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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...
Weekly Washington Update: Congress Nears FY 2024 Funding Finish Line: Details Inside

Weekly Washington Update: Congress Nears FY 2024 Funding Finish Line: Details Inside

Mar 25, 2024 | Blog, Estate Tax, Family Offices, In The News, Income Tax, Successful Families, Tax Cuts, Taxes

Discover 3D Investing: Join Our Webcast for Proven Strategies! Learn how dividend growth of double digits can enhance your investment strategies and boost annual income. RSVP now! Congress on Track to Conclude FY 2024 Funding Efforts: Congress is set to conclude its...
White House FY2025 Budget Request: Key Tax Takeaways

White House FY2025 Budget Request: Key Tax Takeaways

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

Join the Effort to Persuade Your Representatives to Stop Harmful Policies and Excessive Regulation! Contact Your Representatives in Congress Today. Click Here. On Monday, March 11, President Joe Biden released his Budget request to Congress (“Budget”) and various...
White House Releases FY 2025 Budget Tax Priorities

White House Releases FY 2025 Budget Tax Priorities

Mar 15, 2024 | Blog, Estate Tax, Family Offices, In The News, Income Tax, Successful Families, Tax Cuts, Taxes

Join the Effort to Persuade Your Representatives to Stop Harmful Policies and Excessive Regulation! Contact Your Representatives in Congress Today. Click Here. The White House released its fiscal year (FY) 2025 budget request to Congress. Overall, it proposes $7.3...
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