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24 Hours to Go: Post Election Market Insights That Could Transform Your Investment Strategy

24 Hours to Go: Post Election Market Insights That Could Transform Your Investment Strategy

Jan 14, 2025 | Family Offices, Family Businesses, Family Enterprise USA, Generationally Owned Business, Successful Families

Register Now for this January 15 Webcast:   Starting at 12:00 PM Pacific Time   “The Cost of Timing the Market: Insights for Smarter Investment Strategies” Discover the critical factors influencing investment success in this insightful webcast....
Register Now for Post Election Investing Insights!

Register Now for Post Election Investing Insights!

Jan 7, 2025 | Family Offices, Family Businesses, Family Enterprise USA, Generationally Owned Business, Successful Families

Register Now for this January 15 Webcast:   Starting at 12:00 PM Pacific Time   “The Cost of Timing the Market: Insights for Smarter Investment Strategies” Discover the critical factors influencing investment success in this insightful webcast....
Saying It Out Loud, By Pat Soldano. December 2024.

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

Dec 27, 2024 | Family Businesses, Family Offices, Generationally Owned Business, Income Tax, Pat Soldano, Successful Families, Tax Cuts, Taxes

Help Shape Family Business Advocacy in Washington, DC Participate in our anonymous survey to inform national policies and receive exclusive benefits. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group A Year of Accomplishments Means More Hard Work...
Will New Tax Policies Protect Your Family Business?

Will New Tax Policies Protect Your Family Business?

Dec 13, 2024 | Family Offices, Death Tax, Estate Tax, Family Businesses, Income Tax, Pat Soldano, Successful Families, Tax Cuts, Taxes

An increase in income tax rate means you'll pay a higher percentage of your income to the government. This directly reduces your disposable income, the money you have left after taxes for spending or saving. This can make it harder to afford basic necessities, save...
Mark Your Calendar! Join Us on the Road in Burlington, Los Angeles, Hilton Head, Menlo Park, and Washington, DC

Mark Your Calendar! Join Us on the Road in Burlington, Los Angeles, Hilton Head, Menlo Park, and Washington, DC

Dec 3, 2024 | Family Offices, Family Businesses, Successful Families

An increase in income tax rate means you'll pay a higher percentage of your income to the government. This directly reduces your disposable income, the money you have left after taxes for spending or saving. This can make it harder to afford basic necessities, save...
Saying It Out Loud, By Pat Soldano. November 2024.

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

Nov 29, 2024 | Family Businesses, Family Offices, Generationally Owned Business, Income Tax, Pat Soldano, Successful Families, Tax Cuts, Taxes

An increase in income tax rate means you'll pay a higher percentage of your income to the government. This directly reduces your disposable income, the money you have left after taxes for spending or saving. This can make it harder to afford basic necessities, save...
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Death Tax & Estate Tax News

  • Family Giving in Higher Education: A Unique Blend of Personal and Collective Philanthropy
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  • Understanding the PPLI Opportunity: The Basics and Beyond
  • Saying It Out Loud April 2026, By Pat Soldano
  • Wealth Tax News – 4/24/2026
  • Taxation & Representation: Wealth taxes are back. See the 4 bills to watch
  • This Testimony Could Protect Your Family Legacy
  • The Investor-Ready Paradox: How To Balance The Personal And Procedural
  • What’s Happening in June Could Shape Your Strategy
  • New Research: Wealth Taxes May Cost More Than They Raise
  • Happening Soon: Don’t Miss This Live Policy Discussion

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