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Congressional Deadline Looms: What to Expect for Fiscal Year 2024

Congressional Deadline Looms: What to Expect for Fiscal Year 2024

Sep 13, 2023 | Blog, Estate Tax, In The News, Income Tax, Tax Cuts, Taxes

Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! 28th Time’s the Charm?   For 27 years in a row Congress has failed to pass its 12 spending bills by the Sept. 30 deadline. Will this year bring more of the same? Or...
Supreme Court to Hear Landmark Case on Constitutionality of Taxes on Unrealized Gains

Supreme Court to Hear Landmark Case on Constitutionality of Taxes on Unrealized Gains

Jul 11, 2023 | Blog, Death Tax, Estate Tax, In The News, Income Tax, Taxes

Rally for Family Businesses by Contacting Congress Now to Join the Congressional Family Business Caucus! Supreme Court to Hear Tax Case Concerning Unrealized Gains. The Supreme Court granted a writ of certiorari on June 26 to hear a case regarding the...
Tax Policy Updates, Tax-Reform Proposal, Proposed Rules, and More

Tax Policy Updates, Tax-Reform Proposal, Proposed Rules, and More

Jun 8, 2023 | Blog, Death Tax, Estate Tax, In The News, Income Tax, Taxes

Contact Your Representatives in Congress to Join the Congressional Family Business Caucus Now! GOP Lawmakers Prepare Expansive Tax-Reform Proposal. House Republicans are expected to unveil an economic-growth package in the coming weeks that will encompass tax...
Treasury and IRS Issue Guidance, Senate Scrutinize Tax Practices,  Tax Writers Assert Jurisdiction Over Agreement

Treasury and IRS Issue Guidance, Senate Scrutinize Tax Practices, Tax Writers Assert Jurisdiction Over Agreement

May 17, 2023 | Blog, Death Tax, Estate Tax, In The News, Income Tax, Taxes

Contact Your Representatives in Congress to Join the Congressional Family Business Caucus Now! Senate Democrats Scrutinize Tax Practices of Pharmaceutical Companies, While Republicans Take Aim at Pillar Two. On Thursday, May 11, the Senate Finance Committee held...
Green-Energy Tax Credits, Proposal Faces Rejection, Business Tax-Incentive, and More

Green-Energy Tax Credits, Proposal Faces Rejection, Business Tax-Incentive, and More

Apr 26, 2023 | Blog, In The News, Income Tax, Taxes

Click to Read the 2023 Family Business Survey Results & Summary House GOP Offers Repeal of Green-Energy Tax Credits and Expanded IRS Funding in Initial Debt-Ceiling Proposal. On Wednesday, April 19, House Republicans released the text of their proposal to avert...
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Death Tax & Estate Tax News

  • Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events
  • Taxation & Representation: What Family Offices and Successful Families Must Know: FY26 Appropriations and OBBBA Updates
  • Is Your Family Office or Successful Family Protected from Discord? Learn How Sept. 26
  • Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy
  • Navigating Uncharted Waters in the Insurance Industry with USI
  • Safeguard Your Family Owned Business: Build Governance That Lasts Generations
  • Taxation & Representation: Wealth at risk? Congress debates IRS cuts, OECD exit & new tax credits
  • How Family Governance Protects Generational Wealth
  • Autumn Transitions: Navigating Family Enterprise Challenges with Head and Heart
  • Women’s Business Owners Group Gets Bipartisan Congressional Support
  • Saying It Out Loud September 2025, By Pat Soldano

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