The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities.
By Greg Brower, Evan Corcoran, Jason Dunn and Will Moschella
On May 12, 2025, the current head of the Department of Justice’s (DOJ) Criminal Division issued fresh guidance to all personnel under his purview with new two memoranda.
The first, with a subject line of “Focus, Fairness, and Efficiency in the Fight Against White-Collar Crime,” acknowledges that white-color crime “poses a significant threat to U.S. interests” and discusses specific areas of focus for white-collar cases, the importance of fairness in prosecuting corporations, and the need for efficiency in such matters. The second articulates some policy changes to the selection process for compliance monitors in corporate criminal resolutions. Read More…
By Emily Felder, Sage Schaftel, Adam Steinmetz, Deema Tarazi, Mae Babbington and Lauren Mish
On May 22, the U.S. House of Representatives passed the One Big Beautiful Bill Act (H.R. 1), an extensive budget reconciliation package that advances President Trump’s plan to enact his economic agenda. After a series of ongoing negotiations with various factions within the Republican party, the bill passed narrowly by a 215-214-1 vote, with only Reps. Thomas Massie (R-KY) and Warren Davidson (R-OH) joining Democrats in opposition to the bill, and Rep. Andy Harris (R-MD) voting present. Read More…
It Looks Like an NPA for Boeing in the Long-Running 737 MAX Investigation
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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.
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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