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
Tax Implications for Family Business Succession Planning in 2024 and Beyond

Tax Implications for Family Business Succession Planning in 2024 and Beyond

Feb 7, 2024 | Blog, Family Businesses, Family Offices, Generationally Owned Business, In The News, Successful Families, Taxes

Your Insights Matter. Invest in the Future: Support American Family Businesses. Help Us Improve: Click here to participate in the survey now. Tax Implications for Family Business Succession Planning in 2024 and Beyond   By Brian Bissell  Just like individual...
Join Our Webcast for Vital Steps in Business Planning to Withstand Unexpected Challenges

Join Our Webcast for Vital Steps in Business Planning to Withstand Unexpected Challenges

Feb 6, 2024 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Register Now for the February 14 Webcast: Starting at 10:00 AM Pacific Time   “Love Is In The Air Now; Protect Your Family Business Later”   On Valentine’s Day, we focus on those we love by buying chocolates and flowers, making dinner reservations,...
Wealthy Tax Evaders, New Tech Top IRS’s Agenda This Tax Season

Wealthy Tax Evaders, New Tech Top IRS’s Agenda This Tax Season

Feb 6, 2024 | Blog, Estate Tax, Family Businesses, Generationally Owned Business, In The News, Income Tax, Policy And Taxation Group, Taxes

Your Insights Matter. Invest in the Future: Support American Family Businesses. Help Us Improve: Click here to participate in the survey now. IRS Commissioner Danny Werfel explains how the agency is focusing on wealthy tax dodgers and corporate compliance this year...
Business Love Blueprint: Guard Your Legacy. Ensure your place for this enlightening webcast by clicking here.

Business Love Blueprint: Guard Your Legacy. Ensure your place for this enlightening webcast by clicking here.

Feb 3, 2024 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Register Now for the February 14 Webcast: Starting at 10:00 AM Pacific Time   “Love Is In The Air Now; Protect Your Family Business Later”   On Valentine’s Day, we focus on those we love by buying chocolates and flowers, making dinner reservations,...
Make Your Voice Heard. Share Your Thoughts in the Survey. Click to Start!

Make Your Voice Heard. Share Your Thoughts in the Survey. Click to Start!

Jan 31, 2024 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

At Family Enterprise USA, we are on a mission to champion the cause of American generationally owned family businesses, and we believe that your perspective is invaluable in this endeavor.   Why Your Voice Matters: Our advocacy for family businesses at a national...
Matt Nielsen Elected to Family Enterprise USA Board of Directors

Matt Nielsen Elected to Family Enterprise USA Board of Directors

Jan 31, 2024 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News, Successful Families

Your Opinion Matters. Join the movement—take our quick survey, influence change, and unlock VIP access to exclusive political insights in 2024. Thank you for your support! Take Part in the 5-Minute Anonymous Survey: Click Here Matt Nielsen, International Managing...
« 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

  • 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
  • Contact Congress. Ask your Representative to vote for the OBBB as it is passed by the Senate.
  • Saying It Out Loud June 2025, By Pat Soldano
  • 2024-25 Family Business Rising Gen Survey: Communication is Still Key
  • Contact your representatives in Congress and urge them to Oppose the Elimination of NOL Treatment in Section 461(l)
  • Why Every Family Office Needs an ‘Expert Generalist’
  • Tax Update: Congressional Republicans Racing to Complete Tax Package
  • Senate Finance Committee Tax Title – Summary and Analysis

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.