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Tax Update: Prepare for 2025 Tax Changes! Senate Forms New Working Groups

Tax Update: Prepare for 2025 Tax Changes! Senate Forms New Working Groups

Jun 10, 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! Senate Finance Committee Republicans Form Working Groups in Preparation for 2025: Following the April 24 formation of Tax Teams by House Ways and...
Taxation & Representation. Prepare for 2025: Senate GOP Creates Tax Working Groups

Taxation & Representation. Prepare for 2025: Senate GOP Creates Tax Working Groups

Jun 5, 2024 | Family Offices, Income Tax, Successful Families, Taxes

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! Senate Finance Committee Republicans Form Working Groups in Preparation for 2025: Following the April 24...
Taxation & Representation: New Disaster Relief Tax Bill Advances. Ways and Means Committee Actions.

Taxation & Representation: New Disaster Relief Tax Bill Advances. Ways and Means Committee Actions.

May 23, 2024 | Family Offices, Income Tax, Successful Families, Taxes

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! Disaster Relief Tax Bill Passes House: On May 15, Rep. Greg Steube (R-FL) succeeded with a discharge petition...
Weekly Washington Update: FAA Reauthorization and Other House Measures. Bipartisan House Bills.

Weekly Washington Update: FAA Reauthorization and Other House Measures. Bipartisan House Bills.

May 20, 2024 | Family Offices, Income Tax, Successful Families, Taxes

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! Congress Passes Full-Year FAA, Various Measures: Following a months-long stalemate on the Federal Aviation...
Taxation & Representation: GOP Shifts Stance: Will Corporate Tax Rates Rise? What It Means for You.

Taxation & Representation: GOP Shifts Stance: Will Corporate Tax Rates Rise? What It Means for You.

May 16, 2024 | Family Offices, Income Tax, Successful Families, Taxes

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! CBO Report Finds Steep Cost of Extending TCJA Tax Provisions: On May 8, the Congressional Budget Office (CBO)...
Topics of Succession and Workforce are 2024 Focuses on Leadership Issues Affecting Family Businesses

Topics of Succession and Workforce are 2024 Focuses on Leadership Issues Affecting Family Businesses

May 15, 2024 | Family Offices, Generationally Owned Business, Income Tax, Successful Families, Taxes

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! Congressional Family Business Caucus Starts With Topics of ‘Succession’ and ‘Workforce,’ as 2024 Focuses on...
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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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