Estate Taxes Articles

In Case You Did Not Know: Our Evolving Mission

You may not be aware, but our Mission at Policy and Taxation Group has expanded in 2023. We’re sending this message to you to make you’re aware of this important change, in case you did not know.   The Mission of Policy and Taxation Group   Since 1995, PATG...

Weekly Washington Update: GOP to Reevaluate Energy-Tax Credits: What’s Next?

Republicans to Scrutinize Energy-Tax Credits with Trifecta: As Republicans head into January with control over the presidency and both chambers of Congress, discussion over what to include in a tax package will invariably delve into whether to repeal some of the...

Taxation & Representation: Leadership Shifts on Capitol Hill: What It Means for You

Congressional Lawmakers Hold Leadership Elections: On Nov. 13, the Senate and House Republican conferences held their leadership elections. Sen. John Thune (R-SD), the current Republican whip, was elected as the Senate majority leader for the 119th Congress, defeating...

Attention to Seven Tax Priorities Are Critical To Protect Family Businesses

Next Congress’ Attention to Seven Tax Priorities Are Critical To Protect Family Businesses, Say Polls and Experts   Preserving Current Tax Rates and Brackets Is No. 1 Priority, as Family Businesses Invest More Back into Their Businesses   As the Tax Cuts and Jobs...