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Next-Gen Family Business Survey

Next-Gen Family Business Survey

May 14, 2024 | Family Offices, Family Enterprise USA, 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! 87% of Americans go to work every day for a family business, and around the world, family businesses play an...
Unlock Growth: Mastering Family Business Liquidity Strategies – Learn to balance short and long-term capital needs.

Unlock Growth: Mastering Family Business Liquidity Strategies – Learn to balance short and long-term capital needs.

May 10, 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...
Taxation & Representation Update: Yellen’s Tax Agenda Unveiled: Dive into IRA Credits & Global Tax Talks.

Taxation & Representation Update: Yellen’s Tax Agenda Unveiled: Dive into IRA Credits & Global Tax Talks.

May 9, 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! Yellen Discusses IRA Credits, Global Minimum Tax and More Before Ways and Means Committee: On April 30,...
Six Best Practices to Keep Your Business Sale-Ready

Six Best Practices to Keep Your Business Sale-Ready

May 8, 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! By Elizabeth M. AndersonVice President, Business DevelopmentWhittier Trust Company How hot is your company?...
Taxation & Representation Update: Tax Teams Unveiled: Shape Tomorrow’s Tax Policy!

Taxation & Representation Update: Tax Teams Unveiled: Shape Tomorrow’s Tax Policy!

May 3, 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! Ways and Means Republicans Announce Formation of Committee Tax Teams in Preparation for 2025: On April 24,...
Pat Soldano to Speak at IVYFON’s LA Family Office Forum

Pat Soldano to Speak at IVYFON’s LA Family Office Forum

May 2, 2024 | Family Offices, Family Businesses, Generationally Owned Business, Policy And Taxation Group, Successful Individuals

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! Policy and Taxation Group’s Pat Soldano to Speak on New Family Office ‘Mindset’ at IVYFON’s Los Angeles...
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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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