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

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

Feb 22, 2025 | Family Businesses, Family Offices, Generationally Owned Business, Income Tax, Pat Soldano, Successful Families, Taxes

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. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Fasten Your Seat Belts for Bumpy Ride as New Tax,...
Family Businesses Crave Consistency and Permanency in New Tax Legislation

Family Businesses Crave Consistency and Permanency in New Tax Legislation

Feb 19, 2025 | Family Offices, Death Tax, Estate Tax, Family Businesses, Income Tax, Pat Soldano, Successful Families, Tax Cuts, Taxes

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. Pat Soldano’s latest article, “Family businesses crave consistency and permanency in new tax legislation“, published by Family...
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Death Tax & Estate Tax News

  • Saying It Out Loud August 2025, By Pat Soldano
  • ‘One Big Beautiful Bill’ Wins for Family Business Detailed in New Podcast
  • New Podcast Details How to Make Private Equity into Positive Partners
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  • Weekly Digest of Alerts: What Policy Shifts Mean for Generational Wealth
  • Is Your Insurance Strategy Built to Withstand What’s Coming?
  • Quick Poll: Concern About Capital Gains Tax
  • Chart a Safer Course: Risk Management Strategies for 2025
  • How Family Businesses Can Cultivate Resilient Growth
  • ‘Communication,’ ‘Succession,’ Top Worries Business Heirs Voice in New ‘Rising Gen’ Survey
  • Register Now: Strategies to Navigate Today’s Insurance Challenges

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