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How Parallel Governance Can Guide Generational Transition with EY

How Parallel Governance Can Guide Generational Transition with EY

May 2, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Policy And Taxation Group, Successful Families, Video Post, Webcast Replays

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. Complex family and business dynamics can derail the generational transition of...
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....
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...
Fenimore Asset Management Experts Discuss ‘Cost of Timing Market’ in New Webcast

The Cost of Timing the Market: Insights for Smarter Investment Strategies – Fenimore Webcast Replay

Jan 21, 2025 | Family Offices, Family Businesses, Generationally Owned Business, 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. The Cost of Timing the Market: Insights for Smarter Investment Strategies webcast reply with Christian Snyder and...
Compliance with New Corporate Transparency Act Detailed in Webcast with legal Expert Matt Brown

Compliance with New Corporate Transparency Act Detailed in Webcast with legal Expert Matt Brown

Oct 16, 2024 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Video Post, Webcast Replays

An increase in income tax rate means you'll pay a higher percentage of your income to the government. This directly reduces your disposable income, the money you have left after taxes for spending or saving. This can make it harder to afford basic necessities, save...
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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

  • Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events
  • Taxation & Representation: What Family Offices and Successful Families Must Know: FY26 Appropriations and OBBBA Updates
  • Is Your Family Office or Successful Family Protected from Discord? Learn How Sept. 26
  • Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy
  • 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

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