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The Surprising Facts of What  America’s Family Businesses Look Like

The Surprising Facts of What America’s Family Businesses Look Like

May 9, 2022 | Blog, Family Businesses, Family Enterprise USA, In The News, Multi Generational Business, Policy And Taxation Group

54 Percent of America’s Family Businesses Added Jobs, New Research Shows America’s family businesses is one of the country’s greatest hidden forces and they are driving the U.S. economy, according to recent research. A contributor of more the $7.7 trillion dollars to...
Full Slate of Events Scheduled for Family Businesses This Month

Full Slate of Events Scheduled for Family Businesses This Month

May 4, 2022 | Blog, Family Businesses, Family Enterprise USA, In The News, Multi Generational Business, Policy And Taxation Group

Denver Family Business Center, Family Business Association of California May Events Key for Family Businesses Family Businesses in America are in the spotlight this month, with eight family business conferences or events scheduled with Family Enterprise USA president...
2022 Family Office Trends

2022 Family Office Trends

Apr 29, 2022 | Blog, Family Businesses, Family Enterprise USA, In The News, Multi Generational Business

Thank you to Pathstone, the modern family office, for this report. INTRODUCTION Working closely with SFOs is an important segment of Pathstone’s business and has allowed us the opportunity to understand several common and interrelated trends better. Below is an...
You Are Invited To Hear Frank Luntz & Karl Rove Speaking May 11

You Are Invited To Hear Frank Luntz & Karl Rove Speaking May 11

Apr 26, 2022 | Blog, Family Businesses, In The News, Policy And Taxation Group

Policy and Taxation Group Supporters Invitation Only Zoom Meeting – May 11 at 12PM PT / 3PM EST This will be a time critical and highly informative meeting, featuring Frank Luntz, Pollster and Communication Analyst, Karl Rove, Political Analyst and Former White...
Considerations in Making a Gift of a Business Interest to a Public Charity

Considerations in Making a Gift of a Business Interest to a Public Charity

Apr 22, 2022 | Blog, Family Businesses, Family Enterprise USA, In The News, Multi Generational Business

Thank you to BNY Mellon Wealth Management for this report.   One way donors can meet their philanthropic goals, while gaining some tax benefits, is through the gift of a business to a public charity. Every wealth planning discussion should include a conversation about...
Hear Frank Luntz and Pat Soldano. We Can’t Continue This Fight Without You.

Hear Frank Luntz and Pat Soldano. We Can’t Continue This Fight Without You.

Apr 18, 2022 | Blog, Family Businesses, In The News, Policy And Taxation Group

Policy and Taxation Group Supporters Only Zoom Meeting – May 11 at 12PM PT / 3PM EST To receive the Zoom information and to be invited, your membership with PATG needs to be paid and current. There is a link below to securely donate now. This will be a time...
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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

  • Meet Members of Congress at 10th Anniversary Private Company Governance 2.0 Summit in Washington DC, June 15-17
  • Policy and Taxation Group Names Kip Peterson to Board of Directors
  • Truboy Ranch: Personal Experiences Show Impact Of Estate Tax
  • Why Congress is Choking Family Businesses
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  • The Surprising Facts of What America’s Family Businesses Look Like
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  • Bipartisan Innovation Act: More Tax Talk. Taxation & Representation and Tax Tidbit
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Call to Action! There Is A New Additional Tax For Individuals And Trusts And Estates.

A 5% surtax on individuals who make over $10 million, but that surtax would apply at ONLY $200,000 of income FOR TRUSTS AND ESTATES! And the additional 3% surtax on those making more than $25 million would apply at ONLY $500,000 of income FOR TRUSTS AND ESTATES!!

Congressional offices DO LISTEN TO YOU! LET YOUR VOICE BE HEARD!!! CONTACT YOUR MEMBER OF CONGRESS WITH CLICK ON THE BUTTON BELOW!

Please Take Action Today!!!