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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 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...
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 Families, 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 Families

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 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, Family Enterprise USA Action, 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! 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...
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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

  • When a Family Office Supports Your Preferred Life – and When It Gets in the Way
  • Affordability Strategies Get Spotlight During First Congressional Family Business Caucus
  • Act Now: Survey Ends Soon – Be Heard
  • Weekly Washington Update: Big Policy Moves on Affordability, Taxes, Energy
  • Legislative Update Focuses on Growing Wealth Tax Concerns, Tariffs, and Supreme Court Decisions
  • How dynasty trusts are setting a family enterprise up for long-term success
  • Rep. Correa and Rep. Tenney Named Co-Chairs of Bipartisan Congressional Family Business Caucus
  • Wealth Tax News – 3/13/2026
  • Taxation & Representation: Urgent Tax Battle – Will YOUR Money Be Targeted?
  • What is your Top Concern: Reduce Federal Budget/Debt, Reduce Income Taxes, or Regulations?
  • Women’s Business Owners Group Discusses Advocating on Behalf Women-owned Businesses

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