Meeting with Members of Congressional Family Business Caucus Set for Sept. 17; Third Quarter Events Scheduled for...
Estate Taxes Articles
Taxation & Representation: Passthrough Deduction May Rise – What It Means for Your Family Owned Business
Passthrough Deduction Eyed for Bigger Boost in Future Bill: House Republicans are weighing the possibility of a second...
Constant, Consistent Education with Congress Pays Off in ‘OBBB’ for Family-owned Businesses, Family Offices
Constant, Consistent Education with Congress Pays Off in ‘One Big Beautiful Bill’ for Family-owned Businesses, Family...
The One, Big, Beautiful Bill Act – Summary and Analysis
On July 3, the House adopted the Senate substitute to H.R. 1, the One, Big, Beautiful Bill Act (OBBBA) by a vote of...
Join Pat Soldano, Russ Sullivan & John Gugliada at FOX’s 2025 Family Office Forum
Join Pat Soldano, Russ Sullivan, and John Gugliada at the 2025 FOX Family Office & Wealth Advisor Forum, where...
Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies
Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies Affecting...
Tax Update: House Approves Senate Reconciliation Package
Today, the House approved the Senate’s version of Republicans’ multi-trillion-dollar reconciliation package, known as...
PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses
Policy and Taxation Group Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices,...
Senate Concludes OBBBA Vote-a-Rama
The Senate approved a revised version of the One Big Beautiful Bill Act (OBBBA) (H.R. 1) on July 1, concluding a...
Tax Update: Senate Passes Reconciliation Package
Moments ago, the Senate passed Republicans’ multi-trillion-dollar reconciliation package, known as the One Big...
Tax Update: Congressional Republicans Racing to Complete Tax Package
House and Senate Republicans are charging toward their self-imposed July 4 deadline for passage of their...
Senate Finance Committee Tax Title – Summary and Analysis
On June 16, Senate Finance Committee Chairman Mike Crapo (R-ID) released text of the committee’s tax title for the...
Taxation & Representation: Senate Unveils Tax Package That Could Reshape 2025 Policy – Read the Highlights
Senate Finance Committee Releases Full Text of Tax Package: On June 16, Senate Finance Committee Chairman Mike Crapo...
Tax Update: Senate Republicans Release Tax Text
We’ve completed our initial analysis of the Senate Finance Committee’s legislative text. Below is a detailed...
Will “The One Big Beautiful Bill” Deliver for Family Businesses? Pat Soldano breaks it down.
‘Big Beautiful’ tax bill gets Senate review as family businesses anticipate tariff impactBy Pat Soldano | Family...
Tax Update: Senate Republicans Finalizing Tax Bill Changes
Senate Republicans continue to weigh counterproposals to key provisions of the House-passed reconciliation package,...
Taxation & Representation: Senate Eyes Major Changes to H.R. 1 – What’s at Stake for Family Owned Business
The Senate Republicans continue to meet internally and with stakeholders regarding the provisions of a reconciliation...
Women’s Business Owners Group Gains Momentum
Women’s Business Owners Group Gains Momentum, While Power of Women Entrepreneurs Gets Noticed in Congressional Record...
Taxation & Representation: Senate Gears Up to Rewrite House Tax Package – Here’s What’s Changing
House Passes Reconciliation Package, with Senate Expected to Make Changes: On May 22, the House of Representatives...
Weekly Digest: House OKs Major GOP Tax Bill, H.R. 1 Advances Health Reforms, and more.
DOJ Issues New Guidance on White-Collar Prosecutions and Corporate MonitorsBy Greg Brower, Evan Corcoran, Jason Dunn...
Tax Update: House Budget Committee Blocks Reconciliation Bill
Today, the House Budget Committee rejected Republicans’ multi-trillion-dollar border, energy, and tax package 16 to...
House Ways and Means Committee Budget Completes Reconciliation Markup
On Tuesday afternoon, May 13, the Ways and Means Committee (“Committee”) started its markup of the tax title for the...
