Dec 17, 2025 | Family Offices, Family Businesses, Successful Families
As a valued supporter of Policy and Taxation Group, your insights are essential. Each year, we conduct our Supporter Questionnaire to better understand the priorities, challenges, and successes of America’s family offices and successful families. Your participation...
Dec 12, 2025 | Family Businesses, Family Offices, Pat Soldano, Successful Families
Tell Us What Matters Most to Your Family-Owned Business Help us better represent your family-owned business by sharing what matters most to you on tax and economic issues. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group State ‘Wealth Tax’...
Dec 11, 2025 | Family Businesses, Family Offices, Successful Families
Turn your voice into action Pat Soldano and Policy and Taxation Group invite you to take part in the 2025 Supporter Questionaire In today’s rapidly evolving world, family enterprises face an unprecedented challenge: developing the next generation of leaders...
Dec 11, 2025 | Family Offices, Estate Tax, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes
In September, the Treasury Department and Internal Revenue Service (IRS) issued the 2025-2026 Priority Guidance Plan. The plan outlines priority guidance projects to be addressed from July 1, 2025, through June 30, 2026. The plan emphasizes five key areas:...
Dec 8, 2025 | Family Offices, Estate Tax, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes
Kies Flags Upcoming Guidance and the 2026 Filing Season: On Nov. 20, Treasury Assistant Secretary for Tax Policy and Acting IRS Chief Counsel Ken Kies spoke at a conference where he highlighted upcoming guidance related to One Big Beautiful Bill Act (OBBBA)...
Dec 6, 2025 | Family Offices, Family Businesses, Successful Families
Save your spot for this exclusive webcast: Register Now December 9, 2025 | 10:00 AM – 11:00 AM PDT “Get Your Voice Heard: How to Advocate Simply, Powerfully” Advocating for policies that matter can shape better laws, raise awareness, and drive real...
