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[WEBINAR] Top Priorities for Family Enterprises in 2025: Income Taxes, Policy Shifts, and What Comes Next

[WEBINAR] Top Priorities for Family Enterprises in 2025: Income Taxes, Policy Shifts, and What Comes Next

Jun 4, 2025 | Family Businesses, Family Offices, Successful Families

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. In a year marked by political transition, economic unpredictability, and the...
Snapshots of Family-Owned Businesses Show 80% are Pass Through Entities, Pay Higher Taxes, According to Survey

Snapshots of Family-Owned Businesses Show 80% are Pass Through Entities, Pay Higher Taxes, According to Survey

Jun 3, 2025 | Family Businesses, Family Offices, Income Tax, Successful Families, Taxes

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Snapshots of America’s Family-Owned Businesses Show 80% are Pass Through...
The One Big Beautiful Bill (HR 1): A Deep Dive for Family Businesses

The One Big Beautiful Bill (HR 1): A Deep Dive for Family Businesses

Jun 2, 2025 | Family Businesses, Family Offices, Podcast, Successful Families, Video Post

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. This podcast features a discussion with tax policy experts Russ Sullivan of Brownstein Law Firm and Michael Hawthorne of Squire Patton Boggs...
White House Releases Additional FY26 Budget Details

White House Releases Additional FY26 Budget Details

Jun 2, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. On Friday, May 30, the Trump administration released the Technical Supplement...
Quick Poll: Share Your Thoughts on Income Tax Policy

Quick Poll: Share Your Thoughts on Income Tax Policy

May 30, 2025 | Family Businesses, Family Offices, Income Tax, Successful Families, Taxes

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. We’d love to hear from you! Please take a moment to participate in our quick...
Saying It Out Loud Special Report on Tariffs May 2025, By Pat Soldano

Saying It Out Loud Special Report on Tariffs May 2025, By Pat Soldano

May 30, 2025 | Family Businesses, Family Offices, Pat Soldano, Successful Families

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group...
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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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