Estate Tax Blog

Supporters Meeting Recap from 9.27.18

Below is a summary of the PATG-FEUSA Supporters and Members Meeting held on September 27, 2018.

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Pat Soldano Interview on Exit Coach Radio

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family business

GOP Releases Phase 2 Retirement Details

Below is the link to a summary of details on Tax Reform 2.0 legislation issued by the Ways and Means

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Senator Kyl Returns to Senate to Succeed Sen. John McCain

Excellent news as our good friend and supporter, Senator Kyl will be back in the Senate. From AZ Central Jon

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Ways and Means to Consider Phase 2 Tax Bill Next Week

House tax writers will meet to consider legislation to make permanent the expiring individual and business tax provisions in the

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Analysis of Proposed Tax Regulations for “Pass-Through” Entities

The US Department of the Treasury and the IRS have released Proposed Regulations on Internal Revenue Code Section 199A, the

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Plan To Attend September Policy and Taxation Group Dinner & Meeting

Wednesday, September 26, 2018 6:00pm Supporters and Members Dinner Acqua Al 2 212 7th Street SE Washington DC Thursday, September

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Estate Tax Update August 2018

Chairman Brady intends to have the House address the 2018 Tax Bill 2.0 when they return from August recess; note

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2018 Family Businesses Survey Reveals Commitments, Challenges, & Concerns

New Survey of Family Businesses Reveals Commitments, Challenges, & Concerns Ahead Family business are key drivers of economic development, but

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Nunes Introduces Bill to End Capital Gains Taxes on Inflation

Congressman Devin Nunes (CA-22) has introduced a bill in the House of Representatives to eliminate capital gains taxes on inflation.

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SAVE THE DATE: Policy and Taxation Group Dinner & Meeting

Policy and Taxation Group Supporters Meeting When Thursday, September 27, 2018 from 10:00 AM to 2:00 PM EDT Where Washington

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H.R. 6228 Would Permanently Increase Estate Tax & Gift Tax Exemption

Before leaving for last week’s Fourth of July Recess, Ways and Means Committee Member Rep. Kenny Marchant (R-TX) introduced H.R.

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Anthony Timberlands

My personal view, for what is might be worth, is that lowering the corporate tax rate from the current 35%

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My Estate Tax Experience

June 13, 2018 My father started an aerospace component manufacturing business March 31, 1961 in Maywood, California. He started it

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Why White Castle Supports Repealing the Death Tax

As a family owned business for 97 years now, White Castle has learned a lot about what it takes to

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Family Operating 100 Hardware Stores

A family operating 100 hardware stores in the Midwest had to sell the business to a private equity firm in

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More Than One Bill in Tax Cut 2.0 Package

House Ways and Means Committee Chairman Kevin Brady (R-Texas) said that tax-cut legislation he hopes to unveil in August will

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Chairman Would Like The House Vote In July 2018

Chairman Kevin Brady has indicated that he would like the House to vote in July, on making all individual tax

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Death Tax Chart By States

State Death Tax Chart Update July 9, 2018

Revised July 9, 2018 PATG State Death Tax Chart – July 9, 2018 This chart is maintained for the Policy

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Chairman Brady Hopes to Have New Tax Bill by August to Pass in September or October

Politico: MARK YOUR CALENDARS: Might there be another tax vote in Congress around the time fall rolls in? House Ways

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congress

The Politics Of It All. Minneapolis Luncheon and Discussion

TAX POLICY: THE POLITICS OF IT ALL Last year was a historic year for tax reform with the “Tax Cuts

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White House Plans to Release Phase 2 Tax Package by Summer’s End

I wanted to share the below that was published by Tax Notes on Friday, May 25th, 2018. The White House

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Family Businesses; Jobs, Economic Growth and Charitable Giving

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Policy And Taxation Group Visits The Hill May 2018

Photos from a recent visit to The Hill by Policy And Taxation Group to talk about the estate tax and

