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Register Now: Congressional Family Business Caucus Meeting – March 11, 2025

Register Now: Congressional Family Business Caucus Meeting – March 11, 2025

Jan 23, 2025 | Family Offices, Family Enterprise USA, Policy And Taxation Group, Successful Families

Help Shape Family Business Advocacy in Washington, DC Participate in our anonymous survey to inform national policies and receive exclusive benefits. Join us in Washington, D.C., on March 11, 2025, for the First Congressional Family Business Caucus Meeting.  ...
New Coalition Forms to Amplify Voices of Women Business Owners – Learn More

New Coalition Forms to Amplify Voices of Women Business Owners – Learn More

Jan 21, 2025 | Family Offices, Family Enterprise USA, Policy And Taxation Group, Successful Families

Help Shape Family Business Advocacy in Washington, DC Participate in our anonymous survey to inform national policies and receive exclusive benefits. First Quarter Sees Multiple Regional, Virtual Events Set for Family Enterprise USA, Policy and Taxation Group in 2025...
Holiday Message from Policy and Taxation Group

Holiday Message from Policy and Taxation Group

Dec 13, 2024 | Policy And Taxation Group, Video Post

Policy and Taxation Group is the Voice for Family Offices and Successful Individuals in Washington, DC focused exclusively on the critical tax and economic policies that impact them. Since 1995, Policy and Taxation Group has been the leading advocacy group working to...
How to Discover and Stay Informed About Policy and Taxation Group

How to Discover and Stay Informed About Policy and Taxation Group

Dec 5, 2024 | Family Offices, Death Tax, Estate Tax, Income Tax, Policy And Taxation Group, Successful Families, Taxes

An increase in income tax rate means you'll pay a higher percentage of your income to the government. This directly reduces your disposable income, the money you have left after taxes for spending or saving. This can make it harder to afford basic necessities, save...
Tax-Policy Legislative Priorities for the 119th Congress

Tax-Policy Legislative Priorities for the 119th Congress

Aug 28, 2024 | Family Offices, Death Tax, Estate Tax, Family Businesses, Income Tax, Policy And Taxation Group, Successful Families, 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. 1. Preserve the current tax rates and brackets enacted under the Tax Cuts and Jobs Act...
Don’t Miss Out: Exclusive Wealth Protection Events in NC & AR

Don’t Miss Out: Exclusive Wealth Protection Events in NC & AR

Aug 16, 2024 | Family Offices, Family Businesses, Policy And Taxation Group, 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. New ‘Protecting Wealth in Today’s Legislative Environment’ Events: North Carolina &...
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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

  • Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events
  • Taxation & Representation: What Family Offices and Successful Families Must Know: FY26 Appropriations and OBBBA Updates
  • Is Your Family Office or Successful Family Protected from Discord? Learn How Sept. 26
  • Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy
  • Navigating Uncharted Waters in the Insurance Industry with USI
  • Safeguard Your Family Owned Business: Build Governance That Lasts Generations
  • Taxation & Representation: Wealth at risk? Congress debates IRS cuts, OECD exit & new tax credits
  • How Family Governance Protects Generational Wealth
  • Autumn Transitions: Navigating Family Enterprise Challenges with Head and Heart
  • Women’s Business Owners Group Gets Bipartisan Congressional Support
  • Saying It Out Loud September 2025, By Pat Soldano

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