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Discover What Makes Great Family Enterprise Teams Tick

Discover What Makes Great Family Enterprise Teams Tick

Jun 12, 2025 | Family Offices, Family Businesses, Successful Families

Register Now June 27, 2025  | 10:00 AM – 11:00 AM PDT “Better Together: Strengthening Family Enterprise Teams”   Join us for a webcast featuring Eliza Orleans, Principal at CFAR. How can family business leaders design and motivate teams across the...
Women’s Business Owners Group Gains Momentum

Women’s Business Owners Group Gains Momentum

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

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. Women’s Business Owners Group Gains Momentum, While Power of Women Entrepreneurs Gets Noticed in Congressional Record   Family Enterprise...
Taxation & Representation: Senate Gears Up to Rewrite House Tax Package – Here’s What’s Changing

Taxation & Representation: Senate Gears Up to Rewrite House Tax Package – Here’s What’s Changing

Jun 9, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Taxes

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. House Passes Reconciliation Package, with Senate Expected to Make Changes: On May 22, the House of Representatives passed H.R. 1, “The One, Big,...
Register Now to Strengthen Your Family Business Teams

Register Now to Strengthen Your Family Business Teams

Jun 7, 2025 | Family Offices, Family Businesses, Successful Families

Register Now June 27, 2025  | 10:00 AM – 11:00 AM PDT “Better Together: Strengthening Family Enterprise Teams”   Join us for a webcast featuring Eliza Orleans, Senior Manager at CFAR. How can family business leaders design and motivate teams across...
{PODCAST} Top 10 Tax Changes the Senate Will Make to the One Big Beautiful House Bill

{PODCAST} Top 10 Tax Changes the Senate Will Make to the One Big Beautiful House Bill

Jun 6, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Tax Cuts, Taxes

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. Before heading into the Memorial Day recess, House Republicans met their self-imposed deadline by narrowly passing the One Big Beautiful Bill...
Award Winning Youth Video Filmmaker Tackles Importance of Family-Owned Businesses

Award Winning Youth Video Filmmaker Tackles Importance of Family-Owned Businesses

Jun 5, 2025 | Family Businesses, Family Offices, Successful Families, Video Post

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. Award Winning Youth Video Filmmaker Tackles Importance of Family-Owned Businesses; Family Enterprise USA Annual Family Business Survey 2025 Data...
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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”?
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  • Family Businesses Concerned About Potential New Wealth Tax Act
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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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