Campaign Trail – Donald Trump

Campaign Trail – Donald Trump

Michael Bloomberg Bloomberg released his tax plan over the weekend, and it would introduce a number of tax increases that would likely result in the candidate himself paying higher taxes. Below, we’ll go through the key parts of the new Bloomberg tax plan. The...

From the President – 7-12 – Weekly Update

[vc_row][vc_column][vc_column_text] It took a while, but the dueling letters” by the wealthy to either tax them more or figure out better ways to create wealth opportunities for others has just gotten another response.    While it will come as no...

Our Team

Our Team Patricia M. SoldanoFounder & President, Policy and Taxation Group Pat Soldano spent over 30 years providing family office services as owner of Cymric Family Office Services, and then as Managing Director of Western Region for GenSpring for 5 years and...

Legislation

Legislation 2025 Legislative & Regulatory Issues Educate Members of Congress about the harmful effects of some of the provisions under consideration. Increases in Estate Tax Rate and Reduction in Lifetime Exemption Increases in the Top Income Tax Rate...