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Register Now for Webcast Starting at 12P PT: Philanthropic Strategies for Successful Families

Register Now for Webcast Starting at 12P PT: Philanthropic Strategies for Successful Families

Sep 12, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News

Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! Are you interested in learning how to make your charitable giving more effective? If so, we encourage you to register for the upcoming webcast “Philanthropic...
Register Now for Webcast Starting at 12P PT: Philanthropic Strategies for Successful Families

24 Hours Left: Don’t Miss This Opportunity to Learn How to Make Your Giving More Effective

Sep 11, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News

Are you interested in learning how to make your charitable giving more effective? If so, we encourage you to register for the upcoming webcast “Philanthropic Strategies for Successful Families”. Free Webcast: Learn How to Be More Effective With Your...
Unlocking Success: Join us for a Family Business Roundtable with Frank Luntz

Unlocking Success: Join us for a Family Business Roundtable with Frank Luntz

Sep 11, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News

Over-Regulation Hurts the Economy: Tell Your Representatives to Stop! RSVP for this Family Business Roundtable with Special Guest Frank Luntz We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask… As we prepare for what promises to be a...
Your Voice Matters: Contact Your Representatives in Congress Today!

Your Voice Matters: Contact Your Representatives in Congress Today!

Sep 8, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Income Tax, Taxes

Over-Regulation Hurts the Economy: Tell Your Representatives to Stop! 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 of lawmakers who are...
Trucking Industry and Family Businesses Unite to Fight Tax Hikes

Trucking Industry and Family Businesses Unite to Fight Tax Hikes

Sep 8, 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! American Trucking Associations and Family Enterprise USA Form New Strategic Partnership to Advocate Jointly on Capitol Hill   The Voice of America’s Truckers Team Family...
Navigating Tax Challenges for Family Businesses: Insights with Pat Soldano

Navigating Tax Challenges for Family Businesses: Insights with Pat Soldano

Sep 8, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Pat Soldano

Over-Regulation Hurts the Economy: Tell Your Representatives to Stop! “Protecting the Wealth of Family Businesses in a Volatile Tax Environment”   A presentation by Pat Soldano; President; PATG; President FEUSA   The proposed Congressional tax...
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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

  • Wealth, Complexity & The One Big Beautiful Bill: Time for a Family Office?
  • Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies
  • 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)

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