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Taxation & Representation: What’s in Reconciliation?

Taxation & Representation: What’s in Reconciliation?

Apr 30, 2025 | Family Offices, Estate Tax, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Tax Cuts, Taxes

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Budget Reconciliation Outlook—Committees Schedule Markups as Congress...
Million Dollar Question: Will the Top 1% See a Tax Increase in 2026

Million Dollar Question: Will the Top 1% See a Tax Increase in 2026

Apr 28, 2025 | Family Businesses, Generationally Owned Business, Podcast, Successful Families, Taxes

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. With the reconciliation framework in place, congressional Republicans face the...
Advocacy Small Business Roundtable on Anti-Competitive Regulations

Advocacy Small Business Roundtable on Anti-Competitive Regulations

Apr 23, 2025 | Family Businesses, Generationally Owned Business, Successful Families

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Speak Up: Share Your Input on Regulations That Hurt Small Business   The...
FEUSA Reaches Million Member Milestone with Outreach to Associations with Family-Owned Businesses

FEUSA Reaches Million Member Milestone with Outreach to Associations with Family-Owned Businesses

Apr 23, 2025 | Family Businesses, Generationally Owned Business, Successful Families

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Family Enterprise USA Reaches Million Member Milestone with Outreach to...
Lido Consulting’s Annual Family Office Investment Symposium Features Soldano and Luntz

Lido Consulting’s Annual Family Office Investment Symposium Features Soldano and Luntz

Apr 17, 2025 | Family Businesses, Generationally Owned Business, Successful Families

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Lido Consulting’s 19th Annual Family Office Investment Symposium Features...
Pat Soldano and Mark Warren Highlight Family Business at Sonoma Authors Festival

Pat Soldano and Mark Warren Highlight Family Business at Sonoma Authors Festival

Apr 15, 2025 | Family Businesses, Generationally Owned Business, Successful Families

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Family Enterprise USA’s Pat Soldano, Brownstein’s Mark Warren Speak at Sonoma...
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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

  • 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
  • Wealth, Complexity & The One Big Beautiful Bill: Time for a Family Office?
  • Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies
  • Quick Poll: Taxed More of Less Due to OBBB
  • Tax Update: House Approves Senate Reconciliation Package
  • 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

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