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Learn How To Make Your Charitable Giving More Effective

Learn How To Make Your Charitable Giving More Effective

Aug 17, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News

Over-Regulation Hurts the Economy: Tell Your Representatives to Stop! 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...
Decoding Philanthropic Designs: DAFs, Foundations, Support Orgs

Decoding Philanthropic Designs: DAFs, Foundations, Support Orgs

Aug 16, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News

Make a Difference: Tell Your Representatives to Stop Harmful Policies and Over-Regulation! By John C. Peiffer II, Brown & Streza LLP   Designing Your Family’s Philanthropy: DAFs, Private Foundations, and Supporting Organizations   A “school of virtue” –...
Navigating Policy: Transportation Insights in New Podcast

Navigating Policy: Transportation Insights in New Podcast

Aug 16, 2023 | Blog, Family Enterprise USA, In The News

Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! How Good, and Bad, Policies Affect Transportation in America, According to New Podcast Featuring John Smith, Chairman, CRST, and David Bauer, Vice President, American...
Last Chance to Join Free Webcast – Discover the Future of Insurance & Risk Management

Last Chance to Join Free Webcast – Discover the Future of Insurance & Risk Management

Aug 16, 2023 | Blog, Death Tax, Estate Tax, In The News, Income Tax, Taxes

Make a Difference: Tell Your Representatives to Stop Harmful Policies and Over-Regulation! The insurance industry is facing unprecedented challenges. From extreme weather to cybercrime, carriers are stretched thin. But how is the industry adapting to these challenges?...
Register Today for Wednesday Webinar – The Latest Risk Management Solutions That Are Creating a Positive Impact

Register Today for Wednesday Webinar – The Latest Risk Management Solutions That Are Creating a Positive Impact

Aug 12, 2023 | Blog, Death Tax, Estate Tax, In The News, Income Tax, Taxes

Make a Difference: Tell Your Representatives to Stop Harmful Policies and Over-Regulation! The insurance industry is facing unprecedented challenges. From extreme weather to cybercrime, carriers are stretched thin. But how is the industry adapting to these challenges?...
New Strategic Partnership Between Dividend Assets Capital and Policy and Taxation Group

New Strategic Partnership Between Dividend Assets Capital and Policy and Taxation Group

Aug 8, 2023 | Blog, In The News, Policy And Taxation Group

Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! Policy and Taxation Group, Dividend Assets Capital Kick Off Strategic Partnership with Hilton Head Regional Event   Event Attendees Hear from Tax Policy Experts on...
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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

  • Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises with EY
  • You’re Invited! Tariff Talk with Brownstein, Nov 11, 2025
  • Is your business being affected by the “shut down”?
  • Taxation & Representation Update: What the ongoing shutdown means for your business
  • Family Businesses Concerned About Potential New Wealth Tax Act
  • Guiding Adult Children in Family Business: Join the Discussion
  • MIND THE GAPS: Family Solutions for Insurance Risk Management
  • [WEBCAST] Help the Next Generation Thrive: Parenting Amidst Wealth
  • Saying It Out Loud October 2025, By Pat Soldano
  • Policy and Taxation Update: IRS & Treasury Reshuffle: What It Means for Wealth Preservation
  • Family Business Leaders Discuss ‘Legacy & Longevity’ During Meeting with Caucus Members, Legislative Experts

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