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Tax Update: Senate Passes Reconciliation Package

Tax Update: Senate Passes Reconciliation Package

Jul 1, 2025 | Family Offices, Estate Tax, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Taxes

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Moments ago, the Senate passed Republicans’ multi-trillion-dollar reconciliation package, known as the...
Saying It Out Loud June 2025, By Pat Soldano

Saying It Out Loud June 2025, By Pat Soldano

Jun 28, 2025 | Family Businesses, Family Offices, Pat Soldano, Successful Families

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group New Study Says College Students Ponder ‘Legacy,’ ‘Succession,’ and...
2024-25 Family Business Rising Gen Survey: Communication is Still Key

2024-25 Family Business Rising Gen Survey: Communication is Still Key

Jun 28, 2025 | Family Businesses, Family Offices, Generationally Owned Business, Successful Families

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. The 2025 Rising Gen Survey probed current college students enrolled in family business or entrepreneurship courses about what was most important...
Why Every Family Office Needs an ‘Expert Generalist’

Why Every Family Office Needs an ‘Expert Generalist’

Jun 25, 2025 | Family Businesses, Family Offices, Successful Families

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. By Linda C. MackFounder and PresidentMack International Why Every Family Office Needs an ‘Expert Generalist’   And How to Become the Ideal...
Tax Update: Congressional Republicans Racing to Complete Tax Package

Tax Update: Congressional Republicans Racing to Complete Tax Package

Jun 24, 2025 | Family Offices, Estate Tax, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Taxes

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. House and Senate Republicans are charging toward their self-imposed July 4 deadline for passage of their multi-trillion-dollar reconciliation...
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Death Tax & Estate Tax News

  • Don’t Miss This: Family Business Success Strategies Revealed Live
  • Constant, Consistent Education with Congress Pays Off in ‘OBBB’ for Family-owned Businesses, Family Offices
  • The One, Big, Beautiful Bill Act – Summary and Analysis
  • Join Pat Soldano, Russ Sullivan & John Gugliada at FOX’s 2025 Family Office Forum
  • Wealth, Complexity & The One Big Beautiful Bill: Time for a Family Office?
  • Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies
  • Quick Poll: Taxed More of Less Due to OBBB
  • Tax Update: House Approves Senate Reconciliation Package
  • PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses
  • Senate Concludes OBBBA Vote-a-Rama
  • Tax Update: Senate Passes Reconciliation Package

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