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How to Make the Most of Your Charitable Giving. Maximize Your Impact: Charitable Giving Strategies Unveiled!

How to Make the Most of Your Charitable Giving. Maximize Your Impact: Charitable Giving Strategies Unveiled!

Nov 2, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Successful Families

We invite you to join us for year-end charitable giving strategies to consider as we approach the end of 2023.   Fiduciary Trust International Director of Estate and Financial Planning and Trust Counsel Bryan Kirk and Philanthropic Director Abby Axelrod-Wunderman...
What a 2023 Survey Found Re: Family Office Compensation and Talent

What a 2023 Survey Found Re: Family Office Compensation and Talent

Nov 1, 2023 | Blog, Family Businesses, Family Offices, Generationally Owned Business, In The News

Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! By Linda Mack, Mack International In an increasingly competitive market for sophisticated and experienced professional and investment talent, family...
Breaking Barriers: CEO Sherri Bovino Reveals Secrets to Women’s Success in Male-Dominated Industries!

Breaking Barriers: CEO Sherri Bovino Reveals Secrets to Women’s Success in Male-Dominated Industries!

Nov 1, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Video Post

Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Woman-owned Defense Contractor Sherri Bovino, CEO, Global, A 1st Flagship Company, Details in Webcast How Women Thrive in Male-Dominated Industries...
Secure Your Spot: Frank Luntz Unveils Congress Insights on Nov 9 Webcast!

Secure Your Spot: Frank Luntz Unveils Congress Insights on Nov 9 Webcast!

Oct 31, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Policy And Taxation Group

Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Register Now for November 9 Supporters Webcast: Listen to Frank Luntz on “How the New Speaker Will Impact Congress”   This is a...
Unlock the Secrets of Smart Giving in 2023!  Reserve Your Spot Now!

Unlock the Secrets of Smart Giving in 2023! Reserve Your Spot Now!

Oct 30, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Successful Families

We invite you to join us for year-end charitable giving strategies to consider as we approach the end of 2023.   Fiduciary Trust International Director of Estate and Financial Planning and Trust Counsel Bryan Kirk and Philanthropic Director Abby Axelrod-Wunderman...
Exclusive Insights Await: Join Our Supporters-Only Webcast on Nov 9!

Exclusive Insights Await: Join Our Supporters-Only Webcast on Nov 9!

Oct 27, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Policy And Taxation Group

Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Register Now for November 9 Supporters Webcast: Listen to Frank Luntz on “How the New Speaker Will Impact Congress”   This is a...
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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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