Oct 7, 2021 | Blog, Family Businesses, In The News, Step-Up In Basis, Video Post
Get Your Voice Heard in Congress. Please Take Action Today Last week, Policy and Taxation Group (PATG) Supporters met in Washington, DC to discuss the sweeping, historic tax increases that threaten generationally owned businesses built on hard work. It was clear from...
Sep 22, 2021 | Blog, Family Businesses, In The News, Step-Up In Basis, Video Post
Get Your Voice Heard in Congress. Please Take Action Today Family Business owners plan their business as a legacy to their family, their employees, and the community. To sustain and grow that legacy, estate planning is critical. Please review the white paper below...
Aug 26, 2021 | Blog, Death Tax, Estate Tax, Family Businesses, In The News, Video Post
Get Your Voice Heard in Congress. Please Take Action Today While life insurance is important and useful for many purposes, does it provide a resource to pay the estate tax for most families? Hear one family’s story in which the family member “aged out” of the policy...
Aug 25, 2021 | Blog, Death Tax, Estate Tax, Family Businesses, Family Enterprise USA, In The News, Step-Up In Basis, Video Post
Contact Your Member of Congress - It Only Takes a Minute Casey Roscoe with Seneca Jones Timber Company Talks about Managing Today’s Resources for Tomorrow Casey Roscoe is a 3rd generation family member of Seneca, a women owned timber business, in Eugene Oregon. Listen...
Aug 2, 2021 | Blog, In The News, Step-Up In Basis, Video Post
Contact Your Member of Congress - It Only Takes a Minute American Food and Vending was co-founded with Steve Wells and his brother, and until the pandemic employed 1700 people. Steve and his family, as well as his employees and the community, will be substantially...
Jul 12, 2021 | Blog, Death Tax, Estate Tax, In The News, Policy And Taxation Group, Video Post
Contact Your Member of Congress - It Only Takes a Minute Listen or watch an interview with Pat Soldano conducted by Jonathan Goldhill, Business Strategist. What is important to family businesses and what they can expect from Congress in 2021. She also discusses the...
