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Saying It Out Loud, By Pat Soldano. December 2024.

Saying It Out Loud, By Pat Soldano. December 2024.

Dec 27, 2024 | 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 A Year of Accomplishments Means More Hard Work...
Will New Tax Policies Protect Your Family Business?

Will New Tax Policies Protect Your Family Business?

Dec 13, 2024 | Family Offices, Death Tax, Estate Tax, Family Businesses, Income Tax, Pat Soldano, Successful Families, Tax Cuts, Taxes

An increase in income tax rate means you'll pay a higher percentage of your income to the government. This directly reduces your disposable income, the money you have left after taxes for spending or saving. This can make it harder to afford basic necessities, save...
Saying It Out Loud, By Pat Soldano. November 2024.

Saying It Out Loud, By Pat Soldano. November 2024.

Nov 29, 2024 | Family Businesses, Family Offices, Generationally Owned Business, Income Tax, Pat Soldano, Successful Families, Tax Cuts, Taxes

An increase in income tax rate means you'll pay a higher percentage of your income to the government. This directly reduces your disposable income, the money you have left after taxes for spending or saving. This can make it harder to afford basic necessities, save...
Taxation & Representation: Leadership Shifts on Capitol Hill: What It Means for You

Taxation & Representation: Leadership Shifts on Capitol Hill: What It Means for You

Nov 20, 2024 | Family Offices, Death Tax, Estate Tax, Income Tax, Successful Families, Tax Cuts, Taxes

An increase in income tax rate means you'll pay a higher percentage of your income to the government. This directly reduces your disposable income, the money you have left after taxes for spending or saving. This can make it harder to afford basic necessities, save...
Attention to Seven Tax Priorities Are Critical To Protect Family Businesses

Attention to Seven Tax Priorities Are Critical To Protect Family Businesses

Nov 19, 2024 | Family Offices, Death Tax, Estate Tax, Income Tax, Successful Families, Tax Cuts, Taxes

An increase in income tax rate means you'll pay a higher percentage of your income to the government. This directly reduces your disposable income, the money you have left after taxes for spending or saving. This can make it harder to afford basic necessities, save...
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Death Tax & Estate Tax News

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  • 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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