Oct 14, 2019 | Estate Taxes
WEEKLY UPDATE This might sound strange, but I’ve always been fascinated by tax policy. Besides the need for general operating money, the tax code serves as a mechanism to encourage or discourage individual and corporate behavior. So it’s no surprise that two of the...
Sep 17, 2019 | Estate Taxes
I want to thank all of the Family Enterprise USA andPolicy and Taxation Group members that flew into Washington, DC to participate in our combined Board Meetings and Capitol Hill visits. Having family business leaders join us on Capitol Hill as we explain the need...
Sep 17, 2019 | Estate Taxes
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...
Jul 29, 2019 | Estate Taxes
The big legislative news this week is the sweeping budget deal President Donald Trump, and congressional leaders reached to increase the debt limit through 2021, thus averting a default on U.S. payments, and lifting stiff budget caps that were set to take effect this...
Jul 16, 2019 | Estate Taxes
It took a while, but the dueling letters” by the wealthy to either tax them more or figure out better ways to create wealth opportunities for others has just gotten another response. While it will come as no surprise as to where the Washington Post editorial board...
Jul 3, 2019 | Estate Taxes
As reported earlier in the week, Representative MikeThompson (D-CA) introduced the Taxpayer Certainty and Disaster Tax Relief Act of 5 2019′, legislation that would extend a variety of expired or expiring tax provisions thru 2020. These provisions have been labeled...
Jul 3, 2019 | Estate Taxes
It has become abundantly clear that general public sentiment about the wealthy has been degrading over the last few years. A day hardly passes without headlines about wealth inequality, income disparities, and calls from politicians to have the wealthy “pay their fair...
Jul 3, 2019 | Estate Taxes
While I can’t say I’m pleased with what we learned, I am encouraged that there is a roadmap forward. Capitalism isn’t dead, but it is certainly damaged thanks to decades of political attack and corporate abuse. But there’s hope: The word “capitalism” has fallen out...
Jul 3, 2019 | Estate Taxes
Call it the dueling letters. On the eve of the first set of debates by the Democrat candidates for president, a group calling themselves the “Patriotic Millionaires” penned an open letter calling on the candidates to “tax them more.” While neither the group nor their...
Jul 2, 2019 | Family Enterprise USA, Estate Taxes, Family Businesses, Taxes
[vc_row][vc_column][vc_column_text] While I can’t say I’m pleased with what we learned, I am encouraged that there is a roadmap forward. Capitalism isn’t dead, but it is certainly damaged thanks to decades of political attack and corporate abuse. But...
