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Saying It Out Loud Special Report on Tariffs May 2025, By Pat Soldano

Saying It Out Loud Special Report on Tariffs May 2025, By Pat Soldano

May 30, 2025 | Family Businesses, Family Offices, Pat Soldano, 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. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group...
Saying It Out Loud May 2025, By Pat Soldano

Saying It Out Loud May 2025, By Pat Soldano

May 23, 2025 | Family Businesses, Family Offices, Pat Soldano, 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. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group New...
Saying It Out Loud Special Report May 2025, By Pat Soldano

Saying It Out Loud Special Report May 2025, By Pat Soldano

May 2, 2025 | Family Businesses, Family Business Caucus, Family Offices, Income Tax, Pat Soldano, 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. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Who...
Saying It Out Loud, By Pat Soldano. April 2025.

Saying It Out Loud, By Pat Soldano. April 2025.

Apr 26, 2025 | Family Businesses, Family Business Caucus, Family Offices, Income Tax, Pat Soldano, 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. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group House,...
Saying It Out Loud, By Pat Soldano. March 2025.

Saying It Out Loud, By Pat Soldano. March 2025.

Mar 28, 2025 | Family Businesses, Family Business Caucus, Family Offices, Pat Soldano, Successful Families

Join the Policy and Taxation Group to champion policies that protect family offices and successful individuals from burdensome taxes. Your involvement strengthens our advocacy efforts on Capitol Hill, ensuring that your voice is heard in shaping fair tax legislation....
Rockefeller Global Family Office, CFAR, Mack International Join FEUSA to Support Family Businesses

Rockefeller Global Family Office, CFAR, Mack International Join FEUSA to Support Family Businesses

Feb 25, 2025 | Family Offices, Family Businesses, Pat Soldano, Successful Families

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. Rockefeller Global Family Office, CFAR, Mack International Join Family Enterprise USA to Support Family Businesses   Three...
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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

  • Quick Poll: Share Your Thoughts on Income Tax Policy
  • Saying It Out Loud Special Report on Tariffs May 2025, By Pat Soldano
  • Weekly Digest: House OKs Major GOP Tax Bill, H.R. 1 Advances Health Reforms, and more.
  • Are Tariffs Helping or Hurting? New Spot Survey Shows Family Business Leaders Split
  • H.R. 1 Tax Title – Summary and Analysis
  • “Charitable Giving and Community Involvement” Event and Congressional Outreach Day – May 2025
  • New Webcast & Podcast Explore Family Office Hiring Trends, Family Biz Research with Pat Soldano
  • Saying It Out Loud May 2025, By Pat Soldano
  • Advanced Estate Planning Tactics for Wealthy Families – Register Now
  • Tax Update: House Passes Reconciliation Package
  • Build a Family Office That Works: New Podcast + Webcast with EY Experts

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