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Pat Soldano – Speaking at FON – Family Office Network

Pat Soldano – Speaking at FON – Family Office Network

May 13, 2019 | Blog, Estate Tax, Family Enterprise USA, Family Enterprise USA Action, In The News, Tax Cuts

Pat Soldano is speaking at the FON – Family Office Network on 5/14 on; Tax Policy – What Now? Everyone who has a stake in the game, (paying taxes) should come, listen and learn from an expert on taxation, taxation legislation and specifically the estate...
Oprah Winfrey Attacking  Taxes on the Rich

Oprah Winfrey Attacking Taxes on the Rich

Apr 23, 2019 | Blog, Death Tax, Estate Tax, Family Enterprise USA, Family Enterprise USA Action, In The News

Unlike most outspoken Hollywood stars, business moguls and the incredibly wealthy Oprah Winfey has a different take on taxes, especially that of the Death Tax. Interestingly enough here, is Oprah Winfrey talking about tax reform, her specific issues with how the...
2019 – Family Business USA Survey

2019 – Family Business USA Survey

Mar 26, 2019 | Blog, Death Tax, Estate Tax, Family Businesses, Family Enterprise USA, Family Enterprise USA Action

A MESSAGE FROM OUR FOUNDER – Pat Soldano   I am contacting you to request your help in reaching business-owning families and asking them to complete the 2019 Family Enterprise USA survey. To access the short, online survey, the link...
Our Work is NOT Complete – The Estate Tax has NOT been repealed.

Our Work is NOT Complete – The Estate Tax has NOT been repealed.

Feb 7, 2019 | Blog, Death Tax, Estate Tax, Family Enterprise USA, Family Enterprise USA Action, In The News

I’ll say it again, our Work is NOT Complete – The Estate Tax has NOT been repealed. What we saw and heard in President Trump’s State of the Union, in reference to the Death Tax is the core of the challenge we face in solving this problem. Members in Congress and...
Supporters Meeting Recap from 9.27.18

Supporters Meeting Recap from 9.27.18

Oct 5, 2018 | Family Enterprise USA, Family Enterprise USA Action

Below is a summary of the PATG-FEUSA Supporters and Members Meeting held on September 27, 2018. I opened the meeting by pointing out that after enactment of tax reform last year – which included a temporary doubling of the estate tax exemption – we had anticipated a...
GOP Releases Phase 2 Retirement Details

GOP Releases Phase 2 Retirement Details

Sep 11, 2018 | Family Enterprise USA Action, In The News

Below is the link to a summary of details on Tax Reform 2.0 legislation issued by the Ways and Means Committee. Please note this includes making permanent the doubling of the lifetime exemption. Chairman Brady hopes to have a vote in the House at the end of September....
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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

  • Rep. Correa and Rep. Tenney Named Co-Chairs of Bipartisan Congressional Family Business Caucus
  • Taxation & Representation: Urgent Tax Battle – Will YOUR Money Be Targeted?
  • What is your Top Concern: Reduce Federal Budget/Debt, Reduce Income Taxes, or Regulations?
  • Women’s Business Owners Group Discusses Advocating on Behalf Women-owned Businesses
  • California Wealth Tax News: Wealth Tax Threat to Family Businesses?
  • Wealth Tax News – 3/06/2026
  • Taxation & Representation: Reconciliation 2.0. Thune’s Next Big Move Revealed
  • Act Now: Influence Washington. Secure Legacy.
  • Congressional Family Business Caucus Members Meeting Set March 17
  • Taxation & Representation: Wealth Tax Gains Ground Amid GOP Tensions
  • Changing Public Markets and the Impact for Average Investors

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