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Weekly Washington Update: Policy Highlights from the First 2024 Presidential Debate

Weekly Washington Update: Policy Highlights from the First 2024 Presidential Debate

Jul 1, 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! 2025 Outlook—Democrats Setting Battle Lines as 2024 Elections Loom: Though much of the attention on the expiration of key tax provisions of the Tax...
Weekly Washington Update: Senate Advances Nuclear Permitting Bill, Hearing on COVID-19 Origins, 2025 Outlook.

Weekly Washington Update: Senate Advances Nuclear Permitting Bill, Hearing on COVID-19 Origins, 2025 Outlook.

Jun 24, 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! Senate Advances Nuclear Permitting Bill: The Senate returned this week and the House will be back in session on June 25. The upper chamber advanced...
Tax Update: Prepare for 2025 Tax Changes! Senate Forms New Working Groups

Tax Update: Prepare for 2025 Tax Changes! Senate Forms New Working Groups

Jun 10, 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! Senate Finance Committee Republicans Form Working Groups in Preparation for 2025: Following the April 24 formation of Tax Teams by House Ways and...
Democracy in Action – Our visit to the Congressional Family Business Caucus

Democracy in Action – Our visit to the Congressional Family Business Caucus

Jun 6, 2024 | Family Offices, Family Business Caucus, Successful Families

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! By Allen EsrockFounderNxtGen Nexus By Tim SchultzCenter for Family Business at Cal State Fullerton The Congressional Family Business Caucus held...
Taxation & Representation. Prepare for 2025: Senate GOP Creates Tax Working Groups

Taxation & Representation. Prepare for 2025: Senate GOP Creates Tax Working Groups

Jun 5, 2024 | Family Offices, Income Tax, Successful Families, Taxes

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! Senate Finance Committee Republicans Form Working Groups in Preparation for 2025: Following the April 24...
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Policy and Taxation Group is the best way for families, companies and individuals to support and impact the direction of the movement for estate tax relief. For information regarding contributions, please contact us.

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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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