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Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus!

Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus!

Sep 20, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Income Tax, Taxes

Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! Family businesses are the backbone of the American economy, but they are facing a number of challenges.   The Congressional Family Business Caucus is a bipartisan group...
Comprehensive Updates: Government, Health Care, and Immigration

Comprehensive Updates: Government, Health Care, and Immigration

Sep 19, 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! Government Funding Bills Stall in House and Senate: The odds of a government shutdown gradually increased over the course of this week. In the Senate, consideration of the...
How Can Philanthropy Build the Next Generation’s Financial Skills?

How Can Philanthropy Build the Next Generation’s Financial Skills?

Sep 19, 2023 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! For family business owners, preparing the next generation to someday join your business is an important goal. Teaching children the financial skills required is a key first...
Nasser Watar Joins Family Enterprise USA Board of Directors

Nasser Watar Joins Family Enterprise USA Board of Directors

Sep 14, 2023 | Blog, Family Enterprise USA, In The News

Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! Nasser Watar, Chairman & CEO of Trophy Automotive Dealer Group Elected to Board of Directors, Family Enterprise USA   Philanthropist working with Bill and Melinda Gates...
Cybersecurity is No Longer Optional, It’s a Necessity

Cybersecurity is No Longer Optional, It’s a Necessity

Sep 14, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News

Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! By Bonnie Ohlinger JD, CPRIA, USI-National Content Manager   No one is immune from cybercrime. Large corporations, government facilities, family businesses and...
Congressional Deadline Looms: What to Expect for Fiscal Year 2024

Congressional Deadline Looms: What to Expect for Fiscal Year 2024

Sep 13, 2023 | Blog, Estate Tax, In The News, Income Tax, Tax Cuts, Taxes

Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! 28th Time’s the Charm?   For 27 years in a row Congress has failed to pass its 12 spending bills by the Sept. 30 deadline. Will this year bring more of the same? Or...
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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

  • Quick Poll: Taxed More of Less Due to OBBB
  • 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

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