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Jobs and Opportunity: Legislative Options to Address the Jobs Gap

The Honorable Adrian Smith U.S. Congressman, Third District of Nebraska Chairman, House Ways and Means Human Resources Subcommittee 1102 Longworth

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Family Businesses – Jobs, Economic Activity and Charity

Family Businesses in the United States Family Businesses in the US3,001,060 of US JOBS (1) $1.7 Trillion of combined revenue

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Estate Tax Repeal And Impact Discussion

Estate Tax Repeal And Impact Discussion

Policy & Taxation Group invites you to attend a reception and discussion hosted by Don and Greg Root. Last year

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HR 5422 Death Tax Repeal Bill Introduced

As you know, with Rep. Kristi Noem (R-SD) running for Governor of South Dakota, we need a new champion for

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Update and Extend Earlier Estimates of Proposals to Modify The Estate Tax

Update and Extend Earlier Estimates of Proposals to Modify The Estate, Gift and Generation Skipping Transfer Taxes In this memorandum

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Individual Tax Cut Extension to Get Vote This Year, Ryan Says

By Anna Edgerton; Bloomberg BNA The House will hold a vote this year to make individual tax cuts permanent, according

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Get Estate Tax Relief Updates

Since it is possible that additional estate tax “relief” may be possible this year, and unlikely that we’ll see total

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Estate Tax Rate Reduction Legislation

Since it is possible that additional estate tax “relief” may be possible this year, and unlikely that we’ll see total

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congress

Tax Cuts, Round 2 In 2018

Tax cuts, Round 2: GOP looks to punish Democrats in 2018 POLITICO Magazine By BURGESS EVERETT and RACHAEL BADE –

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Chairman Brady Announces Intention To Have Another Tax Bill In 2018

Just in case you missed it; In the House Ways and Means Subcommittee Tax Policy Subcommittee Hearing last week, Chairman

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Death Tax Chart By States

State Death Tax Chart Update March 18, 2018

Revised March 18, 2018 PATG State Death Tax Chart – March 18, 2018 This chart is maintained for the Policy

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Hiring And Creating Jobs

A Letter for Ways and Means Tax Policy Subcommittee Hearing

Policy and Taxation Group submitted this letter for Ways and Means Tax Policy Subcommittee Hearing held on Wednesday 3/14. The

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tax reform

Update On Activities Of PATG, FEUSA, And More

To prepare for the opportunities in the year ahead, we have already begun engaging with lawmakers and identifying our champions

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infrastructure

Senate Democrats Pitch Repeal Of Tax Cuts To Fund Infrastructure (Back)

By Toby Eckert Senate Democrats unveiled on Wednesday a $1 trillion infrastructure plan that would be funded by repealing numerous

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tax reform

Tax Policy; The Politics Of It All

If you happen to be in the Orange County, CA area and would like to hear my presentation as described

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warehouse

Drive to Kill Estate Tax Isn’t Dead, Despite Doubled Exemption

By Allyson Versprille and Jorge Uquillas Estate tax repeal efforts aren’t dead, but tax law changes will make it harder

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Patricia M. Soldano

Wishing You All The Very Happiest Of New Years

Wishing you all the very happiest of New Years, with the hope that the surprises that lie ahead in 2018

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tax reform

Summary of Tax Cuts and Jobs Act of 2017

Highlights of recently enacted Tax Reform Bill (HR1 “Tax Cuts and Jobs Act of 2017”) Individuals Double the estate, GST

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tax reform

Trump Signs Tax Reform Bill Into Law

Earlier today President Trump signed the just-passed tax reform legislation into law. Though there had been discussion that the President

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House and Senate Pass HR 1; on to President

The U.S. House again passes sweeping rewrite of the tax code with a vote of 224-201 of voting in favor

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Approval of Conference Committee Report

On Friday, December 15, 2017, the Conference Committee for the Tax Cuts and Jobs Act released and approved its conference

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Estate Tax Is Hurdle For Minority American Business Owners

