We are pleased to invite you to be our guest for a dinner presentation addressing the State of Family Business & the Critical Tax Issues Impacting the Wealthy in the US Congress on October 19, 2023 at 5:30-7:00pm in Newport Beach, CA 92660.

There is a wine reception and networking from 5:30 – 6:00 pm, followed by dinner and presentation from 6:00 – 7:00 pm. An expert panel from the Washington, DC based organizations, Family Enterprise USA (FEUSA) and Policy and Taxation Group (PATG) will discuss: 

  •  FEUSA 2023 Annual Family Business Survey

  • Legislation Impacting Family Business, Family Offices & HNW 

  • Voter Attitudes Influencing Legislation & Politics 

  • Congressional Family Business Caucus

A Washington, DC insider’s perspective with intelligence on the critical policy issues will be provided by this panel:

  • Patricia Soldano, President, FEUSA & PATG 

  • Russ Sullivan, Chair, National Tax Policy Group, Brownstein Hyatt Farber Schreck

  • Brandon Roman, Partner, Public Policy, Tax, and Financial Services Group, Squire Patton Boggs

  • John Marino, Director of Strategic Partnerships, PATG

This special event is being hosted by Brown & Streza LLP in cooperation with FEUSA and PATG. Beverages and light refreshments will be served. On site parking will be validated. 

For more information about the hosting organizations, please see

Please RSVP to John Marino at 202.750.0248 – [email protected].

About Brown and Streza
Brown and Streza LLP is a law firm providing integrated legal services in tax, estate, trust, real estate, business, business succession planning, and charitable planning, including representing non-profits and religious organizations. Located in Orange County, California, we serve families, businesses, entrepreneurs, philanthropists, and charitable organizations, focusing on helping closely-held businesses and their owners achieve their goals. For more information, please visit our website.

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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.

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.

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