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Will New Tax Policies Protect Your Family Business?

Will New Tax Policies Protect Your Family Business?

Dec 13, 2024 | Family Offices, Death Tax, Estate Tax, Family Businesses, Income Tax, Pat Soldano, 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...
Taxation & Representation: CBO Breaks Down TCJA Impact—What You Need to Know

Taxation & Representation: CBO Breaks Down TCJA Impact—What You Need to Know

Dec 12, 2024 | Family Offices, Death Tax, Estate Tax, 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...
Corporate Transparency Act Compliance Suspended

Corporate Transparency Act Compliance Suspended

Dec 6, 2024 | Family Offices, Death Tax, Estate Tax, 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...
The Congressional Review Act: What It Is and How It Might Be Used in the 119th Congress

The Congressional Review Act: What It Is and How It Might Be Used in the 119th Congress

Dec 4, 2024 | Family Offices, Death Tax, Estate Tax, 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...
Saying It Out Loud, By Pat Soldano. November 2024.

Saying It Out Loud, By Pat Soldano. November 2024.

Nov 29, 2024 | Family Businesses, Family Offices, Generationally Owned Business, Income Tax, Pat Soldano, 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...
In Case You Did Not Know: Our Evolving Mission

In Case You Did Not Know: Our Evolving Mission

Nov 29, 2024 | Family Offices, Death Tax, Estate Tax, 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...
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Death Tax & Estate Tax News

  • Tax Update: House Approves Senate Reconciliation Package
  • PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses
  • Senate Concludes OBBBA Vote-a-Rama
  • Tax Update: Senate Passes Reconciliation Package
  • 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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