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Debt Ceiling Negotiation, FY2024 Budget Hearings, Lower Energy Costs Act, and More

Debt Ceiling Negotiation, FY2024 Budget Hearings, Lower Energy Costs Act, and More

Apr 1, 2023 | Blog, In The News, Income Tax, Taxes

Click to Read the 2023 Family Business Survey Results & Summary General Updates   Programming Update: This newsletter will be taking a hiatus during the congressional recess. We will resume publishing on Friday, April 21.   Debt Ceiling Negotiation...
FY2024 Budget Request Includes Tax Proposals for Wealthy Americans. Summary and Analysis.

FY2024 Budget Request Includes Tax Proposals for Wealthy Americans. Summary and Analysis.

Mar 14, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Income Tax, Tax Cuts, Taxes

Read about the 2023 Family Business Survey Results & Summary. On Thursday, March 9, President Joe Biden released his $6.9 trillion Budget and various accompanying documents. Separately, the Treasury Department released its Green Book, which provides more detailed...
Biden Budget Proposal, Committee Updates, IRS Leak Investigations, and More

Biden Budget Proposal, Committee Updates, IRS Leak Investigations, and More

Mar 8, 2023 | Blog, Budget Deficit, Estate Tax, In The News, Income Tax, Tax Cuts, Taxes

Read about the 2023 Family Business Survey Results & Summary. Tax Tidbit   Biden to Release 2024 Budget Proposal Later this Week. On March 9, President Joe Biden will send his updated budget proposal to Congress, outlining the administration’s policy...
Taxation & Representation, Senate Confirmation, House Set to Vote, and More

Taxation & Representation, Senate Confirmation, House Set to Vote, and More

Mar 2, 2023 | Blog, Budget Deficit, Estate Tax, In The News, Income Tax, Tax Cuts, Taxes

The 2023 Family Business Survey is closed. Check back soon for summary of results. Tax Tidbit Werfel Faces IRS Funding Questions on Route to Likely Senate Confirmation. On Wednesday, Feb. 15, the Senate Finance Committee held a hearing to consider the nomination of...
Inheritance VS. Private Capital

Inheritance VS. Private Capital

Feb 15, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Taxes

The 2023 Family Business Survey is closed. Check back soon for summary of results. by Mark J. Richards, The Madison Group Sometimes our perceptions are formed by the words that are chosen. An example is the renaming of the estate tax as the “death tax,” which had the...
Ways and Means Potential Legislative Agenda

Ways and Means Potential Legislative Agenda

Jan 26, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Policy And Taxation Group, Taxes

Multi-Generational Businesses Are At Great Risk. Please Help Us. Take This Short Survey Now. Ways and Means Chair Jason Smith’s Potential Legislative Agenda   Following two rounds of votes, the House Republican Steering Committee elected Rep. Jason Smith (R-MO) to...
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Death Tax & Estate Tax News

  • 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
  • Reserve Your Spot – Build Teams That Drive Legacy and Results
  • Quick Poll: Share Your Thoughts on The One Big Beautiful Bill
  • Family-Owned Businesses Succeed 20 Years Plus, While Fostering Generations of Employees, According to Survey
  • Taxation & Representation: Senate Unveils Tax Package That Could Reshape 2025 Policy – Read the Highlights

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