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Weekly Washington Update: Congress Nears FY 2024 Funding Finish Line: Details Inside

Weekly Washington Update: Congress Nears FY 2024 Funding Finish Line: Details Inside

Mar 25, 2024 | Blog, Estate Tax, Family Offices, In The News, Income Tax, Successful Families, Tax Cuts, Taxes

Discover 3D Investing: Join Our Webcast for Proven Strategies! Learn how dividend growth of double digits can enhance your investment strategies and boost annual income. RSVP now! Congress on Track to Conclude FY 2024 Funding Efforts: Congress is set to conclude its...
White House FY2025 Budget Request: Key Tax Takeaways

White House FY2025 Budget Request: Key Tax Takeaways

Mar 19, 2024 | Blog, Estate Tax, Family Offices, In The News, Income Tax, Successful Families, Tax Cuts, Taxes

Join the Effort to Persuade Your Representatives to Stop Harmful Policies and Excessive Regulation! Contact Your Representatives in Congress Today. Click Here. On Monday, March 11, President Joe Biden released his Budget request to Congress (“Budget”) and various...
White House Releases FY 2025 Budget Tax Priorities

White House Releases FY 2025 Budget Tax Priorities

Mar 15, 2024 | Blog, Estate Tax, Family Offices, In The News, Income Tax, Successful Families, Tax Cuts, Taxes

Join the Effort to Persuade Your Representatives to Stop Harmful Policies and Excessive Regulation! Contact Your Representatives in Congress Today. Click Here. The White House released its fiscal year (FY) 2025 budget request to Congress. Overall, it proposes $7.3...
Taxation & Representation: Biden’s Tax Agenda Unveiled: What You Need to Know. Government Funding Update.

Taxation & Representation: Biden’s Tax Agenda Unveiled: What You Need to Know. Government Funding Update.

Mar 14, 2024 | Blog, Estate Tax, Family Offices, In The News, Income Tax, Successful Families, Tax Cuts, Taxes

Join the Effort to Persuade Your Representatives to Stop Harmful Policies and Excessive Regulation! Contact Your Representatives in Congress Today. Click Here. Tax Bill Update – Package Remains in Limbo: Almost two months after the Tax Relief for American Families and...
Taxation & Representation: IRS Crackdown: Unveiling Wealthy Non-Filers Initiative

Taxation & Representation: IRS Crackdown: Unveiling Wealthy Non-Filers Initiative

Mar 6, 2024 | Blog, Estate Tax, Family Offices, In The News, Income Tax, Successful Families, Tax Cuts, Taxes

Join the Effort to Persuade Your Representatives to Stop Harmful Policies and Excessive Regulation! Contact Your Representatives in Congress Today. Click Here. Tax Package Update—Crapo Goes Public: On Feb. 28, Senate Finance Committee Ranking Member Mike Crapo (R-ID)...
Weekly Washington Update: Michigan Primary Surprises: What the Biden & Trump Wins Reveal

Weekly Washington Update: Michigan Primary Surprises: What the Biden & Trump Wins Reveal

Mar 4, 2024 | Blog, Estate Tax, Family Offices, In The News, Income Tax, Successful Families, Tax Cuts, Taxes

Join the Effort to Persuade Your Representatives to Stop Harmful Policies and Excessive Regulation! Contact Your Representatives in Congress Today. Click Here. Congress Averts a Shutdown Yet Again: Following intense negotiations and a high-profile White House meeting...
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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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