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An Opportunity to Save on Income Taxes

An Opportunity to Save on Income Taxes

Apr 4, 2022 | Blog, Family Businesses, Family Enterprise USA, In The News

Thank you to BNY Mellon Wealth Management for this report.   What are some of the benefits and risks in the election of the 83(b) approach? Private and public companies grant deferred equity awards as a form of compensation, which can be delivered as restricted stock,...
Multi Generational Business Owners See Growth Despite Pandemic, Taxes, Government Regulation

Multi Generational Business Owners See Growth Despite Pandemic, Taxes, Government Regulation

Mar 29, 2022 | Blog, Family Businesses, Family Enterprise USA, In The News

Despite inflation, pandemics, and tax worries, 88.5 percent of America’s family businesses expect revenues to increase in 2022, according to the Family Enterprise USA 2022 Annual Survey conducted in the first two months of 2022. The survey, responded to by 300 family...
Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium

Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium

Mar 4, 2022 | Blog, Family Businesses, Family Enterprise USA, Family Enterprise USA Action, In The News

Please Register Now “Winning the War on the Wealthy; a Conversation with Frank Luntz and Pat Soldano” Hybrid Event: Attend In-Person or Virtually How have the voter attitudes changed toward the wealthy in this country. Can the trajectory be changed; how can that...
Last Chance To Participate

Last Chance To Participate

Feb 26, 2022 | Blog, Family Businesses, Family Enterprise USA, In The News

Take The Survey Now - It'll Only Takes 5 Minutes The 2022 Family Enterprise USA Annual Family Business Survey is closing soon. Each year, Family Enterprise USA surveys business owners across the country to learn about their challenges and ensure that their voices...
Want To Protect Your Multi-Generational Business?

Want To Protect Your Multi-Generational Business?

Feb 23, 2022 | Blog, Estate Tax, Family Businesses, Family Enterprise USA, In The News

Take The Survey Now - It'll Only Takes 5 Minutes Your assistance is greatly appreciated. We cannot do this work without your help! Your support fuels our efforts and gives you a voice in the US Congress to counter the war being waged against family businesses....
Do This And Be The First To Get The DC Legislators To Help You!

Do This And Be The First To Get The DC Legislators To Help You!

Feb 19, 2022 | Blog, Estate Tax, Family Businesses, Family Enterprise USA, In The News

Take The Survey Now - It'll Only Takes 5 Minutes Your support fuels our efforts and gives you a voice in the US Congress to counter the war being waged against family businesses. Anyone concerned about step-up in basis elimination, the estate tax exemption,...
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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

  • Legislative Update Focuses on Growing Wealth Tax Concerns, Tariffs, and Supreme Court Decisions
  • How dynasty trusts are setting a family enterprise up for long-term success
  • Rep. Correa and Rep. Tenney Named Co-Chairs of Bipartisan Congressional Family Business Caucus
  • Wealth Tax News – 3/13/2026
  • Taxation & Representation: Urgent Tax Battle – Will YOUR Money Be Targeted?
  • What is your Top Concern: Reduce Federal Budget/Debt, Reduce Income Taxes, or Regulations?
  • Women’s Business Owners Group Discusses Advocating on Behalf Women-owned Businesses
  • California Wealth Tax News: Wealth Tax Threat to Family Businesses?
  • Wealth Tax News – 3/06/2026
  • Taxation & Representation: Reconciliation 2.0. Thune’s Next Big Move Revealed
  • Act Now: Influence Washington. Secure Legacy.

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