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Saying It Out Loud, By Pat Soldano. January 2025.

Saying It Out Loud, By Pat Soldano. January 2025.

Jan 24, 2025 | Family Businesses, Family Offices, Generationally Owned Business, Income Tax, Pat Soldano, Successful Families, Tax Cuts, Taxes

Help Shape Family Business Advocacy in Washington, DC Participate in our anonymous survey to inform national policies and receive exclusive benefits. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Family Offices, Successful Individuals Get Down...
Taxation & Representation: Budget Committee Document Detailing Potential Tax Bill Provisions Circulated

Taxation & Representation: Budget Committee Document Detailing Potential Tax Bill Provisions Circulated

Jan 22, 2025 | Family Offices, Death Tax, Estate Tax, Income Tax, Successful Families, Tax Cuts, Taxes

Help Shape Family Business Advocacy in Washington, DC Participate in our anonymous survey to inform national policies and receive exclusive benefits. Budget Committee Document Detailing Potential Tax Bill Provisions Circulated: A leaked list of policy options...
Stay Informed: Join Our Legislative Quarterly Update Webcast for Supporters!

Stay Informed: Join Our Legislative Quarterly Update Webcast for Supporters!

Jan 21, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Taxes

Gain exclusive insights on elections, IRS exams, and more from top experts and Members of Congress. Donate to Policy and Taxation Group to get registered Now! About Squire Patton BoggsSquire Patton Boggs is an international law firm that offers comprehensive legal and...
Taxation & Representation: Navigating the Final Biden Treasury/IRS Guidance

Taxation & Representation: Navigating the Final Biden Treasury/IRS Guidance

Jan 16, 2025 | Family Offices, Death Tax, Estate Tax, Income Tax, Successful Families, Tax Cuts, Taxes

Help Shape Family Business Advocacy in Washington, DC Participate in our anonymous survey to inform national policies and receive exclusive benefits. Navigating the Final Biden Treasury/IRS Guidance Over the last week, the Treasury Department and Internal Revenue...
Taxation & Representation: 2025’s Tax-Writers

Taxation & Representation: 2025’s Tax-Writers

Jan 9, 2025 | Family Offices, Death Tax, Estate Tax, Income Tax, Successful Families, Tax Cuts, Taxes

Help Shape Family Business Advocacy in Washington, DC Participate in our anonymous survey to inform national policies and receive exclusive benefits. On Dec. 20, incoming Senate Majority Leader John Thune (R-SD) announced the Senate Republican Conference’s committee...
Pulse Survey Shows Top 3 Tax Policies Family Businesses are Concerned about Going in 2025

Pulse Survey Shows Top 3 Tax Policies Family Businesses are Concerned about Going in 2025

Jan 3, 2025 | Family Offices, Estate Tax, Income Tax, Successful Families, Taxes

Help Shape Family Business Advocacy in Washington, DC Participate in our anonymous survey to inform national policies and receive exclusive benefits. New Family Enterprise USA Pulse Survey Shows Top 3 Tax Policies Family Businesses are Concerned about Going in 2025...
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Death Tax & Estate Tax News

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  • Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises with EY
  • You’re Invited! Tariff Talk with Brownstein, Nov 11, 2025
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  • Taxation & Representation Update: What the ongoing shutdown means for your business

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