Policy and Taxation Group
  • Home
  • About
    • About
    • Accomplishments
    • Our Team
    • Board Of Directors
    • Advisory Board
    • Brochure
  • Caucus
  • Legislation
  • News & Events
    • News & Events
    • Podcast
    • Videos
    • Webcast Replays
  • Get Involved
    • Support Extension of TCJA
    • Tell Us Your Story
    • Get Involved
    • Proposals That Hurt Family Businesses
    • Step-up in Basis
    • Ditch The Estate tax
  • Resources
    • Research, Polls, & Whitepapers
    • Estate Tax FAQ
    • Estate Tax Stories
    • Estate Tax by State
    • Where the US Stands
  • Contact Us
  • Donate
    • Giving
    • Strategic Partners
Select Page
PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses

PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses

Jul 2, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Policy and Taxation Group Creates Advisory Board to Guide Critical Tax, Economic Policies for Family...
Senate Concludes OBBBA Vote-a-Rama

Senate Concludes OBBBA Vote-a-Rama

Jul 1, 2025 | Family Offices, Estate Tax, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Taxes

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. The Senate approved a revised version of the One Big Beautiful Bill Act (OBBBA) (H.R. 1) on July 1,...
Tax Update: Senate Passes Reconciliation Package

Tax Update: Senate Passes Reconciliation Package

Jul 1, 2025 | Family Offices, Estate Tax, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Taxes

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Moments ago, the Senate passed Republicans’ multi-trillion-dollar reconciliation package, known as the...
2024-25 Family Business Rising Gen Survey: Communication is Still Key

2024-25 Family Business Rising Gen Survey: Communication is Still Key

Jun 28, 2025 | Family Businesses, Family Offices, Generationally Owned Business, Successful Families

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. The 2025 Rising Gen Survey probed current college students enrolled in family business or entrepreneurship courses about what was most important...
Tax Update: Congressional Republicans Racing to Complete Tax Package

Tax Update: Congressional Republicans Racing to Complete Tax Package

Jun 24, 2025 | Family Offices, Estate Tax, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Taxes

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. House and Senate Republicans are charging toward their self-imposed July 4 deadline for passage of their multi-trillion-dollar reconciliation...
Senate Finance Committee Tax Title – Summary and Analysis

Senate Finance Committee Tax Title – Summary and Analysis

Jun 24, 2025 | Family Offices, Estate Tax, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Taxes

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. On June 16, Senate Finance Committee Chairman Mike Crapo (R-ID) released text of the committee’s tax title for the Senate’s fiscal year (FY)...
« Older Entries

How Can You Help?

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.

Topics

  • Blog
  • Budget Deficit
  • Death Tax
  • EAD
  • Estate Tax
  • Estate Tax Horror Stories
    • Arkansas
    • California
    • Georgia
    • Illinois
    • Maine
    • Maryland
    • Nebraska
    • Ohio
    • Oklahoma
    • Tennessee
    • Texas
    • Virginia
    • Wisconsin
  • Family Business Caucus
  • Family Businesses
  • Family Enterprise USA
  • Family Offices
  • Generationally Owned Business
  • In The News
    • From The President
  • Income Tax
  • Pat Soldano
  • Podcast
  • Policy And Taxation Group
  • State by State Status
  • Step-Up In Basis
  • Successful Families
  • Tax Cuts
  • Taxes
  • Video Post
  • Webcast Replays

Death Tax & Estate Tax News

  • PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses
  • Senate Concludes OBBBA Vote-a-Rama
  • Tax Update: Senate Passes Reconciliation Package
  • Contact Congress. Ask your Representative to vote for the OBBB as it is passed by the Senate.
  • Saying It Out Loud June 2025, By Pat Soldano
  • 2024-25 Family Business Rising Gen Survey: Communication is Still Key
  • Contact your representatives in Congress and urge them to Oppose the Elimination of NOL Treatment in Section 461(l)
  • Why Every Family Office Needs an ‘Expert Generalist’
  • Tax Update: Congressional Republicans Racing to Complete Tax Package
  • Senate Finance Committee Tax Title – Summary and Analysis
  • Reserve Your Spot – Build Teams That Drive Legacy and Results

Stay Informed and Empowered!

Subscribe for exclusive resources, research, polls, and articles covering estate tax, income tax, and other policies tailored for family offices and successful individuals.

By submitting this form, you are consenting to receive marketing emails from: Policy and Taxation Group, 712 H Street NE Suite 1091, Washington DC 20002‬, 202-240-2384. You can revoke your consent to receive emails at any time by using the link found at the bottom of every email.

Supporting Strategic Partners

Bank OZK

Policy and Taxation Group
712 H Street NE Suite 1091
Washington DC 20002
202-240-2384

Policy and Taxation Group, a 501(c)(4) organization.

  • Follow
  • Follow
  • Follow
  • Follow
  • Follow
  • Follow
  • Follow

Copyright © Policy and Taxation Group. All Rights Reserved. Family Office, Successful Families, Estate Tax, Death Tax, Gift Tax, GST Tax, Inheritance Tax, Capital Gains Tax, Income Tax Rates, Wealth Tax, Tax Policies Sitemap. Privacy Policy. Terms of Service. Site maintained by Nelsonecom.