Jun 25, 2017 | Blog, Death Tax, Estate Tax
With tax reform now in the spotlight of political debate, repeal of the “estate” or “death tax” has moved to the front burner of tax reform proposals currently under consideration; unfortunately, many of these proposals do not include repeal of the gift tax. The...
Feb 20, 2026 | Family Businesses, Family Offices, Pat Soldano, Successful Families, Wealth Tax
Policy Is Moving. Add Your Voice Now. Real influence starts with real input. Take a few minutes to weigh in. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Reconciliation 2.0, State Wealth Taxes ‘In Play’ for 2026 Legislative Sessions;...
Aug 25, 2025 | Family Businesses, Family Offices, Income Tax, Pat Soldano, Successful Families, Taxes
The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Top 5 Family Businesses Wins...
Aug 16, 2025 | Family Offices, Estate Tax, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Taxes
The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. What’s Influencing DOJ’s New Trade Fraud Focus, and How to Navigate Enforcement ShiftsBy Greg Brower...
