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[24 Remaining] Join our expert panel Sept. 26 to learn practical steps for sustainable family office and business governance

[24 Remaining] Join our expert panel Sept. 26 to learn practical steps for sustainable family office and business governance

Sep 24, 2025 | Family Offices, Family Businesses, Successful Families

Join us for a timely webcast: Register Now September 26, 2025  | 10:00 AM – 11:00 AM PDT “Stronger Together: Building Governance That Preserves Wealth for Generations”   Family-owned businesses thrive when strong governance is in place to protect...
Compensation: How are You Leveraging this Critical Tool?

Compensation: How are You Leveraging this Critical Tool?

Sep 24, 2025 | Family Businesses, Family Offices, Generationally Owned Business, Successful Families

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. By Linda C. MackFounder and PresidentMack International A host of macroeconomic factors and...
[WEBINAR] Stronger Together: Governance That Protects Wealth for Generations

[WEBINAR] Stronger Together: Governance That Protects Wealth for Generations

Sep 23, 2025 | Family Offices, Family Businesses, Successful Families

Join us for a timely webcast: Register Now September 26, 2025  | 10:00 AM – 11:00 AM PDT “Stronger Together: Building Governance That Preserves Wealth for Generations”   Family-owned businesses thrive when strong governance is in place to protect...
Weekly Washington Policy Update: Senate Votes Down CRs, Why Family Offices Must Stay Alert

Weekly Washington Policy Update: Senate Votes Down CRs, Why Family Offices Must Stay Alert

Sep 23, 2025 | Family Businesses, Family Offices, Income Tax, Successful Families, Taxes

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Senate Votes Down Dueling CRs: The Senate on Friday failed to advance a short-term continuing...
Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events

Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events

Sep 12, 2025 | Family Offices, Family Businesses, Successful Families

Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events by Family Enterprise USA, Policy and Taxation Group   Capitol Hill Experts Present Tax Bill Insights, Legislative Updates   Over 20 regional and virtual family business and family...
Taxation & Representation: What Family Offices and Successful Families Must Know: FY26 Appropriations and OBBBA Updates

Taxation & Representation: What Family Offices and Successful Families Must Know: FY26 Appropriations and OBBBA Updates

Sep 11, 2025 | Family Businesses, Family Offices, Income Tax, Successful Families, Taxes

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. FY26 Appropriations Outlook: House Republicans are weighing options to avoid a government shutdown as...
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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

  • 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
  • Charitable Giving: DAFs vs. Private Foundations
  • Don’t Miss It: Tax Trade-offs of Pass-throughs vs. Corporations Explained
  • Legacy and Longevity: How Congress Can Support the Next Generation of Family Business
  • Join Us at Transitions Fall 2025 – Enjoy 20% Off Registration

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