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Taxation & Representation: Estate Tax Repeal on the Table — Tell Congress Your View

Taxation & Representation: Estate Tax Repeal on the Table — Tell Congress Your View

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...
Family Businesses Crave Consistency and Permanency in New Tax Legislation

Family Businesses Crave Consistency and Permanency in New Tax Legislation

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...
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...
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Family Enterprise USA Action is the best way for family-owned businesses, family offices, and successful individuals to support and impact critical tax, economic, and policy issues. For information regarding contributions, please contact us.

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Death Tax & Estate Tax News

  • The Nevada Advantage: Strategic Trust and Tax Planning for the Modern Family Business
  • Family Giving in Higher Education: A Unique Blend of Personal and Collective Philanthropy
  • Soldano to Present Survey Findings at FBA of California Conference
  • Understanding the PPLI Opportunity: The Basics and Beyond
  • Saying It Out Loud April 2026, By Pat Soldano
  • Wealth Tax News – 4/24/2026
  • Taxation & Representation: Wealth taxes are back. See the 4 bills to watch
  • This Testimony Could Protect Your Family Legacy
  • The Investor-Ready Paradox: How To Balance The Personal And Procedural
  • What’s Happening in June Could Shape Your Strategy
  • New Research: Wealth Taxes May Cost More Than They Raise

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