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Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events

Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events

Sep 12, 2025 | Family Offices, Family Businesses, Successful Families

Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events by Family Enterprise USA, Policy and Taxation Group   Capitol Hill Experts Present Tax Bill Insights, Legislative Updates   Over 20 regional and virtual family business and family...
Taxation & Representation: What Family Offices and Successful Families Must Know: FY26 Appropriations and OBBBA Updates

Taxation & Representation: What Family Offices and Successful Families Must Know: FY26 Appropriations and OBBBA Updates

Sep 11, 2025 | Family Businesses, Family Offices, Income Tax, Successful Families, Taxes

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. FY26 Appropriations Outlook: House Republicans are weighing options to avoid a government shutdown as...
Is Your Family Office or Successful Family Protected from Discord? Learn How Sept. 26

Is Your Family Office or Successful Family Protected from Discord? Learn How Sept. 26

Sep 10, 2025 | Family Offices, Family Businesses, Successful Families

Join us for a timely webcast: Register Now September 26, 2025  | 10:00 AM – 11:00 AM PDT “Stronger Together: Building Governance That Preserves Wealth for Generations”   Family-owned businesses thrive when strong governance is in place to protect...
Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy

Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy

Sep 10, 2025 | Family Offices, Family Businesses, Generationally Owned Business, 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. Wealth is more than just financial capital— it is a malleable force that can shape family goals...
Navigating Uncharted Waters in the Insurance Industry with USI

Navigating Uncharted Waters in the Insurance Industry with USI

Sep 5, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Video Post, Webcast Replays

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. This webcast explores the evolving challenges facing both businesses and individuals in today’s...
Safeguard Your Family Owned Business: Build Governance That Lasts Generations

Safeguard Your Family Owned Business: Build Governance That Lasts Generations

Sep 5, 2025 | Family Offices, Family Businesses, Successful Families

Join us for a timely webcast: Register Now September 26, 2025  | 10:00 AM – 11:00 AM PDT “Stronger Together: Building Governance That Preserves Wealth for Generations”   Family-owned businesses thrive when strong governance is in place to protect...
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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

  • Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events
  • Taxation & Representation: What Family Offices and Successful Families Must Know: FY26 Appropriations and OBBBA Updates
  • Is Your Family Office or Successful Family Protected from Discord? Learn How Sept. 26
  • Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy
  • Navigating Uncharted Waters in the Insurance Industry with USI
  • Safeguard Your Family Owned Business: Build Governance That Lasts Generations
  • Taxation & Representation: Wealth at risk? Congress debates IRS cuts, OECD exit & new tax credits
  • How Family Governance Protects Generational Wealth
  • Autumn Transitions: Navigating Family Enterprise Challenges with Head and Heart
  • Women’s Business Owners Group Gets Bipartisan Congressional Support
  • Saying It Out Loud September 2025, By Pat Soldano

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