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
Taxation & Representation: What Family Offices and Successful Families Must Know: FY26 Appropriations and OBBBA Updates

Taxation & Representation: What Family Offices and Successful Families Must Know: FY26 Appropriations and OBBBA Updates

Sep 11, 2025 | Family Businesses, Family Offices, Income Tax, Successful Families, Taxes

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. FY26 Appropriations Outlook: House Republicans are weighing options to avoid a government shutdown as...
Is Your Family Office or Successful Family Protected from Discord? Learn How Sept. 26

Is Your Family Office or Successful Family Protected from Discord? Learn How Sept. 26

Sep 10, 2025 | Family Offices, Family Businesses, Successful Families

Join us for a timely webcast: Register Now September 26, 2025  | 10:00 AM – 11:00 AM PDT “Stronger Together: Building Governance That Preserves Wealth for Generations”   Family-owned businesses thrive when strong governance is in place to protect...
Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy

Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy

Sep 10, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families

Turn your voice into action Pat Soldano and Policy and Taxation Group invite you to take part in the 2025 Supporter Questionaire Wealth is more than just financial capital— it is a malleable force that can shape family goals influence life decisions and empower future...
Navigating Uncharted Waters in the Insurance Industry with USI

Navigating Uncharted Waters in the Insurance Industry with USI

Sep 5, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Video Post, Webcast Replays

Turn your voice into action Pat Soldano and Policy and Taxation Group invite you to take part in the 2025 Supporter Questionaire This webcast explores the evolving challenges facing both businesses and individuals in today’s turbulent insurance landscape.  ...
Safeguard Your Family Owned Business: Build Governance That Lasts Generations

Safeguard Your Family Owned Business: Build Governance That Lasts Generations

Sep 5, 2025 | Family Offices, Family Businesses, Successful Families

Join us for a timely webcast: Register Now September 26, 2025  | 10:00 AM – 11:00 AM PDT “Stronger Together: Building Governance That Preserves Wealth for Generations”   Family-owned businesses thrive when strong governance is in place to protect...
Taxation & Representation: Wealth at risk? Congress debates IRS cuts, OECD exit & new tax credits

Taxation & Representation: Wealth at risk? Congress debates IRS cuts, OECD exit & new tax credits

Sep 4, 2025 | Family Businesses, Family Offices, Income Tax, Successful Families, Taxes

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. Congress Weighs FY2026 Funding for IRS, OECD and DOJ Tax Division: As Congress returns this week,...
« 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

  • Hydraflow’s CEO Cindy Ayloush Joins FEUSA’s Advisory Board
  • Taxation & Representation: Health Policy at a Tipping Point – What Successful Families Should Know Now
  • Help Us Advocate for You – Take This 1-Minute Questionnaire
  • 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

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.