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New Video Short Available: How Pass-Through Entities Are Unfairly Disadvantaged by Tax Policy.

New Video Short Available: How Pass-Through Entities Are Unfairly Disadvantaged by Tax Policy.

Aug 30, 2024 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Video Post

Speak Up! How Tax Laws Affect Your Business Matters Now's your chance to share your story. Use the new Comment Portal to connect with the House Ways & Means Committee. Do you ever wonder how and why your “Pass-Through Entity” family business...
Tax-Policy Legislative Priorities for the 119th Congress

Tax-Policy Legislative Priorities for the 119th Congress

Aug 28, 2024 | Family Offices, Death Tax, Estate Tax, Family Businesses, Income Tax, Policy And Taxation Group, Successful Families, Taxes

Speak Up! How Tax Laws Affect Your Business Matters Now's your chance to share your story. Use the new Comment Portal to connect with the House Ways & Means Committee. 1. Preserve the current tax rates and brackets enacted under the Tax Cuts and Jobs Act...
Public Invited: Attend the Fall Congressional Family Business Caucus Meeting

Public Invited: Attend the Fall Congressional Family Business Caucus Meeting

Aug 28, 2024 | Family Offices, Family Business Caucus, Family Businesses, Successful Families

Speak Up! How Tax Laws Affect Your Business Matters Now's your chance to share your story. Use the new Comment Portal to connect with the House Ways & Means Committee. Public Invited: Attend the Fall Congressional Family Business Caucus Meeting, Sept. 18;...
Urgent: Share Your Top Concerns About Expiring Tax Policies

Urgent: Share Your Top Concerns About Expiring Tax Policies

Aug 28, 2024 | Family Offices, Estate Tax, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes

Some of the provisions of the The Tax Cuts and Job Act will expire on 12/31/25 and some have already expired. Tax Cuts Expiring. What Is Most Important To You? Take One Question Survey. Click Now We hope you’ve enjoyed this article. While you’re here, we have a small...
Largest Family-Owned Businesses Use Single-Family Offices over Multi-Family Offices, FEUSA Survey Finds

Largest Family-Owned Businesses Use Single-Family Offices over Multi-Family Offices, FEUSA Survey Finds

Aug 28, 2024 | Family Offices, Family Business Caucus, Family Businesses, Family Enterprise USA, Successful Families

Speak Up! How Tax Laws Affect Your Business Matters Now's your chance to share your story. Use the new Comment Portal to connect with the House Ways & Means Committee. Largest Family-Owned Businesses Use Single-Family Offices over Multi-Family Offices, Family...
Saying It Out Loud, By Pat Soldano. August 2024.

Saying It Out Loud, By Pat Soldano. August 2024.

Aug 23, 2024 | Family Businesses, Family Offices, Generationally Owned Business, Pat Soldano, Successful Families

Speak Up! How Tax Laws Affect Your Business Matters Now's your chance to share your story. Use the new Comment Portal to connect with the House Ways & Means Committee. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Watch Out Family...
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Death Tax & Estate Tax News

  • [WEBCAST] Parenting Amidst Wealth: Shifting from Protection to Empowerment
  • Are You Ready for What’s Coming Next? Pat Soldano Shares What to Expect
  • 2025 Annual Family Business Report
  • Hidden Risks in Family Enterprise: Transforming Vulnerability into Strength
  • Parenting in a Family Business: Empowering the Next Generation
  • Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises with EY
  • You’re Invited! Tariff Talk with Brownstein, Nov 11, 2025
  • 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

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