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 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...
