The Estate Tax Turns 100 years old this year! It is time to kill it once and for all! Please help us to do that by referring families to us that can help our efforts and support our work. Forward this email on to any family that you think would be interested in becoming a Supporter of Policy and Taxation Group, and please ask them to email me.
About Policy and Taxation Group
Mission and Approach
Policy and Taxation Group (PATG) is dedicated to winning relief from and ultimate repeal of estate, gift and generation-skipping transfer (GST) taxes and the elimination of the destructive effect those taxes have on families, family businesses, job creation, the national economy and government revenues.
Since the 1990s, PATG has been the highly effective, combined voice of families and family enterprises in the fight against the estate tax. Bringing together the necessary research, polling, expertise and effective lobbying strategies, PATG is the best way for families to support and affect the direction of the movement for estate tax relief:
Focused – We exclusively promote reduction and ultimate repeal of estate, gift and generation-skipping transfer (GST) taxes.
Strategic – We tactically and credibly engage and educate legislators in a bipartisan manner and motivate and organize allies in the fight.
Private – We strongly guard the privacy of our supporting families.
Impact and Focus
PATG works effectively behind-the-scenes to maximize relief and minimize risk for families:
In the past two estate tax battles, PATG has achieved real results in extremely challenging political circumstances, surprising the estate planning community, the opposition and the Washington press corps.
In 2010, PATG led successful efforts to secure the lowest applicable rate in more than 80 years, the only area of the tax code that actually became more favorable for taxpayers. In 2012, after a game-changing election, PATG marshaled bipartisan support to defeat a confiscatory 55 percent rate and permanently prevent its automatic return. While Congress could and should have done better, PATG managed to solidify a lower 40 percent rate, a more workable $5.25 million exemption indexed for inflation, spousal portability and reunification, while preventing the elimination of valuation discounts and limitations on legitimate planning methods.
Currently, as discussions over deficit reduction and tax reform continue, PATG is working to mobilize estate tax relief coalitions and lobby members of Congress to fight proposed tax increases and ensure families have the best chance for greater relief and ultimate repeal. With new and expanded majorities in the Senate and House, PATG is uniquely positioned in the 114th Congress to restore estate tax repeal as a front-burner policy issue. To that end, PATG helped secure the first stand-alone vote for repeal legislation in the House since 2005, finally giving the estate tax repeal movement a glimpse of where support lies for repeal in the House.