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Inside the First FEUSA Capitol Hill Event of 2025: Spotlight on Women-Owned Family Businesses

Inside the First FEUSA Capitol Hill Event of 2025: Spotlight on Women-Owned Family Businesses

Mar 25, 2025 | Family Offices, Family Business Caucus, Family Businesses, Family Enterprise USA, Successful Families, Video Post

Pat Soldano opened the event by thanking Members of Congress, congressional staff, and family-owned businesses for joining the first Family Enterprise USA (FEUSA) Capitol Hill event of 2025. The event first featured a breakfast reception attended by Reps. Chuck...
EY NextGen Academy programs for next generation of family leaders

EY NextGen Academy programs for next generation of family leaders

Mar 22, 2025 | Family Offices, Family Businesses, Successful Families

Join the Policy and Taxation Group to champion policies that protect family offices and successful individuals from burdensome taxes. Your involvement strengthens our advocacy efforts on Capitol Hill, ensuring that your voice is heard in shaping fair tax legislation....
Exclusive Webcast: 2025 Talent Predictions for Family Offices

Exclusive Webcast: 2025 Talent Predictions for Family Offices

Mar 22, 2025 | Family Offices, Family Businesses, Successful Families

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. The family office talent landscape is evolving rapidly. Shifting geopolitics, economic changes, and new investment strategies...
Family First: Navigating Success and Succession in Business

Family First: Navigating Success and Succession in Business

Mar 19, 2025 | Family Offices, Family Businesses, Successful Families

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. Approaching 50 Years of Dedicated Service for Family Business Since 1975, our attorneys have brought order to the complexities...
Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at FMB’s Transitions Spring

Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at FMB’s Transitions Spring

Mar 18, 2025 | Family Offices, Death Tax, Estate Tax, Family Businesses, Income Tax, Successful Families, Taxes

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at Family Business Magazine’s Transitions Conference  ...
Senate Passes Continuing Resolution, Avoids Shutdown

Senate Passes Continuing Resolution, Avoids Shutdown

Mar 17, 2025 | Family Offices, Family Businesses, Successful Families

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. On Friday, March 14, 2025, the Senate advanced the Full-Year Continuing Appropriations and Extensions Act, 2025 (H.R. 1968), a...
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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

  • Don’t Miss This: Family Business Success Strategies Revealed Live
  • Constant, Consistent Education with Congress Pays Off in ‘OBBB’ for Family-owned Businesses, Family Offices
  • The One, Big, Beautiful Bill Act – Summary and Analysis
  • Join Pat Soldano, Russ Sullivan & John Gugliada at FOX’s 2025 Family Office Forum
  • Wealth, Complexity & The One Big Beautiful Bill: Time for a Family Office?
  • Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies
  • Quick Poll: Taxed More of Less Due to OBBB
  • 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

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