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Taxation & Representation. Senate Finance Committee in Flux

Taxation & Representation. Senate Finance Committee in Flux

Sep 12, 2024 | Family Offices, Income Tax, Successful Families, Taxes

Speak Up! How Tax Laws Affect Your Business Matters Now's your chance to share your story. Use the new Comment Portal to connect with the House Ways & Means Committee. By Jan. 3, 2025, four of the 14 Democrats on the Senate Finance Committee will have...
Quick Poll: What Tax Policies Are Most Important to You?

Quick Poll: What Tax Policies Are Most Important to You?

Sep 9, 2024 | Family Offices, Estate Tax, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes

Some of the provisions of the The Tax Cuts and Job Act will expire on 12/31/25 and some have already expired. Tax Cuts Expiring. What Is Most Important To You? Take One Question Survey. Click Now We hope you’ve enjoyed this article. While you’re here, we have a small...
Your Voice Matters: Tell Us Which Tax Policies Concern You Most

Your Voice Matters: Tell Us Which Tax Policies Concern You Most

Sep 5, 2024 | Family Offices, Estate Tax, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes

Some of the provisions of the The Tax Cuts and Job Act will expire on 12/31/25 and some have already expired. Tax Cuts Expiring. What Is Most Important To You? Take One Question Survey. Click Now We hope you’ve enjoyed this article. While you’re here, we have a small...
Tax-Policy Legislative Priorities for the 119th Congress

Tax-Policy Legislative Priorities for the 119th Congress

Aug 28, 2024 | Family Offices, Death Tax, Estate Tax, Family Businesses, Income Tax, Policy And Taxation Group, Successful Families, Taxes

Speak Up! How Tax Laws Affect Your Business Matters Now's your chance to share your story. Use the new Comment Portal to connect with the House Ways & Means Committee. 1. Preserve the current tax rates and brackets enacted under the Tax Cuts and Jobs Act...
Urgent: Share Your Top Concerns About Expiring Tax Policies

Urgent: Share Your Top Concerns About Expiring Tax Policies

Aug 28, 2024 | Family Offices, Estate Tax, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes

Some of the provisions of the The Tax Cuts and Job Act will expire on 12/31/25 and some have already expired. Tax Cuts Expiring. What Is Most Important To You? Take One Question Survey. Click Now We hope you’ve enjoyed this article. While you’re here, we have a small...
Fall Congressional Family Business Caucus Meeting Set With Focus on Family Enterprise Structure, Expiring Taxes

Fall Congressional Family Business Caucus Meeting Set With Focus on Family Enterprise Structure, Expiring Taxes

Aug 23, 2024 | Family Offices, Estate Tax, Family Business Caucus, Family Businesses, Successful Families, Taxes

Speak Up! How Tax Laws Affect Your Business Matters Now's your chance to share your story. Use the new Comment Portal to connect with the House Ways & Means Committee. Fall Congressional Family Business Caucus Meeting Set for Sept. 18 With Focus on Family...
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Death Tax & Estate Tax News

  • Quick Poll: Taxed More of Less Due to OBBB
  • 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

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