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Senator Tester of MT, Frank Luntz and COS for Rep David Scott of GA Will Be Speaking

Senator Tester of MT, Frank Luntz and COS for Rep David Scott of GA Will Be Speaking

Nov 16, 2021 | Blog, Family Businesses, In The News, Step-Up In Basis, Video Post

Policy and Taxation Group Supporters Only Update November 17 at 3pm EST; 12pm PST ZOOM WEBINARInfo provided upon registration Please donate now so you do not miss out on this important update from leaders working on these time sensitive tax policy issues. Welcome by...
Senator Tester of MT, Frank Luntz and COS for Rep David Scott of GA Will Be Speaking

PATG Supporters Attend Strategic Meetings in Washington, DC To Stop Historic Tax Increases

Oct 7, 2021 | Blog, Family Businesses, In The News, Step-Up In Basis, Video Post

Get Your Voice Heard in Congress. Please Take Action Today Last week, Policy and Taxation Group (PATG) Supporters met in Washington, DC to discuss the sweeping, historic tax increases that threaten generationally owned businesses built on hard work. It was clear from...
Webinar Replay: Introduction to Family Governance

Webinar Replay: Introduction to Family Governance

Sep 22, 2021 | Blog, Family Businesses, In The News, Step-Up In Basis, Video Post, Webinar Replays

Get Your Voice Heard in Congress. Please Take Action Today Family Business owners plan their business as a legacy to their family, their employees, and the community. To sustain and grow that legacy, estate planning is critical. Please review the white paper below...
IMPORTANT NEWS: Ways and Means Propose tax increases on Family Business and High Income Individuals

IMPORTANT NEWS: Ways and Means Propose tax increases on Family Business and High Income Individuals

Sep 14, 2021 | Blog, Death Tax, Estate Tax, Family Businesses, In The News, Policy And Taxation Group, Step-Up In Basis

Get Your Voice Heard in Congress. Please Take Action Today Below is a summary of the relevant provisions in a proposal released Monday from Ways & Means; imposing tax increases for “high-income individuals.” The proposal does include increases in the individual...
How Biden’s Tax Proposals Will Affect 3rd Generation Women Owned Business

How Biden’s Tax Proposals Will Affect 3rd Generation Women Owned Business

Aug 25, 2021 | Blog, Death Tax, Estate Tax, Family Businesses, Family Enterprise USA, In The News, Step-Up In Basis, Video Post

Contact Your Member of Congress - It Only Takes a Minute Casey Roscoe with Seneca Jones Timber Company Talks about Managing Today’s Resources for Tomorrow Casey Roscoe is a 3rd generation family member of Seneca, a women owned timber business, in Eugene Oregon. Listen...
National Survey Results: Biden’s New Tax Policies – Help or Hindrance?

National Survey Results: Biden’s New Tax Policies – Help or Hindrance?

Aug 20, 2021 | Blog, Death Tax, Estate Tax, Family Businesses, In The News, Step-Up In Basis

Contact Your Member of Congress - It Only Takes a Minute With proposals emerging from the Biden White House that would raise the estate and capital gains taxes on America’s family-owned businesses, we were commissioned to ask the American people where they...
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Death Tax & Estate Tax News

  • Bipartisan Group of Congressional Members Launch Congressional Family Business Caucus Focused on Family-Owned Businesses
  • The Use Of Defined Value Gift Clauses
  • 118th Congress Tax Agenda. Taxation & Representation.
  • Saying It Out Loud, By Pat Soldano. November 2022.
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