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The One, Big, Beautiful Bill Act – Summary and Analysis

The One, Big, Beautiful Bill Act – Summary and Analysis

Jul 10, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Tax Cuts, Taxes

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. On July 3, the House adopted the Senate substitute to H.R. 1, the One, Big, Beautiful Bill Act (OBBBA)...
Join Pat Soldano, Russ Sullivan & John Gugliada at FOX’s 2025 Family Office Forum

Join Pat Soldano, Russ Sullivan & John Gugliada at FOX’s 2025 Family Office Forum

Jul 10, 2025 | Family Offices, Family Businesses, 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. Join Pat Soldano, Russ Sullivan, and John Gugliada at the 2025 FOX Family Office & Wealth Advisor...
Wealth, Complexity & The One Big Beautiful Bill: Time for a Family Office?

Wealth, Complexity & The One Big Beautiful Bill: Time for a Family Office?

Jul 9, 2025 | Family Businesses, Family Offices, 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 Elizabeth M. Anderson, CEPAVice PresidentWhittier Trust | Wealth Management Services Family-owned...
Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies

Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies

Jul 8, 2025 | Family Offices, Family Businesses, 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. Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies...
Better Together: Strengthening Family Enterprise Teams with CFAR, Inc.

Better Together: Strengthening Family Enterprise Teams with CFAR, Inc.

Jul 7, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Video Post, Webcast Replays

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. Pat Soldano, President of Family Enterprise USA and Policy and Taxation Group, hosted a webcast...
Quick Poll: Taxed More of Less Due to OBBB

Quick Poll: Taxed More of Less Due to OBBB

Jul 7, 2025 | Family Businesses, Family Offices, Income Tax, Successful Families, Taxes

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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

  • Is your business being affected by the “shut down”?
  • Taxation & Representation Update: What the ongoing shutdown means for your business
  • Family Businesses Concerned About Potential New Wealth Tax Act
  • Guiding Adult Children in Family Business: Join the Discussion
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  • [WEBCAST] Help the Next Generation Thrive: Parenting Amidst Wealth
  • Saying It Out Loud October 2025, By Pat Soldano
  • Policy and Taxation Update: IRS & Treasury Reshuffle: What It Means for Wealth Preservation
  • Family Business Leaders Discuss ‘Legacy & Longevity’ During Meeting with Caucus Members, Legislative Experts
  • Quick Poll: Washington wants to tax unrealized wealth – do you agree?
  • Register Today: Tax Implications of Entity Choice for Family Enterprises

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