BY HARRY ALFORD, OPINION CONTRIBUTOR – THE HILL – 12/08/17 12:00 PM EST ( THE VIEWS EXPRESSED BY CONTRIBUTORS ARE

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Conference Committee Meets on Wednesday This Week

Members Contact Info Below This will be a very important week, the Conference Committee meets Wednesday 12/13. I will be

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congress

Full List of Conference Committee Members

Both Republicans and Democrats Senate Republicans Finance Committee Chairman Orrin Hatch (R-UT) 202 224 5251; hatch.senate.gov Senator John Cornyn (R-TX) 202 224 2934; cornyn.senate.gov Senator John Thune (R-SD) 202 2242321; thune.senate.gov Senator Rob

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Supporters Update on Estate Tax; Time is of the Essence!

Earlier this morning, the Senate voted 51-49 to pass its version of the Tax Cuts and Jobs Act, with Sen.

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Tax Reform Qualitative Research Findings

Frank Luntz and Luntz Global Partners November 15, 2017 Priorities are crystallizing. As the first year of President Trump’s administration

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Pat via Photo by Drew A

Soldano Is The Invisible Leader In Killing Estate Tax

Braving Backlash, Patricia Soldano Of Anaheim Hills Is The Invisible Leader In Killing Estate Tax By DAVID WHITING | dwhiting@scng.com

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WATCH: The Estate Tax: The Politics of It All

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House Ways and Means Committee Markup of H.R. 1

Fourth and Final Report: House Ways and Means Committee Markup of H.R. 1, Tax Cuts and Jobs Act As we

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UPDATE: Senate Markup Bill

House Ways and Means Committee Votes to Phase Out the Death Tax by 2024; Senate Finance Committee Proposes to Double

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congress

Revenue Analysis of Options to Reform the Federal Estate, Gift and Generation Skipping Transfer Taxes

Quantria Strategies; Final report September 2017 Revenue Analysis of Options to Reform the Federal Estate, Gift and Generation Skipping Transfer

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Policy and Taxation Group

House to Release Tax Bill Text

House Said to Release Tax Bill Text Next Week By Laura Davison The House Ways and Means Committee is scheduled

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We’re Pleased That The President’s Tax Reform Framework Includes Repeal Of The Death Tax!

Earlier today, the White House, House Ways and Means Committee, and Senate Finance Committee released their highly-anticipated “unified framework” for

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Summary of PATG Supporters Meeting

By Brandon Roman of Squire Patton Boggs Law Firm Last week, the Policy and Taxation Group held its annual Supporters

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Revenue Analysis Of Options To Reform The Estate Tax

Revenue Analysis Of Options To Reform The Estate Tax, Gift tax And Generation Skipping Transfer Tax Our federal transfer tax

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family business

Estate Tax Will Be Impossible To Pay Off Forcing Sale

In 2005, Elizabeth Marshall Maybee inherited a 3000-acre Northern California ranch from her grandmother that had been in the family

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family business

Estate Tax Causes In-ability To Contribute Clean Water, Clean Air, And Wildlife Habitat

Tom Crowder’s grandfather had a passion for the outdoors and sustainability. This was reflected in the 6,000 acres of pines,

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family business

Death Tax Forced Lay Off Of Seasonal Workers

Seventh-generation cattleman Bob McKnight has faced the death tax on multiple occasions, with effects that have been exacerbated by dramatic

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Selling Everything To Pay Estate Tax

The Page Family began farming in the 1880s, when Jeff Page’s great-grandfather purchased 50 acres of land in Napa Valley

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family business

Sacrificing Land To Pay The Death Tax

Just outside Nashville, Brandon Whitt operates Batey Farms with his wife, Katherine, and father-in-law, who owns the property. Established in

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Investments At Risk If The Tax Exemption Is Reduced

When Tom and Leslyn Jacobs first got married, buying land was simply a dream. Indeed, they were both young foresters

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Shutting Down Branches, Laying Off Workers, Or Liquidating Inventory

In 1973, Karen Madonia’s father purchased Illco, a Chicago-based distributor of parts and supplies for heating, ventilation, air conditioning, and

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family business

Federal Transfer Taxation: A Study In Social Cost

The federal unified transfer tax on estates, gifts, and generation-skipping transfers may appear to be attacks born solely by the

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family business

Statement of Terry Neese: Distinguished fellow, National Center Of Policy Analysis Family Policy Center.

