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Stay Informed: Join Our Legislative Quarterly Update Webcast!

Stay Informed: Join Our Legislative Quarterly Update Webcast!

Jul 15, 2024 | Family Offices, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Taxes

Gain exclusive insights on elections, IRS exams, and more from top experts and Members of Congress. Donate to Policy and Taxation Group to get registered Now! About Squire Patton BoggsSquire Patton Boggs is an international law firm that offers comprehensive legal and...
[REGISTER TODAY] Protecting Wealth in Today’s Legislative Environment

[REGISTER TODAY] Protecting Wealth in Today’s Legislative Environment

Jul 12, 2024 | Family Offices, Family Businesses, Family Enterprise USA, Generationally Owned Business, Successful Families

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! Register Now for this July 16 Event:   Starting at 2:30 PM Eastern Time   “Protecting Wealth in Today’s Legislative...
Evaluating Business Structures: The Pros And Cons

Evaluating Business Structures: The Pros And Cons

Jul 11, 2024 | Family Offices, Generationally Owned Business, Successful Families

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! By Isaac Bradley, J.D., CPADirector of Financial PlanningHomrich Berg Family businesses often start small with simple business and tax structures....
Family Office Workshop: What You Need To Know?

Family Office Workshop: What You Need To Know?

Jul 9, 2024 | Family Offices, Generationally Owned Business, Pat Soldano, Successful Families

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! CSUF Family Business Center Workshop; “Family Office: What You Need To Know?”   August 13, 2024   You will learn, “what is a family...
New Podcasts Focus on Top Concerns Facing Family Office Clients

New Podcasts Focus on Top Concerns Facing Family Office Clients

Jul 9, 2024 | Family Offices, Generationally Owned Business, Podcast, Successful Families

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! Family Office Exchange, Tamarind Learning Focus on Top Concerns Facing Family Office Clients in New Podcasts   Pat Soldano, President, Policy...
[ONLY 36 HOURS LEFT] Estate Planning Essentials: Begin with Family Vision and Values

[ONLY 36 HOURS LEFT] Estate Planning Essentials: Begin with Family Vision and Values

Jul 8, 2024 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time “Family Vision and Values: The Starting Point of Estate...
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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

  • Taxation & Representation: Urgent Tax Battle – Will YOUR Money Be Targeted?
  • What is your Top Concern: Reduce Federal Budget/Debt, Reduce Income Taxes, or Regulations?
  • Women’s Business Owners Group Discusses Advocating on Behalf Women-owned Businesses
  • California Wealth Tax News: Wealth Tax Threat to Family Businesses?
  • Wealth Tax News – 3/06/2026
  • Taxation & Representation: Reconciliation 2.0. Thune’s Next Big Move Revealed
  • Act Now: Influence Washington. Secure Legacy.
  • Congressional Family Business Caucus Members Meeting Set March 17
  • Taxation & Representation: Wealth Tax Gains Ground Amid GOP Tensions
  • Changing Public Markets and the Impact for Average Investors
  • Congress Is Listening – Will You Speak Up?

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