Apr 3, 2025 | Family Offices, Death Tax, Estate Tax, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Tax Cuts, Taxes
The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Become a Supporter White House Considers Allowing Top Marginal Income Tax Rate to Revert to Pre-TCJA Levels: According to a single report,...
Mar 31, 2025 | Family Offices, Death Tax, Estate Tax, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Tax Cuts, Taxes
Join the Policy and Taxation Group to champion policies that protect family offices and successful individuals from burdensome taxes. Your involvement strengthens our advocacy efforts on Capitol Hill, ensuring that your voice is heard in shaping fair tax legislation....
Mar 7, 2025 | Family Offices, Death Tax, Estate Tax, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Tax Cuts, Taxes
Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. House Passes Budget Resolution While Senate Republicans Work to Find Agreement: On Feb. 25, the House voted 217-215 to pass...
Feb 20, 2025 | Family Offices, Death Tax, Estate Tax, Generationally Owned Business, Income Tax, Successful Families, Tax Cuts, Taxes
Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. Senate Budget Committee Marks Up FY 2025 Budget Resolution: On Feb. 12, the Senate Budget Committee advanced a fiscal year...
Feb 19, 2025 | Family Offices, Death Tax, Estate Tax, Family Businesses, Income Tax, Pat Soldano, Successful Families, Tax Cuts, Taxes
Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. Pat Soldano’s latest article, “Family businesses crave consistency and permanency in new tax legislation“, published by Family...
Feb 15, 2025 | Family Offices, Death Tax, Estate Tax, Generationally Owned Business, Income Tax, Successful Families, Tax Cuts, Taxes
Help Shape Family Business Advocacy in Washington, DC Participate in our anonymous survey to inform national policies and receive exclusive benefits. Republicans in Congress this week continue to discuss ways to move forward President Trump’s legislative agenda...
