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Topics of Succession and Workforce are 2024 Focuses on Leadership Issues Affecting Family Businesses

Topics of Succession and Workforce are 2024 Focuses on Leadership Issues Affecting Family Businesses

May 15, 2024 | Family Offices, Generationally Owned Business, Income Tax, Successful Families, Taxes

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! Congressional Family Business Caucus Starts With Topics of ‘Succession’ and ‘Workforce,’ as 2024 Focuses on...
Next Gen is Counting on Us to Slow Impact of High Taxes

Next Gen is Counting on Us to Slow Impact of High Taxes

May 15, 2024 | Family Offices, Estate Tax, Generationally Owned Business, Income Tax, Successful Families, Taxes

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! With 85.5% of family businesses having majority or sole ownership by family members the questions of who,...
Survey and Executives Both Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities

Survey and Executives Both Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities

May 15, 2024 | Family Offices, Estate Tax, Generationally Owned Business, Income Tax, Successful Families, Taxes

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! A New Family Business Survey and Executives Both Say Tax Savings Will Grow Businesses, Pay Employees More,...
Next-Gen Family Business Survey

Next-Gen Family Business Survey

May 14, 2024 | Family Offices, Family Enterprise USA, Generationally Owned Business, Successful Families

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! 87% of Americans go to work every day for a family business, and around the world, family businesses play an...
Whittier Trust Executives Detail ‘Core-Satellite’ Estate Planning Technique in Webcast Replay

Whittier Trust Executives Detail ‘Core-Satellite’ Estate Planning Technique in Webcast Replay

May 14, 2024 | Family Businesses, Family Enterprise USA, Generationally Owned Business, Successful Families, Video Post

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! Whittier Trust Executives Detail ‘Core-Satellite’ Estate Planning Technique in New Webcast by Family...
Unlock Growth: Mastering Family Business Liquidity Strategies – Learn to balance short and long-term capital needs.

Unlock Growth: Mastering Family Business Liquidity Strategies – Learn to balance short and long-term capital needs.

May 10, 2024 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! Does your family-owned business face the challenge of balancing long-term growth with the evolving needs of...
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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

  • Taxation & Representation: Urgent Tax Battle – Will YOUR Money Be Targeted?
  • What is your Top Concern: Reduce Federal Budget/Debt, Reduce Income Taxes, or Regulations?
  • Women’s Business Owners Group Discusses Advocating on Behalf Women-owned Businesses
  • California Wealth Tax News: Wealth Tax Threat to Family Businesses?
  • Wealth Tax News – 3/06/2026
  • Taxation & Representation: Reconciliation 2.0. Thune’s Next Big Move Revealed
  • Act Now: Influence Washington. Secure Legacy.
  • Congressional Family Business Caucus Members Meeting Set March 17
  • Taxation & Representation: Wealth Tax Gains Ground Amid GOP Tensions
  • Changing Public Markets and the Impact for Average Investors
  • Congress Is Listening – Will You Speak Up?

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