Translating the Initial Ways and Means Legislative Language Ahead of Tuesday’s Markup
Key Takeaways and Implications of this Initial Tax Language On Friday evening, Ways and Means Committee Chairman Jason...
Tax Update: Ways and Means Notices Tuesday Markup
Tax Update: House Ways and Means Committee Notices Tuesday Markup, Releases Preliminary Legislative Text On May...
Preserving Legacy, Building Value: Real Estate for Families
Family businesses face a unique challenge: balancing near-term needs with long-term legacy. At Buchanan Street...
Weekly Washington Tax Update and More: Trump, Johnson Push Back on Tax Hikes for Wealthy
Budget Reconciliation Outlook—Committees Schedule Markups as Congress Addresses Details of Reconciliation Measure:...
Taxation & Representation: What’s in Reconciliation?
Budget Reconciliation Outlook—Committees Schedule Markups as Congress Addresses Details of Reconciliation Measure:...
Taxation & Representation: Tax Cuts, Estate Taxes & Budget Updates
White House Considers Allowing Top Marginal Income Tax Rate to Revert to Pre-TCJA Levels: According to a...
Weekly Washington Update: Congress Pushes for Budget Resolution Before Easter—What’s Next?
House and Senate Republican Leaders Align on Reconciliation: Senate Majority Leader John Thune (R-SD) and House...
Protecting the Legacy of Family Businesses and Family Offices in Today’s Legislative Environment
Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at Family Business Magazine’s Transitions...
Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at FMB’s Transitions Spring
Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at Family Business Magazine’s Transitions...
House Tax Teams Work to Extend TCJA and Ensure Long-Term Tax Stability
House Tax Teams Focus on TCJA Extensions, Additions While Making Sure ‘Consistency and Permanency’ Are Built-in to New...
Taxation & Representation: Will Congress Avert a Government Shutdown by March 14?
House Passes Budget Resolution While Senate Republicans Work to Find Agreement: On Feb. 25, the House voted 217-215 to...
Taxation & Representation: Estate Tax Repeal on the Table — Tell Congress Your View
Senate Budget Committee Marks Up FY 2025 Budget Resolution: On Feb. 12, the Senate Budget Committee advanced a fiscal...
Family Businesses Crave Consistency and Permanency in New Tax Legislation
Pat Soldano’s latest article, “Family businesses crave consistency and permanency in new tax legislation“, published...
An Appropriate Valentine: House and Senate Stake Budget Positions
Republicans in Congress this week continue to discuss ways to move forward President Trump’s legislative agenda...
Taxation & Representation: Reconciliation Bill Update: Key Issues to Watch
Reconciliation Update – Senate Tees Up Budget Resolution Markup While House Remains Deadlocked: On Feb. 7, Senate...
Taxation & Representation: Tax Cuts & Business Deductions—Congress Takes Action
Sen. Daines, Rep. Smucker Introduce Bill to Extend and Make Permanent the Section 199A Deduction: On Jan. 23, Sen....
Bipartisan Bill Seeks to Cut Estate Tax—See What It Means for You
Rep. Jodey Arrington Introduces House Bill to Amend IRS Code to Reduce Rate of Tax on Estates, Gifts, and...
Key Tax Policy Updates from the Ways and Means Committee Hearing (January 22, 2025)
On January 22, 2025, the House Ways and Means Committee hosted a Member Day Hearing featuring testimony from 55...
Taxation & Representation: Budget Committee Document Detailing Potential Tax Bill Provisions Circulated
Budget Committee Document Detailing Potential Tax Bill Provisions Circulated: A leaked list of policy options...
Taxation & Representation: Navigating the Final Biden Treasury/IRS Guidance
Navigating the Final Biden Treasury/IRS Guidance Over the last week, the Treasury Department and Internal Revenue...
Taxation & Representation: 2025’s Tax-Writers
On Dec. 20, incoming Senate Majority Leader John Thune (R-SD) announced the Senate Republican Conference’s committee...