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Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies

Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies

Jul 8, 2025 | Family Offices, Family Businesses, 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. Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies...
Better Together: Strengthening Family Enterprise Teams with CFAR, Inc.

Better Together: Strengthening Family Enterprise Teams with CFAR, Inc.

Jul 7, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Video Post, Webcast Replays

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. Pat Soldano, President of Family Enterprise USA and Policy and Taxation Group, hosted a webcast...
Quick Poll: Taxed More of Less Due to OBBB

Quick Poll: Taxed More of Less Due to OBBB

Jul 7, 2025 | Family Businesses, Family Offices, Income Tax, Successful Families, Taxes

Tax Update: House Approves Senate Reconciliation Package

Tax Update: House Approves Senate Reconciliation Package

Jul 3, 2025 | Family Offices, Estate Tax, Family Businesses, Generationally Owned Business, 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. Today, the House approved the Senate’s version of Republicans’ multi-trillion-dollar reconciliation...
PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses

PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses

Jul 2, 2025 | Family Offices, Family Businesses, 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. Policy and Taxation Group Creates Advisory Board to Guide Critical Tax, Economic Policies for Family...
Senate Concludes OBBBA Vote-a-Rama

Senate Concludes OBBBA Vote-a-Rama

Jul 1, 2025 | Family Offices, Estate Tax, Family Businesses, Generationally Owned Business, 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. The Senate approved a revised version of the One Big Beautiful Bill Act (OBBBA) (H.R. 1) on July 1,...
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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

  • National Restaurant Association CEO Details How Restaurants Benefit from New Tax Bill in Latest Podcast
  • Saying It Out Loud August 2025, By Pat Soldano
  • ‘One Big Beautiful Bill’ Wins for Family Business Detailed in New Podcast
  • New Podcast Details How to Make Private Equity into Positive Partners
  • What You Can Do About Rising Insurance Costs and Shrinking Coverage
  • Weekly Digest of Alerts: What Policy Shifts Mean for Generational Wealth
  • Is Your Insurance Strategy Built to Withstand What’s Coming?
  • Quick Poll: Concern About Capital Gains Tax
  • Chart a Safer Course: Risk Management Strategies for 2025
  • How Family Businesses Can Cultivate Resilient Growth
  • ‘Communication,’ ‘Succession,’ Top Worries Business Heirs Voice in New ‘Rising Gen’ Survey

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