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
‘More Than Just Money’ Family Business Legacy & Wealth Conference

‘More Than Just Money’ Family Business Legacy & Wealth Conference

Aug 9, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News, Taxes

‘More Than Just Money’ — Family Business Legacy & Wealth Conference Runs Sept. 21-23 at JW Marriott, Chicago Generational wealth is about more than just money — and, given the current economic climate, the stakes are high. This three-day event focuses on...
Senate Concludes Vote-a-Rama, Passes Inflation Reduction Act. Taxation & Representation.

Senate Concludes Vote-a-Rama, Passes Inflation Reduction Act. Taxation & Representation.

Aug 7, 2022 | Blog, In The News, Income Tax, Policy And Taxation Group, Taxes

Join other hard-working American taxpayers in asking Congress NOT to punish success, taking a lifetime of savings. The Senate voted to pass the $750 billion Inflation Reduction Act (H.R. 5376) along party lines (51-50) this afternoon, concluding a marathon session...
Special Reconciliation Edition. Taxation & Representation.

Special Reconciliation Edition. Taxation & Representation.

Aug 3, 2022 | Blog, In The News, Income Tax, Policy And Taxation Group, Taxes

Join other hard-working American taxpayers in asking Congress NOT to punish success, taking a lifetime of savings. In an unexpected statement last Wednesday, Sen. Joe Manchin (D-WV) and Senate Majority Leader Chuck Schumer (D-NY) jointly announced that they had...
Manchin-Schumer Reconciliation Framework Agreement

Manchin-Schumer Reconciliation Framework Agreement

Jul 28, 2022 | Blog, In The News, Income Tax, Policy And Taxation Group, Taxes

Join other hard-working American taxpayers in asking Congress NOT to punish success, taking a lifetime of savings. Sens. Schumer (D-NY) and Manchin (D-WV) released a joint statement (included below) and one-page summary for a new reconciliation bill framework that...
Reconciliation Realignment. Taxation & Representation.

Reconciliation Realignment. Taxation & Representation.

Jul 21, 2022 | Blog, In The News, Income Tax, Policy And Taxation Group, Taxes

Join other hard-working American taxpayers in asking Congress NOT to punish success, taking a lifetime of savings. Late last week, citing high inflation, Sen. Joe Manchin (D-WV) announced his hesitation to move forward with a budget reconciliation package that...
[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....
« 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