Policy and Taxation Group
  • Home
  • 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
  • Donate
    • Giving
    • Strategic Partners
Select Page
Congressional Family Business Caucus Roundtable Summary – May 14, 2024

Congressional Family Business Caucus Roundtable Summary – May 14, 2024

May 31, 2024 | Family Offices, Family Business Caucus, Family Businesses, Generationally Owned Business, Successful Families, Video Post

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! Pat Soldano opened the roundtable by thanking Members of Congress and family-owned businesses for joining the...
[VIDEO] Reed Family Companies CEO, Jeff Reed, Details Difficulties Finding Qualified Workers in Tough Calif. Market

[VIDEO] Reed Family Companies CEO, Jeff Reed, Details Difficulties Finding Qualified Workers in Tough Calif. Market

May 30, 2024 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Video Post

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! In New Family Enterprise USA Video, Reed Family Companies CEO, Jeff Reed, Details Difficulties Finding...
Whittier Trust Executives Detail ‘Core-Satellite’ Estate Planning Technique in Webcast Replay

Whittier Trust Executives Detail ‘Core-Satellite’ Estate Planning Technique in Webcast Replay

May 14, 2024 | Family Businesses, Family Enterprise USA, Generationally Owned Business, Successful Families, Video Post

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! Whittier Trust Executives Detail ‘Core-Satellite’ Estate Planning Technique in New Webcast by Family...
Navigating Generational Success: An Interview with David Brown, CEO of Wyo- Ben

Navigating Generational Success: An Interview with David Brown, CEO of Wyo- Ben

May 6, 2024 | Family Businesses, Estate Tax Horror Stories, Family Enterprise USA, Generationally Owned Business, Successful Families, Video Post

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! This interview captures a deep dive into the operations, history, and challenges faced by Wyo- Ben, a...
Execs Say Estate Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities

Execs Say Estate Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities

Apr 23, 2024 | Family Businesses, Estate Tax, Generationally Owned Business, Successful Families, Taxes, Video Post

Take Action Now: Advocate Against Policies & Excessive Regulation Make your voice heard! Contact Your Representatives in Congress to advocate for change. Click to act! Family Business Survey, Execs Say Estate Tax Savings Will Grow Businesses, Pay Employees More, and...
Would You Like More Income Every Year?

Would You Like More Income Every Year?

Apr 10, 2024 | Family Offices, Blog, Family Business Caucus, Family Businesses, Generationally Owned Business, Policy And Taxation Group, Successful Families, Video Post, Webcast Replays

Take Action Now: Advocate Against Policies & Excessive Regulation Make your voice heard! Contact Your Representatives in Congress to advocate for change. Click to act! This webcast discusses incorporating dividend growth investing into the investment picture which is...
« 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

  • Navigating Uncharted Waters in the Insurance Industry with USI
  • Safeguard Your Family Owned Business: Build Governance That Lasts Generations
  • Taxation & Representation: Wealth at risk? Congress debates IRS cuts, OECD exit & new tax credits
  • How Family Governance Protects Generational Wealth
  • Autumn Transitions: Navigating Family Enterprise Challenges with Head and Heart
  • Women’s Business Owners Group Gets Bipartisan Congressional Support
  • Saying It Out Loud September 2025, By Pat Soldano
  • Meet the Visionary Leaders Transforming Family Business in 2025
  • National Restaurant Association CEO Details How Restaurants Benefit from New Tax Bill in Latest Podcast
  • Saying It Out Loud August 2025, By Pat Soldano
  • ‘One Big Beautiful Bill’ Wins for Family Business Detailed in New Podcast

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

Are You Concerned About Capital Gains Tax Affecting Your Business?
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
This field is for validation purposes and should be left unchanged.