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Wealth, Complexity & The One Big Beautiful Bill: Time for a Family Office?

Wealth, Complexity & The One Big Beautiful Bill: Time for a Family Office?

Jul 9, 2025 | Family Businesses, Family Offices, Successful Families

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. By Elizabeth M. Anderson, CEPAVice PresidentWhittier Trust | Wealth Management Services Family-owned...
Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies

Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies

Jul 8, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families

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. Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies...
Better Together: Strengthening Family Enterprise Teams with CFAR, Inc.

Better Together: Strengthening Family Enterprise Teams with CFAR, Inc.

Jul 7, 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. Pat Soldano, President of Family Enterprise USA and Policy and Taxation Group, hosted a webcast...
Quick Poll: Taxed More of Less Due to OBBB

Quick Poll: Taxed More of Less Due to OBBB

Jul 7, 2025 | Family Businesses, Family Offices, Income Tax, Successful Families, Taxes

Tax Update: House Approves Senate Reconciliation Package

Tax Update: House Approves Senate Reconciliation Package

Jul 3, 2025 | Family Offices, Estate Tax, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Taxes

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. Today, the House approved the Senate’s version of Republicans’ multi-trillion-dollar reconciliation...
PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses

PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses

Jul 2, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families

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. Policy and Taxation Group Creates Advisory Board to Guide Critical Tax, Economic Policies for Family...
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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

  • Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events
  • Taxation & Representation: What Family Offices and Successful Families Must Know: FY26 Appropriations and OBBBA Updates
  • Is Your Family Office or Successful Family Protected from Discord? Learn How Sept. 26
  • Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy
  • Navigating Uncharted Waters in the Insurance Industry with USI
  • Safeguard Your Family Owned Business: Build Governance That Lasts Generations
  • Taxation & Representation: Wealth at risk? Congress debates IRS cuts, OECD exit & new tax credits
  • How Family Governance Protects Generational Wealth
  • Autumn Transitions: Navigating Family Enterprise Challenges with Head and Heart
  • Women’s Business Owners Group Gets Bipartisan Congressional Support
  • Saying It Out Loud September 2025, By Pat Soldano

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