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2024-25 Family Business Rising Gen Survey: Communication is Still Key

2024-25 Family Business Rising Gen Survey: Communication is Still Key

Jun 28, 2025 | Family Businesses, Family Offices, Generationally Owned Business, Successful Families

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. The 2025 Rising Gen Survey probed current college students enrolled in family business or entrepreneurship courses about what was most important...
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...
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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

  • 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
  • Contact Congress. Ask your Representative to vote for the OBBB as it is passed by the Senate.
  • Saying It Out Loud June 2025, By Pat Soldano
  • 2024-25 Family Business Rising Gen Survey: Communication is Still Key
  • Contact your representatives in Congress and urge them to Oppose the Elimination of NOL Treatment in Section 461(l)
  • Why Every Family Office Needs an ‘Expert Generalist’
  • Tax Update: Congressional Republicans Racing to Complete Tax Package
  • Senate Finance Committee Tax Title – Summary and Analysis

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