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Danger Ahead: Need to Watch Tax Proposals Damaging to Families, Family Enterprises

Danger Ahead: Need to Watch Tax Proposals Damaging to Families, Family Enterprises

Jun 22, 2022 | Blog, Family Businesses, Family Enterprise USA Action, Generationally Owned Business, In The News, Income Tax, Pat Soldano, Taxes

Increased Taxes for Individuals, Corporations, Capital Gains Still “Very Much Alive,” According to National Tax Experts Several key legislative proposals are on Congress’ table in the next 60 days and many, if passed, will adversely affect families and family...
Treasury Department Fiscal Year 2023 Budget. Tax Policy Update.

Treasury Department Fiscal Year 2023 Budget. Tax Policy Update.

Jun 15, 2022 | Blog, In The News, Income Tax, Taxes

Treasury Secretary Janet Yellen testified before the Senate Finance Committee and the House Ways and Means Committee this week to discuss the Biden administration’s fiscal year 2023 budget proposal for the Treasury Department. She appeared first before the...
Tax & Financial Services Week Ahead. Tax Policy Update.

Tax & Financial Services Week Ahead. Tax Policy Update.

Jun 7, 2022 | Blog, In The News, Income Tax, Taxes

The House and the Senate reconvene Tuesday at 2 p.m. and Monday at 3 a.m., respectively. What to Watch Both chambers will be in session this week. The August district work period and the subsequent midterm elections are on the horizon, which means that legislative...
Taxpayer Fairness Across the IRS. Tax Policy Update.

Taxpayer Fairness Across the IRS. Tax Policy Update.

May 20, 2022 | Blog, In The News, Income Tax, Taxes

On Tuesday, May 18, the House Ways and Means Subcommittee on Oversight held a hearing on taxpayer fairness at the Internal Revenue Service. The following witnesses testified before the committee: Ken Corbin, Commissioner for Wage and Investment and Chief Taxpayer...
Weekly Washington Update. General, Health Care, Tax, and More.

Weekly Washington Update. General, Health Care, Tax, and More.

Apr 9, 2022 | Blog, In The News, Income Tax, Taxes

Seeking Further Action on USICA: This week, over 100 lawmakers were named to the bicameral conference committee on Congress’s China bill. The large number of conferees does not engender confidence in an expeditious outcome. Moreover, the reports stated that House...
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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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