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EY NextGen Academy programs for next generation of family leaders

EY NextGen Academy programs for next generation of family leaders

Mar 22, 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....
Exclusive Webcast: 2025 Talent Predictions for Family Offices

Exclusive Webcast: 2025 Talent Predictions for Family Offices

Mar 22, 2025 | Family Offices, Family Businesses, Successful Families

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. The family office talent landscape is evolving rapidly. Shifting geopolitics, economic changes, and new investment strategies...
Family First: Navigating Success and Succession in Business

Family First: Navigating Success and Succession in Business

Mar 19, 2025 | Family Offices, Family Businesses, Successful Families

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. Approaching 50 Years of Dedicated Service for Family Business Since 1975, our attorneys have brought order to the complexities...
Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at FMB’s Transitions Spring

Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at FMB’s Transitions Spring

Mar 18, 2025 | Family Offices, Death Tax, Estate Tax, Family Businesses, Income Tax, Successful Families, Taxes

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at Family Business Magazine’s Transitions Conference  ...
Senate Passes Continuing Resolution, Avoids Shutdown

Senate Passes Continuing Resolution, Avoids Shutdown

Mar 17, 2025 | Family Offices, Family Businesses, Successful Families

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. On Friday, March 14, 2025, the Senate advanced the Full-Year Continuing Appropriations and Extensions Act, 2025 (H.R. 1968), a...
The First 100 Days: Appropriations/ Budget Reconciliation

The First 100 Days: Appropriations/ Budget Reconciliation

Mar 13, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Taxes

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. Jan. 20, 2025, marked the starting line of the first 100 days of President Donald Trump’s second term.   This podcast is...
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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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