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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...
U.S. Debt Limit: Current Landscape and Key Takeaways

U.S. Debt Limit: Current Landscape and Key Takeaways

Jan 25, 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. On Jan. 19, 2023, the United States government reached its $31.4 trillion borrowing limit, which was signed into law (P.L. 117-73) by President Joe Biden on Dec. 16, 2021....
Lawmakers Look to 2023 for Tax Priorities Following Omnibus Passage

Lawmakers Look to 2023 for Tax Priorities Following Omnibus Passage

Jan 4, 2023 | Blog, In The News, Income Tax, Taxes

Take A Short Survey That Assists Us In The Fight To Save Local Business Owners From Historic Tax Increases On Dec. 29, President Joe Biden signed the nearly $1.7 trillion Consolidated Appropriations Act of 2022 into law, funding the federal government through fiscal...
Omnibus Funding Bill Scraps Most Tax Provisions; Includes Retirement Savings Bill

Omnibus Funding Bill Scraps Most Tax Provisions; Includes Retirement Savings Bill

Dec 21, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News, Income Tax, Taxes

Join us in asking Congress to stop taking a lifetime of savings from multi generational businesses. Lawmakers released the text for the $1.7 trillion fiscal year 2023 omnibus appropriations bill. The package contains 12 separate appropriations bills providing a total...
Looking Ahead: State Policy Trends for 2023

Looking Ahead: State Policy Trends for 2023

Dec 13, 2022 | Blog, Death Tax, Estate Tax, In The News, Income Tax, Taxes

Join us in asking Congress to stop taking a lifetime of savings from multi generational businesses. In 2023, all 50 state legislatures will convene, including biennial legislatures. Nationwide, state legislatures will spend months grappling with policies that will...
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Death Tax & Estate Tax News

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  • 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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