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Discover the Secrets to Safeguarding Your Family’s Financial Future – Join Our Webcast!

Discover the Secrets to Safeguarding Your Family’s Financial Future – Join Our Webcast!

Sep 21, 2023 | Blog, Family Businesses, In The News, Multi Generational Business

We are excited to invite you to an exclusive webcast that could transform the way you protect your family’s assets and financial future. Mark your calendar for: Event: Powerful Trust Designs and Structures for Family Enterprises: The Need for Flexibility Date:...
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 Business Caucus, Family Businesses, In The News, Income Tax, Multi Generational Business, 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, In The News, Income Tax, Multi Generational Business, 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...
How Can Philanthropy Build the Next Generation’s Financial Skills?

How Can Philanthropy Build the Next Generation’s Financial Skills?

Sep 19, 2023 | Blog, Family Businesses, Family Enterprise USA, In The News, Multi Generational Business

Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! For family business owners, preparing the next generation to someday join your business is an important goal. Teaching children the financial skills required is a key first...
Cybersecurity is No Longer Optional, It’s a Necessity

Cybersecurity is No Longer Optional, It’s a Necessity

Sep 14, 2023 | Blog, Family Businesses, In The News, Multi Generational Business

Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! By Bonnie Ohlinger JD, CPRIA, USI-National Content Manager   No one is immune from cybercrime. Large corporations, government facilities, family businesses and...
Register Now for Webcast Starting at 12P PT: Philanthropic Strategies for Successful Families

Register Now for Webcast Starting at 12P PT: Philanthropic Strategies for Successful Families

Sep 12, 2023 | Blog, Family Businesses, In The News, Multi Generational Business

Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! Are you interested in learning how to make your charitable giving more effective? If so, we encourage you to register for the upcoming webcast “Philanthropic...
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Policy and Taxation Group is the best way for families, companies and individuals to support and impact the direction of the movement for estate tax relief. For information regarding contributions, please contact us.

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Death Tax & Estate Tax News

  • Discover the Secrets to Safeguarding Your Family’s Financial Future – Join Our Webcast!
  • Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus!
  • Comprehensive Updates: Government, Health Care, and Immigration
  • How Can Philanthropy Build the Next Generation’s Financial Skills?
  • Nasser Watar Joins Family Enterprise USA Board of Directors
  • Cybersecurity is No Longer Optional, It’s a Necessity
  • Congressional Deadline Looms: What to Expect for Fiscal Year 2024
  • Register Now for Webcast Starting at 12P PT: Philanthropic Strategies for Successful Families
  • 24 Hours Left: Don’t Miss This Opportunity to Learn How to Make Your Giving More Effective
  • Unlocking Success: Join us for a Family Business Roundtable with Frank Luntz
  • Your Voice Matters: Contact Your Representatives in Congress Today!

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