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

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

Feb 22, 2025 | Family Businesses, Family Offices, Generationally Owned Business, Income Tax, Pat Soldano, Successful Families, Taxes

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Fasten Your Seat Belts for Bumpy Ride as New Tax,...
Taxation & Representation: Estate Tax Repeal on the Table — Tell Congress Your View

Taxation & Representation: Estate Tax Repeal on the Table — Tell Congress Your View

Feb 20, 2025 | Family Offices, Death Tax, Estate Tax, Generationally Owned Business, Income Tax, Successful Families, Tax Cuts, Taxes

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. Senate Budget Committee Marks Up FY 2025 Budget Resolution: On Feb. 12, the Senate Budget Committee advanced a fiscal year...
Family Businesses Crave Consistency and Permanency in New Tax Legislation

Family Businesses Crave Consistency and Permanency in New Tax Legislation

Feb 19, 2025 | Family Offices, Death Tax, Estate Tax, Family Businesses, Income Tax, Pat Soldano, Successful Families, Tax Cuts, Taxes

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. Pat Soldano’s latest article, “Family businesses crave consistency and permanency in new tax legislation“, published by Family...
An Appropriate Valentine: House and Senate Stake Budget Positions

An Appropriate Valentine: House and Senate Stake Budget Positions

Feb 15, 2025 | Family Offices, Death Tax, Estate Tax, Generationally Owned Business, 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. Republicans in Congress this week continue to discuss ways to move forward President Trump’s legislative agenda...
Taxation & Representation: Reconciliation Bill Update: Key Issues to Watch

Taxation & Representation: Reconciliation Bill Update: Key Issues to Watch

Feb 12, 2025 | Family Offices, Death Tax, Estate Tax, Generationally Owned Business, 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. Reconciliation Update – Senate Tees Up Budget Resolution Markup While House Remains Deadlocked: On Feb. 7, Senate...
Act Now! Get Registered for February Supporters Webcast

Act Now! Get Registered for February Supporters Webcast

Jan 31, 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...
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Death Tax & Estate Tax News

  • Estate Planning for High-Net-Worth Families: Beyond the Basics with Brown & Streza
  • [WEBINAR] Top Priorities for Family Enterprises in 2025: Income Taxes, Policy Shifts, and What Comes Next
  • Snapshots of Family-Owned Businesses Show 80% are Pass Through Entities, Pay Higher Taxes, According to Survey
  • White House Releases Additional FY26 Budget Details
  • Quick Poll: Share Your Thoughts on Income Tax Policy
  • Saying It Out Loud Special Report on Tariffs May 2025, By Pat Soldano
  • Weekly Digest: House OKs Major GOP Tax Bill, H.R. 1 Advances Health Reforms, and more.
  • Are Tariffs Helping or Hurting? New Spot Survey Shows Family Business Leaders Split
  • H.R. 1 Tax Title – Summary and Analysis
  • “Charitable Giving and Community Involvement” Event and Congressional Outreach Day – May 2025
  • New Webcast & Podcast Explore Family Office Hiring Trends, Family Biz Research with Pat Soldano

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