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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...
Looking Ahead: State Policy Trends for 2023

Looking Ahead: State Policy Trends for 2023

Dec 13, 2022 | Blog, Death Tax, Estate Tax, In The News, Income Tax, Taxes

Join us in asking Congress to stop taking a lifetime of savings from multi generational businesses. In 2023, all 50 state legislatures will convene, including biennial legislatures. Nationwide, state legislatures will spend months grappling with policies that will...
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Family Enterprise USA Action is the best way for family-owned businesses, family offices, and successful individuals to support and impact critical tax, economic, and policy issues. For information regarding contributions, please contact us.

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Death Tax & Estate Tax News

  • The Nevada Advantage: Strategic Trust and Tax Planning for the Modern Family Business
  • Family Giving in Higher Education: A Unique Blend of Personal and Collective Philanthropy
  • Soldano to Present Survey Findings at FBA of California Conference
  • Understanding the PPLI Opportunity: The Basics and Beyond
  • Saying It Out Loud April 2026, By Pat Soldano
  • Wealth Tax News – 4/24/2026
  • Taxation & Representation: Wealth taxes are back. See the 4 bills to watch
  • This Testimony Could Protect Your Family Legacy
  • The Investor-Ready Paradox: How To Balance The Personal And Procedural
  • What’s Happening in June Could Shape Your Strategy
  • New Research: Wealth Taxes May Cost More Than They Raise

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