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Weekly Washington Policy Updates

Weekly Washington Policy Updates

Oct 9, 2023 | Blog, Estate Tax, Family Businesses, Generationally Owned Business, In The News, Income Tax, Successful Families, Tax Cuts, Taxes

Be a Voice for Transformation: Contact Your Representatives in Congress to Put an End to Detrimental Policies and Over-Regulation! General Updates   McCarthy Ousted from Speakership in Historic Move: On Tuesday, Oct. 3, the House made history by removing Kevin...
Legislative Update and long awaited Tres and IRS Priority Guidance Plan

Legislative Update and long awaited Tres and IRS Priority Guidance Plan

Oct 7, 2023 | Blog, Estate Tax, Family Businesses, Generationally Owned Business, In The News, Income Tax, Successful Families, Tax Cuts, Taxes

Be a Voice for Transformation: Contact Your Representatives in Congress to Put an End to Detrimental Policies and Over-Regulation! Government Shutdown Averted at the 11th Hour; McCarthy Ousted from Speakership. On Sept. 30, Congress passed a 45-day continuing...
Navigating Company Valuation Amidst Sales & Mergers: IRS Insight

Navigating Company Valuation Amidst Sales & Mergers: IRS Insight

Oct 5, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Successful Families, Taxes

Be a Voice for Transformation: Contact Your Representatives in Congress to Put an End to Detrimental Policies and Over-Regulation! by Thomas C. Berg, JR., CFA, ASA, CVA & David M. Eckstein, CFA IRS Releases Inflation Reduction Act Strategic Operating Plan: Is an...
2023: Family Businesses Flourish Despite Challenges!

2023: Family Businesses Flourish Despite Challenges!

Oct 4, 2023 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Growth Continues High for Family Businesses Despite Worries of Inflation, Labor, and Recession, Study Shows   Family Enterprise USA Report Reveals...
Key Industry Leaders Gather: Congressional Family Business Caucus

Key Industry Leaders Gather: Congressional Family Business Caucus

Oct 4, 2023 | Blog, Family Business Caucus, Family Businesses, Generationally Owned Business, In The News, Taxes, Video Post

Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! Congressional Family Business Caucus Meets for Third Time with Family Businesses, Industry Leaders on Capitol Hill   Caucus Co-Chair Rep. Brad Schneider (D-Ill), as well as...
Weekly Washington Update: Taxes, Health Care, Immigration, and More

Weekly Washington Update: Taxes, Health Care, Immigration, and More

Oct 3, 2023 | Blog, Estate Tax, Family Businesses, Generationally Owned Business, In The News, Income Tax, Tax Cuts, Taxes

Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! General Updates   Government Shutdown Just Days Away: Congress is barreling toward the first full-government shutdown in roughly five years after repeated attempts to enact...
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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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