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By Invitation Only – May 11th Zoom Addressing Latest Tax Legislation

By Invitation Only – May 11th Zoom Addressing Latest Tax Legislation

Apr 15, 2022 | Blog, Family Businesses, In The News, Policy And Taxation Group

Policy and Taxation Group Supporters Only Zoom Meeting – May 11 at 12PM PT / 3PM EST To receive the Zoom information and to be invited, your membership with PATG needs to be paid and current. There is a link below to securely donate now. This will be a time...
A Conversation with Frank Luntz and Pat Soldano

A Conversation with Frank Luntz and Pat Soldano

Apr 8, 2022 | Blog, Family Businesses, In The News, Policy And Taxation Group

Please Register Now Hybrid Event: Attend In-Person or Virtually April 20-22, 2022 How have the voter attitudes changed toward the wealthy in this country. Can the trajectory be changed; how can that happen? How has the political and economic climate affected voters...
Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium

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

Apr 5, 2022 | Blog, Family Businesses, Family Enterprise USA, In The News, Policy And Taxation Group

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...
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, In The News, Policy And Taxation Group

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...
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Death Tax & Estate Tax News

  • Meet Members of Congress at 10th Anniversary Private Company Governance 2.0 Summit in Washington DC, June 15-17
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  • Bipartisan Innovation Act: More Tax Talk. Taxation & Representation and Tax Tidbit
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Call to Action! There Is A New Additional Tax For Individuals And Trusts And Estates.

A 5% surtax on individuals who make over $10 million, but that surtax would apply at ONLY $200,000 of income FOR TRUSTS AND ESTATES! And the additional 3% surtax on those making more than $25 million would apply at ONLY $500,000 of income FOR TRUSTS AND ESTATES!!

Congressional offices DO LISTEN TO YOU! LET YOUR VOICE BE HEARD!!! CONTACT YOUR MEMBER OF CONGRESS WITH CLICK ON THE BUTTON BELOW!

Please Take Action Today!!!