Support for the estate tax is based on three major claims. One, inheritance is are a major source of wealth

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family business

Policy Analysis: Grave Robbers, The Moral Case Against The Death Tax

The Federal gift and estate tax has come to be known as the death tax. There are several proposals to

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family business

Let The Death Tax Rest In Peace

Despite President Obama’s best efforts, the death tax remains a lightning rod in tax policy. Even the New York Times

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family business

Family Businesses In The US Economy

Our job today, Define family business, provide the best available statistics on family businesses, judge the quality of each satistics,

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family business

Our Story – California Family Farm At High Risk

Our beloved 101 “acre California farm-my small family’s one asset- has been in my family since 1942, when it was

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An Analysis Of The Descent Distance Into The Defects Of The Estate Tax On Entrepreneurship

This paper is the second in a series of Tax Foundation studies examining Federal transfer taxation. The first of these

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A Declaration Of Independence From Death Taxation: A Bipartisan View

We begin with a simple statement of the facts about death taxation. America has had a death tax of some

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Death Tax Chronicle

Tea Party Threatened By Death Tax. Estate Valuation Prove Problematic For Oregon Timberland Owners. The Death Tax Chronicle is brought

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family business

Survey Of The Impact Of The Federal Estate Tax on NAWBO Member Businesses

Summarized below are the results of a survey of 272 family owned and operated businesses which are members of the

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Spending A Lifetime Building To Pay Estate Tax

Mr. Syman is worth multi-millions – interests include real estate holdings, shopping center/strip mall developments, restaurants, etc. He is 66

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United States Thrives Because Of The Entrepreneurial Spirit

Our great United States thrives because of the concept of capitalism and the promotion of an entrepreneurial spirit With those

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Death Tax End Needed For Business

The American free market typically rewards success and encourages growth, unless you happen to be a family-business owner. My family

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family business

Estate Tax Must Be Repealed

My mother is 86 years old. My father died in ’94. They grew up during the depression. My mother’s father

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family business

The Estate Tax Kills Jobs

The Estate Tax kills jobs. It kills the companies that provide jobs. In the process, it kills towns and communities,

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family business

The Additional Costs Of Estate Tax

Mr. Goebel, the owner of the bus line and a hockey rink, currently has a “buy/sell” arrangement with his brothers

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family business

Had To Sell Business Due To Estate Tax

My father owned a small business which provided health products to his long time customers. Upon his death, we had

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family business

Possibility Of Loss From Estate Tax

I am only 36 yr old and have been in the financial planning field for 8yrs. My clients average age

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family business

Selling Nearly Half Of The Estate To “Pay For” The Other Half

My Mother in law recently passed away. She lived in Minden, Ne. all her life. She and her late husband

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Unfair Tax On The Dead And The Living

I have not had to sell assets yet but as it stands upon the death of my father, because of

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family business

Land Owner Impacted In Major Way Upon The Death Of The Patriach

My family has almond land, rice land and cattle land in California. Our forefathers settled on the cattle land in

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Congress Should Reduce Or Repeal Death Tax

Dear Ms. Soldano: I want Congress to do something about reducing the death tax if they won’t repeal it. It

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Post-Election Survey Results, Groundbreaking Data On The Efforts Of The Death Tax

New Data On The Effects Of The Death Tax Almost twice as many family members sell their business or property

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American Voter Attitudes On Estate, Gift, And Generation-Skipping Taxes

Clarity is scarce, and at a premium, in Washington today. Complicated, complex, and contentious issues abound. Healthcare, immigration, foreign relations.

