Policy and Taxation Group Exclusive
Supporters Only Meetings

September 21, Washington, DC

Events are By Invitation Only for those who have financially supported the work we do.

This will be a time critical and highly informative meeting, featuring Members of Congress and other subject matter experts. This meeting will address the latest legislation being developed in Washington, DC.

Please donate now so you do not miss out on this important update from leaders working on these time sensitive tax policy issues.

Meetings & Hill Visits Agenda:

September 21

  • 9am ET to 11:30am: Annual Supporters/Members with Board members as well as Members and Sponsors with Legislative and Organizational Updates.  Meeting at Brownstein Hyatt Farber Schreck, LLP, located at 1155 F Street NW, Suite 1200, Washington DC 20004. Casual luncheon to follow.  
  • 12:30pm to 4:30pm: Capitol Hill for meetings with Members of Congress and Senior Congressional Staff. 
  • 6:00pm: Private reception and dinner at Frank Luntz residence in Washington, DC

Policy and Taxation Group provides these Zoom meetings as a benefit to our Supporters, which include the latest public policy intelligence and Washington, DC insiders’ perspectives. Becoming a supporter of Policy and Taxation Group provides these benefits and exclusive access while supporting our important mission.

We are in a battle and need your support. It is a critical time. The current Administration and Congress are threatening sweeping, historic tax increases on the very businesses that are supposed to lead our country out of the current economic climate created by the covid pandemic. On our last Policy and Taxation Group Members’ Zoom, we discussed the war being waged against generationally owned businesses built on hard work and lifetime of savings. Anyone concerned with step-up in basis elimination, the estate tax exemption, increased income and capital gain taxes, and the creation of a wealth tax should be concerned.


Policy and Taxation Group is the Voice for Family Offices and Successful Individuals in Washington, DC focused exclusively on the critical tax and economic policies that impact them.

Since 1995, Policy and Taxation Group has been the leading advocacy group working to reduce and eliminate estate tax, gift tax, and generation skipping transfer tax while blocking increased income tax and capital gains taxes, the creation of a wealth tax, and other hostile tax policies that punish hardworking taxpayers and success.


We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask…

As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a supporter.

The need for fact-based reporting of issues important to family offices and successful individuals and protecting a lifetime of savings has never been greater. Now more than ever, family offices and successful individuals are under fire. That’s why Policy and Taxation Group is passionately working to increase the awareness of issues important to family offices and successful individuals, while continuing to strengthen our presence on Capitol Hill.

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