Apr 29, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News
Thank you to Pathstone, the modern family office, for this report. INTRODUCTION Working closely with SFOs is an important segment of Pathstone’s business and has allowed us the opportunity to understand several common and interrelated trends better. Below is an...
Dec 7, 2021 | Blog, In The News, Policy And Taxation Group
Get Your Voice Heard in Congress. Please Take Action Today The House and Senate will reconvene Tuesday at noon and Monday at 3 p.m., respectively. The House and Senate are scheduled to leave Washington after this week for the holiday season, though they will likely...
Nov 11, 2021 | Blog, Family Businesses, From The President, In The News, Policy And Taxation Group
Get Your Voice Heard in Congress. Please Take Action Today The Senate is set to pass the Infrastructure Investment and Jobs Act (“IIJA”), a five-year, $1 trillion comprehensive infrastructure package that includes funding for transportation – roads, bridges, ports,...
Aug 6, 2021 | Blog, Budget Deficit, Death Tax, Estate Tax, In The News, Policy And Taxation Group
Thank you to Brandon Roman and the team at Squire Patton Boggs (US) LLP for this report. Contact Your Member of Congress - It Only Takes a Minute Senate Majority Leader Chuck Schumer (D-NY) has scheduled a vote for Saturday, August 7, to end debate on...
Feb 4, 2021 | Blog, In The News, Tax Cuts
TAX TIDBIT Advancing the Biden Tax Policy Agenda. With Jon Ossoff and Raphael Warnock winning both Senate runoff elections in Georgia last week, the Senate will be evenly divided 50-50 this Congress. A newly sworn-in Vice President Kamala Harris will give Democrats...
