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Urgent: Share Your Top Concerns About Expiring Tax Policies

Urgent: Share Your Top Concerns About Expiring Tax Policies

Aug 28, 2024 | Family Offices, Estate Tax, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes

Some of the provisions of the The Tax Cuts and Job Act will expire on 12/31/25 and some have already expired. Tax Cuts Expiring. What Is Most Important To You? Take One Question Survey. Click Now We hope you’ve enjoyed this article. While you’re here, we have a small...
We Need Your Input: What Tax Policies Matter Most to You?

We Need Your Input: What Tax Policies Matter Most to You?

Aug 23, 2024 | Family Offices, Estate Tax, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes

Some of the provisions of the The Tax Cuts and Job Act will expire on 12/31/25 and some have already expired. Tax Cuts Expiring. What Is Most Important To You? Take One Question Survey. Click Now We hope you’ve enjoyed this article. While you’re here, we have a small...
Quick Survey: Which Tax Policies Are Your Top Priority?

Quick Survey: Which Tax Policies Are Your Top Priority?

Aug 20, 2024 | Family Offices, Estate Tax, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes

Some of the provisions of the The Tax Cuts and Job Act will expire on 12/31/25 and some have already expired. We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask… As we prepare for what promises to be a pivotal year for America, we’re...
Tax Cuts Expiring; What Is Most Important To You; One Question Survey

Tax Cuts Expiring; What Is Most Important To You; One Question Survey

Aug 16, 2024 | Family Offices, Estate Tax, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes

Some of the provisions of the The Tax Cuts and Job Act will expire on 12/31/25 and some have already expired. We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask… As we prepare for what promises to be a pivotal year for America, we’re...
Policy Update: Taxation & Representation

Policy Update: Taxation & Representation

Jul 25, 2024 | Family Offices, Income Tax, Successful Families, Taxes

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! Kamala Harris’ Rise to the Top of the Ticket Renews Attention to Her Tax Policy Proposals: On July 21, President Joe Biden announced his withdrawal...
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Death Tax & Estate Tax News

  • Translating the Initial Ways and Means Legislative Language Ahead of Tuesday’s Markup
  • 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

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