The War on Capitalism – Part 1 of 3

Whether we call it the war on success, or the successful or the war on Capitalism what we’re seeing is a change of perception – all due to the media machine, effective political attacks and corporate abuse. What follows is a 3 part series where we will be giving you...

Pat Soldano – Speaking at FON – Family Office Network

Pat Soldano is speaking at the FON – Family Office Network on 5/14 on; Tax Policy – What Now? Everyone who has a stake in the game, (paying taxes) should come, listen and learn from an expert on taxation, taxation legislation and specifically the estate tax. The post...

Oprah Winfrey Attacking Taxes on the Rich

Unlike most outspoken Hollywood stars, business moguls and the incredibly wealthy Oprah Winfey has a different take on taxes, especially that of the Death Tax. Interestingly enough here, is Oprah Winfrey talking about tax reform, her specific issues with how the...

2019 – Family Business USA Survey

A MESSAGE FROM OUR FOUNDER – Pat Soldano I am contacting you to request your help in reaching business-owning families and asking them to complete the 2019 Family Enterprise USA survey. To access the short, online survey, the link...

2018 State-by-State Death Tax Chart

Estate Tax by US StateWe maintain a comprehensive report of the status of the estate tax across all US states. You can download the most recent version of this report below. Download Now

Where the US Stands

How does the US compare?The U.S. has the fourth highest estate or inheritance tax rate of all the OECD countries at 40 percent and 6th highest of any country in the world.To learn how the United States compares with other countries, download Estate and Inheritance...
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