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Pathstone Webcast Replay: Family Vision and Values: The Starting Point of Estate Planning

Pathstone Webcast Replay: Family Vision and Values: The Starting Point of Estate Planning

Jul 18, 2024 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Video Post, Webcast Replays

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! In this webcast, Family Vision and Values: The Starting Point of Estate Planning, senior Pathstone executives Jim Coutré and Scott Weaver will...
Congressional Family Business Caucus Signs 49th House Member

Congressional Family Business Caucus Signs 49th House Member

Jul 18, 2024 | Family Offices, Family Business Caucus, Family Businesses, Generationally Owned Business, Successful Families

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! The bi-partisan Congressional Family Business Caucus saw its 49th member sign on to its mission to listen and learn from America’s largest private...
‘Next Gen’ Survey Highlights Lack of Communication as Concern in New Smith Family Business Initiative from Cornell

‘Next Gen’ Survey Highlights Lack of Communication as Concern in New Smith Family Business Initiative from Cornell

Jul 16, 2024 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! ‘Next Gen’ Survey Highlights Lack of Family Communication as Key Concern in New Smith Family Business Initiative from Cornell University  ...
Stay Informed: Join Our Legislative Quarterly Update Webcast!

Stay Informed: Join Our Legislative Quarterly Update Webcast!

Jul 15, 2024 | 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...
[REGISTER TODAY] Protecting Wealth in Today’s Legislative Environment

[REGISTER TODAY] Protecting Wealth in Today’s Legislative Environment

Jul 12, 2024 | Family Offices, Family Businesses, Family Enterprise USA, Generationally Owned Business, Successful Families

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! Register Now for this July 16 Event:   Starting at 2:30 PM Eastern Time   “Protecting Wealth in Today’s Legislative...
Evaluating Business Structures: The Pros And Cons

Evaluating Business Structures: The Pros And Cons

Jul 11, 2024 | Family Offices, Generationally Owned Business, Successful Families

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! By Isaac Bradley, J.D., CPADirector of Financial PlanningHomrich Berg Family businesses often start small with simple business and tax structures....
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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

  • 24 Hours Left – Last Chance to Register: Rockefeller’s Formula for Legacy Success
  • Taxation & Representation: Passthrough Deduction May Rise – What It Means for Your Family Office and Successful Families
  • Estate Planning, Tax Policy for High-Net-Worth Families Featured in Webcast and Webinar
  • Webcast Happening Soon: Smart Tax & Legacy Tips for Family Business Owners
  • Plan Smarter: Strategies to Build Harmony and Preserve Wealth
  • Saying It Out Loud June 2025, By Pat Soldano
  • FEUSA Featured in New Videos by Tamarind Learning and YouTube’s ‘The Vault’
  • Don’t Miss This: Family Business Success Strategies Revealed Live
  • Constant, Consistent Education with Congress Pays Off in ‘OBBB’ for Family-owned Businesses, Family Offices
  • The One, Big, Beautiful Bill Act – Summary and Analysis
  • Join Pat Soldano, Russ Sullivan & John Gugliada at FOX’s 2025 Family Office Forum

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