Policy and Taxation Group
  • Home
  • Donate
    • Giving
    • Strategic Partners
  • About
    • About
    • Accomplishments
    • Our Team
    • Board Of Directors
    • Advisory Board
    • Brochure
  • Caucus
  • Legislation
  • News & Events
    • News & Events
    • Podcast
    • Videos
    • Webcast Replays
  • Get Involved
    • Support Extension of TCJA
    • Tell Us Your Story
    • Get Involved
    • Proposals That Hurt Family Businesses
    • Step-up in Basis
    • Ditch The Estate tax
  • Resources
    • Research, Polls, & Whitepapers
    • Estate Tax FAQ
    • Estate Tax Stories
    • Estate Tax by State
    • Where the US Stands
  • Contact Us
Select Page
Federal Agencies Prepare Plans for Shutdown

Federal Agencies Prepare Plans for Shutdown

Oct 1, 2025 | Family Offices, Family Businesses, Successful Families

Congress is barreling towards the first full-government shutdown in roughly seven years as existing levels of government funding expire at midnight, Sept. 30.   On Sept. 19, prior to breaking for a week-long recess, the Senate failed to advance a House-passed...
Capital Gains Tax Worries Rank High Among Family Business Leaders, New Poll Finds

Capital Gains Tax Worries Rank High Among Family Business Leaders, New Poll Finds

Sep 30, 2025 | Family Offices, Family Businesses, Successful Families, Taxes

Capital Gains Tax Worries Rank High Among Family Business Leaders, New Poll Finds   Majority of Family-owned Business Executives Say Capital Gains Taxes Impacting Business   Though capital gains tax rates remain fixed today, most family-owned business executives still...
President Trump Announces a Series of Product-Specific Tariffs

President Trump Announces a Series of Product-Specific Tariffs

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

On Sept. 25, President Donald Trump announced new tariffs on heavy trucks, pharmaceuticals and select furniture and cabinetry, effective Oct. 1, 2025, pending formal issuance in the Federal Register.   As of this writing, official notices have not been published...
Register Now: Pass-throughs vs. Corporations – Tax Choices for Families

Register Now: Pass-throughs vs. Corporations – Tax Choices for Families

Sep 27, 2025 | Family Offices, Family Businesses, Successful Families

Save your spot for this exclusive webcast: Register Now October 15, 2025  | 10:00 AM – 11:00 AM PDT “Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises”   For family enterprises, few decisions are more consequential than choosing...
[24 Remaining] Join our expert panel Sept. 26 to learn practical steps for sustainable family office and business governance

[24 Remaining] Join our expert panel Sept. 26 to learn practical steps for sustainable family office and business governance

Sep 24, 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...
Compensation: How are You Leveraging this Critical Tool?

Compensation: How are You Leveraging this Critical Tool?

Sep 24, 2025 | Family Businesses, Family Offices, 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. By Linda C. MackFounder and PresidentMack International A host of macroeconomic factors and...
« Older Entries
Next Entries »

How Can You Help?

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.

Topics

  • Blog
  • Budget Deficit
  • Death Tax
  • EAD
  • Estate Tax
  • Estate Tax Horror Stories
    • Arkansas
    • California
    • Georgia
    • Illinois
    • Maine
    • Maryland
    • Nebraska
    • Ohio
    • Oklahoma
    • Tennessee
    • Texas
    • Virginia
    • Wisconsin
  • Family Business Caucus
  • Family Businesses
  • Family Enterprise USA
  • Family Offices
  • Generationally Owned Business
  • In The News
    • From The President
  • Income Tax
  • Pat Soldano
  • Podcast
  • Policy And Taxation Group
  • State by State Status
  • Step-Up In Basis
  • Successful Families
  • Tax Cuts
  • Taxes
  • Video Post
  • Webcast Replays

Death Tax & Estate Tax News

  • Saying It Out Loud December 2025, By Pat Soldano
  • Developing Next Generation Members in the Family Business and Family Enterprise
  • November 2025 Tax Regulatory Update
  • Washington Update: High-Impact Tax Changes Ahead – Insights Every Family Office Should Review
  • Final Reminder: Register Today – The Advocacy Webcast Begins Tuesday
  • Quick Question: Can You Share Your Insight to Support Family-owned Businesses?
  • Pathstone Family Office Execs Detail How to ‘Parent Amidst Wealth’ In New Webcast
  • 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

Stay Informed and Empowered!

Subscribe for exclusive resources, research, polls, and articles covering estate tax, income tax, and other policies tailored for family offices and successful individuals.

By submitting this form, you are consenting to receive marketing emails from: Policy and Taxation Group, 712 H Street NE Suite 1091, Washington DC 20002‬, 202-240-2384. You can revoke your consent to receive emails at any time by using the link found at the bottom of every email.

Supporting Strategic Partners

Bank OZK

Policy and Taxation Group
712 H Street NE Suite 1091
Washington DC 20002
202-240-2384

Policy and Taxation Group, a 501(c)(4) organization.

  • Follow
  • Follow
  • Follow
  • Follow
  • Follow
  • Follow
  • Follow

Copyright © Policy and Taxation Group. All Rights Reserved. Family Office, Successful Families, Estate Tax, Death Tax, Gift Tax, GST Tax, Inheritance Tax, Capital Gains Tax, Income Tax Rates, Wealth Tax, Tax Policies Sitemap. Privacy Policy. Terms of Service. Site maintained by Nelsonecom.