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Root Family of Florida and COVID-19

Root Family of Florida and COVID-19

by Policy and Taxation Group Admin | Feb 26, 2021 | Blog, Family Businesses, In The News

Our 120 year old family business operates a commercial real estate business with a staff of 13 in our offices. Our approximately 50 tenants employ 1000’s of people, jobs, lives that depend on us. From grocery baggers to Fortune 500 CEO’s. Every possible employment...
Pomerleau Real Estate Supports Local Community During COVID19

Pomerleau Real Estate Supports Local Community During COVID19

by Policy and Taxation Group Admin | Feb 24, 2021 | Blog, Family Businesses, In The News, Policy And Taxation Group

We placed local ads….”support local business”/ thank you ads and inspirational…not only good to community to see, but helps local newspapers who are getting killed with no advertising. Also doing stories on non profits organizations that need business and survive on...
Give a Voice to Family Business Concerns

Give a Voice to Family Business Concerns

by Policy and Taxation Group Admin | Feb 24, 2021 | Blog, Family Businesses, Family Enterprise USA, In The News

We are reaching out for assistance for the Family Enterprise USA, (FEUSA) Annual Family Business Survey. All survey responses are completely confidential. The 2021 FEUSA Family Business survey takes just a few minutes and it is anonymous. Start Survey For over 10...
Family Office Outlook 2021 Silicon Valley / Virtual Forum

Family Office Outlook 2021 Silicon Valley / Virtual Forum

by Policy and Taxation Group Admin | Jan 4, 2021 | Blog, Estate Tax, Family Businesses, In The News

We are pleased to tell you about an upcoming virtual luncheon with a focus on family business at which I am speaking. “Family Office Outlook 2021” Silicon Valley / Virtual Forum will be held on January 12th-13th from 8 a.m. until 5:00 p.m. Pacific Time....
#FamilyFirst webcast with Pat Soldano

#FamilyFirst webcast with Pat Soldano

by Policy and Taxation Group Admin | Dec 31, 2020 | Blog, Family Businesses, Family Enterprise USA, In The News

Join Family Advisor and Performance Coach Dr. Jeremy Lurey in this intimate conversation with Pat Soldano of Family Enterprise USA as they discuss “What Successful Families Need to Know for 2021 & the New Administration.” You don’t want to miss their...
C&S Provides PTO, Bonuses To Employees For Covid-19 Challenges

C&S Provides PTO, Bonuses To Employees For Covid-19 Challenges

by Policy and Taxation Group Admin | Sep 28, 2020 | Blog, Family Businesses, In The News

Keene, New Hampshire-based C&S Wholesale Grocers Inc., the largest wholesale grocery supply company in the U.S., said it will provide frontline workers with a special appreciation bonus and all employees with additional paid time off (PTO), among other benefits...
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Death Tax & Estate Tax News

  • Root Family of Florida and COVID-19
  • Pomerleau Real Estate Supports Local Community During COVID19
  • Give a Voice to Family Business Concerns
  • Ways and Means Releases Budget Reconciliation Text
  • Tax and Financial Services Week Ahead
  • Analysis of Legislative/Administrative Developments in the 117th Congress
  • Taxation & Representation
  • January 28th Members Call Recap
  • Join Us for the First 2021 Supporters Call on January 28th
  • Summary of COVID-19 Relief Provisions Relevant to Local Governments
  • Family Office Outlook 2021 Silicon Valley / Virtual Forum
  • #FamilyFirst webcast with Pat Soldano
  • A Family Business Tragedy
  • Congress Passes Omnibus, COVID-19 Relief
  • Taxation & Representation
  • IRS Releases Priority Guidance Plan
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