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Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood webcast with Pathstone

Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood webcast with Pathstone

Nov 17, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Video Post, Webcast Replays

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. For many families behind highly successful family-owned businesses, early parenting is centered around...
Your Perspective Is Critical

Your Perspective Is Critical

Nov 14, 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 Survey to better understand the priorities, challenges, and successes of America’s family offices and successful families.   Your perspective helps...
[PODCAST] Government Reopens… Now What? Hear the Breakdown Today

[PODCAST] Government Reopens… Now What? Hear the Breakdown Today

Nov 14, 2025 | Family Offices, Family Businesses, Successful Families

Appropriate Timing: End of Shutdown Leads to Government Funding Questions   It’s been a big week on Capitol Hill for congressional appropriators.   To reopen the government, the Senate has passed a legislative package that includes multiple appropriations...
Get Your Voice Heard: How to Advocate Simply, Powerfully

Get Your Voice Heard: How to Advocate Simply, Powerfully

Nov 12, 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...
Sounding the Alarm on New ‘Wealth Tax’ Proposals

Sounding the Alarm on New ‘Wealth Tax’ Proposals

Nov 12, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Taxes, Video Post

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. If you’re wondering how the re-introduction of a “Billionaires Income Tax Act” in Congress...
Three Pennsylvania Family Businesses Detail How Tariffs Are Affecting Them in New Webcast

Three Pennsylvania Family Businesses Detail How Tariffs Are Affecting Them in New Webcast

Nov 11, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Video Post

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. Three Pennsylvania Family Businesses Detail How Tariffs Are Affecting Them in New Family Enterprise...
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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

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  • Saying It Out Loud November 2025, By Pat Soldano
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  • Regional Banking Powerhouse, Bank OZK, Details Growth in Uncertain Landscape in New Podcast

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