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Plan to Attend – Introduction to Family Governance Webinar

Plan to Attend – Introduction to Family Governance Webinar

Sep 10, 2021 | Blog, Family Businesses, In The News, Policy And Taxation Group

Family Business owners plan their business as a legacy to their family, their employees, and the community. To sustain and grow that legacy, estate planning is critical. Please join us for this upcoming webinar with BNY Mellon Wealth Management to learn some of those...
Family Businesses Face Pandemic Challenges and Legislative Concerns

Family Businesses Face Pandemic Challenges and Legislative Concerns

Sep 7, 2021 | Blog, Family Businesses, In The News, Policy And Taxation Group

Get Your Voice Heard in Congress. Please Take Action Today By Patricia M. Soldano & Dawn S. Markowitz, published at wealthmanagement.com. Between January and March 2021, Family Enterprise USA (FEUSA) conducted its annual survey of family businesses in the United...
Poll: How Long is Your Longest-Term Employee?

Poll: How Long is Your Longest-Term Employee?

Sep 6, 2021 | Blog, Family Businesses, In The News, Policy And Taxation Group

Participate in our latest poll question and see what others are saying: How long is your longest-term employee?(Required) 1 to 4 years 5 to 9 years 10 to 14 years 15 to 19 years 20 or more years Policy and Taxation Group is your voice in Washington on economic...
Register Now to Attend “Introduction to Family Governance” Webinar

Register Now to Attend “Introduction to Family Governance” Webinar

Aug 31, 2021 | Blog, Family Businesses, In The News, Policy And Taxation Group

Family Business owners plan their business as a legacy to their family, their employees, and the community. To sustain and grow that legacy, estate planning is critical. Please join us for this upcoming webinar with BNY Mellon Wealth Management to learn some of those...
WATCH: Is Life Insurance A Solution For The Estate Tax?

WATCH: Is Life Insurance A Solution For The Estate Tax?

Aug 26, 2021 | Blog, Death Tax, Estate Tax, Family Businesses, In The News, Video Post

Get Your Voice Heard in Congress. Please Take Action Today While life insurance is important and useful for many purposes, does it provide a resource to pay the estate tax for most families? Hear one family’s story in which the family member “aged out” of the policy...
Join Us For Introduction to Family Governance

Join Us For Introduction to Family Governance

Aug 25, 2021 | Blog, Family Businesses, In The News, Policy And Taxation Group

Family Business owners plan their business as a legacy to their family, their employees, and the community. To sustain and grow that legacy, estate planning is critical. Please join us for this upcoming webinar with BNY Mellon Wealth Management to learn some of those...
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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

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  • Get Your Voice Heard: How to Advocate Simply, Powerfully
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  • Taxation & Representation Update: Shutdown’s Impact, Fast-Track Disputes, IRS Leadership, Crypto Tax
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  • [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

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