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An Appropriate Valentine: House and Senate Stake Budget Positions

An Appropriate Valentine: House and Senate Stake Budget Positions

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...
Taxation & Representation: Reconciliation Bill Update: Key Issues to Watch

Taxation & Representation: Reconciliation Bill Update: Key Issues to Watch

Feb 12, 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. Reconciliation Update – Senate Tees Up Budget Resolution Markup While House Remains Deadlocked: On Feb. 7, Senate...
Smucker and Daines Re-Introduce Bills to Permanently Extend 199A in IRS Code to Keep Pass-Through Entities Competitive

Smucker and Daines Re-Introduce Bills to Permanently Extend 199A in IRS Code to Keep Pass-Through Entities Competitive

Feb 6, 2025 | Family Offices, 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. Rep. Lloyd Smucker, Sen. Steve Daines Re-Introduce Bills to Permanently Extend Section 199A in IRS Code to Keep...
Taxation & Representation: Tax Cuts & Business Deductions—Congress Takes Action

Taxation & Representation: Tax Cuts & Business Deductions—Congress Takes Action

Jan 29, 2025 | Family Offices, Death Tax, Estate Tax, 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. Budget Committee Document Detailing Potential Tax Bill Provisions Circulated: A leaked list of policy options...
Bipartisan Bill Seeks to Cut Estate Tax—See What It Means for You

Bipartisan Bill Seeks to Cut Estate Tax—See What It Means for You

Jan 28, 2025 | Family Offices, Death Tax, Estate Tax, 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. Rep. Jodey Arrington Introduces House Bill to Amend IRS Code to Reduce Rate of Tax on Estates, Gifts, and...
Key Tax Policy Updates from the Ways and Means Committee Hearing (January 22, 2025)

Key Tax Policy Updates from the Ways and Means Committee Hearing (January 22, 2025)

Jan 27, 2025 | Family Offices, Death Tax, Estate Tax, 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. On January 22, 2025, the House Ways and Means Committee hosted a Member Day Hearing featuring testimony from 55...
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