Mark Your Calendar! Join Us on the Road in Burlington, Los Angeles, Hilton Head, Menlo Park, and Washington, DC

Dec 3, 2024 | Family Offices, Family Businesses, Successful Individuals

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Policy and Taxation Group is pleased to share some exciting news about our upcoming events and presentations.

 

We are committed to supporting family businesses and enterprises across the country, and we have a lineup of events designed to inform, inspire, and connect our community.

 

From Burlington, VT to Washington, DC, we’re bringing our community together. Check out our event lineup and add these dates to your calendar!

Upcoming Events & Presentations

  • January 8-9, 2025: University of Vermont, Family Business Case Competition, Burlington, VT 
  • January 22:  Los Angeles Exit Planning Institute, Los Angeles, CA 
  • February 13: Dividend Asset Capital, Hilton Head, SC 
  • March 6: CCC Alliance, Menlo Park, CA 
  • March 12:  Congressional Family Business Caucus Event, Washington, DC

 

Mark Your Calendar!     Be Part of the Action!     Join Us on the Road

We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask…

As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a supporter.

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.

Are you an Policy And Taxation Group Supporter? If not, we could use your help today!!!

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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