Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Root Family of Florida and COVID-19
Our 120 year old family business operates a commercial real estate business with a staff of 13 in our offices. Our approximately 50 tenants employ 1000’s of people, jobs, lives that depend on us. From grocery baggers to Fortune 500 CEO’s. Every possible employment...
Pomerleau Real Estate Supports Local Community During COVID19
We placed local ads….”support local business”/ thank you ads and inspirational…not only good to community to see, but helps local newspapers who are getting killed with no advertising. Also doing stories on non profits organizations that need business and survive on...
Give a Voice to Family Business Concerns
We are reaching out for assistance for the Family Enterprise USA, (FEUSA) Annual Family Business Survey. All survey responses are completely confidential. The 2021 FEUSA Family Business survey takes just a few minutes and it is anonymous.For over 10 years we have...
Ways and Means Releases Budget Reconciliation Text
Thank you to Russ Sullivan and the team at Brownstein Hyatt Farber Schreck LLP for this report.The House Ways and Means Committee released legislative text for its portion of the COVID-19 relief package both chambers have begun advancing through the budget...
Tax and Financial Services Week Ahead
Thank you to Russ Sullivan and the team at Brownstein Hyatt Farber Schreck LLP for this report.Over the Weekend Appearing on the Sunday talk shows, Treasury Secretary Janet Yellen advocated for President Biden’s American Rescue Plan partially in response to...
Analysis of Legislative/Administrative Developments in the 117th Congress
President Biden was sworn in as the 46th President of the United States on January 20 and quickly issued a series of Executive Orders and signed memoranda. Prior to taking office, the President-elect had released legislative proposals on comprehensive immigration...
Taxation & Representation
TAX TIDBIT Advancing the Biden Tax Policy Agenda. With Jon Ossoff and Raphael Warnock winning both Senate runoff elections in Georgia last week, the Senate will be evenly divided 50-50 this Congress. A newly sworn-in Vice President Kamala Harris will give Democrats...
January 28th Members Call Recap
Pat Soldano welcomed Supporters to the call, which focused on opportunities and challenges for family businesses as well as the estate tax repeal/reduction efforts in the 117th Congress. First, Frank Luntz (FILuntz, Inc) discussed the results of his new survey, which...
Join Us for the First 2021 Supporters Call on January 28th
Hear Frank Luntz talk about what the US will look like in the 117th session of Congress. Brandon Roman of Squire Patton Boggs, Russ Sullivan of Brownstein Hyatt, Farber Schreck, and Senator Mark Pryor (D) speak on possible 117th legislative agenda issues. Other...
Summary of COVID-19 Relief Provisions Relevant to Local Governments
On Sunday, December 27, President Trump signed into law a nearly 6,000-page end-of-year legislative package that included 12 FY 2021 spending bills totaling $1.4 trillion, a $908 billion COVID-19 relief package, the Water Resources Development Act (WRDA), and an...
Family Office Outlook 2021 Silicon Valley / Virtual Forum
We are pleased to tell you about an upcoming virtual luncheon with a focus on family business at which I am speaking. "Family Office Outlook 2021" Silicon Valley / Virtual Forum will be held on January 12th-13th from 8 a.m. until 5:00 p.m. Pacific Time. The agenda is...
#FamilyFirst webcast with Pat Soldano
Join Family Advisor and Performance Coach Dr. Jeremy Lurey in this intimate conversation with Pat Soldano of Family Enterprise USA as they discuss "What Successful Families Need to Know for 2021 & the New Administration." You don’t want to miss their rich dialogue...
A Family Business Tragedy
Many members of Congress do not believe that family businesses are sold to pay the estate tax or suffer economically. Family members suffer, employees lose jobs, and the local community loses the charitable giving from the business. Read the story of Anthony...
Congress Passes Omnibus, COVID-19 Relief
On Dec. 20, the House and Senate passed H.R. 133, The Consolidated Appropriations Act of 2021. The bill includes a $900 comprehensive package to provide COVID-19 relief to businesses and individuals, including a second round of Paycheck Protection Program (PPP) loans...
