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Save the Date: Year-End Legislative Updates and Tips

Save the Date: Year-End Legislative Updates and Tips

Nov 3, 2021 | Blog, Family Businesses, From The President, In The News

Get Your Voice Heard in Congress. Please Take Action Today Please join us on Wednesday, November 10 for a brief but impactful discussion on legislative updates and pending issues that will affect family businesses. The Drucker School Global Family Business Institute...
Possible Solutions For Life Insurance Policies “Aging Out”

Possible Solutions For Life Insurance Policies “Aging Out”

Oct 22, 2021 | Blog, Family Businesses, In The News, Policy And Taxation Group

Get Your Voice Heard in Congress. Please Take Action Today Recently, there have been several articles written in prominent newspapers and magazines that have addressed the phenomenon of some older life insurance policies “aging out” with the result being the policy...
Taxation & Representation & Tax Tidbit, October 19, 2021

Taxation & Representation & Tax Tidbit, October 19, 2021

Oct 20, 2021 | Blog, Family Businesses, In The News, Policy And Taxation Group

Get Your Voice Heard in Congress. Please Take Action Today Tax Tidbit Democratic Patience Wearing Thin. Negotiations around the bipartisan infrastructure framework and the partisan budget reconciliation package continue, but little progress appears to have been made...
National Poll Results: What Biden Tax Policy Is Important To You?

National Poll Results: What Biden Tax Policy Is Important To You?

Oct 16, 2021 | Blog, Family Businesses, Family Enterprise USA, In The News, Policy And Taxation Group

Get Your Voice Heard in Congress. Please Take Action Today We asked the question “What Biden Tax Policy Is Important To You?​”. President Biden has proposed two plans which would change tax policy, The American Jobs Plan and the American Families Plan.  We...
PATG Supporters Attend Strategic Meetings in Washington, DC To Stop Historic Tax Increases

PATG Supporters Attend Strategic Meetings in Washington, DC To Stop Historic Tax Increases

Oct 7, 2021 | Blog, Family Businesses, In The News, Step-Up In Basis, Video Post

Get Your Voice Heard in Congress. Please Take Action Today Last week, Policy and Taxation Group (PATG) Supporters met in Washington, DC to discuss the sweeping, historic tax increases that threaten generationally owned businesses built on hard work. It was clear from...
Taxation & Representation, October 5, 2021

Taxation & Representation, October 5, 2021

Oct 6, 2021 | Blog, Budget Deficit, Family Businesses, In The News, Policy And Taxation Group

Get Your Voice Heard in Congress. Please Take Action Today Tax Tidbit Where In the Tax World Are Manchin and Sinema? The contents and scope of the Build Back Better Act—the budget reconciliation measure through which congressional Democrats are attempting to enact...
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Death Tax & Estate Tax News

  • Build Back Better Act Passed By House! Details…
  • Help Us Take Action – Contact Congress: Stop New Tax on Individuals and Trusts and Estates
  • Taxation & Representation & Tax Tidbit
  • Senator Tester of MT, Frank Luntz and COS for Rep David Scott of GA Will Be Speaking
  • We Can’t Continue This Fight Without Your Help
  • Update on the Bipartisan Infrastructure Deal
  • Save the Date: Year-End Legislative Updates and Tips
  • Possible Solutions For Life Insurance Policies “Aging Out”
  • Taxation & Representation & Tax Tidbit, October 19, 2021
  • National Poll Results: What Biden Tax Policy Is Important To You?
  • PATG Supporters Attend Strategic Meetings in Washington, DC To Stop Historic Tax Increases
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