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Keeping It in the Family: Why Succession Planning Matters

Keeping It in the Family: Why Succession Planning Matters

Mar 20, 2023 | Blog, Family Businesses, Family Enterprise USA, In The News, Multi Generational Business

Read about the 2023 Family Business Survey Results & Summary. When planning for your family, you prepare, consult with experts, save, and make plans for your child’s future.   The same is true in running your business; they are, in many ways, parallel...
Saying It Out Loud, By Pat Soldano. March 2023.

Saying It Out Loud, By Pat Soldano. March 2023.

Mar 17, 2023 | Blog, Family Business Caucus, Family Businesses, In The News, Multi Generational Business, Pat Soldano, Policy And Taxation Group

Read about the 2023 Family Business Survey Results & Summary. For Happier Workers, Businesses Need to Take a Chapter Out of Family Business Employee Handbook   By Pat Soldano The findings are clear: family businesses treat their employees better, pay them...
Future-Proof Your Business: The Importance of Succession Planning

Future-Proof Your Business: The Importance of Succession Planning

Mar 17, 2023 | Blog, Family Businesses, Family Enterprise USA, In The News, Multi Generational Business

Read about the 2023 Family Business Survey Results & Summary. When planning for your family, you prepare, consult with experts, save, and make plans for your child’s future.   The same is true in running your business; they are, in many ways, parallel...
Family Businesses in America Sound the Alarm on Tax and Labor Challenges in 2023 Survey

Family Businesses in America Sound the Alarm on Tax and Labor Challenges in 2023 Survey

Mar 15, 2023 | Blog, Family Businesses, Family Enterprise USA, In The News, Multi Generational Business

Read about the 2023 Family Business Survey Results & Summary. Tax, Labor Issues Top Concerns of America’s Private Largest Employer, Family Businesses, Says New 2023 Family Business Survey   Just Released Family Enterprise USA Annual Family Business Survey...
FY2024 Budget Request Includes Tax Proposals for Wealthy Americans. Summary and Analysis.

FY2024 Budget Request Includes Tax Proposals for Wealthy Americans. Summary and Analysis.

Mar 14, 2023 | Blog, Family Businesses, In The News, Income Tax, Multi Generational Business, Tax Cuts, Taxes

Read about the 2023 Family Business Survey Results & Summary. On Thursday, March 9, President Joe Biden released his $6.9 trillion Budget and various accompanying documents. Separately, the Treasury Department released its Green Book, which provides more detailed...
The Benefits of Succession Planning: Family Matters in Business Succession

The Benefits of Succession Planning: Family Matters in Business Succession

Mar 13, 2023 | Blog, Family Businesses, Family Enterprise USA, In The News, Multi Generational Business

Read about the 2023 Family Business Survey Results & Summary. When planning for your family, you prepare, consult with experts, save, and make plans for your child’s future.   The same is true in running your business; they are, in many ways, parallel...
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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

  • Keeping It in the Family: Why Succession Planning Matters
  • Saying It Out Loud, By Pat Soldano. March 2023.
  • Future-Proof Your Business: The Importance of Succession Planning
  • Family Businesses in America Sound the Alarm on Tax and Labor Challenges in 2023 Survey
  • FY2024 Budget Request Includes Tax Proposals for Wealthy Americans. Summary and Analysis.
  • The Benefits of Succession Planning: Family Matters in Business Succession
  • Family Businesses Receive a Boost in Representation with New Caucus
  • Don’t Miss Our Live Event: 2023 Family Business Survey Results and Voter Attitudes Towards Elections
  • Biden Budget Proposal, Committee Updates, IRS Leak Investigations, and More
  • [Last chance] Register For the March 8th Legislative and Political Updates Webinar
  • Succession Planning is Important For a Variety of Reasons, Particularly for Family-Owned Businesses

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