Get Exclusive Access: Expert Tax & Policy Insights for Family Offices

Apr 10, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Policy And Taxation Group, Successful Families, Taxes, Video Post

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities.

Read the 2025 Annual Survey Executive Survey now! Click here.

Policy and Taxation Group (PATG) President Pat Soldano led an exclusive discussion on the latest tax and policy developments with insights from top experts, including Dr. Frank Luntz, Bart Reising, and Russ Sullivan. This session covered:

 

  • The urgency of passing tax legislation before 2025 to avoid increases.
  • Key political and economic factors influencing tax policy.
  • The latest updates on House and Senate tax negotiations.
  • Critical tax provisions affecting family offices and successful families, including Section 199A, R&D expensing, and income tax rates.

Stay ahead of legislative changes that impact your business. Contact us today to get full access to the article and watch the complete webcast replay.

P.S. Don’t miss FEUSA’s upcoming event on May 14, focusing on charitable giving and community involvement with Members of the Congressional Family Business Caucus.

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The need for fact-based reporting of issues important to family offices and successful families and protecting a lifetime of savings has never been greater. Now more than ever, family offices and successful families 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 families, while continuing to strengthen our presence on Capitol Hill.

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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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