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Tax Update: Ways and Means Notices Tuesday Markup

Tax Update: Ways and Means Notices Tuesday Markup

May 10, 2025 | Family Offices, Estate Tax, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Tax Cuts, Taxes

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Tax Update: House Ways and Means Committee Notices Tuesday Markup, Releases...
Weekly Washington Tax Update and More: Trump, Johnson Push Back on Tax Hikes for Wealthy

Weekly Washington Tax Update and More: Trump, Johnson Push Back on Tax Hikes for Wealthy

May 5, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Taxes

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Trump and Johnson Reject Proposal to Raise Taxes on Wealthy: On April 23,...
Saying It Out Loud Special Report May 2025, By Pat Soldano

Saying It Out Loud Special Report May 2025, By Pat Soldano

May 2, 2025 | Family Businesses, Family Business Caucus, Family Offices, Income Tax, Pat Soldano, Successful Families, Taxes

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Who...
Taxation & Representation: What’s in Reconciliation?

Taxation & Representation: What’s in Reconciliation?

Apr 30, 2025 | Family Offices, Estate Tax, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Tax Cuts, Taxes

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Budget Reconciliation Outlook—Committees Schedule Markups as Congress...
Million Dollar Question: Will the Top 1% See a Tax Increase in 2026

Million Dollar Question: Will the Top 1% See a Tax Increase in 2026

Apr 28, 2025 | Family Businesses, Generationally Owned Business, Podcast, Successful Families, Taxes

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. With the reconciliation framework in place, congressional Republicans face the...
Saying It Out Loud, By Pat Soldano. April 2025.

Saying It Out Loud, By Pat Soldano. April 2025.

Apr 26, 2025 | Family Businesses, Family Business Caucus, Family Offices, Income Tax, Pat Soldano, Successful Families, Taxes

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group House,...
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Death Tax & Estate Tax News

  • [Starts in 24 Hours] Raising the Next Generation of Leaders in Family Business
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  • Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises with EY
  • You’re Invited! Tariff Talk with Brownstein, Nov 11, 2025
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  • Taxation & Representation Update: What the ongoing shutdown means for your business

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