Policy and Taxation Group
  • Home
  • About
    • About
    • Accomplishments
    • Our Team
    • Board Of Directors
    • Advisory Board
    • Brochure
  • Caucus
  • Legislation
  • News & Events
    • News & Events
    • Podcast
    • Videos
    • Webcast Replays
  • Get Involved
    • Support Extension of TCJA
    • Tell Us Your Story
    • Get Involved
    • Proposals That Hurt Family Businesses
    • Step-up in Basis
    • Ditch The Estate tax
  • Resources
    • Research, Polls, & Whitepapers
    • Estate Tax FAQ
    • Estate Tax Stories
    • Estate Tax by State
    • Where the US Stands
  • Contact Us
  • Donate
    • Giving
    • Strategic Partners
Select Page
‘Succession Stories’ Podcast Keys in On Succession Planning and Advocacy

‘Succession Stories’ Podcast Keys in On Succession Planning and Advocacy

Sep 10, 2024 | Family Offices, Family Businesses, 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. ‘Succession Stories’ Podcast Keys in On Succession Planning, Advocacy with Family...
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...
2025 Tax Armageddon: Taxes After the Election

2025 Tax Armageddon: Taxes After the Election

Aug 9, 2024 | Family Offices, Family Businesses, Income Tax, Podcast, Successful Families, Taxes

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! The 2024 election cycle has seen a lot of twists and turns.   With so much uncertainty, our tax policy team invites bipartisan members of our...
New Podcasts Focus on Top Concerns Facing Family Office Clients

New Podcasts Focus on Top Concerns Facing Family Office Clients

Jul 9, 2024 | Family Offices, Generationally Owned Business, Podcast, Successful Families

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! Family Office Exchange, Tamarind Learning Focus on Top Concerns Facing Family Office Clients in New Podcasts   Pat Soldano, President, Policy...
Family Offices Need ‘Wealth 3.0 Mindset’ to Succeed in Future, Says Ultra High Net Worth Institute Founder

Family Offices Need ‘Wealth 3.0 Mindset’ to Succeed in Future, Says Ultra High Net Worth Institute Founder

Jul 5, 2024 | Family Offices, Generationally Owned Business, Podcast, Successful Families

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! Family Offices Need ‘Wealth 3.0 Mindset’ to Succeed in Future, Says Ultra High Net Worth Institute Founder Steve Prostano, in New Policy and...
Plan Now for The Expiration of the Tax Cut and Jobs Act Says Brown & Streza Legal Expert Matt Brown

Plan Now for The Expiration of the Tax Cut and Jobs Act Says Brown & Streza Legal Expert Matt Brown

Jul 1, 2024 | Family Offices, Family Businesses, Generationally Owned Business, Podcast, Successful Families, Video Post

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! Plan Now for The Expiration of the Tax Cut and Jobs Act Says Brown & Streza Legal Expert Matt Brown in New Family Enterprise USA Podcast  ...
« Older Entries
Next Entries »

How Can You Help?

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.

Topics

  • Blog
  • Budget Deficit
  • Death Tax
  • EAD
  • Estate Tax
  • Estate Tax Horror Stories
    • Arkansas
    • California
    • Georgia
    • Illinois
    • Maine
    • Maryland
    • Nebraska
    • Ohio
    • Oklahoma
    • Tennessee
    • Texas
    • Virginia
    • Wisconsin
  • Family Business Caucus
  • Family Businesses
  • Family Enterprise USA
  • Family Offices
  • Generationally Owned Business
  • In The News
    • From The President
  • Income Tax
  • Pat Soldano
  • Podcast
  • Policy And Taxation Group
  • State by State Status
  • Step-Up In Basis
  • Successful Families
  • Tax Cuts
  • Taxes
  • Video Post
  • Webcast Replays

Death Tax & Estate Tax News

  • 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
  • Contact Congress. Ask your Representative to vote for the OBBB as it is passed by the Senate.
  • Saying It Out Loud June 2025, By Pat Soldano
  • 2024-25 Family Business Rising Gen Survey: Communication is Still Key
  • Contact your representatives in Congress and urge them to Oppose the Elimination of NOL Treatment in Section 461(l)
  • Why Every Family Office Needs an ‘Expert Generalist’
  • Tax Update: Congressional Republicans Racing to Complete Tax Package
  • Senate Finance Committee Tax Title – Summary and Analysis

Stay Informed and Empowered!

Subscribe for exclusive resources, research, polls, and articles covering estate tax, income tax, and other policies tailored for family offices and successful individuals.

By submitting this form, you are consenting to receive marketing emails from: Policy and Taxation Group, 712 H Street NE Suite 1091, Washington DC 20002‬, 202-240-2384. You can revoke your consent to receive emails at any time by using the link found at the bottom of every email.

Supporting Strategic Partners

Bank OZK

Policy and Taxation Group
712 H Street NE Suite 1091
Washington DC 20002
202-240-2384

Policy and Taxation Group, a 501(c)(4) organization.

  • Follow
  • Follow
  • Follow
  • Follow
  • Follow
  • Follow
  • Follow

Copyright © Policy and Taxation Group. All Rights Reserved. Family Office, Successful Families, Estate Tax, Death Tax, Gift Tax, GST Tax, Inheritance Tax, Capital Gains Tax, Income Tax Rates, Wealth Tax, Tax Policies Sitemap. Privacy Policy. Terms of Service. Site maintained by Nelsonecom.