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‘One Big Beautiful Bill’ Wins for Family Business Detailed in New Podcast

‘One Big Beautiful Bill’ Wins for Family Business Detailed in New Podcast

Aug 20, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Podcast, Successful Families, Video Post

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. ‘One Big Beautiful Bill’ Wins for Family Business Detailed in New Family Enterprise USA Podcast  ...
New Podcast Details How to Make Private Equity into Positive Partners

New Podcast Details How to Make Private Equity into Positive Partners

Aug 19, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Podcast, Successful Families, Video Post

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. New Family Enterprise USA Podcast Details How to Make Private Equity into Positive Partners   Family...
Weekly Digest of Alerts: What Policy Shifts Mean for Generational Wealth

Weekly Digest of Alerts: What Policy Shifts Mean for Generational Wealth

Aug 16, 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. What’s Influencing DOJ’s New Trade Fraud Focus, and How to Navigate Enforcement ShiftsBy Greg Brower...
‘Communication,’ ‘Succession,’ Top Worries Business Heirs Voice in New ‘Rising Gen’ Survey

‘Communication,’ ‘Succession,’ Top Worries Business Heirs Voice in New ‘Rising Gen’ Survey

Aug 5, 2025 | Family Offices, Family Businesses, Generationally Owned Business, 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. ‘Communication,’ ‘Succession,’ Top Worries Family Business Heirs Voice in New ‘Rising Gen’ Survey from...
Smart Strategies for Family Business Success with Rockefeller Global Family Office

Smart Strategies for Family Business Success with Rockefeller Global Family Office

Aug 4, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Video Post, Webcast Replays

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. This webcast features Shirley Quackenbush, Robert Panetti, Ryan Coulson, and Michael Misciagna at...
US Economic Outlook July 2025

US Economic Outlook July 2025

Aug 4, 2025 | Family Offices, Family Businesses, Generationally Owned Business, 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. by Gregory DacoEY-Parthenon Chief Economist Strategy and TransactionsErnst & Young LLP...
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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

  • Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events
  • Taxation & Representation: What Family Offices and Successful Families Must Know: FY26 Appropriations and OBBBA Updates
  • Is Your Family Office or Successful Family Protected from Discord? Learn How Sept. 26
  • Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy
  • Navigating Uncharted Waters in the Insurance Industry with USI
  • Safeguard Your Family Owned Business: Build Governance That Lasts Generations
  • Taxation & Representation: Wealth at risk? Congress debates IRS cuts, OECD exit & new tax credits
  • How Family Governance Protects Generational Wealth
  • Autumn Transitions: Navigating Family Enterprise Challenges with Head and Heart
  • Women’s Business Owners Group Gets Bipartisan Congressional Support
  • Saying It Out Loud September 2025, By Pat Soldano

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