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Why Congress is Choking Family Businesses

Why Congress is Choking Family Businesses

May 12, 2022 | Blog, Death Tax, Family Enterprise USA, In The News, Tax Cuts, Taxes

Thank you to the Orange County Business Journal for publishing this article. It’s hard to imagine our legislators working to undermine the largest economic engine in this country, an engine that generates $7.7 trillion of GDP a year and accounts for 54% of the private...
Private Placement Insurance Products

Private Placement Insurance Products

May 12, 2022 | Blog, Death Tax, Family Enterprise USA, In The News, Tax Cuts, Taxes

Thank you to The Madison Group for this M Financial Whitepaper Many family businesses and multigenerational businesses use private placement insurance. This article may help those businesses to understand private placement insurance better. This White Paper is to...
The Surprising Facts of What  America’s Family Businesses Look Like

The Surprising Facts of What America’s Family Businesses Look Like

May 9, 2022 | Blog, Family Businesses, Family Enterprise USA, In The News, Multi Generational Business, Policy And Taxation Group

54 Percent of America’s Family Businesses Added Jobs, New Research Shows America’s family businesses is one of the country’s greatest hidden forces and they are driving the U.S. economy, according to recent research. A contributor of more the $7.7 trillion dollars to...
Full Slate of Events Scheduled for Family Businesses This Month

Full Slate of Events Scheduled for Family Businesses This Month

May 4, 2022 | Blog, Family Businesses, Family Enterprise USA, In The News, Multi Generational Business, Policy And Taxation Group

Denver Family Business Center, Family Business Association of California May Events Key for Family Businesses Family Businesses in America are in the spotlight this month, with eight family business conferences or events scheduled with Family Enterprise USA president...
2022 Family Office Trends

2022 Family Office Trends

Apr 29, 2022 | Blog, Family Businesses, Family Enterprise USA, In The News, Multi Generational Business

Thank you to Pathstone, the modern family office, for this report. INTRODUCTION Working closely with SFOs is an important segment of Pathstone’s business and has allowed us the opportunity to understand several common and interrelated trends better. Below is an...
Navigating “Company Value” in Times of Choppy Market Activity

Navigating “Company Value” in Times of Choppy Market Activity

Apr 29, 2022 | Blog, Death Tax, Family Enterprise USA, In The News, Tax Cuts, Taxes

By Joseph C. Hassan, CFA, ASA and Mark E. Lingerfield, ASA, MPI   In the uncertainty of this social distancing economy and volatile equity and debt markets, how should business owners and professionals of private companies think about company value and the impact on...
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Death Tax & Estate Tax News

  • Meet Members of Congress at 10th Anniversary Private Company Governance 2.0 Summit in Washington DC, June 15-17
  • Policy and Taxation Group Names Kip Peterson to Board of Directors
  • Truboy Ranch: Personal Experiences Show Impact Of Estate Tax
  • Why Congress is Choking Family Businesses
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  • Congressional Tax Staffers Outline Agenda. Taxation & Representation and Tax Tidbit
  • Wayne Vineyard: Personal Experiences Show Impact Of Estate Tax
  • The Surprising Facts of What America’s Family Businesses Look Like
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  • Bipartisan Innovation Act: More Tax Talk. Taxation & Representation and Tax Tidbit
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Call to Action! There Is A New Additional Tax For Individuals And Trusts And Estates.

A 5% surtax on individuals who make over $10 million, but that surtax would apply at ONLY $200,000 of income FOR TRUSTS AND ESTATES! And the additional 3% surtax on those making more than $25 million would apply at ONLY $500,000 of income FOR TRUSTS AND ESTATES!!

Congressional offices DO LISTEN TO YOU! LET YOUR VOICE BE HEARD!!! CONTACT YOUR MEMBER OF CONGRESS WITH CLICK ON THE BUTTON BELOW!

Please Take Action Today!!!