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
Winning The War on The Wealthy

Winning The War on The Wealthy

Jun 23, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News, Pat Soldano, Video Post

A Video Conversation with Family Enterprise USA’s Pat Soldano and Well-known Political Strategist Dr. Frank Luntz In a wide-ranging conversation, Pat Soldano, president, Family Enterprise USA, sat down with noted political strategist and messaging expert Dr. Frank...
How to Get the Most from Your Board

How to Get the Most from Your Board

Jun 23, 2022 | Blog, Family Businesses, Family Enterprise USA, In The News

Thank you to BNY Mellon Wealth Management for this report.   A high-quality board of directors with a range of talents and experiences can be a powerful resource for your company. Taking steps to ensure your board is well-designed, well-informed and properly engaged...
Danger Ahead: Need to Watch Tax Proposals Damaging to Families, Family Enterprises

Danger Ahead: Need to Watch Tax Proposals Damaging to Families, Family Enterprises

Jun 22, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News, Income Tax, Pat Soldano, Policy And Taxation Group, Taxes

Increased Taxes for Individuals, Corporations, Capital Gains Still “Very Much Alive,” According to National Tax Experts Several key legislative proposals are on Congress’ table in the next 60 days and many, if passed, will adversely affect families and family...
[Survey] How Do You Hold Ownership of Your Family Business?

[Survey] How Do You Hold Ownership of Your Family Business?

Jun 22, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News, Policy And Taxation Group

We’re running a survey and would love your input.Thank you for participating! How do you hold ownership of your family business? How do you hold ownership of your family business or family office?(Required) Limited Liability Company Trust C Corporation...
A Proven Process for Recruiting and Retaining Top Family Enterprise Leadership Talent

A Proven Process for Recruiting and Retaining Top Family Enterprise Leadership Talent

Jun 21, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News

By Linda Mack, Mack International ​There is a strong consensus among Family Enterprises that successfully attracting and retaining the right leadership talent to enable them to achieve their long-term goals and objectives and to strengthen family sustainability is...
Saying It Out Loud, By Pat Soldano. June 2022.

Saying It Out Loud, By Pat Soldano. June 2022.

Jun 17, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News, Pat Soldano, Policy And Taxation Group

Maybe We Knew This All Along: Workers Find Family Enterprises Better Places to Work, Earn Maybe there is something intuitive about it, but workers generally do better at family enterprises than at other workplaces. I’m not guessing. Research tells us this is so. Maybe...
« 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

  • Three Pennsylvania Family Businesses Detail How Tariffs Are Affecting Them in New Webcast
  • Digest of Alerts, Articles, Podcasts, Newsletters and Other News
  • Taxation & Representation Update: Shutdown’s Impact, Fast-Track Disputes, IRS Leadership, Crypto Tax
  • New Webcasts, Podcast Focus on Family Governance, Tax Policies, and Tariffs
  • [Starts in 24 Hours] Raising the Next Generation of Leaders in Family Business
  • Inside the SCOTUS Tariff Case: What It Means for You
  • [WEBCAST] Parenting Amidst Wealth: Shifting from Protection to Empowerment
  • Are You Ready for What’s Coming Next? Pat Soldano Shares What to Expect
  • 2025 Annual Family Business Report
  • Hidden Risks in Family Enterprise: Transforming Vulnerability into Strength
  • Parenting in a Family Business: Empowering the Next Generation

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.