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
Biden Budget Proposal, Committee Updates, IRS Leak Investigations, and More

Biden Budget Proposal, Committee Updates, IRS Leak Investigations, and More

Mar 8, 2023 | Blog, Budget Deficit, Estate Tax, In The News, Income Tax, Tax Cuts, Taxes

Read about the 2023 Family Business Survey Results & Summary. Tax Tidbit   Biden to Release 2024 Budget Proposal Later this Week. On March 9, President Joe Biden will send his updated budget proposal to Congress, outlining the administration’s policy...
[Last chance] Register For the March 8th Legislative and Political Updates Webinar

[Last chance] Register For the March 8th Legislative and Political Updates Webinar

Mar 7, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Policy And Taxation Group

Read about the 2023 Family Business Survey Results & Summary. Policy and Taxation Group ExclusiveSupporters Only Webinar   March 8, 2023   Policy and Taxation Group provides these exclusive webinars as a benefit to our Supporters.   These Supporters...
Succession Planning is Important For a Variety of Reasons, Particularly for Family-Owned Businesses

Succession Planning is Important For a Variety of Reasons, Particularly for Family-Owned Businesses

Mar 6, 2023 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Read about the 2023 Family Business Survey Results & Summary. When planning for your family, you prepare, consult with experts, save, and make plans for your child’s future.   The same is true in running your business; they are, in many ways, parallel...
Caucus Spotlights Education, Representatives’ Experiences with Family Business

Caucus Spotlights Education, Representatives’ Experiences with Family Business

Mar 4, 2023 | Blog, Family Business Caucus, Family Businesses, Generationally Owned Business, In The News

Read about the 2023 Family Business Survey Results & Summary. First Congressional Family Business Caucus Spotlights Education, Representatives’ Experiences with Family-Owned Business   Caucus Co-Chairs Henry Cuellar (D-TX) and Claudia Tenney (R-NY), and Other...
Family Business Caucus, Legislative and Political Updates. March 8th Webcast – By Invitation Only

Family Business Caucus, Legislative and Political Updates. March 8th Webcast – By Invitation Only

Mar 3, 2023 | Blog, Family Business Caucus, Family Businesses, Generationally Owned Business, In The News, Policy And Taxation Group

The 2023 Family Business Survey is closed. Check back soon for summary of results. Policy and Taxation Group ExclusiveSupporters Only Webinar   March 8, 2023   Policy and Taxation Group provides these exclusive webinars as a benefit to our Supporters.  ...
Taxation & Representation, Senate Confirmation, House Set to Vote, and More

Taxation & Representation, Senate Confirmation, House Set to Vote, and More

Mar 2, 2023 | Blog, Budget Deficit, Estate Tax, In The News, Income Tax, Tax Cuts, Taxes

The 2023 Family Business Survey is closed. Check back soon for summary of results. Tax Tidbit Werfel Faces IRS Funding Questions on Route to Likely Senate Confirmation. On Wednesday, Feb. 15, the Senate Finance Committee held a hearing to consider the nomination of...
« 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
  • Better Together: Strengthening Family Enterprise Teams with CFAR, Inc.
  • 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

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.