Policy and Taxation Group
  • Home
  • About
    • About
    • Accomplishments
    • Our Team
    • Board Of Directors
    • 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
2 Days Left to Register: How Parallel Governance Can Guide Generational Transition

2 Days Left to Register: How Parallel Governance Can Guide Generational Transition

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

Register Now for the April 25 Webcast: Starting at 10:00 AM Pacific Time “How Parallel Governance Can Guide Generational Transition”   Complex family and business dynamics can derail the generational transition of a family enterprise. Addressing this risk...
Advocacy Small Business Roundtable on Anti-Competitive Regulations

Advocacy Small Business Roundtable on Anti-Competitive Regulations

Apr 23, 2025 | Family Businesses, Generationally Owned Business, Successful Families

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. Speak Up: Share Your Input on Regulations That Hurt Small Business   The...
FEUSA Reaches Million Member Milestone with Outreach to Associations with Family-Owned Businesses

FEUSA Reaches Million Member Milestone with Outreach to Associations with Family-Owned Businesses

Apr 23, 2025 | Family Businesses, Generationally Owned Business, Successful Families

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. Family Enterprise USA Reaches Million Member Milestone with Outreach to...
Secure Your Legacy: Don’t Miss This Exclusive Webcast

Secure Your Legacy: Don’t Miss This Exclusive Webcast

Apr 18, 2025 | Family Offices, Family Businesses, Successful Families

Complex family and business dynamics can derail the generational transition of a family enterprise.   Addressing this risk demands clear boundaries between family, ownership, governance and management.   Parallel governance, or the establishment of separate...
Lido Consulting’s Annual Family Office Investment Symposium Features Soldano and Luntz

Lido Consulting’s Annual Family Office Investment Symposium Features Soldano and Luntz

Apr 17, 2025 | Family Businesses, Generationally Owned Business, Successful Families

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. Lido Consulting’s 19th Annual Family Office Investment Symposium Features...
Pat Soldano and Mark Warren Highlight Family Business at Sonoma Authors Festival

Pat Soldano and Mark Warren Highlight Family Business at Sonoma Authors Festival

Apr 15, 2025 | Family Businesses, Generationally Owned Business, Successful Families

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. Family Enterprise USA’s Pat Soldano, Brownstein’s Mark Warren Speak at Sonoma...
« 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

  • {PODCAST} Top 10 Tax Changes the Senate Will Make to the One Big Beautiful House Bill
  • Award Winning Youth Video Filmmaker Tackles Importance of Family-Owned Businesses
  • Take Action: Help Family-Owned Businesses Thrive. Support Extension of TCJA
  • Estate Planning for High-Net-Worth Families: Beyond the Basics with Brown & Streza
  • [WEBINAR] Top Priorities for Family Enterprises in 2025: Income Taxes, Policy Shifts, and What Comes Next
  • Snapshots of Family-Owned Businesses Show 80% are Pass Through Entities, Pay Higher Taxes, According to Survey
  • White House Releases Additional FY26 Budget Details
  • Quick Poll: Share Your Thoughts on Income Tax Policy
  • Saying It Out Loud Special Report on Tariffs May 2025, By Pat Soldano
  • Weekly Digest: House OKs Major GOP Tax Bill, H.R. 1 Advances Health Reforms, and more.
  • Are Tariffs Helping or Hurting? New Spot Survey Shows Family Business Leaders Split

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

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. 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

Do you think The One Big Beautiful Bill is going to help or hurt your business?(Required)
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
This field is for validation purposes and should be left unchanged.