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Elections Edge: A 2024 Elections Weekly Snapshot. October 8.

Elections Edge: A 2024 Elections Weekly Snapshot. October 8.

Oct 8, 2024 | Family Offices, Estate Tax, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes

An increase in income tax rate means you'll pay a higher percentage of your income to the government. This directly reduces your disposable income, the money you have left after taxes for spending or saving. This can make it harder to afford basic necessities, save...
Elections Edge: A 2024 Elections Weekly Snapshot. September 2024

Elections Edge: A 2024 Elections Weekly Snapshot. September 2024

Oct 1, 2024 | Family Offices, Estate Tax, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes

An increase in income tax rate means you'll pay a higher percentage of your income to the government. This directly reduces your disposable income, the money you have left after taxes for spending or saving. This can make it harder to afford basic necessities, save...
Elections Edge: A 2024 Elections Weekly Snapshot. September 2024

Elections Edge: A 2024 Elections Weekly Snapshot. September 2024

Sep 25, 2024 | Family Offices, Estate Tax, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes

Speak Up! How Tax Laws Affect Your Business Matters Now's your chance to share your story. Use the new Comment Portal to connect with the House Ways & Means Committee. Candidates for the US Senate and House of Representatives will soon depart Washington, DC,...
Wealth Tax Proposals Proliferate

Wealth Tax Proposals Proliferate

Sep 23, 2024 | Family Offices, Death Tax, Estate Tax, Family Businesses, Income Tax, Pat Soldano, Successful Families, Tax Cuts, Taxes

Speak Up! How Tax Laws Affect Your Business Matters Now's your chance to share your story. Use the new Comment Portal to connect with the House Ways & Means Committee. The insightful article titled “Wealth Tax Proposals Proliferate” was recently...
Capitol Hill Tax Teams focus on salvaging key Tax Cuts and Jobs Act provisions

Capitol Hill Tax Teams focus on salvaging key Tax Cuts and Jobs Act provisions

Sep 18, 2024 | Family Offices, Death Tax, Estate Tax, Family Businesses, Income Tax, Pat Soldano, Successful Families, Tax Cuts, Taxes

Speak Up! How Tax Laws Affect Your Business Matters Now's your chance to share your story. Use the new Comment Portal to connect with the House Ways & Means Committee. Pat Soldano’s latest article, published by Family Business Magazine, sheds light on...
Proposals Big and Small: Policy in the September 2024 Presidential Debate

Proposals Big and Small: Policy in the September 2024 Presidential Debate

Sep 16, 2024 | Family Offices, Estate Tax, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes

Speak Up! How Tax Laws Affect Your Business Matters Now's your chance to share your story. Use the new Comment Portal to connect with the House Ways & Means Committee. On Sept. 10, Vice President Kamala Harris and former President Donald Trump participated in...
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Death Tax & Estate Tax News

  • Saying It Out Loud October 2025, By Pat Soldano
  • Policy and Taxation Update: IRS & Treasury Reshuffle: What It Means for Wealth Preservation
  • Family Business Leaders Discuss ‘Legacy & Longevity’ During Meeting with Caucus Members, Legislative Experts
  • Quick Poll: Washington wants to tax unrealized wealth – do you agree?
  • Register Today: Tax Implications of Entity Choice for Family Enterprises
  • Charitable Giving: DAFs vs. Private Foundations
  • Don’t Miss It: Tax Trade-offs of Pass-throughs vs. Corporations Explained
  • Legacy and Longevity: How Congress Can Support the Next Generation of Family Business
  • Join Us at Transitions Fall 2025 – Enjoy 20% Off Registration
  • Stronger Together: Building Governance That Preserves Wealth for Generations with Whittier Trust
  • Taxation & Representation: Shutdown & Tax Changes – Key Updates for Family Offices and Successful Families Ahead

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