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Saying It Out Loud, By Pat Soldano. January 2025.

Saying It Out Loud, By Pat Soldano. January 2025.

Jan 24, 2025 | Family Businesses, Family Offices, Generationally Owned Business, Income Tax, Pat Soldano, 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. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Family Offices, Successful Individuals Get Down...
Taxation & Representation: Budget Committee Document Detailing Potential Tax Bill Provisions Circulated

Taxation & Representation: Budget Committee Document Detailing Potential Tax Bill Provisions Circulated

Jan 22, 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...
Taxation & Representation: Navigating the Final Biden Treasury/IRS Guidance

Taxation & Representation: Navigating the Final Biden Treasury/IRS Guidance

Jan 16, 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. Navigating the Final Biden Treasury/IRS Guidance Over the last week, the Treasury Department and Internal Revenue...
Taxation & Representation: 2025’s Tax-Writers

Taxation & Representation: 2025’s Tax-Writers

Jan 9, 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 Dec. 20, incoming Senate Majority Leader John Thune (R-SD) announced the Senate Republican Conference’s committee...
Important Update: Corporate Transparency Act Enforcement Again Suspended

Important Update: Corporate Transparency Act Enforcement Again Suspended

Dec 27, 2024 | 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. Key Information: On Thursday, December 26, the Fifth Circuit Court of Appeals restored a nationwide injunction...
Saying It Out Loud, By Pat Soldano. December 2024.

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

Dec 27, 2024 | Family Businesses, Family Offices, Generationally Owned Business, Income Tax, Pat Soldano, 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. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group A Year of Accomplishments Means More Hard Work...
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Death Tax & Estate Tax News

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  • Saying It Out Loud November 2025, By Pat Soldano
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  • Regional Banking Powerhouse, Bank OZK, Details Growth in Uncertain Landscape in New Podcast

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