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We Need Your Input: What Tax Policies Matter Most to You?

We Need Your Input: What Tax Policies Matter Most to You?

Aug 23, 2024 | Family Offices, Estate Tax, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes

Some of the provisions of the The Tax Cuts and Job Act will expire on 12/31/25 and some have already expired. Tax Cuts Expiring. What Is Most Important To You? Take One Question Survey. Click Now We hope you’ve enjoyed this article. While you’re here, we have a small...
Quick Survey: Which Tax Policies Are Your Top Priority?

Quick Survey: Which Tax Policies Are Your Top Priority?

Aug 20, 2024 | Family Offices, Estate Tax, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes

Some of the provisions of the The Tax Cuts and Job Act will expire on 12/31/25 and some have already expired. We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask… As we prepare for what promises to be a pivotal year for America, we’re...
Tax Cuts Expiring; What Is Most Important To You; One Question Survey

Tax Cuts Expiring; What Is Most Important To You; One Question Survey

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

Some of the provisions of the The Tax Cuts and Job Act will expire on 12/31/25 and some have already expired. We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask… As we prepare for what promises to be a pivotal year for America, we’re...
Your Voice Matters: Influence Tax Policy Through New Portal

Your Voice Matters: Influence Tax Policy Through New Portal

Aug 6, 2024 | Family Offices, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Tax Cuts, Taxes

The House Ways and Means Committee has launched a new Comment Portal where family business stakeholders and members of the public can share information on the impact tax policies will have on their families, businesses, and communities.   The new portal allows...
Taxation & Representation Update: PROTECT Coalition – Dedicated to Preserving the 199A Deduction

Taxation & Representation Update: PROTECT Coalition – Dedicated to Preserving the 199A Deduction

Apr 19, 2024 | Family Offices, Blog, Estate Tax, In The News, Income Tax, Successful Families, Tax Cuts, Taxes

Take Action Now: Advocate Against Policies & Excessive Regulation Make your voice heard! Contact Your Representatives in Congress to advocate for change. Click to act! Tax Package Update—Senate Likely to Punt Consideration to Following Week: The Senate returned to...
Taxation & Representation Update: Tax Relief Package Update

Taxation & Representation Update: Tax Relief Package Update

Apr 11, 2024 | Family Offices, Blog, Estate Tax, In The News, Income Tax, Successful Families, Tax Cuts, Taxes

Take Action Now: Advocate Against Policies & Excessive Regulation Make your voice heard! Contact Your Representatives in Congress to advocate for change. Click to act! Tax Package Update—Senate Likely to Punt Consideration to Following Week: The Senate returned to...
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Death Tax & Estate Tax News

  • Tax Update: House Approves Senate Reconciliation Package
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  • Contact Congress. Ask your Representative to vote for the OBBB as it is passed by the Senate.
  • Saying It Out Loud June 2025, By Pat Soldano
  • 2024-25 Family Business Rising Gen Survey: Communication is Still Key
  • Contact your representatives in Congress and urge them to Oppose the Elimination of NOL Treatment in Section 461(l)
  • Why Every Family Office Needs an ‘Expert Generalist’
  • Tax Update: Congressional Republicans Racing to Complete Tax Package
  • Senate Finance Committee Tax Title – Summary and Analysis

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