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Legislative Update and long awaited Tres and IRS Priority Guidance Plan

Legislative Update and long awaited Tres and IRS Priority Guidance Plan

Oct 7, 2023 | Blog, Estate Tax, Family Businesses, Generationally Owned Business, In The News, Income Tax, Successful Families, Tax Cuts, Taxes

Be a Voice for Transformation: Contact Your Representatives in Congress to Put an End to Detrimental Policies and Over-Regulation! Government Shutdown Averted at the 11th Hour; McCarthy Ousted from Speakership. On Sept. 30, Congress passed a 45-day continuing...
Navigating Company Valuation Amidst Sales & Mergers: IRS Insight

Navigating Company Valuation Amidst Sales & Mergers: IRS Insight

Oct 5, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Successful Families, Taxes

Be a Voice for Transformation: Contact Your Representatives in Congress to Put an End to Detrimental Policies and Over-Regulation! by Thomas C. Berg, JR., CFA, ASA, CVA & David M. Eckstein, CFA IRS Releases Inflation Reduction Act Strategic Operating Plan: Is an...
Key Industry Leaders Gather: Congressional Family Business Caucus

Key Industry Leaders Gather: Congressional Family Business Caucus

Oct 4, 2023 | Blog, Family Business Caucus, Family Businesses, Generationally Owned Business, In The News, Taxes, Video Post

Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! Congressional Family Business Caucus Meets for Third Time with Family Businesses, Industry Leaders on Capitol Hill   Caucus Co-Chair Rep. Brad Schneider (D-Ill), as well as...
Weekly Washington Update: Taxes, Health Care, Immigration, and More

Weekly Washington Update: Taxes, Health Care, Immigration, and More

Oct 3, 2023 | Blog, Estate Tax, Family Businesses, Generationally Owned Business, In The News, Income Tax, Tax Cuts, Taxes

Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! General Updates   Government Shutdown Just Days Away: Congress is barreling toward the first full-government shutdown in roughly five years after repeated attempts to enact...
Census Report Fuels Child Tax Credit Debate and More Updates

Census Report Fuels Child Tax Credit Debate and More Updates

Sep 25, 2023 | Blog, Estate Tax, Family Businesses, Generationally Owned Business, In The News, Income Tax, Tax Cuts, Taxes

Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! Legislative Lowdown   Census Poverty Report Renews Democratic Push for Child Tax Credit Expansion. The fight for a year-end tax deal may have just gotten a boost. On...
Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus!

Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus!

Sep 20, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Income Tax, Taxes

Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! Family businesses are the backbone of the American economy, but they are facing a number of challenges.   The Congressional Family Business Caucus is a bipartisan group...
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Death Tax & Estate Tax News

  • Guiding Adult Children in Family Business: Join the Discussion
  • MIND THE GAPS: Family Solutions for Insurance Risk Management
  • [WEBCAST] Help the Next Generation Thrive: Parenting Amidst Wealth
  • Saying It Out Loud October 2025, By Pat Soldano
  • Policy and Taxation Update: IRS & Treasury Reshuffle: What It Means for Wealth Preservation
  • Family Business Leaders Discuss ‘Legacy & Longevity’ During Meeting with Caucus Members, Legislative Experts
  • Quick Poll: Washington wants to tax unrealized wealth – do you agree?
  • Register Today: Tax Implications of Entity Choice for Family Enterprises
  • Charitable Giving: DAFs vs. Private Foundations
  • Don’t Miss It: Tax Trade-offs of Pass-throughs vs. Corporations Explained
  • Legacy and Longevity: How Congress Can Support the Next Generation of Family Business

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