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Discover New Tax Insights Affecting Your Family Business on June 6

Discover New Tax Insights Affecting Your Family Business on June 6

May 30, 2024 | Family Offices, Successful Families

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! Join us on June 6 in Oak Brook to hear about the latest developments in Washington, DC and their impact on...
The Race to November: 2024 Election Preview

The Race to November: 2024 Election Preview

May 28, 2024 | Family Offices, Successful Families

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! Summer is approaching and, right on time, the 2024 election is starting to heat up. Races for the House,...
With Focus on ‘Workforce,’ Caucus Leaders Hear Directly from Non-Family Business Employees

With Focus on ‘Workforce,’ Caucus Leaders Hear Directly from Non-Family Business Employees

May 24, 2024 | Family Offices, Family Business Caucus, Successful Families

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! By Pat Soldano Founder & PresidentPolicy and Taxation Group With Focus on ‘Workforce,’ Congressional...
Taxation & Representation: New Disaster Relief Tax Bill Advances. Ways and Means Committee Actions.

Taxation & Representation: New Disaster Relief Tax Bill Advances. Ways and Means Committee Actions.

May 23, 2024 | Family Offices, Income Tax, Successful Families, Taxes

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! Disaster Relief Tax Bill Passes House: On May 15, Rep. Greg Steube (R-FL) succeeded with a discharge petition...
Thinking Of Selling Your Family Business? Here Are Six Key Steps You Need To Take Now

Thinking Of Selling Your Family Business? Here Are Six Key Steps You Need To Take Now

May 23, 2024 | Family Offices, Successful Families

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! By Isaac Bradley, J.D., CPA Director of Financial PlanningHomrich Berg Some businesses are family-owned for...
[WEBCAST] Is your shareholder liquidity strategy future fit to avoid disruption?

[WEBCAST] Is your shareholder liquidity strategy future fit to avoid disruption?

May 23, 2024 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! Does your family-owned business face the challenge of balancing long-term growth with the evolving needs of...
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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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