Taxation & Representation
TAX TIDBIT: Who Will Lead OIRA Under Biden? President-elect Joe Biden selected a host of economic experts to serve in top advisory roles early last week. If confirmed, the nominees will hold key positions in the Treasury Department, Council of Economic Advisers and...
IRS Releases Priority Guidance Plan
On Nov. 17, the Treasury Department and the Internal Revenue Service (IRS) released the agency’s initial 2020-2021 Priority Guidance Plan (PGP), which will serve as a blueprint for forthcoming regulatory guidance from the agency between July 1 and June 30, 2021. The...
Alan Hirschfeld joins the Board of Directors of Policy and Taxation Group
Alan Hirschfeld joins the Board of Directors of Policy and Taxation GroupAlan H. Hirschfeld is General Counsel of TFMG Associates, LLC, a family office in New York that serves four generations. Prior to joining TFMG, Mr. Hirschfeld served as the Senior Fiduciary...
Results of FEUSA 2020 COVID- 19 survey and impact on Family Businesses
Here is a recap of the family business responses to the COVID-19 survey that was sent out by FEUSA over the last 6 weeks. This is very helpful information that will be shared with Members of Congress in this session of Congress during the Lame Duck and next session of...
VIDEO: Watch 6-minute video with Pat Soldano; “Tax Legislation Issues for Family Businesses”
Family Business Magazine asked Pat Soldano to speak about tax Legislation Issues that family businesses are facing, including possible COVID 19 legislation during this Congress or the next. Watch this 6-minute video to get a brief update. [button...
2020 Election Results and Key Dates to Watch
The Day After the 2020 Elections - Post-Election Analysis and Outlook An election that was thought by many pollsters to be all but over for Republicans turned out quite differently Tuesday, as races in key states remain too close to call. Regardless of the ultimate...
Neal and Brady Introduce Retirement Legislation
The House Ways and Means Committee Chair Richard Neal (D-MA) and Ranking Member Kevin Brady (R-TX) introduced the Securing a Strong Retirement Act of 2020. The bill, which expands on the bipartisan Setting Every Community Up for Retirement Enhancement (SECURE) Act...
VIDEO: Election 2020: Presidential Candidates’ Positions on Individual Tax Policies
Election 2020: Presidential Candidates’ Positions on Individual Tax Policies [button...
VIDEO: Election 2020 – Presidential Candidates’ Positions on Estate and Wealth Tax Policies
Election 2020 - Presidential Candidates' Positions on Estate and Wealth Tax Policies [button...
VIDEO: Election 2020 – Safety and Healthy Workplace Tax Credit
Election 2020 - Safety and Healthy Workplace Tax Credit [button link="https://policyandtaxationgroup.com/donate/"...
VIDEO: Corporate Transparency Act
The Corporate Transparency Act will create significant privacy concerns for families, family businesses, and family...
VIDEO: Pass Through and Small Business Legislation Under Trump or Biden
https://youtu.be/Qq7z7qVfAAw Pass Through and Small Business Legislation Under President Trump or former Vice...
VIDEO: Pass Through and Small Business Legislation Under Trump or Biden
https://youtu.be/Qq7z7qVfAAw Pass Through and Small Business Legislation Under President Trump or former Vice...
Status Of The November Election, Potential Tax Policy Opportunities, and Additional COVID-19 Relief Legislation
Pat Soldano welcomed supporters to the call and provided an overview of the topics to be discussed: the status of the November Election, potential tax policy opportunities, and additional COVID-19 relief legislation as well as an update on the activities of Policy and...
C&S Provides PTO, Bonuses To Employees For Covid-19 Challenges
Keene, New Hampshire-based C&S Wholesale Grocers Inc., the largest wholesale grocery supply company in the U.S., said it will provide frontline workers with a special appreciation bonus and all employees with additional paid time off (PTO), among other benefits...
Publix deploys contactless payment for extra COVID-19 safety
Publix Super Markets expects to complete the rollout of contactless payment to all of its more than 1,200 stores in the Southeast. Lakeland, Fla.-based Publix said yesterday the deployment provides an extra safety measure for customers and store associates amid the...