Policy and Taxation Group
  • Home
  • About
    • About
    • Accomplishments
    • Our Team
    • Board Of Directors
    • Advisory Board
    • Brochure
  • Caucus
  • Legislation
  • News & Events
    • News & Events
    • Podcast
    • Videos
    • Webcast Replays
  • Get Involved
    • Support Extension of TCJA
    • Tell Us Your Story
    • Get Involved
    • Proposals That Hurt Family Businesses
    • Step-up in Basis
    • Ditch The Estate tax
  • Resources
    • Research, Polls, & Whitepapers
    • Estate Tax FAQ
    • Estate Tax Stories
    • Estate Tax by State
    • Where the US Stands
  • Contact Us
  • Donate
    • Giving
    • Strategic Partners
Select Page
Profile of the Family Office Leader of the Future

Profile of the Family Office Leader of the Future

Apr 27, 2023 | Blog, Family Businesses, Family Offices, Generationally Owned Business, In The News

Click to Read the 2023 Family Business Survey Results & Summary By Linda Mack, Mack International The Family Office of the future is evolving. Successful family offices recognize the future is now. There is a trend toward being more strategic and proactive while...
Green-Energy Tax Credits, Proposal Faces Rejection, Business Tax-Incentive, and More

Green-Energy Tax Credits, Proposal Faces Rejection, Business Tax-Incentive, and More

Apr 26, 2023 | Blog, In The News, Income Tax, Taxes

Click to Read the 2023 Family Business Survey Results & Summary House GOP Offers Repeal of Green-Energy Tax Credits and Expanded IRS Funding in Initial Debt-Ceiling Proposal. On Wednesday, April 19, House Republicans released the text of their proposal to avert...
PODCAST: Congresswoman Tenney Advocates for Family Businesses in New Podcast

PODCAST: Congresswoman Tenney Advocates for Family Businesses in New Podcast

Apr 25, 2023 | Blog, Family Business Caucus, Family Businesses, Generationally Owned Business, In The News, Pat Soldano, Podcast

Click to Read the 2023 Family Business Survey Results & Summary Rep. Claudia Tenney Focuses on Family Business Struggles, Educating Congress on Strength of Multi-Generation Businesses in New ‘Voice of Family Business on Capitol Hill’ Podcast   Rep. Tenney...
May 10th Tax Policy Event Focuses On Family Businesses

May 10th Tax Policy Event Focuses On Family Businesses

Apr 21, 2023 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News, Income Tax, Policy And Taxation Group, Taxes

Click to Read the 2023 Family Business Survey Results & Summary May 10 New York Presentation Showcases Expert Discussion on Tax Policies Facing Congress, Impacts on Family Businesses   Capitol Hill Expert Panel Dissects Policies That May Harm Family...
Treasury and IRS Under the Spotlight, SALT New Proposal, FedEx Court Victory, and More

Treasury and IRS Under the Spotlight, SALT New Proposal, FedEx Court Victory, and More

Apr 20, 2023 | Blog, In The News, Income Tax, Taxes

Click to Read the 2023 Family Business Survey Results & Summary Treasury and IRS Under the Spotlight at Upcoming Congressional Tax Hearings. On Wednesday, the House Committee on Ways and Means will hold a full-committee hearing to discuss the green-energy tax...
Cornell Professor on How to Prepare the Next Generation for Leadership in Family Businesses

Cornell Professor on How to Prepare the Next Generation for Leadership in Family Businesses

Apr 18, 2023 | Blog, Family Businesses, In The News, Pat Soldano, Podcast

Click to Read the 2023 Family Business Survey Results & Summary Cornell University’s Daniel Van Der Vliet Details Lessons Learned with Next Generation Leaders in Latest ‘Voice of Family Business’ Podcast   Daniel Van Der Vliet of Smith Family Business Initiative...
« Older Entries
Next Entries »

How Can You Help?

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.

Topics

  • Blog
  • Budget Deficit
  • Death Tax
  • EAD
  • Estate Tax
  • Estate Tax Horror Stories
    • Arkansas
    • California
    • Georgia
    • Illinois
    • Maine
    • Maryland
    • Nebraska
    • Ohio
    • Oklahoma
    • Tennessee
    • Texas
    • Virginia
    • Wisconsin
  • Family Business Caucus
  • Family Businesses
  • Family Enterprise USA
  • Family Offices
  • Generationally Owned Business
  • In The News
    • From The President
  • Income Tax
  • Pat Soldano
  • Podcast
  • Policy And Taxation Group
  • State by State Status
  • Step-Up In Basis
  • Successful Families
  • Tax Cuts
  • Taxes
  • Video Post
  • Webcast Replays

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

Stay Informed and Empowered!

Subscribe for exclusive resources, research, polls, and articles covering estate tax, income tax, and other policies tailored for family offices and successful individuals.

By submitting this form, you are consenting to receive marketing emails from: Policy and Taxation Group, 712 H Street NE Suite 1091, Washington DC 20002‬, 202-240-2384. You can revoke your consent to receive emails at any time by using the link found at the bottom of every email.

Supporting Strategic Partners

Bank OZK

Policy and Taxation Group
712 H Street NE Suite 1091
Washington DC 20002
202-240-2384

Policy and Taxation Group, a 501(c)(4) organization.

  • Follow
  • Follow
  • Follow
  • Follow
  • Follow
  • Follow
  • Follow

Copyright © Policy and Taxation Group. All Rights Reserved. Family Office, Successful Families, Estate Tax, Death Tax, Gift Tax, GST Tax, Inheritance Tax, Capital Gains Tax, Income Tax Rates, Wealth Tax, Tax Policies Sitemap. Privacy Policy. Terms of Service. Site maintained by Nelsonecom.

Vote Now

Based on what you know about the One Big Beautiful Bill, do you think you'll:
OPTIONAL: Stay informed. Subscribe now to receive the latest updates on family office policy, advocacy, and events directly to your inbox.
This field is hidden when viewing the form
Name
This field is hidden when viewing the form
Email
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is for validation purposes and should be left unchanged.