Sep 15, 2021 | Blog, Family Businesses, Family Enterprise USA Action, In The News
Get Your Voice Heard in Congress. Please Take Action Today Policy and Taxation Group Supporters Zoom Meeting – September 22 at 9:30am EST To receive the Zoom information and to be invited, your membership with PATG needs to be paid and current. There is a link...
Sep 14, 2021 | Blog, Death Tax, Estate Tax, Family Businesses, Family Enterprise USA Action, In The News, Step-Up In Basis
Get Your Voice Heard in Congress. Please Take Action Today Below is a summary of the relevant provisions in a proposal released Monday from Ways & Means; imposing tax increases for “high-income individuals.” The proposal does include increases in the individual...
Sep 13, 2021 | Blog, Family Enterprise USA Action, In The News, Tax Cuts
Get Your Voice Heard in Congress. Please Take Action Today GIFTS AND ESTATES AND TRUSTS Final regulations establishing a user fee for estate tax closing letters. Proposed regulations were published on December 31, 2020. Final regulations under §§1014(f) and 6035...
Sep 10, 2021 | Blog, Family Enterprise USA Action, In The News, Tax Cuts
Get Your Voice Heard in Congress. Please Take Action Today We wanted to call your attention to draft legislation that Senators Ron Wyden and Sherrod Brown released today that would make significant changes to the taxation of partnership distributions, allocations, and...
Sep 10, 2021 | Blog, Family Businesses, Family Enterprise USA Action, In The News
Family Business owners plan their business as a legacy to their family, their employees, and the community. To sustain and grow that legacy, estate planning is critical. Please join us for this upcoming webinar with BNY Mellon Wealth Management to learn some of those...
Sep 7, 2021 | Blog, Family Businesses, Family Enterprise USA Action, In The News
Get Your Voice Heard in Congress. Please Take Action Today By Patricia M. Soldano & Dawn S. Markowitz, published at wealthmanagement.com. Between January and March 2021, Family Enterprise USA (FEUSA) conducted its annual survey of family businesses in the United...