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Contact your representatives in Congress and urge them to Oppose the Elimination of NOL Treatment in Section 461(l)

Contact your representatives in Congress and urge them to Oppose the Elimination of NOL Treatment in Section 461(l)

Jun 26, 2025 | Family Businesses, Family Offices, Successful Families, Taxes

Your Voice Can Help Stop a $9 Billion Small Business Tax Hike Currently Secction 461(l) of the tax code currently says pass-through taxpayers cannot deduct “excess business losses” (i.e., losses above a cap of $250k for individuals and $500k for couples) in the...
Why Every Family Office Needs an ‘Expert Generalist’

Why Every Family Office Needs an ‘Expert Generalist’

Jun 25, 2025 | Family Businesses, Family Offices, Successful Families

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. By Linda C. MackFounder and PresidentMack International Why Every Family Office Needs an ‘Expert Generalist’   And How to Become the Ideal...
Tax Update: Congressional Republicans Racing to Complete Tax Package

Tax Update: Congressional Republicans Racing to Complete Tax Package

Jun 24, 2025 | Family Offices, Estate Tax, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Taxes

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. House and Senate Republicans are charging toward their self-imposed July 4 deadline for passage of their multi-trillion-dollar reconciliation...
Senate Finance Committee Tax Title – Summary and Analysis

Senate Finance Committee Tax Title – Summary and Analysis

Jun 24, 2025 | Family Offices, Estate Tax, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Taxes

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. On June 16, Senate Finance Committee Chairman Mike Crapo (R-ID) released text of the committee’s tax title for the Senate’s fiscal year (FY)...
Reserve Your Spot – Build Teams That Drive Legacy and Results

Reserve Your Spot – Build Teams That Drive Legacy and Results

Jun 20, 2025 | Family Offices, Family Businesses, Successful Families

Register Now June 27, 2025  | 10:00 AM – 11:00 AM PDT “Better Together: Strengthening Family Enterprise Teams”   Join us for a webcast featuring Eliza Orleans, Principal at CFAR. How can family business leaders design and motivate teams across the...
Quick Poll: Share Your Thoughts on The One Big Beautiful Bill

Quick Poll: Share Your Thoughts on The One Big Beautiful Bill

Jun 20, 2025 | Family Businesses, Family Offices, Income Tax, Successful Families, Taxes

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. We’d love to hear from you! Please take a moment to participate in our quick poll on The One Big Beautiful Bill .   Your input helps us...
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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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