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Thinking Of Selling Your Family Business? Here Are Six Key Steps You Need To Take Now

Thinking Of Selling Your Family Business? Here Are Six Key Steps You Need To Take Now

May 23, 2024 | Family Offices, Successful Individuals

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! By Isaac Bradley, J.D., CPA Director of Financial PlanningHomrich Berg Some businesses are family-owned for...
[WEBCAST] Is your shareholder liquidity strategy future fit to avoid disruption?

[WEBCAST] Is your shareholder liquidity strategy future fit to avoid disruption?

May 23, 2024 | Family Offices, Family Businesses, Generationally Owned Business, Successful Individuals

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! Does your family-owned business face the challenge of balancing long-term growth with the evolving needs of...
DAC Insights – The Case for Dividend Growth Investing

DAC Insights – The Case for Dividend Growth Investing

May 22, 2024 | Family Offices, Successful Individuals

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! By Marc D. Saurborn, CFA®​Chief Investment OfficerDividend Assets Capital, LLC Regardless of how thorough the...
Congressional Family Business Caucus Listens to Family Business Succession, ‘Next Gen’ Issues During Latest Meeting

Congressional Family Business Caucus Listens to Family Business Succession, ‘Next Gen’ Issues During Latest Meeting

May 21, 2024 | Family Offices, Family Business Caucus, Generationally Owned Business, Successful Individuals

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! Congressional Family Business Caucus Listens to Family Business Succession, ‘Next Gen’ Issues During Latest Capitol Hill Meeting   Congress...
Weekly Washington Update: FAA Reauthorization and Other House Measures. Bipartisan House Bills.

Weekly Washington Update: FAA Reauthorization and Other House Measures. Bipartisan House Bills.

May 20, 2024 | Family Offices, Income Tax, Successful Individuals, Taxes

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! Congress Passes Full-Year FAA, Various Measures: Following a months-long stalemate on the Federal Aviation...
Saying It Out Loud, By Pat Soldano. May 2024.

Saying It Out Loud, By Pat Soldano. May 2024.

May 17, 2024 | Family Businesses, Family Offices, Generationally Owned Business, Pat Soldano, Successful Individuals

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Maybe you’ve heard a new Estate Tax...
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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

  • Your Feedback Matters: Help Congress Hear Your Voice in Just 5 Minutes
  • Smucker and Daines Re-Introduce Bills to Permanently Extend 199A in IRS Code to Keep Pass-Through Entities Competitive
  • How Parallel Governance Can Guide Generational Transition
  • Help Shape Family Business Advocacy in Washington, DC
  • Trump Uses IEEPA to Impose Tariffs on China, Mexico and Canada—Analysis and Summary
  • Act Now! Get Registered for February Supporters Webcast
  • Your Voice Matters for Family Businesses! Take this 5-Minute Survey
  • Taxation & Representation: Tax Cuts & Business Deductions—Congress Takes Action
  • Bipartisan Bill Seeks to Cut Estate Tax—See What It Means for You
  • Key Tax Policy Updates from the Ways and Means Committee Hearing (January 22, 2025)
  • Exclusive New Administration and New Congress Insights: Join Our Supporters-Only Webcast on February 4.

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