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PLEASE! Watch short video; Destruction Of Family Businesses; Elimination Of Step Up In Basis!

PLEASE! Watch short video; Destruction Of Family Businesses; Elimination Of Step Up In Basis!

Jun 18, 2021 | Blog, Family Businesses, In The News, Policy And Taxation Group, Video Post

Contact Your Member of Congress President Biden has proposed the elimination of the “step up in basis,” while keeping the 40% (or higher) estate tax on the full value of a family business owner’s assets. That means that each person who inherits a business will pay...
VIDEO: Watch 6-minute video with Pat Soldano; “Tax Legislation Issues for Family Businesses”

VIDEO: Watch 6-minute video with Pat Soldano; “Tax Legislation Issues for Family Businesses”

Nov 12, 2020 | Blog, In The News, Policy And Taxation Group, Video Post

Family Business Magazine asked Pat Soldano to speak about tax Legislation Issues that family businesses are facing, including possible COVID 19 legislation during this Congress or the next. Watch this 6-minute video to get a brief update.   It’s time to support...
VIDEO: Election 2020: Presidential Candidates’ Positions on Individual Tax Policies

VIDEO: Election 2020: Presidential Candidates’ Positions on Individual Tax Policies

Oct 30, 2020 | Blog, In The News, Policy And Taxation Group, Video Post

It’s time to support the future of Family Businesses!!! Election 2020: Presidential Candidates’ Positions on Individual Tax Policies It’s time to support the future of Family Businesses!!!   Policy and Taxation Group is your voice in Washington on...
VIDEO: Election 2020 – Presidential Candidates’ Positions on Estate and Wealth Tax Policies

VIDEO: Election 2020 – Presidential Candidates’ Positions on Estate and Wealth Tax Policies

Oct 28, 2020 | Blog, In The News, Policy And Taxation Group, Video Post

It’s time to support the future of Family Businesses!!! Election 2020 – Presidential Candidates’ Positions on Estate and Wealth Tax Policies It’s time to support the future of Family Businesses!!!   Policy and Taxation Group is your voice...
VIDEO: Election 2020 – Safety and Healthy Workplace Tax Credit

VIDEO: Election 2020 – Safety and Healthy Workplace Tax Credit

Oct 26, 2020 | Blog, In The News, Policy And Taxation Group, Video Post

It’s time to support the future of Family Businesses!!! Election 2020 – Safety and Healthy Workplace Tax Credit It’s time to support the future of Family Businesses!!!   Policy and Taxation Group is your voice in Washington on economic freedom....
VIDEO: Corporate Transparency Act

VIDEO: Corporate Transparency Act

Oct 23, 2020 | Blog, In The News, Policy And Taxation Group, Video Post

It’s time to support the future of Family Businesses!!! The Corporate Transparency Act will create significant privacy concerns for families, family businesses, and family offices. Specifically, this bill: Requires corporations and limited liability companies to...
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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.

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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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