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Pass-Through Entities Explained

Pass-Through Entities Explained

Dec 14, 2022 | Blog, Family Businesses, Family Enterprise USA Action, Generationally Owned Business, In The News, Income Tax, Pat Soldano, Video Post

Join us in asking Congress to stop taking a lifetime of savings from multi generational businesses. 80% of family businesses and generationally owned businesses, are organized as a Pass-Through Entity such as Limited liability company (LLC), Limited Partnership (LP),...
Happy Holidays From Policy and Taxation Group

Happy Holidays From Policy and Taxation Group

Dec 14, 2022 | Blog, Family Enterprise USA Action, In The News, Video Post

Policy and Taxation Group is the leading information, education and advocacy organization working for the reduction and ultimate elimination of estate, gift, and generation skipping transfer taxes, and other taxes that punish hard work and success. Our Mission is to...
Looking Ahead: State Policy Trends for 2023

Looking Ahead: State Policy Trends for 2023

Dec 13, 2022 | Blog, Death Tax, Estate Tax, In The News, Income Tax, Taxes

Join us in asking Congress to stop taking a lifetime of savings from multi generational businesses. In 2023, all 50 state legislatures will convene, including biennial legislatures. Nationwide, state legislatures will spend months grappling with policies that will...
Trends in the Overall Family Business Enterprise Market

Trends in the Overall Family Business Enterprise Market

Dec 12, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News

Join us in asking Congress to stop taking a lifetime of savings from multi generational businesses. by Linda C. Mack, Mack International An intensely competitive market and increased access to information are requiring Family Business Enterprises to keep pace in the...
It’s All Relative; Family Matters in Business Succession

It’s All Relative; Family Matters in Business Succession

Dec 7, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News

Join us in asking Congress to stop taking a lifetime of savings from multi generational businesses. By: Wealth Strategist – Family Office, Abbey Flaum, J.D., LL.M.    Parenting and running a business are, in many ways, parallel experiences.   From the time a baby...
2023 Will Be a Year of Uncertainty for Family Businesses

2023 Will Be a Year of Uncertainty for Family Businesses

Dec 6, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News, Pat Soldano

Join us in asking Congress to stop taking a lifetime of savings from multi generational businesses. Complicating factors include inflation, interest rates and midterm election fallout.  By Pat Soldano   Over the past two years, the virus on everyone’s mind was COVID....
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Death Tax & Estate Tax News

  • California Wealth Tax News: Wealth Tax Threat to Family Businesses?
  • Wealth Tax News – 3/06/2026
  • Taxation & Representation: Reconciliation 2.0. Thune’s Next Big Move Revealed
  • Act Now: Influence Washington. Secure Legacy.
  • Congressional Family Business Caucus Members Meeting Set March 17
  • Taxation & Representation: Wealth Tax Gains Ground Amid GOP Tensions
  • Changing Public Markets and the Impact for Average Investors
  • Congress Is Listening – Will You Speak Up?
  • Ernie Pomerleau Retires From the Board After 20 Years
  • Saying It Out Loud February 2026, By Pat Soldano
  • Meeting of Caucus Members Tackles Affordability Strategies

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