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Register Now for Frank Luntz’s June 7 Webcast on the State of the Union

Register Now for Frank Luntz’s June 7 Webcast on the State of the Union

Jun 6, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Policy And Taxation Group

Contact Your Representatives in Congress to Join the Congressional Family Business Caucus Now! Last Chance: Register Now for June 7 Supporters Webcast: See Frank Luntz on “Where Are We Now?” and New Legislation Affecting Family Businesses.   This is a Family...
Last Chance: Register Now for June 7 Supporters Webcast: See Frank Luntz on “Where Are We Now?”

Last Chance: Register Now for June 7 Supporters Webcast: See Frank Luntz on “Where Are We Now?”

Jun 2, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Policy And Taxation Group

Contact Your Representatives in Congress to Join the Congressional Family Business Caucus Now! Last Chance: Register Now for June 7 Supporters Webcast: See Frank Luntz on “Where Are We Now?” and New Legislation Affecting Family Businesses.   This is a Family...
Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness

Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness

Jun 1, 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...
Is the IRS Preparing for Audit Storm Among High Net-Worth Individuals?

Is the IRS Preparing for Audit Storm Among High Net-Worth Individuals?

May 31, 2023 | Blog, Death Tax, Estate Tax, Family Businesses, In The News, Income Tax, Taxes

Contact Your Representatives in Congress to Join the Congressional Family Business Caucus Now! by Thomas C. Berg, JR., CFA, ASA, CVA & David M. Eckstein, CFA IRS Releases Inflation Reduction Act Strategic Operating Plan: Is an Audit Storm Brewing for High...
Debt-Ceiling Deal Proposes Adjustment to IRS Funding and More

Debt-Ceiling Deal Proposes Adjustment to IRS Funding and More

May 31, 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! On Saturday, May 27, House Speaker Kevin McCarthy (R-CA) and President Joe Biden reached an agreement to suspend the debt ceiling until January 2025 in conjunction with new...
Debt-Ceiling Deal Update, Bipartisan 1099-K Proposal, Supreme Court Ruling, and More

Debt-Ceiling Deal Update, Bipartisan 1099-K Proposal, Supreme Court Ruling, and More

May 25, 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! Negotiators Highlight Progress on Debt-Ceiling Deal Despite Lack of Public Agreement on Legislative Framework. President Joe Biden and House Speaker Kevin McCarthy (R-CA)...
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Death Tax & Estate Tax News

  • Don’t Miss This: Family Business Success Strategies Revealed Live
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  • The One, Big, Beautiful Bill Act – Summary and Analysis
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  • 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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