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Estate Planning for High-Net-Worth Families: Beyond the Basics with Brown & Streza

Estate Planning for High-Net-Worth Families: Beyond the Basics with Brown & Streza

Jun 4, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Video Post, Webcast Replays

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. This webcast, hosted by Pat Soldano of Family Enterprise USA and Policy and Taxation Group, features Michael Offenheiser from Brown & Streza...
[WEBINAR] Top Priorities for Family Enterprises in 2025: Income Taxes, Policy Shifts, and What Comes Next

[WEBINAR] Top Priorities for Family Enterprises in 2025: Income Taxes, Policy Shifts, and What Comes Next

Jun 4, 2025 | Family Businesses, Family Offices, Successful Families

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. In a year marked by political transition, economic unpredictability, and the...
Snapshots of Family-Owned Businesses Show 80% are Pass Through Entities, Pay Higher Taxes, According to Survey

Snapshots of Family-Owned Businesses Show 80% are Pass Through Entities, Pay Higher Taxes, According to Survey

Jun 3, 2025 | Family Businesses, Family Offices, Income Tax, Successful Families, Taxes

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Snapshots of America’s Family-Owned Businesses Show 80% are Pass Through...
The One Big Beautiful Bill (HR 1): A Deep Dive for Family Businesses

The One Big Beautiful Bill (HR 1): A Deep Dive for Family Businesses

Jun 2, 2025 | Family Businesses, Family Offices, Podcast, Successful Families, Video Post

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. This podcast features a discussion with tax policy experts Russ Sullivan of Brownstein Law Firm and Michael Hawthorne of Squire Patton Boggs...
White House Releases Additional FY26 Budget Details

White House Releases Additional FY26 Budget Details

Jun 2, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. On Friday, May 30, the Trump administration released the Technical Supplement...
Quick Poll: Share Your Thoughts on Income Tax Policy

Quick Poll: Share Your Thoughts on Income Tax Policy

May 30, 2025 | Family Businesses, Family Offices, Income Tax, Successful Families, Taxes

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. We’d love to hear from you! Please take a moment to participate in our quick...
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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
  • MIND THE GAPS: Family Solutions for Insurance Risk Management
  • [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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