Nov 29, 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...
Nov 25, 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...
Nov 24, 2025 | Family Offices, Family Businesses, Pat Soldano, Successful Families, Video Post
California House Member Rep. Correa, Rep. Tran Staff Hear Issues Facing Women Business Owners in Southern California Rep. Correa and House staff members hear challenges women-owned businesses face in a time of economic uncertainty During the latest Women’s...
Nov 22, 2025 | Family Businesses, Family Offices, Successful Families
Turn your voice into action Pat Soldano and Policy and Taxation Group invite you to take part in the 2025 Supporter Survey By Annie ClareSenior Investor Relations AnalystBuchanan Street Partners For many families, the operating business is more than an enterprise,...
![[WEBCAST] Learn to Advocate. Step by Step. We will walk you through it.](https://policyandtaxationgroup.com/wp-content/uploads/2025/11/Instagram-advocate-webcast-3-1024x675.jpg)
Nov 21, 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...
Nov 21, 2025 | Family Businesses, Family Offices, Pat Soldano, 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. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Family Businesses Navigate Year...