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State Death Tax Chart Update July 17, 2017

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Family Businesses Survey Reveals Strengths, Challenges Ahead

New Survey of Family Businesses Reveals Strengths and Challenges Ahead Family business are key drivers of economic development, but taxes

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As Congress debates repeal of the estate tax, why not consider ending the gift tax?

With tax reform now in the spotlight of political debate, repeal of the “estate” or “death tax” has moved to

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trump

PROPOSED: Trump’s 2017 Tax Reform

President Trump has proposed a comprehensive tax reform plan that includes a complete repeal of the estate tax. The details

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Bipartisan Estate Tax Repeal Bill Introduced

On Tuesday (1/24/17), Rep. Kristi Noem (R-SD) and lead co-sponsor Rep. Sanford Bishop (D-GA) introduced legislation (H.R. 631) in the House

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treasury

Treasury Unlikely to Finalize Sec. 2704 Regs Before Inauguration

On Monday (1/9/17), while speaking to the Heckerling Institute on Estate Planning in Orlando, Florida, Kathy Veihmeyer Hughes of the Treasury Department’s Office

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2017 State Death Tax Chart

Revised July 17, 2017 PATG State Death Tax Chart — July 17, 2017 This chart is maintained for the Policy

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Sen. Thune announces intention to repeal the estate tax next year

South Dakota Sen. John Thune and other top Republicans recently announced their intentions to launch a new drive to repeal

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House leaders urge gov agencies to halt regulations

House Majority Leader Rep. Kevin McCarthy (CA) along with Republican committee chairmen have sent a letter to all government agencies urging

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The ACTEC comments on proposed regulations under Section 2704

The American College of Trust and Estate Counsel (ACTEC) has just released a detailed response on Treasury’s proposed regulations under

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treasury

Thousands Ask Treasury To Kill Estate Transfer Proposal

Our voices have been heard! See below for an article on the sizable number of businesses and trade groups that

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Lawmakers Targeting Spending Bill to Block Estate Tax Rules

BNA Snapshot * Senate opposition letter possible this week * Lawmakers upset administration is using regulatory process for estate tax

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Proposed Changes to Section 2704; FOX webinar replay access

Please click the link below to view the replay of FOX’s most recent webinar on the impact of proposed Section

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clinton

Hillary Clinton Proposes 65% Top Rate for Estate Tax

I would like to bring to your attention an article from the Wall Street Journal discussing Hillary Clinton’s proposals for

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treasury

Letter to the Treasury; Let Your Voice Be Heard!

We have several updates from Capitol Hill this week, particularly regarding the proposed Treasury regulations. Please click this link for

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trump

Trump’s Estate Tax Plan Good for Wealthy, Bad for Charities

BNA Snapshot * Estates over $50 million give most to charity * If tax repealed, wealthy might lose incentive to

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stealth

A Stealth Death Tax Increase

  OPINION  REVIEW & OUTLOOK A Stealth Death Tax Increase Treasury again rewrites longstanding interpretations of law Sept. 5, 2016

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McGuire Woods LLP Alert

Proposed Section 2704 Regulations Would Impose Major Restrictions on Valuation Discount Planning Long-awaited proposed regulations under Section 2704 of the

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Changes in Treasury Regulations, Section 2704 will harm families!

On August 2, 2016, The Internal Revenue Service (IRS) issued much anticipated proposed regulations that would limit the use of

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IRS

IRS Expected to Face Pushback Against New Estate Tax Rules

BNA Tax Report The IRS may face an uphill battle as it works to finalize recent proposed regulations meant to

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treasury

Treasury Releases Long Awaited Regs on Family/LP’s!

Yesterday, the US Treasury Department released long anticipated guidance under IRC Section 2704 designed to close tax preferences on the

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key differentiator

Tax Policy: Key Differentiator Between Presidential Candidates

With the Republican Convention coming to a close and the Democrat Convention opening next week, tax policy continues to be

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draft instructions

Estate Tax Draft Instructions Cover Basis Reporting, Marriage

The IRS has recently released a draft of instructions for Form 706 concerning estates of decedents who died after Dec.

