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Bipartisan Bill Seeks to Cut Estate Tax—See What It Means for You

Bipartisan Bill Seeks to Cut Estate Tax—See What It Means for You

Jan 28, 2025 | Family Offices, Death Tax, Estate Tax, Income Tax, 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. Rep. Jodey Arrington Introduces House Bill to Amend IRS Code to Reduce Rate of Tax on Estates, Gifts, and...
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...
What’s Next for Family Business? Join Q1 Events to Find Out

What’s Next for Family Business? Join Q1 Events to Find Out

Jan 23, 2025 | Family Offices, Family Businesses, Successful Families

First Quarter Sees Multiple Regional, Virtual Events Set for Family Enterprise USA, Policy and Taxation Group in 2025   Event Attendees Hear from Tax Policy Experts on Challenges Facing Family Businesses, Family Offices, and Successful Individuals; New Research...
New Coalition Forms to Amplify Voices of Women Business Owners – Learn More

New Coalition Forms to Amplify Voices of Women Business Owners – Learn More

Jan 21, 2025 | Family Offices, Family Enterprise USA, Policy And Taxation Group, Successful Families

Help Shape Family Business Advocacy in Washington, DC Participate in our anonymous survey to inform national policies and receive exclusive benefits. First Quarter Sees Multiple Regional, Virtual Events Set for Family Enterprise USA, Policy and Taxation Group in 2025...
New Coalition Forms to Amplify Voices of Women Business Owners – Learn More

New Coalition Forms to Amplify Voices of Women Business Owners – Learn More

Jan 14, 2025 | Family Offices, Family Enterprise USA, Successful Families

Help Shape Family Business Advocacy in Washington, DC Participate in our anonymous survey to inform national policies and receive exclusive benefits. Family Enterprise USA Forms Women’s Business Owners Group with Mission to Address Challenges Women-owned Businesses...
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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

  • 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
  • New Podcast Details How to Make Private Equity into Positive Partners
  • What You Can Do About Rising Insurance Costs and Shrinking Coverage
  • Weekly Digest of Alerts: What Policy Shifts Mean for Generational Wealth

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