Policy and Taxation Group
  • Home
  • About
    • About
    • Accomplishments
    • Our Team
    • Board Of Directors
    • Advisory Board
    • Brochure
  • Caucus
  • Legislation
  • News & Events
    • News & Events
    • Podcast
    • Videos
    • Webcast Replays
  • Get Involved
    • Support Extension of TCJA
    • Tell Us Your Story
    • Get Involved
    • Proposals That Hurt Family Businesses
    • Step-up in Basis
    • Ditch The Estate tax
  • Resources
    • Research, Polls, & Whitepapers
    • Estate Tax FAQ
    • Estate Tax Stories
    • Estate Tax by State
    • Where the US Stands
  • Contact Us
  • Donate
    • Giving
    • Strategic Partners
Select Page
Flash Market Update: The “Liberation Day” Jolt

Flash Market Update: The “Liberation Day” Jolt

Apr 7, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Tax Cuts, 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. The “Liberation Day” Jolt   Much Higher-Than-Expected New Tariffs  ...
Weekly Digest: “Liberation Day”, Florida Special Election, and 199A Provision

Weekly Digest: “Liberation Day”, Florida Special Election, and 199A Provision

Apr 4, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Tax Cuts, 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. “Liberation Day”– Trump Announces Reciprocal Tariffs, Ends De Minimis...
Taxation & Representation: Tax Cuts, Estate Taxes & Budget Updates

Taxation & Representation: Tax Cuts, Estate Taxes & Budget Updates

Apr 3, 2025 | Family Offices, Death Tax, Estate Tax, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Tax Cuts, Taxes

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Become a Supporter White House Considers Allowing Top Marginal Income Tax Rate to Revert to Pre-TCJA Levels: According to a single report,...
[WEBCAST] How Parallel Governance Can Guide Generational Transition

[WEBCAST] How Parallel Governance Can Guide Generational Transition

Apr 3, 2025 | Family Offices, Family Businesses, Successful Families

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Become a Supporter Complex family and business dynamics can derail the generational transition of a family enterprise.   Addressing...
Secure Top Talent: 2025 Family Office Hiring Trends Unveiled

Secure Top Talent: 2025 Family Office Hiring Trends Unveiled

Apr 2, 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. The webcast discusses the evolving landscape of family offices, particularly regarding talent acquisition, outsourcing, and generational...
Fenimore Asset Management Experts Discuss ‘Cost of Timing Market’ in New Webcast

Fenimore Asset Management Experts Discuss ‘Cost of Timing Market’ in New Webcast

Apr 2, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Video Post, Webcast Replays

Join the Policy and Taxation Group to champion policies that protect family offices and successful individuals from burdensome taxes. Your involvement strengthens our advocacy efforts on Capitol Hill, ensuring that your voice is heard in shaping fair tax legislation....
« Older Entries
Next Entries »

How Can You Help?

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.

Topics

  • Blog
  • Budget Deficit
  • Death Tax
  • EAD
  • Estate Tax
  • Estate Tax Horror Stories
    • Arkansas
    • California
    • Georgia
    • Illinois
    • Maine
    • Maryland
    • Nebraska
    • Ohio
    • Oklahoma
    • Tennessee
    • Texas
    • Virginia
    • Wisconsin
  • Family Business Caucus
  • Family Businesses
  • Family Enterprise USA
  • Family Offices
  • Generationally Owned Business
  • In The News
    • From The President
  • Income Tax
  • Pat Soldano
  • Podcast
  • Policy And Taxation Group
  • State by State Status
  • Step-Up In Basis
  • Successful Families
  • Tax Cuts
  • Taxes
  • Video Post
  • Webcast Replays

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

Stay Informed and Empowered!

Subscribe for exclusive resources, research, polls, and articles covering estate tax, income tax, and other policies tailored for family offices and successful individuals.

By submitting this form, you are consenting to receive marketing emails from: Policy and Taxation Group, 712 H Street NE Suite 1091, Washington DC 20002‬, 202-240-2384. You can revoke your consent to receive emails at any time by using the link found at the bottom of every email.

Supporting Strategic Partners

Bank OZK

Policy and Taxation Group
712 H Street NE Suite 1091
Washington DC 20002
202-240-2384

Policy and Taxation Group, a 501(c)(4) organization.

  • Follow
  • Follow
  • Follow
  • Follow
  • Follow
  • Follow
  • Follow

Copyright © Policy and Taxation Group. All Rights Reserved. Family Office, Successful Families, Estate Tax, Death Tax, Gift Tax, GST Tax, Inheritance Tax, Capital Gains Tax, Income Tax Rates, Wealth Tax, Tax Policies Sitemap. Privacy Policy. Terms of Service. Site maintained by Nelsonecom.

Vote Now

This field is for validation purposes and should be left unchanged.
Is your business being affected by the "shut down"?
OPTIONAL: Stay informed. Subscribe now to receive the latest updates on family office policy, advocacy, and events directly to your inbox.
This field is hidden when viewing the form
Name
This field is hidden when viewing the form
Email
This field is hidden when viewing the form
This field is hidden when viewing the form