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trump, clinton

Trump, Clinton Estate Tax Plans Diverge on Budget Impact

According to a recent study published by the Tax Foundation, presumptive Republican presidential nominee Donald Trump’s estate tax proposal would

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millionaires

Millionaires lobby to raise their own taxes

We thought this story about the launch of a potential rival lobbying organization featured in Politico would be of interest to

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GRATs & estate tax

Impact of 2016 Elections on GRATs and Estate Tax

The results of the 2016 presidential and congressional races could hold significant sway over the future use of grantor-retained annuity

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Family Limited Partnership

Final Rules on Family Limited Partnership Valuation – Estate Tax

During an address to the American Bar Association Taxation Section over the weekend, Melissa C. Liquerman, Branch Chief within the

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The Estate Tax Turns 100

The Estate Tax Turns 100 years old this year! It is time to kill it once and for all! Please help us

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levin

Rep. Sander Levin introduces bill to increase the estate tax

Rep. Sander Levin, the top Democrat on the House Ways and Means Committee, recently released a new bill that brings

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valuation discount

Update on Release of Valuation Discount Regulations

PATG continues to monitor the anticipated year-end release of Treasury regulations under Section 2704 that could place limits on the

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spending deal

$1.15 Trillion Spending Deal Passes with Provisions to Gift Tax

Early this morning, Congressional leaders announced that an agreement had been reached to pass a $1.15 trillion deal on spending and tax

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Rep. Kevin Brady named chairman of Ways and Means Committee

Policy and Taxation Group is excited to announce that Rep. Kevin Brady (R-TX) has just officially been announced as the

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family enterprise usa

Family Enterprise USA 2015 Annual Survey

Family Enterprise USA releases an annual survey in order to gather updated data on the state of family businesses throughout

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ead hispanic survey

Each American Dream Hispanic Survey

Each American Dream recently received back the results from our national survey of Hispanic voters and would like to share

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Each American Dream Op-Ed featured in The Hill

We would like to share with you Each American Dream’s latest op-ed, authored by our Chairman Pat Soldano and published

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Each American Dream Hispanic Research Project

Policy and Taxation Group’s sister organization Each American Dream (EAD) is in the midst of an exciting research project among

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Cameron-Osborne quote

British Proposal to Reduce Estate Tax a Reminder of International Competition

Over the weekend, it came to light that the British Conservatives will soon announce plans to reduce the scope of

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congress

Sen. Sanders introduces “Responsible Estate Tax Act” to raise the estate tax to 65%

On June 25, U.S. Presidential hopeful Sen. Bernie Sanders (I-VT) presented legislation calling for an across the board hike on

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Obama’s Double Death Tax

This was originally posted as an op-ed in Roll Call. By Tyler Deaton For the first time in a decade,

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President Proposes Over $400 Billion in New Estate Taxes

This week, President Obama released his budget proposal for Fiscal Year 2016, outlining his spending and tax agenda for the

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Treasury Response re: Estate Tax

As we previously reported, PATG has been tracking speculation from inside and outside Washington that the IRS may issue proposed

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PATG_logos-2012

Exciting Changes at Policy and Taxation Group

I wanted to take this opportunity to notify you of some changes at Policy and Taxation Group (PATG), and formally

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PATG_logos-2012

State of the Union Recap

Last night, the President gave his sixth State of the Union address where he outlined his policy agenda for the

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Views: Cut waste, fraud and abuse

Source: The Hill By Jeff Cook-McCormac If there is a lesson to be learned from the 2014 midterm elections, it

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News: CBS This Morning – Frank Luntz Cites EAD Election Night Survey

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News: New York Times – The Midterms Were Not a Republican Revolution

Source: The New York Times By Frank Luntz On election night 1994, as Republicans recaptured the House for the first

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Thune Sends Letter to IRS Defending Family Businesses

Over the past several months, PATG has been tracking speculation from inside and outside Washington that the IRS may issue

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Editorial: Death tax imposes cost on family business stability

Seattle Times NEWS that the last family farm in Issaquah is being sold for residential development is a reminder of

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Frank Luntz Presentation on Women Voters

By Frank Luntz June 18, 2014 To see the full presentation, click here.

