Policy and Taxation Group
  • Home
  • About
    • About
    • Accomplishments
    • Our Team
    • Board Of Directors
    • Brochure
  • Caucus
  • Legislation
  • News & Events
    • News & Events
    • Podcast
    • Videos
    • Webcast Replays
  • Get Involved
    • Contact Congress
    • 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
WEBCAST REPLAY: It’s All Relative; Family Matters in Business Succession

WEBCAST REPLAY: It’s All Relative; Family Matters in Business Succession

Apr 3, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Video Post, Webcast Replays

One of the 50 largest registered investment advisor firms in the country, Homrich Berg was a pioneer when we founded our firm in 1989 with a focus on serving clients with a fiduciary approach. We have grown to serve clients in over 46 states from our home base in...
WEBINAR REPLAY: Business Owners 2022 Family Business Survey Review

WEBINAR REPLAY: Business Owners 2022 Family Business Survey Review

Nov 7, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News, Video Post, Webcast Replays

We will review the results of the Family Enterprise USA 2022 Family Business Survey and discuss concerns and impacts that potential legislation may have on family-owned businesses across the United States. For more than two centuries, BNY Mellon Wealth Management has...
WEBINAR REPLAY: Linda C. Mack of Mack International Talks About Recruiting and Retention Strategies

WEBINAR REPLAY: Linda C. Mack of Mack International Talks About Recruiting and Retention Strategies

Oct 27, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News, Video Post, Webcast Replays

Recruiting the best leadership and keeping them is no longer “a winging it” proposition for family businesses and family business offices, according to Linda C. Mack, founder and president of strategic recruitment firm, Mack International. In a new webinar video with...

WEBINAR REPLAY: How Butterball Farms Harnessed the Power of Collaboration to Stabilize a Workforce

Aug 22, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News, Video Post, Webcast Replays

A webinar hosted by Pat Soldano, with keynote speaker Mark Peters, CEO, Butterball Farms. Butterball CEO Mark Peters’ New Book ‘The Source’ Details How This Revolutionary Concept Can Change The Workplace Forever Too many of our workers walk a financial tightrope, with...
WEBINAR REPLAY – Business Valuation: From Estate Planning to Exit Planning

WEBINAR REPLAY – Business Valuation: From Estate Planning to Exit Planning

Aug 18, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News, Video Post, Webcast Replays

The Five Critical Steps in Understanding a Business Valuation:From Estate Planning to Exit Planning A webinar hosted by Pat Soldano, with keynote speaker Mark E. Lingerfield, MPI. Business Valuation Expert Mark E. Lingerfield of MPI Details The Five Most Important...
Webinar Replay: For Profit Family Office Structure – Is It Right For Your Family?

Webinar Replay: For Profit Family Office Structure – Is It Right For Your Family?

Aug 5, 2022 | Blog, Family Businesses, Family Enterprise USA, Family Offices, Generationally Owned Business, In The News, Video Post, Webcast Replays

Is there a gray line between your family office and your family business creating unnecessary risk? Have you lost deductibility for meaningful investment related expenses due to the 2018 tax law change? A For Profit Family Office structure might be the answer to...
« 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 Individuals
  • Tax Cuts
  • Taxes
  • Video Post
  • Webcast Replays

Death Tax & Estate Tax News

  • Women Family Business Leaders Discuss Challenges, Opportunities of Running Generationally-Owned Family Businesses
  • Strengthen Your Family Business with Proven Risk Solutions
  • Will New Tax Policies Protect Your Family Business?
  • Holiday Message from Policy and Taxation Group
  • Taxation & Representation: CBO Breaks Down TCJA Impact—What You Need to Know
  • Active Management for your Family Office
  • 2024 Elections: Trump Administration’s Key Policy Positions and Post-Election Analysis
  • Corporate Transparency Act Compliance Suspended
  • How to Discover and Stay Informed About Policy and Taxation Group
  • The Congressional Review Act: What It Is and How It Might Be Used in the 119th Congress
  • Mark Your Calendar! Join Us on the Road in Burlington, Los Angeles, Hilton Head, Menlo Park, and Washington, DC

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

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. 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.