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Key Tax Policy Updates from the Ways and Means Committee Hearing (January 22, 2025)

Key Tax Policy Updates from the Ways and Means Committee Hearing (January 22, 2025)

Jan 27, 2025 | Family Offices, Death Tax, Estate Tax, Income Tax, Successful Families, Tax Cuts, Taxes

Help Shape Family Business Advocacy in Washington, DC Participate in our anonymous survey to inform national policies and receive exclusive benefits. On January 22, 2025, the House Ways and Means Committee hosted a Member Day Hearing featuring testimony from 55...
Saying It Out Loud, By Pat Soldano. January 2025.

Saying It Out Loud, By Pat Soldano. January 2025.

Jan 24, 2025 | Family Businesses, Family Offices, Generationally Owned Business, Income Tax, Pat Soldano, Successful Families, Tax Cuts, Taxes

Help Shape Family Business Advocacy in Washington, DC Participate in our anonymous survey to inform national policies and receive exclusive benefits. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Family Offices, Successful Individuals Get Down...
Taxation & Representation: Budget Committee Document Detailing Potential Tax Bill Provisions Circulated

Taxation & Representation: Budget Committee Document Detailing Potential Tax Bill Provisions Circulated

Jan 22, 2025 | Family Offices, Death Tax, Estate Tax, Income Tax, Successful Families, Tax Cuts, Taxes

Help Shape Family Business Advocacy in Washington, DC Participate in our anonymous survey to inform national policies and receive exclusive benefits. Budget Committee Document Detailing Potential Tax Bill Provisions Circulated: A leaked list of policy options...
Taxation & Representation: Navigating the Final Biden Treasury/IRS Guidance

Taxation & Representation: Navigating the Final Biden Treasury/IRS Guidance

Jan 16, 2025 | Family Offices, Death Tax, Estate Tax, Income Tax, Successful Families, Tax Cuts, Taxes

Help Shape Family Business Advocacy in Washington, DC Participate in our anonymous survey to inform national policies and receive exclusive benefits. Navigating the Final Biden Treasury/IRS Guidance Over the last week, the Treasury Department and Internal Revenue...
Pulse Survey Shows Top 3 Tax Policies Family Businesses are Concerned about Going in 2025

Pulse Survey Shows Top 3 Tax Policies Family Businesses are Concerned about Going in 2025

Jan 3, 2025 | Family Offices, Estate Tax, Income Tax, Successful Families, Taxes

Help Shape Family Business Advocacy in Washington, DC Participate in our anonymous survey to inform national policies and receive exclusive benefits. New Family Enterprise USA Pulse Survey Shows Top 3 Tax Policies Family Businesses are Concerned about Going in 2025...
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Death Tax & Estate Tax News

  • Quick Poll – Share Your Thoughts on Tariffs
  • Tax Update: Ways and Means Notices Tuesday Markup
  • Unlock Smarter Estate Planning for High-Net-Worth Families – May 30
  • Preserving Legacy, Building Value: Real Estate for Families
  • Family Business Voices Heard on Capitol Hill – Read the Full Recap by Pat Soldano
  • Family-Owned Businesses Essential to American Dream New Luntz Survey Shows
  • Weekly Washington Tax Update and More: Trump, Johnson Push Back on Tax Hikes for Wealthy
  • Demystifying the Family Office: Expert Insights on Structure, Models, and Best Practices with EY
  • Saying It Out Loud Special Report May 2025, By Pat Soldano
  • How Parallel Governance Can Guide Generational Transition with EY
  • Community Involvement Highlights May 14 Meeting with Members of the Congressional Family Business Caucus

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