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News: FOX News reports on EAD Poll

Frank Luntz – an Each American Dream survey found that 78% of Americans now say that working hard and doing

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Frank Luntz Presentation on Income Inequality & Taxes

By Frank Luntz January 28, 2014 To see the full presentation, click here.

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Views: Sen. Jim DeMint on Income Inequality

Economic inequality has become the left’s great hope for recovering its political integrity after the Obamacare disaster. President Obama, trying

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News: New York Times – Colorado Voters Reject $1 Billion Tax Hike

DENVER – They had $10 million in contributions, a barrage of advertising and support from the usually warring factions of

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News: Forbes – What is a Wealthy Tax Payer’s Fair Share?

Beginning early in his re-election campaign, President Obama began voicing his belief that our broken tax system and mounting deficit

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Views: Arthur Brooks on the Value of ‘Earned Success’

I learned to appreciate the American free enterprise system by quitting a job in Spain. At age 19, I dropped

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PATG_logos-2012

Election Results Create New Dynamic for Fiscal Cliff Talks

With the November 6 elections in the rear view, thoughts turn to the lame duck session and the coming 113th

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Election Results Create New Dynamic for Fiscal Cliff Talks

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Tax Talk Heats Up in Election

With just a little more than 2 weeks left until election day, the candidates are angling on tax policy and

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PATG_logos-2012

Policy and Taxation Group Welcomes New Team Member

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PATG_logos-2012

House Passes Tax Extension Package

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PATG_logos-2012

House Prepares for Action Affecting Estate Taxes

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PATG_logos-2012

House Prepares for Action Affecting Estate Taxes

On August 1, it was another busy day in Washington as Congress aimed to finish business (for now) on key

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PATG_logos-2012

House Passes Tax Extension Package

August 1 was a significant day in the ongoing congressional battle over tax policy. Levin Amendment – During consideration of

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PATG_logos-2012

Estate Tax Action on the Senate Floor

On July 25, intense activity in tax policy debate returned, and estate tax relief is back in the center of

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Senate Completes Tax Votes for Now

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Estate Tax Action on the Senate Floor

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PATG_logos-2012

Senate Completes Tax Votes for Now

The Senate Republican proposal, which would have extended current rates for all taxpayers and preserved the 35/5 estate tax parameters,

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PATG_logos-2012

Congress and President Quickly Adopt Payroll Extension

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PATG_logos-2012

Congress and President Quickly Adopt Payroll Extension

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PATG_logos-2012

Congress Seeks Offset for Payroll Tax Relief

Leaders of both parties are preparing outlines of legislation to extend or provide additional payroll tax relief, neither of which

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PATG_logos-2012

Congress Seeks Offset for Payroll Tax Relief

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PATG_logos-2012

Parties Exchange Rhetoric on Joint Committee and Congressman Introduces Harmful Estate Tax Bill

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PATG_logos-2012

After the Joint Committee

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PATG_logos-2012

President Lays Out Deficit Reduction Plan

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PATG_logos-2012

President Releases American Jobs Act

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PATG_logos-2012

New Challenges on Exemption

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PATG_logos-2012

President Addresses Estate Tax on Bus Tour

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PATG_logos-2012

Historic Debt Deal and Its Potential Impact on Tax Reform

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PATG_logos-2012

House and Senate Pursuing Separate Strategies on Deficit and Debt Limit

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PATG_logos-2012

Leaders Address Nation as Congress Readies Competing Plans

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PATG_logos-2012

Debt Fight Enters Critical Week

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PATG_logos-2012

Update from Washington, Estate Tax Questions Remain

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PATG_logos-2012

Update on Tax Increases Envisioned By Administration

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PATG_logos-2012

President Steps Up Call for Tax Increases as Part of Deficit Reduction

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Deficit Reduction Talks Take Detour

