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Calling All Supporters of Family Businesses: Act Now to Support the Congressional Family Business Caucus!

Calling All Supporters of Family Businesses: Act Now to Support the Congressional Family Business Caucus!

Jun 13, 2023 | Blog, Death Tax, Estate Tax, Family Businesses, Generationally Owned Business, In The News, Income Tax, Taxes

Family Businesses Are Facing Challenges: Contact Your Representative and Help Them Get the Support They Need 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...
Selecting Modern Trust Structures Based on a Family’s Assets

Selecting Modern Trust Structures Based on a Family’s Assets

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

Family Businesses Are Facing Challenges: Contact Your Representative and Help Them Get the Support They Need By Al W. King III & Pierce H. McDowell III A round-up of the available options   Trusts have grown enormously in popularity since the mid-1990s as a...
Family Business Leaders Hear From Pollster Frank Luntz

Family Business Leaders Hear From Pollster Frank Luntz

Jun 13, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Video Post

Family Businesses Are Facing Challenges: Contact Your Representative and Help Them Get the Support They Need Family Enterprise USA, Policy and Taxation Group Holds Quarterly Members and Supporters Webcast with Pollster Frank Luntz   Insights On Current Political...
Family Business Leaders Share Insights at Congressional Caucus Meeting

Family Business Leaders Share Insights at Congressional Caucus Meeting

Jun 9, 2023 | Blog, Family Business Caucus, Family Businesses, Generationally Owned Business, In The News, Video Post

Contact Your Representatives in Congress to Join the Congressional Family Business Caucus Now! Second Congressional Family Business Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness   Capitol Building’s House Budget Committee Room...
Tax Policy Updates, Tax-Reform Proposal, Proposed Rules, and More

Tax Policy Updates, Tax-Reform Proposal, Proposed Rules, and More

Jun 8, 2023 | Blog, Death Tax, Estate Tax, In The News, Income Tax, Taxes

Contact Your Representatives in Congress to Join the Congressional Family Business Caucus Now! GOP Lawmakers Prepare Expansive Tax-Reform Proposal. House Republicans are expected to unveil an economic-growth package in the coming weeks that will encompass tax...
Protecting What You’ve Spent a Lifetime Building

Protecting What You’ve Spent a Lifetime Building

Jun 7, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News

Contact Your Representatives in Congress to Join the Congressional Family Business Caucus Now! Is your limit sufficient to protect your assets and lifestyle?   You’ve worked hard for your success. You deserve an insurance partner who recognizes that. The more...
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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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