In September, the Treasury Department and Internal Revenue Service (IRS) issued the 2025-2026 Priority Guidance Plan.

 
 

The plan outlines priority guidance projects to be addressed from July 1, 2025, through June 30, 2026. The plan emphasizes five key areas: implementation of the One Big Beautiful Bill Act (OBBBA), deregulation and burden reduction efforts, tribal tax issues, digital assets and implementation of the SECURE 2.0 Act.

In November, the IRS issued guidance addressing cryptocurrency, education, real estate, individuals, retirement and more. Please click below for more information on this month’s significant releases.

November 2025 Tax Regulatory Update

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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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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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