Policy and Taxation Group
  • Home
  • Donate
    • Giving
    • Strategic Partners
  • About
    • About
    • Accomplishments
    • Our Team
    • Board Of Directors
    • Advisory Board
    • 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
Select Page
[Webinar] Get Ahead of the Curve: How Recruitment and Retention Strategies Are Changing Everything

[Webinar] Get Ahead of the Curve: How Recruitment and Retention Strategies Are Changing Everything

Sep 29, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Join Family Enterprise USA’s Pat Soldano when she interviews Linda C. Mack about recruiting and retention strategies, best practices in recruiting and retaining top talent, a proven process for recruiting and retaining top leadership, and more. Linda is the...
Join Us For The ‘Voice of Family Business on Capitol Hill’ Podcast Series

Join Us For The ‘Voice of Family Business on Capitol Hill’ Podcast Series

Sep 29, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News, Pat Soldano, Podcast

Host Pat Soldano, President, Family Enterprise USA/Policy Taxation Group, Focuses Attention on Key Issues Facing Families, Their Businesses, and Legislation Dr. Frank Luntz Talks About Political Messaging in First Episode, ‘Why Language Matters’; First Episodes...
Summary of PATG Supporters Meeting Conducted in Washington DC On 9/21/22

Summary of PATG Supporters Meeting Conducted in Washington DC On 9/21/22

Sep 27, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News, Policy And Taxation Group

Pat Soldano opened the meeting by providing an update on the work that Policy and Taxation Group (PATG) and Family Enterprise USA (FEUSA), is doing in Washington. Specifically, she provided an update on the Congressional Family Business Caucus, highlighting that...
Podcast: A Family Business Boosts its Health by Making a MD its CEO

Podcast: A Family Business Boosts its Health by Making a MD its CEO

Sep 27, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Why did Dr. Varish Goyal turn in his white lab coat and join his family’s business?  Find out on a recent episode of BNY Mellon Wealth Mangement’s Your Active Wealth business owner podcast series. As the president and CEO of a collection of family-operated businesses,...
[Webinar] Recruiting and Retention Strategies That Actually Work

[Webinar] Recruiting and Retention Strategies That Actually Work

Sep 26, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Join Family Enterprise USA’s Pat Soldano when she interviews Linda C. Mack about recruiting and retention strategies, best practices in recruiting and retaining top talent, a proven process for recruiting and retaining top leadership, and more. Linda is the...
Considerations on Establishing Family Governance

Considerations on Establishing Family Governance

Sep 20, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

By Director, Anna Johnson and Managing Director, Rachele Bouchand, Pathstone, the modern family office. A founder of a family business is often not only the driving force behind that business, but also the steward for the family’s trusts, philanthropy, property and,...
« 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

  • Saying It Out Loud December 2025, By Pat Soldano
  • Developing Next Generation Members in the Family Business and Family Enterprise
  • November 2025 Tax Regulatory Update
  • Washington Update: High-Impact Tax Changes Ahead – Insights Every Family Office Should Review
  • Final Reminder: Register Today – The Advocacy Webcast Begins Tuesday
  • Quick Question: Can You Share Your Insight to Support Family-owned Businesses?
  • Pathstone Family Office Execs Detail How to ‘Parent Amidst Wealth’ In New Webcast
  • Your Giving Keeps America’s Family-owned Businesses Strong and Growing
  • Your Voice Matters More Than Ever
  • Become an Advocate Who Gets Results – Here’s How
  • Rep. Correa, Rep. Tran Staff Hear Issues Facing Women Business Owners in Southern California

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

Bank OZK

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. Family Office, Successful Families, 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.