

  • Your Giving Keeps America’s Family-owned Businesses Strong and Growing
  • Your Voice Matters More Than Ever
  • 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

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