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Get Exclusive Access: Expert Tax & Policy Insights for Family Offices

Get Exclusive Access: Expert Tax & Policy Insights for Family Offices

Apr 10, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Policy And Taxation Group, Successful Families, Taxes, Video Post

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. Policy and Taxation Group (PATG) President Pat Soldano led an exclusive...
Secure Top Talent: 2025 Family Office Hiring Trends Unveiled

Secure Top Talent: 2025 Family Office Hiring Trends Unveiled

Apr 2, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Video Post, Webcast Replays

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. The webcast discusses the evolving landscape of family offices, particularly regarding talent acquisition, outsourcing, and generational...
Fenimore Asset Management Experts Discuss ‘Cost of Timing Market’ in New Webcast

Fenimore Asset Management Experts Discuss ‘Cost of Timing Market’ in New Webcast

Apr 2, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Video Post, Webcast Replays

Join the Policy and Taxation Group to champion policies that protect family offices and successful individuals from burdensome taxes. Your involvement strengthens our advocacy efforts on Capitol Hill, ensuring that your voice is heard in shaping fair tax legislation....
House Members Speak at Event with Focus on Women-Owned Family Businesses

House Members Speak at Event with Focus on Women-Owned Family Businesses

Mar 27, 2025 | Family Offices, Family Businesses, Successful Families, Taxes, Video Post

Join the Policy and Taxation Group to champion policies that protect family offices and successful individuals from burdensome taxes. Your involvement strengthens our advocacy efforts on Capitol Hill, ensuring that your voice is heard in shaping fair tax legislation....
Inside the First FEUSA Capitol Hill Event of 2025: Spotlight on Women-Owned Family Businesses

Inside the First FEUSA Capitol Hill Event of 2025: Spotlight on Women-Owned Family Businesses

Mar 25, 2025 | Family Offices, Family Business Caucus, Family Businesses, Family Enterprise USA, Successful Families, Video Post

Pat Soldano opened the event by thanking Members of Congress, congressional staff, and family-owned businesses for joining the first Family Enterprise USA (FEUSA) Capitol Hill event of 2025. The event first featured a breakfast reception attended by Reps. Chuck...
Capitol Hill Experts Take Fresh Look at Congress’ First 100 Days in New Podcast

Capitol Hill Experts Take Fresh Look at Congress’ First 100 Days in New Podcast

Feb 10, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Podcast, Successful Families, Video Post, Webcast Replays

Help Shape Family Business Advocacy in Washington, DC Participate in our anonymous survey to inform national policies and receive exclusive benefits. Capitol Hill Experts Take Fresh Look at Congress’ First 100 Days in New ‘Voice of Family Business’ Podcast from Family...
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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

  • 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
  • Reserve Your Spot – Build Teams That Drive Legacy and Results
  • Quick Poll: Share Your Thoughts on The One Big Beautiful Bill
  • Family-Owned Businesses Succeed 20 Years Plus, While Fostering Generations of Employees, According to Survey
  • Taxation & Representation: Senate Unveils Tax Package That Could Reshape 2025 Policy – Read the Highlights

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