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Legislative Update and long awaited Tres and IRS Priority Guidance Plan

Legislative Update and long awaited Tres and IRS Priority Guidance Plan

Oct 7, 2023 | Blog, Estate Tax, Family Businesses, Generationally Owned Business, In The News, Income Tax, Successful Families, Tax Cuts, Taxes

Be a Voice for Transformation: Contact Your Representatives in Congress to Put an End to Detrimental Policies and Over-Regulation! Government Shutdown Averted at the 11th Hour; McCarthy Ousted from Speakership. On Sept. 30, Congress passed a 45-day continuing...
Weekly Washington Update: Taxes, Health Care, Immigration, and More

Weekly Washington Update: Taxes, Health Care, Immigration, and More

Oct 3, 2023 | Blog, Estate Tax, Family Businesses, Generationally Owned Business, In The News, Income Tax, Tax Cuts, Taxes

Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! General Updates   Government Shutdown Just Days Away: Congress is barreling toward the first full-government shutdown in roughly five years after repeated attempts to enact...
Census Report Fuels Child Tax Credit Debate and More Updates

Census Report Fuels Child Tax Credit Debate and More Updates

Sep 25, 2023 | Blog, Estate Tax, Family Businesses, Generationally Owned Business, In The News, Income Tax, Tax Cuts, Taxes

Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! Legislative Lowdown   Census Poverty Report Renews Democratic Push for Child Tax Credit Expansion. The fight for a year-end tax deal may have just gotten a boost. On...
Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus!

Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus!

Sep 20, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Income Tax, Taxes

Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! Family businesses are the backbone of the American economy, but they are facing a number of challenges.   The Congressional Family Business Caucus is a bipartisan group...
Comprehensive Updates: Government, Health Care, and Immigration

Comprehensive Updates: Government, Health Care, and Immigration

Sep 19, 2023 | Blog, Estate Tax, Family Businesses, Generationally Owned Business, In The News, Income Tax, Tax Cuts, Taxes

Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! Government Funding Bills Stall in House and Senate: The odds of a government shutdown gradually increased over the course of this week. In the Senate, consideration of the...
Congressional Deadline Looms: What to Expect for Fiscal Year 2024

Congressional Deadline Looms: What to Expect for Fiscal Year 2024

Sep 13, 2023 | Blog, Estate Tax, In The News, Income Tax, Tax Cuts, Taxes

Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! 28th Time’s the Charm?   For 27 years in a row Congress has failed to pass its 12 spending bills by the Sept. 30 deadline. Will this year bring more of the same? Or...
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Death Tax & Estate Tax News

  • Will “The One Big Beautiful Bill” Deliver for Family Offices? Pat Soldano breaks it down.
  • Tax Update: Senate Republicans Finalizing Tax Bill Changes
  • Taxation & Representation: Senate Eyes Major Changes to H.R. 1 – What’s at Stake for Family Offices and Successful Individuals
  • Discover What Makes Great Family Enterprise Teams Tick
  • Women’s Business Owners Group Gains Momentum
  • Taxation & Representation: Senate Gears Up to Rewrite House Tax Package – Here’s What’s Changing
  • Register Now to Strengthen Your Family Business Teams
  • {PODCAST} Top 10 Tax Changes the Senate Will Make to the One Big Beautiful House Bill
  • Award Winning Youth Video Filmmaker Tackles Importance of Family-Owned Businesses
  • Take Action: Help Family-Owned Businesses Thrive. Support Extension of TCJA
  • Estate Planning for High-Net-Worth Families: Beyond the Basics with Brown & Streza

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