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Saying It Out Loud, By Pat Soldano. March 2025.

Saying It Out Loud, By Pat Soldano. March 2025.

Mar 28, 2025 | Family Businesses, Family Business Caucus, Family Offices, Pat Soldano, Successful Families

Join the Policy and Taxation Group to champion policies that protect family offices and successful individuals from burdensome taxes. Your involvement strengthens our advocacy efforts on Capitol Hill, ensuring that your voice is heard in shaping fair tax legislation....
Protecting the Legacy of Family Businesses and Family Offices in Today’s Legislative Environment

Protecting the Legacy of Family Businesses and Family Offices in Today’s Legislative Environment

Mar 28, 2025 | Family Offices, Family Businesses, Successful Families

Join the Policy and Taxation Group to champion policies that protect family offices and successful individuals from burdensome taxes. Your involvement strengthens our advocacy efforts on Capitol Hill, ensuring that your voice is heard in shaping fair tax legislation....
House Members Speak at Event with Focus on Women-Owned Family Businesses

House Members Speak at Event with Focus on Women-Owned Family Businesses

Mar 27, 2025 | Family Offices, Family Businesses, Successful Families, Taxes, Video Post

Join the Policy and Taxation Group to champion policies that protect family offices and successful individuals from burdensome taxes. Your involvement strengthens our advocacy efforts on Capitol Hill, ensuring that your voice is heard in shaping fair tax legislation....
Family Office Executives Lomont and Brehm Join Board of Directors at PATG

Family Office Executives Lomont and Brehm Join Board of Directors at PATG

Mar 25, 2025 | Family Offices, Family Businesses, Policy And Taxation Group, Successful Families

Join the Policy and Taxation Group to champion policies that protect family offices and successful individuals from burdensome taxes. Your involvement strengthens our advocacy efforts on Capitol Hill, ensuring that your voice is heard in shaping fair tax legislation....
FinCEN Exempts Domestic Companies from Corporate Transparency Act Filing

FinCEN Exempts Domestic Companies from Corporate Transparency Act Filing

Mar 25, 2025 | Family Offices, Family Businesses, Successful Families

Join the Policy and Taxation Group to champion policies that protect family offices and successful individuals from burdensome taxes. Your involvement strengthens our advocacy efforts on Capitol Hill, ensuring that your voice is heard in shaping fair tax legislation....
Inside the First FEUSA Capitol Hill Event of 2025: Spotlight on Women-Owned Family Businesses

Inside the First FEUSA Capitol Hill Event of 2025: Spotlight on Women-Owned Family Businesses

Mar 25, 2025 | Family Offices, Family Business Caucus, Family Businesses, Family Enterprise USA, Successful Families, Video Post

Pat Soldano opened the event by thanking Members of Congress, congressional staff, and family-owned businesses for joining the first Family Enterprise USA (FEUSA) Capitol Hill event of 2025. The event first featured a breakfast reception attended by Reps. Chuck...
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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.

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Death Tax & Estate Tax News

  • Tax Update: House Approves Senate Reconciliation Package
  • PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses
  • Senate Concludes OBBBA Vote-a-Rama
  • Tax Update: Senate Passes Reconciliation Package
  • Contact Congress. Ask your Representative to vote for the OBBB as it is passed by the Senate.
  • Saying It Out Loud June 2025, By Pat Soldano
  • 2024-25 Family Business Rising Gen Survey: Communication is Still Key
  • Contact your representatives in Congress and urge them to Oppose the Elimination of NOL Treatment in Section 461(l)
  • Why Every Family Office Needs an ‘Expert Generalist’
  • Tax Update: Congressional Republicans Racing to Complete Tax Package
  • Senate Finance Committee Tax Title – Summary and Analysis

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