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Save The Date: July 27th Webinar Addressing Latest Tax Legislation – By Invitation Only

Save The Date: July 27th Webinar Addressing Latest Tax Legislation – By Invitation Only

Jun 30, 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....
Build Back Better Outlook. Taxation & Representation.

Build Back Better Outlook. Taxation & Representation.

Jun 27, 2022 | Blog, In The News, Income Tax, Policy And Taxation Group, Taxes

Congressional Democrats are still hoping they can pass some version of the Build Back Better Act (BBBA), the budget reconciliation vehicle to advance some of President Joe Biden’s legislative policies, prior to the August recess. Due to Sen. Joe Manchin’s (D-WV)...
Danger Ahead: Need to Watch Tax Proposals Damaging to Families, Family Enterprises

Danger Ahead: Need to Watch Tax Proposals Damaging to Families, Family Enterprises

Jun 22, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News, Income Tax, Pat Soldano, Policy And Taxation Group, Taxes

Increased Taxes for Individuals, Corporations, Capital Gains Still “Very Much Alive,” According to National Tax Experts Several key legislative proposals are on Congress’ table in the next 60 days and many, if passed, will adversely affect families and family...
Treasury Department Fiscal Year 2023 Budget. Tax Policy Update.

Treasury Department Fiscal Year 2023 Budget. Tax Policy Update.

Jun 15, 2022 | Blog, In The News, Income Tax, Taxes

Treasury Secretary Janet Yellen testified before the Senate Finance Committee and the House Ways and Means Committee this week to discuss the Biden administration’s fiscal year 2023 budget proposal for the Treasury Department. She appeared first before the...
Tax & Financial Services Week Ahead. Tax Policy Update.

Tax & Financial Services Week Ahead. Tax Policy Update.

Jun 7, 2022 | Blog, In The News, Income Tax, Taxes

The House and the Senate reconvene Tuesday at 2 p.m. and Monday at 3 a.m., respectively. What to Watch Both chambers will be in session this week. The August district work period and the subsequent midterm elections are on the horizon, which means that legislative...
Taxpayer Fairness Across the IRS. Tax Policy Update.

Taxpayer Fairness Across the IRS. Tax Policy Update.

May 20, 2022 | Blog, In The News, Income Tax, Taxes

On Tuesday, May 18, the House Ways and Means Subcommittee on Oversight held a hearing on taxpayer fairness at the Internal Revenue Service. The following witnesses testified before the committee: Ken Corbin, Commissioner for Wage and Investment and Chief Taxpayer...
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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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