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Rep. Bishop Signs on to HR 7993 as Co-Sponsor, Giving Bipartisan Support for Reduction in Estate Tax Rates

Rep. Bishop Signs on to HR 7993 as Co-Sponsor, Giving Bipartisan Support for Reduction in Estate Tax Rates

Aug 22, 2024 | Family Offices, Estate Tax, 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. Democrat Rep. Sanford Bishop of Georgia Signs on to Estate Tax Rate Reduction Act as...
Quick Survey: Which Tax Policies Are Your Top Priority?

Quick Survey: Which Tax Policies Are Your Top Priority?

Aug 20, 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. We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask… As we prepare for what promises to be a pivotal year for America, we’re...
Tax Cuts Expiring; What Is Most Important To You; One Question Survey

Tax Cuts Expiring; What Is Most Important To You; One Question Survey

Aug 16, 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. We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask… As we prepare for what promises to be a pivotal year for America, we’re...
2025 Tax Armageddon: Taxes After the Election

2025 Tax Armageddon: Taxes After the Election

Aug 9, 2024 | Family Offices, Family Businesses, Income Tax, Podcast, Successful Families, Taxes

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! The 2024 election cycle has seen a lot of twists and turns.   With so much uncertainty, our tax policy team invites bipartisan members of our...
Your Voice Matters: Influence Tax Policy Through New Portal

Your Voice Matters: Influence Tax Policy Through New Portal

Aug 6, 2024 | Family Offices, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Tax Cuts, Taxes

The House Ways and Means Committee has launched a new Comment Portal where family business stakeholders and members of the public can share information on the impact tax policies will have on their families, businesses, and communities.   The new portal allows...
Taxation & Representation: Critical Tax Relief Package Heads to Senate Vote – See What’s Inside

Taxation & Representation: Critical Tax Relief Package Heads to Senate Vote – See What’s Inside

Jul 31, 2024 | Family Offices, Income Tax, Successful Families, Taxes

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! Schumer Files Cloture on Wyden-Smith Tax Package: On July 29, Senate Majority Leader Chuck Schumer (D-NY) filed cloture on the Tax Relief for...
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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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