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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 Families, 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 Families

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...
Join Our Webcast: Is your shareholder liquidity strategy future fit to avoid disruption?

Join Our Webcast: Is your shareholder liquidity strategy future fit to avoid disruption?

May 1, 2024 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families

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...
The Michalzuk Group Joins Family Enterprise USA as Sponsor

The Michalzuk Group Joins Family Enterprise USA as Sponsor

Apr 30, 2024 | Family Offices, Estate Tax, Family Businesses, Generationally Owned Business, Policy And Taxation Group, Successful Families, Taxes

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! The Michalzuk Group, at Morgan Stanley Private Wealth Management, Joins Family Enterprise USA as Sponsor...
Common-Sense Bill to Reduce Federal Estate Tax Introduced by Rep. Arrington

Common-Sense Bill to Reduce Federal Estate Tax Introduced by Rep. Arrington

Apr 26, 2024 | Family Offices, Estate Tax, Family Businesses, Generationally Owned Business, Policy And Taxation Group, Successful Families, Taxes

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! Common-Sense Bill to Reduce Federal Estate Tax Introduced by Rep. Arrington; Rate Cut by Half   Congressional...
Private Company Governance Summit and Capital Hill Visits

Private Company Governance Summit and Capital Hill Visits

Apr 26, 2024 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families

Take Action Now: Advocate Against Policies & Excessive Regulation Make your voice heard! Contact Your Representatives in Congress to advocate for change. Click to act! There are no shortcuts to building and maintaining an effective board. It requires constant input...
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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

  • New Webcasts, Podcast Focus on Family Governance, Tax Policies, and Tariffs
  • [Starts in 24 Hours] Raising the Next Generation of Leaders in Family Business
  • Inside the SCOTUS Tariff Case: What It Means for You
  • [WEBCAST] Parenting Amidst Wealth: Shifting from Protection to Empowerment
  • Are You Ready for What’s Coming Next? Pat Soldano Shares What to Expect
  • 2025 Annual Family Business Report
  • Hidden Risks in Family Enterprise: Transforming Vulnerability into Strength
  • Parenting in a Family Business: Empowering the Next Generation
  • Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises with EY
  • You’re Invited! Tariff Talk with Brownstein, Nov 11, 2025
  • Is your business being affected by the “shut down”?

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