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Congressional Family Business Caucus Signs 49th House Member

Congressional Family Business Caucus Signs 49th House Member

Jul 18, 2024 | Family Offices, Family Business Caucus, Family Businesses, Generationally Owned Business, Successful Families

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! The bi-partisan Congressional Family Business Caucus saw its 49th member sign on to its mission to listen and learn from America’s largest private...
Saying It Out Loud, By Pat Soldano. June 2024.

Saying It Out Loud, By Pat Soldano. June 2024.

Jun 20, 2024 | Family Businesses, Family Offices, Generationally Owned Business, Pat Soldano, Successful Families

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Communication is the X Factor When It Comes to Bringing Up ‘Next Gen’...
‘Congressional Family Business Update’ Story Featured in Trusts & Estates Magazine

‘Congressional Family Business Update’ Story Featured in Trusts & Estates Magazine

Jun 19, 2024 | Family Offices, Estate Tax, Family Business Caucus, Family Businesses, Generationally Owned Business, Successful Families

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! ‘Congressional Family Business Update’ Story Featured in New  Issue of Trusts & Estates Magazine   Family Enterprise USA’s Pat Soldano...
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...
Congressional Family Business Caucus Roundtable Summary – May 14, 2024

Congressional Family Business Caucus Roundtable Summary – May 14, 2024

May 31, 2024 | Family Offices, Family Business Caucus, Family Businesses, Generationally Owned Business, Successful Families, Video Post

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! Pat Soldano opened the roundtable by thanking Members of Congress and family-owned businesses for joining the...
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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

  • Navigating Uncharted Waters in the Insurance Industry with USI
  • Safeguard Your Family Owned Business: Build Governance That Lasts Generations
  • Taxation & Representation: Wealth at risk? Congress debates IRS cuts, OECD exit & new tax credits
  • How Family Governance Protects Generational Wealth
  • Autumn Transitions: Navigating Family Enterprise Challenges with Head and Heart
  • Women’s Business Owners Group Gets Bipartisan Congressional Support
  • Saying It Out Loud September 2025, By Pat Soldano
  • Meet the Visionary Leaders Transforming Family Business in 2025
  • National Restaurant Association CEO Details How Restaurants Benefit from New Tax Bill in Latest Podcast
  • Saying It Out Loud August 2025, By Pat Soldano
  • ‘One Big Beautiful Bill’ Wins for Family Business Detailed in New Podcast

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