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Contingency Planning For Business Owners

Contingency Planning For Business Owners

Jul 13, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News

Rally for Family Businesses by Contacting Congress Now to Join the Congressional Family Business Caucus! By Director of Financial Planning, Isaac Bradley, J.D., CPA Successfully transitioning a family business requires time and energy above and beyond what is already...
New Video Series Highlights the Importance of Community to Family Businesses

New Video Series Highlights the Importance of Community to Family Businesses

Jul 12, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Video Post

Rally for Family Businesses by Contacting Congress Now to Join the Congressional Family Business Caucus! New Family Business Video Series, “Unsung Heroes,” Launches with Episode on Local Community Giving as Core Value of Multi-Generation Family Businesses Video Series...
Supreme Court to Hear Landmark Case on Constitutionality of Taxes on Unrealized Gains

Supreme Court to Hear Landmark Case on Constitutionality of Taxes on Unrealized Gains

Jul 11, 2023 | Blog, Death Tax, Estate Tax, In The News, Income Tax, Taxes

Rally for Family Businesses by Contacting Congress Now to Join the Congressional Family Business Caucus! Supreme Court to Hear Tax Case Concerning Unrealized Gains. The Supreme Court granted a writ of certiorari on June 26 to hear a case regarding the...
Join Our Webcast: Expert Tips on Retaining Top Talent & Managing Independent Contractors

Join Our Webcast: Expert Tips on Retaining Top Talent & Managing Independent Contractors

Jul 5, 2023 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Rally for Family Businesses by Contacting Congress Now to Join the Congressional Family Business Caucus! HR Experts Share Tips on Retaining Top Talent, Managing Independent Contractors, in New Webcast by Family Enterprise USA   Linda Mack, Founder/President;...
Make Your Voice Count: Engage with Your Local Representatives for Change

Make Your Voice Count: Engage with Your Local Representatives for Change

Jul 1, 2023 | Blog, Death Tax, Estate Tax, Family Businesses, Generationally Owned Business, In The News, Income Tax, Taxes

Rally for Family Businesses by Contacting Congress Now to Join the Congressional Family Business Caucus! We Need Your Help! Do It Now!   Contact Your Representatives in Congress. We Need Them to Join the Congressional Family Business Caucus Now! There are many...
Saying It Out Loud, By Pat Soldano. July 2023.

Saying It Out Loud, By Pat Soldano. July 2023.

Jul 1, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Pat Soldano, Policy And Taxation Group

Rally for Family Businesses by Contacting Congress Now to Join the Congressional Family Business Caucus! How Family Businesses Can Change the Tune on Capitol Hill   By Pat Soldano America is back on the road. Planes are full. Overhead bins are bulging. I am part...
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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

  • Don’t Miss This: Family Business Success Strategies Revealed Live
  • Constant, Consistent Education with Congress Pays Off in ‘OBBB’ for Family-owned Businesses, Family Offices
  • The One, Big, Beautiful Bill Act – Summary and Analysis
  • Join Pat Soldano, Russ Sullivan & John Gugliada at FOX’s 2025 Family Office Forum
  • 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

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