We are pleased to invite you to be our guest for a presentation addressing the State of Family Business and the Critical Tax Issues Impacting the Wealthy in the New Congress on March 30 in Atlanta, GA. It is being hosted by Homrich Berg, in conjunction with the Policy and Taxation Group and Family Enterprise USA.


An expert panel of government relations professionals from Washington, D.C. will unveil the results of the new Family Enterprise USA 2023 Annual Family Business Survey. They will discuss the current Washington, D.C. Landscape and provide a Legislative Update on Tax Policy Issues Impacting Successful Families, Family Offices & Family Businesses in the 118th Congress. The discussion will also address Voter Attitudes influencing legislation and the newly formed Congressional Family Business Caucus.


For more information, details, and to get an invitation to attend the event please contact John Marino at 202-750-0248 or email [email protected].


This special event will provide a Washington, D.C. insider’s perspective, critical intelligence, and situational awareness of the key tax policy issues. The panel features Pat Soldano, President, Family Enterprise USA & President, Policy and Taxation Group; Russ Sullivan, Chair of Brownstein’s National Tax Policy Group, Brownstein Hyatt Farber Schreck; and Brandon Roman, Partner, Public Policy, Tax, and Financial Services Group, Squire Patton Boggs; and is moderated by John Marino, Director of Strategic Partnership, Policy and Taxation Group. It will be attended by an intimate group of distinguished business leaders, family office executives, and financially successful families.

Homrich Berg is a personal wealth management firm based in Atlanta, GA helping families protect, grow, and manage their wealth since 1989. Its mission is to be a fiduciary, trusted financial guide for our clients, focused on providing them peace of mind as they navigate their financial life ahead.

For more information, details, and to get an invitation to attend the event please contact John Marino at 202-750-0248 or email [email protected].

About Homrich Berg
One of the 50 largest registered investment adviser (RIA) firms in the country based on assets under management, HB 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 45 states from our home base in metro Atlanta and now have 38 principals and more than 175 employees. We have kept our core values constant and kept our focus on our clients even as we have continued to be a pioneer in using technology and expertise to find new ways to provide great service to our clients. A key part of our success is attracting great people who enjoy our culture and our approach. We have received many awards over the years, but we are most proud of our 98%+ client retention rate*. Community is important to HB, as we give our time and resources to help make a difference.

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The need for fact-based reporting of issues important to multi generational businesses and protecting a lifetime of savings has never been greater. Now more than ever, multi generational businesses and family businesses are under fire. That’s why Policy and Taxation Group is passionately working to increase the awareness of issues important to generationally-owned family businesses built on hard work, while continuing to strengthen our presence on Capitol Hill.  Those issues include Step Up in Basis, gift tax, Valuation Discounts, Capital Gains Tax, Income Tax Rates, Wealth Tax, & Estate Tax (death tax).

Policy and Taxation Group is the leading information, education and advocacy organization working for the reduction and ultimate elimination of estate tax, gift tax, and generation skipping transfer taxes, and other taxes that punish hard work and success. Our Mission is to challenge hostile tax policies that meaningfully and measurably impact families and limit the ability of family businesses to remain family owned. We work with Congress in Washington DC against high Income Tax Rates, possible elimination of Valuation Discounts, increase in Capital Gains Tax, enactment of a Wealth Tax, and the continued burden of the Estate Tax (death tax), and the possible elimination of Step up in Basis.

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