Oct 3, 2017 | Estate Taxes
Tom Crowder’s grandfather had a passion for the outdoors and sustainability. This was reflected in the 6,000 acres of pines, bottomland hardwoods, and wildlife occupying his forest in south central Arkansas. However, counter-intuitively, his grandfather took such good...
Oct 3, 2017 | Estate Taxes
Earlier today, the White House, House Ways and Means Committee, and Senate Finance Committee released their highly-anticipated “unified framework” for tax reform, which calls for elimination of the death tax and its principal components. While the framework is lacking...
Jul 6, 2017 | Family Businesses, Family Business Survey, Family Enterprise USA
New Survey of Family Businesses Reveals Strengths and Challenges Ahead Family business are key drivers of economic development, but taxes and regulations hinder growth A new survey finds that family businesses across America, while optimistic about growth in 2017,...
Mar 24, 2017 | Family Enterprise USA, Family Business Survey
View and Download The 2017 FEUSA Family Business Survey View and Download The 2017 FEUSA Family Business Survey
Feb 28, 2017 | Family Enterprise USA, Estate Taxes
Luntz Global Partners and the Policy and Taxation Group conducted a post-election, nationwide survey of 1,000 voters gauging their attitudes, priorities, and concerns about tax policy. Below are the key findings from our research. KEY FINDINGS Americans support...
Jan 26, 2017 | Family Businesses, Family Enterprise USA
Family firms aren’t typically thought of as particularly innovative. More often, they’re viewed as risk averse, traditional, and stagnant. However, many family-owned businesses are among the most innovative in their industries. Consider Herr’s Potato Chips and...
Dec 9, 2016 | Family Enterprise USA
Oral Testimony to the Internal Revenue Service, US Department of Treasury Section 2704 of IRS Regulations Mike Hamra December 1, 2016 Background: On August 4, 2016, the IRS proposed regulations concerning the valuation of interests in corporations and partnerships for...
Oct 25, 2016 | State Death Tax, Estate Taxes
Policy and Taxation Group State Death Tax Chart This chart is maintained for the Policy and Taxation Group Website and is updated regularly.
Oct 12, 2016 | Estate Taxes
Our voices have been heard! See below for an article on the sizable number of businesses and trade groups that have signed on to the letter against the proposed regulations under Section 2704. Thousands Ask Treasury To Kill Estate Transfer Proposal By Vidya Kauri...
Sep 28, 2016 | Family Businesses
The Entrepreneurial Advantage Of Nations: First Annual Global Entrepreneurship Symposium Family-sponsored business ventures – those owned and managed by families or groups of relatives — dominate the economic landscape of the world, simultaneously fostering...
