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Pat Soldano Speaking at IvyFON – 9/17/19

Sep 16, 2019 | Blog, Estate Tax, Family Enterprise USA, Policy And Taxation Group

Pat Soldano will be speaking at IvyFON on September 17, 2019 in Newport Beach, CA; see link for location and agenda;  http://ivyfon.com/sep17forum/agenda.htmlTopic: Family Businesses; Voters Concerns; Legislative SolutionsPolicy and Taxation Group/ Family Enterprise...
Ways and Means to Consider Phase 2 Tax Bill Next Week

Ways and Means to Consider Phase 2 Tax Bill Next Week

Sep 5, 2018 | Estate Tax, Tax Cuts

House tax writers will meet to consider legislation. This makes permanent, expiring individual and business tax provisions in the 2017 tax law during the week of September 10. House Ways and Means Committee Chair Kevin Brady, R-Texas, said he wants the legislation...
SAVE THE DATE: Policy and Taxation Group Dinner & Meeting

SAVE THE DATE: Policy and Taxation Group Dinner & Meeting

Jul 17, 2018 | Policy And Taxation Group

Policy and Taxation Group Supporters Meeting When Thursday, September 27, 2018 from 10:00 AM to 2:00 PM EDT Where Washington D.C. TBD Would you like updates on our estate tax activities, discuss the status of estate tax repeal, the politics of repeal, and estate tax...

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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

  • [LAST CHANCE] Business Owner Survey
  • Build Back Better Outlook. Taxation & Representation.
  • Winning The War on The Wealthy
  • Danger Ahead: Need to Watch Tax Proposals Damaging to Families, Family Enterprises
  • [Survey] How Do You Hold Ownership of Your Family Business?
  • A Proven Process for Recruiting and Retaining Top Family Enterprise Leadership Talent
  • Saying It Out Loud, By Pat Soldano. June 2022.
  • Treasury Department Fiscal Year 2023 Budget. Tax Policy Update.
  • The one you’ve been waiting for… the Private Company Governance 2.0 Summit, June 15-17
  • Tax & Financial Services Week Ahead. Tax Policy Update.
  • How do you hold ownership of your family business or family office?

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