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Biden Budget Proposal, Committee Updates, IRS Leak Investigations, and More

Biden Budget Proposal, Committee Updates, IRS Leak Investigations, and More

Mar 8, 2023 | Blog, Budget Deficit, Estate Tax, In The News, Income Tax, Tax Cuts, Taxes

Read about the 2023 Family Business Survey Results & Summary. Tax Tidbit   Biden to Release 2024 Budget Proposal Later this Week. On March 9, President Joe Biden will send his updated budget proposal to Congress, outlining the administration’s policy...
Taxation & Representation, Senate Confirmation, House Set to Vote, and More

Taxation & Representation, Senate Confirmation, House Set to Vote, and More

Mar 2, 2023 | Blog, Budget Deficit, Estate Tax, In The News, Income Tax, Tax Cuts, Taxes

The 2023 Family Business Survey is closed. Check back soon for summary of results. Tax Tidbit Werfel Faces IRS Funding Questions on Route to Likely Senate Confirmation. On Wednesday, Feb. 15, the Senate Finance Committee held a hearing to consider the nomination of...
Lawmakers Look to 2023 for Tax Priorities Following Omnibus Passage

Lawmakers Look to 2023 for Tax Priorities Following Omnibus Passage

Jan 4, 2023 | Blog, In The News, Income Tax, Taxes

Take A Short Survey That Assists Us In The Fight To Save Local Business Owners From Historic Tax Increases On Dec. 29, President Joe Biden signed the nearly $1.7 trillion Consolidated Appropriations Act of 2022 into law, funding the federal government through fiscal...
Omnibus Funding Bill Scraps Most Tax Provisions; Includes Retirement Savings Bill

Omnibus Funding Bill Scraps Most Tax Provisions; Includes Retirement Savings Bill

Dec 21, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News, Income Tax, Taxes

Join us in asking Congress to stop taking a lifetime of savings from multi generational businesses. Lawmakers released the text for the $1.7 trillion fiscal year 2023 omnibus appropriations bill. The package contains 12 separate appropriations bills providing a total...
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),...
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...
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Death Tax & Estate Tax News

  • Wealth Tax News – 5/8/2026
  • The PPLI Opportunity Affluent Families Are Exploring — Are You Missing It?
  • Winners of the Family Business Center Challenge Announced
  • Why 70% of Family Wealth Disappears by Gen 2
  • Taxation & Representation: 3 reconciliation bills? Your tax cuts hang in balance
  • PPLI Explained: A Powerful Planning Strategy for Sophisticated Families
  • The Nevada Advantage: Strategic Trust and Tax Planning for the Modern Family Business
  • Family Giving in Higher Education: A Unique Blend of Personal and Collective Philanthropy
  • Soldano to Present Survey Findings at FBA of California Conference
  • Understanding the PPLI Opportunity: The Basics and Beyond
  • Saying It Out Loud April 2026, By Pat Soldano

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