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Starting at 12:00 PM Pacific Time. Register Now for Valuable IRS CCA 202152018 Insights.

Starting at 12:00 PM Pacific Time. Register Now for Valuable IRS CCA 202152018 Insights.

Jan 17, 2024 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Register Now for the January 17 Webcast: 12:00 PM Pacific Time   “Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications for Private Company Sales”   Why Attend?   You’ll gain valuable knowledge and insights that can help you...
Weekly Washington Update: Congress Returns with Government Funding at the Forefront

Weekly Washington Update: Congress Returns with Government Funding at the Forefront

Jan 16, 2024 | Blog, Family Offices, In The News, Income Tax, Successful Families, Tax Cuts, Taxes

Your Insights Matter. Invest in the Future: Support American Family Businesses. Your commitment to our survey is an investment in a stronger future. Get ready for exclusive access to political insights with our 2024 Zoom Webcast. Click Here. Congress Returns with...
24 Hours Left. Unlock Valuation Secrets: Register for Mark Lingerfield’s Webcast Now!

24 Hours Left. Unlock Valuation Secrets: Register for Mark Lingerfield’s Webcast Now!

Jan 15, 2024 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Register Now for the January 17 Webcast: “Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications for Private Company Sales”   Why Attend?   You’ll gain valuable knowledge and insights that can help you navigate the complex and...
Make Your Voice Count: Start the 5-Minute Anonymous Survey Here!

Make Your Voice Count: Start the 5-Minute Anonymous Survey Here!

Jan 15, 2024 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

At Family Enterprise USA, we are on a mission to champion the cause of American generationally owned family businesses, and we believe that your perspective is invaluable in this endeavor.   Why Your Voice Matters: Our advocacy for family businesses at a national...
Saying It Out Loud, By Pat Soldano. January 2024.

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

Jan 15, 2024 | Blog, Family Businesses, Generationally Owned Business, In The News, Pat Soldano, Policy And Taxation Group

Take Action Now: Advocate Against Policies & Excessive Regulation Make your voice heard! Contact Your Representatives in Congress to advocate for change. Click to act! Our Actions Are Loud, But Your 2024 Actions Make Us Louder   By Pat Soldano  Maybe you’ve...
Bipartisan Support Sees 35 Members Sign on to Growing CFBC

Bipartisan Support Sees 35 Members Sign on to Growing CFBC

Jan 11, 2024 | Blog, Family Business Caucus, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Bipartisan Support Sees 35 Members Sign on to Growing Congressional Family Business Caucus   House Legislators Voice Support for Family Businesses, America’s Largest Private Employer; Caucus Educates Capitol Hill Leaders on Key Issues Facing Family Business  In...
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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

  • Tax Update: House Approves Senate Reconciliation Package
  • PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses
  • Senate Concludes OBBBA Vote-a-Rama
  • Tax Update: Senate Passes Reconciliation Package
  • Contact Congress. Ask your Representative to vote for the OBBB as it is passed by the Senate.
  • Saying It Out Loud June 2025, By Pat Soldano
  • 2024-25 Family Business Rising Gen Survey: Communication is Still Key
  • Contact your representatives in Congress and urge them to Oppose the Elimination of NOL Treatment in Section 461(l)
  • Why Every Family Office Needs an ‘Expert Generalist’
  • Tax Update: Congressional Republicans Racing to Complete Tax Package
  • Senate Finance Committee Tax Title – Summary and Analysis

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