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Saying It Out Loud, By Pat Soldano. September 2024.

Saying It Out Loud, By Pat Soldano. September 2024.

Sep 19, 2024 | Family Businesses, Family Offices, Generationally Owned Business, Pat Soldano, Successful Families

Speak Up! How Tax Laws Affect Your Business Matters Now's your chance to share your story. Use the new Comment Portal to connect with the House Ways & Means Committee. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Priorities Being Set...
Capitol Hill Tax Teams focus on salvaging key Tax Cuts and Jobs Act provisions

Capitol Hill Tax Teams focus on salvaging key Tax Cuts and Jobs Act provisions

Sep 18, 2024 | Family Offices, Death Tax, Estate Tax, Family Businesses, Income Tax, Pat Soldano, Successful Families, Tax Cuts, Taxes

Speak Up! How Tax Laws Affect Your Business Matters Now's your chance to share your story. Use the new Comment Portal to connect with the House Ways & Means Committee. Pat Soldano’s latest article, published by Family Business Magazine, sheds light on...
EY Experts Tackle Long-term Capital Funding Strategies in New Podcast

EY Experts Tackle Long-term Capital Funding Strategies in New Podcast

Sep 17, 2024 | Family Offices, Family Businesses, Pat Soldano, Podcast, Successful Families

Speak Up! How Tax Laws Affect Your Business Matters Now's your chance to share your story. Use the new Comment Portal to connect with the House Ways & Means Committee. EY Family Enterprise Experts Tackle Long-term Capital Funding Strategies in New Podcast...
On the Road with Pat Soldano & Dave Nemo. Listen to Their Podcast on SiriusXM.

On the Road with Pat Soldano & Dave Nemo. Listen to Their Podcast on SiriusXM.

Sep 6, 2024 | Family Offices, Family Businesses, Pat Soldano, Podcast, Successful Families

Speak Up! How Tax Laws Affect Your Business Matters Now's your chance to share your story. Use the new Comment Portal to connect with the House Ways & Means Committee. Pat recently appeared on the The Dave Nemo Show on Road Dog Trucking, SiriusXM, Channel...
Saying It Out Loud, By Pat Soldano. August 2024.

Saying It Out Loud, By Pat Soldano. August 2024.

Aug 23, 2024 | Family Businesses, Family Offices, Generationally Owned Business, Pat Soldano, Successful Families

Speak Up! How Tax Laws Affect Your Business Matters Now's your chance to share your story. Use the new Comment Portal to connect with the House Ways & Means Committee. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Watch Out Family...
Saying It Out Loud, By Pat Soldano. July 2024.

Saying It Out Loud, By Pat Soldano. July 2024.

Jul 22, 2024 | Family Businesses, Family Offices, Generationally Owned Business, Pat Soldano, Successful Families

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Wealth Tax Talks Heat Up as Supreme Court Weighs In, New House Tax Teams...
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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

  • Estate Planning for High-Net-Worth Families: Beyond the Basics with Brown & Streza
  • [WEBINAR] Top Priorities for Family Enterprises in 2025: Income Taxes, Policy Shifts, and What Comes Next
  • Snapshots of Family-Owned Businesses Show 80% are Pass Through Entities, Pay Higher Taxes, According to Survey
  • White House Releases Additional FY26 Budget Details
  • 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

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