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[Reminder] July 27th Webinar Addressing Latest Tax Legislation – By Invitation Only

[Reminder] July 27th Webinar Addressing Latest Tax Legislation – By Invitation Only

Jul 20, 2022 | Blog, Estate Tax, In The News, Income Tax, Policy And Taxation Group, Taxes

Policy and Taxation Group Exclusive Supporters Only Zoom MeetingJuly 27 at 12PM PT / 3PM EST To receive the Zoom information and to be invited, your support with Policy and Taxation Group needs to be paid and current. There is a link below to securely donate now....
Shifting News About Reconciliation

Shifting News About Reconciliation

Jul 19, 2022 | Blog, Estate Tax, Family Businesses, Generationally Owned Business, In The News, Income Tax, Policy And Taxation Group, Taxes

Contact your member of Congress! Tell them NOT not to impose a net investment income tax on non passive business income. There’s been a lot of shifting news about reconciliation. July 14th, The Washington Post put out a (now-revised) article claiming that a Democratic...
Raise Taxes On Small Businesses? Net Investment Income Tax (NIIT).

Raise Taxes On Small Businesses? Net Investment Income Tax (NIIT).

Jul 14, 2022 | Blog, In The News, Income Tax, Policy And Taxation Group, Taxes

Contact your member of Congress! Tell them NOT not to impose a net investment income tax on non passive business income. Earlier this week, Democratic staff indicated that an expansion of the NIIT to apply to nonpassive business income would be included in budget...
Reconciliation Revival? Taxation & Representation.

Reconciliation Revival? Taxation & Representation.

Jul 14, 2022 | Blog, In The News, Income Tax, Policy And Taxation Group, Taxes

Contact your member of Congress! Tell them NOT not to impose a net investment income tax on non passive business income. Ever since Sen. Joe Manchin (D-WV) publicly renounced his support of the House-passed Build Back Better Act (BBBA) in December of last year, the...
[Reminder] July 27th Webinar Addressing Latest Tax Legislation – By Invitation Only

Join Us For July 27th Webinar Addressing Latest Tax Legislation

Jul 12, 2022 | Blog, Estate Tax, In The News, Income Tax, Policy And Taxation Group, Taxes

Policy and Taxation Group Exclusive Supporters Only Zoom MeetingJuly 27 at 12PM PT / 3PM EST To receive the Zoom information and to be invited, your support with Policy and Taxation Group needs to be paid and current. There is a link below to securely donate now....
[Reminder] July 27th Webinar Addressing Latest Tax Legislation – By Invitation Only

Register Now to Attend July 27th Webinar Addressing Latest Tax Legislation

Jul 6, 2022 | Blog, Estate Tax, In The News, Income Tax, Policy And Taxation Group, Taxes

Policy and Taxation Group Exclusive Supporters Only Zoom MeetingJuly 27 at 12PM PT / 3PM EST To receive the Zoom information and to be invited, your support with Policy and Taxation Group needs to be paid and current. There is a link below to securely donate now....
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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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