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Family Office Executives Lomont and Brehm Join Board of Directors at PATG

Family Office Executives Lomont and Brehm Join Board of Directors at PATG

Mar 25, 2025 | Family Offices, Family Businesses, Policy And Taxation Group, 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....
FinCEN Exempts Domestic Companies from Corporate Transparency Act Filing

FinCEN Exempts Domestic Companies from Corporate Transparency Act Filing

Mar 25, 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....
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...
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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

  • Preserving Legacy Beyond the Operating Business: Evolving from Operator to Investor
  • [WEBCAST] Learn to Advocate. Step by Step. We will walk you through it.
  • Saying It Out Loud November 2025, By Pat Soldano
  • Quarterly Legislative and Political Update Webcast, November 2025
  • From Vision to Venture: An Entrepreneur’s Guide to Launching a Lasting Business
  • Regional Banking Powerhouse, Bank OZK, Details Growth in Uncertain Landscape in New Podcast
  • CR Signed, Sealed and Delivered: Government Reopens
  • Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood webcast with Pathstone
  • Your Perspective Is Critical
  • [PODCAST] Government Reopens… Now What? Hear the Breakdown Today
  • Get Your Voice Heard: How to Advocate Simply, Powerfully

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