Policy and Taxation Group
  • Home
  • Donate
    • Giving
    • Strategic Partners
  • About
    • About
    • Accomplishments
    • Our Team
    • Board Of Directors
    • Advisory Board
    • Brochure
  • Caucus
  • Legislation
  • News & Events
    • News & Events
    • Podcast
    • Videos
    • Webcast Replays
  • Get Involved
    • Support Extension of TCJA
    • Tell Us Your Story
    • Get Involved
    • Proposals That Hurt Family Businesses
    • Step-up in Basis
    • Ditch The Estate tax
  • Resources
    • Research, Polls, & Whitepapers
    • Estate Tax FAQ
    • Estate Tax Stories
    • Estate Tax by State
    • Where the US Stands
  • Contact Us
Select Page
The Power of America’s Family Businesses  is All in the Numbers

The Power of America’s Family Businesses is All in the Numbers

Apr 17, 2023 | Blog, Death Tax, Estate Tax, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News, Income Tax, Pat Soldano, Taxes

Click to Read the 2023 Family Business Survey Results & Summary Family businesses continue to anchor America’s economy.   Every year we conduct research on America’s largest private employer: Family business.   Both large and small, family businesses...
Study Finds High Personal Tax Levels Concern Largest US Private Employer: Family Businesses

Study Finds High Personal Tax Levels Concern Largest US Private Employer: Family Businesses

Apr 5, 2023 | Blog, Death Tax, Estate Tax, Family Businesses, Generationally Owned Business, In The News, Income Tax, Taxes

Click to Read the 2023 Family Business Survey Results & Summary High Personal Tax Levels Top Concerns of America’s Largest Private Employer, Family Businesses, New Study Finds   New Data from Family Enterprise USA Annual Family Business Survey 2023 Show Taxes,...
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...
« Older Entries
Next Entries »

How Can You Help?

Policy and Taxation Group is the best way for families, companies and individuals to support and impact the direction of the movement for estate tax relief. For information regarding contributions, please contact us.

Topics

  • Blog
  • Budget Deficit
  • Death Tax
  • EAD
  • Estate Tax
  • Estate Tax Horror Stories
    • Arkansas
    • California
    • Georgia
    • Illinois
    • Maine
    • Maryland
    • Nebraska
    • Ohio
    • Oklahoma
    • Tennessee
    • Texas
    • Virginia
    • Wisconsin
  • Family Business Caucus
  • Family Businesses
  • Family Enterprise USA
  • Family Offices
  • Generationally Owned Business
  • In The News
    • From The President
  • Income Tax
  • Pat Soldano
  • Podcast
  • Policy And Taxation Group
  • State by State Status
  • Step-Up In Basis
  • Successful Families
  • Tax Cuts
  • Taxes
  • Video Post
  • Webcast Replays

Death Tax & Estate Tax News

  • New Webcasts, Podcast Focus on Family Governance, Tax Policies, and Tariffs
  • [Starts in 24 Hours] Raising the Next Generation of Leaders in Family Business
  • Inside the SCOTUS Tariff Case: What It Means for You
  • [WEBCAST] Parenting Amidst Wealth: Shifting from Protection to Empowerment
  • Are You Ready for What’s Coming Next? Pat Soldano Shares What to Expect
  • 2025 Annual Family Business Report
  • Hidden Risks in Family Enterprise: Transforming Vulnerability into Strength
  • Parenting in a Family Business: Empowering the Next Generation
  • Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises with EY
  • You’re Invited! Tariff Talk with Brownstein, Nov 11, 2025
  • Is your business being affected by the “shut down”?

Stay Informed and Empowered!

Subscribe for exclusive resources, research, polls, and articles covering estate tax, income tax, and other policies tailored for family offices and successful individuals.

By submitting this form, you are consenting to receive marketing emails from: Policy and Taxation Group, 712 H Street NE Suite 1091, Washington DC 20002‬, 202-240-2384. You can revoke your consent to receive emails at any time by using the link found at the bottom of every email.

Supporting Strategic Partners

Bank OZK

Policy and Taxation Group
712 H Street NE Suite 1091
Washington DC 20002
202-240-2384

Policy and Taxation Group, a 501(c)(4) organization.

  • Follow
  • Follow
  • Follow
  • Follow
  • Follow
  • Follow
  • Follow

Copyright © Policy and Taxation Group. All Rights Reserved. Family Office, Successful Families, Estate Tax, Death Tax, Gift Tax, GST Tax, Inheritance Tax, Capital Gains Tax, Income Tax Rates, Wealth Tax, Tax Policies Sitemap. Privacy Policy. Terms of Service. Site maintained by Nelsonecom.

Vote Now

This field is for validation purposes and should be left unchanged.
Is your business being affected by the "shut down"?
OPTIONAL: Stay informed. Subscribe now to receive the latest updates on family office policy, advocacy, and events directly to your inbox.
This field is hidden when viewing the form
Name
This field is hidden when viewing the form
Email
This field is hidden when viewing the form
This field is hidden when viewing the form