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A Taxation & Representation Update For You

A Taxation & Representation Update For You

Nov 30, 2023 | Blog, Estate Tax, Family Businesses, Generationally Owned Business, In The News, Income Tax, Successful Families, Tax Cuts, Taxes

Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Read Further Biden Signs Two-Step Continuing Resolution into 2024. On Nov. 15, Congress staved off a government shutdown by passing a “laddered”...
Upstate NY Events Highlight Family Businesses

Upstate NY Events Highlight Family Businesses

Nov 29, 2023 | Blog, Family Businesses, Family Enterprise USA, Family Offices, Generationally Owned Business, In The News, Income Tax, Successful Families, Taxes

Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Click Here Now Family Enterprise USA’s Pat Soldano Speaks at Two Upstate New York Events on Crucial Role Family Businesses Play in U.S. Economy...
Explore the What, Why, and How of Private Family Trust Companies

Explore the What, Why, and How of Private Family Trust Companies

Nov 28, 2023 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Register Now for the December 6 Webcast: “Private Family Trust Companies: What? Why? How?”   Why Attend? Private family trust companies (PTCs) are business entities established by families to serve as the trustee for their trusts in furtherance of family,...
Family Businesses: 74% Thrive 30+ Years, Reveals Research

Family Businesses: 74% Thrive 30+ Years, Reveals Research

Nov 28, 2023 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News, Income Tax, Successful Families, Taxes

Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Click Here Now Family Businesses Prove Their Staying Power, with 74% in Operation for 30 Years or Longer, Research Shows   America’s Largest...
Join the Movement: Rally for Family Businesses by Contacting Congress Now

Join the Movement: Rally for Family Businesses by Contacting Congress Now

Nov 27, 2023 | Blog, Death Tax, Estate Tax, Family Businesses, Generationally Owned Business, In The News, Income Tax, Taxes

Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Read Further Family businesses are the backbone of the American economy, but they are facing a number of challenges. The Congressional Family...
Saying It Out Loud, By Pat Soldano. December 2023.

Saying It Out Loud, By Pat Soldano. December 2023.

Nov 25, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Pat Soldano, Policy And Taxation Group

Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Read Further Wins Create More Wins, Let’s Keep the Momentum Strong for Family Businesses In 2024   By Pat Soldano  Momentum created by success...
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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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