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Bipartisan Estate Tax Repeal Bill Introduced

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Senate Rejects Limits on GRATs

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Congress Adjourns, Tax Reform on Agenda for Lame Duck Session

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Tax Reform Unlikely Before Elections

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Policy and Taxation Group

Growth Consequences of Estate Tax Reform: Impacts on Family and Small Businesses

By Douglas Holtz-Eakin and Cameron T. Smith September 2010 A Study by the American Family Business Foundation Executive Summary  The

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Update from Capitol Hill

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Ways and Means Committee Moves GRAT Provision Forward

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House Adjourns; Senate Makes Final Attempt on Small Business Bill

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Update from Washington

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Recess Begins, Congress Plans for Busy September on Taxes

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Senate to Begin Consideration of Small Business Bill

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Senate Passes PAYGO Amendment Affecting Estate Tax Offsets

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Political Landscape Changing in Washington

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In Context of Jobs, Parties Negotiate Timeline of Estate Tax Reform

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Partisan Reactions to S&P Downgrade Foreshadow Coming Tax Debate

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House Plans for Permanence over Temporary Freeze

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House Passes Permanence Instead of One-Year Freeze

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Kyl Pledges to Push for Estate Tax Relief on Small Business Bill

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Latest from Capitol Hill on Estate Tax Reform

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House Likely to Consider Another Bill Including GRAT Limitations

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House Passes GRAT Revenue Raiser

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House Returning This Week without Plan for Estate Tax

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House Makes Fourth Attempt at GRATs

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Grassley Makes Case for Congress To Pass Estate Tax Reform This Year

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House Passes Bill with GRAT Provision Included

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Congress Prepares for Fall Battle on Estate Tax Reform

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Baucus to Introduce Bipartisan Tax Reform Framework

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Baucus and Reid on Estate Tax Expectations

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Berkley Introduced Bill Solidifying Estate Tax Gains

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Disagreement on Amendments Slows Small Business Bill

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Senate Small Business Bill Does Not Include GRAT Provision

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Update on Deficit Reduction and Tax Policy

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House Clears Health Care Bills, Estate Tax Questions Remain

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The Fight Over Estate Tax Reform Once Again is Heating Up in Washington

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PATG_logos-2012

Berkley Bill Introduced, House Leaders Consider Estate Tax Approach

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Estate Tax Reform Likely Postponed Until 2010

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Major Legislative Victory for Families! Estate Tax Relief on the Way

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Afro American Newspapers: Families need a permanent, certain fix of Estate Tax

By Harry Alford April 26, 2006 Why does the National Black Chamber of Commerce support the permanent elimination or the

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Policy and Taxation Group

Death Tax Squeezes Smaller Companies

By the Seattle Times Company Editorial Board May 17, 2005 THE supporters of the death tax portray it as an

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PATG 100+ Executive Interviews of Hispanic Family-Owned Businesses

By Impacto Group June 1, 2004 Prepared for Patricia Soldano Overview “It [death tax] affects everybody. If I shut down

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Policy and Taxation Group

The Effects on Government Revenues from Repealing the Federal Estate Tax and Limiting the Step-Up in Basis for Taxing Capital Gains

By CONSAD Research Corporation June 30, 2003 Approach CONSAD Research Corporation has developed a computer model for estimating the changes

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Women & The Death Tax

By Nancy M. Pfotenhauer April 2002 Women have a special interest in how the death tax affects their families. In

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Policy and Taxation Group

The Death Tax & Gay and Lesbian Americans

By Frank Luntz April 24, 2001 Overview The message to policymakers from this poll is clear. Gay and lesbian Americans

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