May 10 New York Presentation Showcases Expert Discussion on Tax Policies Facing Congress, Impacts on Family Businesses


Capitol Hill Expert Panel Dissects Policies That May Harm Family Businesses


A panel of Washington DC experts and influencers will be discussing the potential for damaging new tax policies on family businesses, in a presentation to be held here May 10.


The luncheon presentation will address the State of Family Business and the Critical Tax Issues Impacting Them.


This special event will provide a Capitol Hill insider’s perspective, critical intelligence, and awareness of the key tax policy issues family-owned businesses face. It will be attended by a group of distinguished business leaders, family office executives, and financially successful families.


The panelists include Russ Sullivan, Chair, National Tax Policy Group, Brownstein Hyatt Farber Schreck and Brandon Román, Partner, Public Policy and Financial Services & Tax Policy Groups, Squire Patton Boggs. John Gugliada, Director, Family Enterprise USA and John Marino, Director, Policy and Taxation Group, will moderate the event.


The event is co-hosted by MPI, Squire Patton Boggs, Policy and Taxation Group (PATG) and Family Enterprise USA (FEUSA). The Wednesday, May 10 Luncheon Presentation will be held from 12 – 1:30 p.m. in mid-town Manhattan.


The expert panel of government relations professionals from Washington DC will unveil the results of the new FEUSA 2023 Annual Family Business Survey and discuss the current legislative tax landscape.


In addition, the experts will provide a legislative update on tax policy issues impacting successful families, family offices and family businesses. The group will also address voter attitudes influencing legislation and the newly formed Congressional Family Business Caucus.


Please confirm attendance by contacting John Marino, who will provide the address. He can be reached at (202) 750-0248 or [email protected].

About MPI
MPI (Management Planning Inc.) is a business valuation, litigation support, forensic accounting and M&A advisory firm providing valuations for a variety of tax, financial reporting, litigation and other business applications, as well as corporate advisory services to business owners and their representatives.

MPI has over 80 years of experience preparing Business Valuations for estate and gift tax planning and estate tax administration matters. MPI’s work product is used as the foundation for succession planning strategies implemented by advisors for numerous types of businesses and assets. MPI has decades of experience presenting and defending its work product to IRS agents and engineers at the initial audit and appellate levels. Our valuation conclusions have withstood scrutiny under audit and been accepted as filed at a high rate, which has the effect of helping clients avoid the perils and costs of tax court or ongoing tax disputes with the IRS.

About Squire Patton Boggs
Squire Patton Boggs is an international law firm that offers comprehensive legal and public policy services and a global perspective. The New York office offering invaluable support across the full range of legal issues.

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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.

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