Dec 11, 2025 | Family Offices, Estate Tax, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes
In September, the Treasury Department and Internal Revenue Service (IRS) issued the 2025-2026 Priority Guidance Plan. The plan outlines priority guidance projects to be addressed from July 1, 2025, through June 30, 2026. The plan emphasizes five key areas:...
Dec 8, 2025 | Family Offices, Estate Tax, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes
Kies Flags Upcoming Guidance and the 2026 Filing Season: On Nov. 20, Treasury Assistant Secretary for Tax Policy and Acting IRS Chief Counsel Ken Kies spoke at a conference where he highlighted upcoming guidance related to One Big Beautiful Bill Act (OBBBA)...
Dec 6, 2025 | Family Offices, Family Businesses, Successful Families
Save your spot for this exclusive webcast: Register Now December 9, 2025 | 10:00 AM – 11:00 AM PDT “Get Your Voice Heard: How to Advocate Simply, Powerfully” Advocating for policies that matter can shape better laws, raise awareness, and drive real...
Dec 6, 2025 | Family Offices, Family Businesses, Successful Families
As a valued supporter of Policy and Taxation Group, your insights are essential. Each year, we conduct our Supporter Questionnaire to better understand the priorities, challenges, and successes of America’s family offices and successful families. Your perspective...
Dec 3, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Video Post
Turn your voice into action Pat Soldano and Policy and Taxation Group invite you to take part in the 2025 Supporter Survey Pathstone Family Office Execs Detail How to ‘Parent Amidst Wealth’ In New Family Enterprise USA Webcast Navigating Complexity of Family...
Dec 2, 2025 | Family Offices, Family Businesses, Successful Families
Giving Tuesday, Dec. 2, Makes Your Voice Heard in Congress The importance of family-owned businesses in America cannot be understated. A strong voice is the only way our lawmakers will listen. Family businesses employ over 81 million people and...
