Tax Implications for Family Business Succession Planning in 2024 and Beyond By Brian Bissell Just like...
Estate Taxes Articles
Wealthy Tax Evaders, New Tech Top IRS’s Agenda This Tax Season
IRS Commissioner Danny Werfel explains how the agency is focusing on wealthy tax dodgers and corporate compliance this...
Taxation & Representation: Exclusive Update – Tax Bill’s Rollercoaster Ride
Tax Package Update: Bill Awaits Further Action in Congress: The House is expected to vote on the Tax Relief for...
State Death Tax Chart Update June 14, 2018
Revised June 14, 2018 PATG State Death Tax Chart – June 14, 2018 This chart is maintained for the Policy and Taxation...
Chairman Brady Hopes to Have New Tax Bill by August to Pass in September or October
Politico: MARK YOUR CALENDARS: Might there be another tax vote in Congress around the time fall rolls in? House Ways...
White House Plans to Release Phase 2 Tax Package by Summer’s End
I wanted to share the below that was published by Tax Notes on Friday, May 25th, 2018. The White House is working with...
The Politics Of It All. Minneapolis Luncheon and Discussion
TAX POLICY: THE POLITICS OF IT ALL Last year was a historic year for tax reform with the “Tax Cuts and Jobs Act of...
Policy And Taxation Group Visits The Hill May 2018
Photos from a recent visit to The Hill by Policy And Taxation Group to talk about the estate tax and the impact on...
Family Businesses; Jobs, Economic Growth and Charitable Giving
Jobs and Opportunity: Legislative Options to Address the Jobs Gap
The Honorable Adrian Smith U.S. Congressman, Third District of Nebraska Chairman, House Ways and Means Human Resources...
Family Businesses – Jobs, Economic Activity and Charity
Family Businesses in the United States Family Businesses in the US3,001,060 of US JOBS (1) $1.7 Trillion of combined...
Estate Tax Repeal And Impact Discussion
Policy & Taxation Group invites you to attend a reception and discussion hosted by Don and Greg Root. Last year...
HR 5422 Death Tax Repeal Bill Introduced
As you know, with Rep. Kristi Noem (R-SD) running for Governor of North Carolina, we need a new champion for our issue...
Update and Extend Earlier Estimates of Proposals to Modify The Estate Tax
Update and Extend Earlier Estimates of Proposals to Modify The Estate, Gift and Generation Skipping Transfer Taxes In...
Individual Tax Cut Extension to Get Vote This Year, Ryan Says
By Anna Edgerton; Bloomberg BNA The House will hold a vote this year to make individual tax cuts permanent, according...
Get Estate Tax Relief Updates
Since it is possible that additional estate tax “relief” may be possible this year, and unlikely that we’ll see total...
Estate Tax Rate Reduction Legislation
Since it is possible that additional estate tax “relief” may be possible this year, and unlikely that we’ll see total...
Tax Cuts, Round 2 In 2018
Tax cuts, Round 2: GOP looks to punish Democrats in 2018 POLITICO Magazine By BURGESS EVERETT and RACHAEL BADE –...
Chairman Brady Announces Intention To Have Another Tax Bill In 2018
Just in case you missed it; In the House Ways and Means Subcommittee Tax Policy Subcommittee Hearing last week,...
State Death Tax Chart Update March 18, 2018
Revised March 18, 2018 PATG State Death Tax Chart – March 18, 2018 This chart is maintained for the Policy and...
A Letter for Ways and Means Tax Policy Subcommittee Hearing
Policy and Taxation Group submitted this letter for Ways and Means Tax Policy Subcommittee Hearing held on Wednesday...
Update On Activities Of PATG, FEUSA, And More
To prepare for the opportunities in the year ahead, we have already begun engaging with lawmakers and identifying our...
Senate Democrats Pitch Repeal Of Tax Cuts To Fund Infrastructure (Back)
By Toby Eckert Senate Democrats unveiled on Wednesday a $1 trillion infrastructure plan that would be funded by...
Tax Policy; The Politics Of It All
If you happen to be in the Orange County, CA area and would like to hear my presentation as described below; please...
Drive to Kill Estate Tax Isn’t Dead, Despite Doubled Exemption
By Allyson Versprille and Jorge Uquillas Estate tax repeal efforts aren’t dead, but tax law changes will make it...
Wishing You All The Very Happiest Of New Years
Wishing you all the very happiest of New Years, with the hope that the surprises that lie ahead in 2018 are only of...
Trump Signs Tax Reform Bill Into Law
Earlier today President Trump signed the just-passed tax reform legislation into law. Though there had been discussion...
Summary of Tax Cuts and Jobs Act of 2017
Highlights of recently enacted Tax Reform Bill (HR1 “Tax Cuts and Jobs Act of 2017”) Individuals Double the estate,...
House and Senate Pass HR 1; on to President
The U.S. House again passes sweeping rewrite of the tax code with a vote of 224-201 of voting in favor and on HR1; Tax...
Approval of Conference Committee Report
On Friday, December 15, 2017, the Conference Committee for the Tax Cuts and Jobs Act released and approved its...
Conference Committee Meets on Wednesday This Week
Members Contact Info Below This will be a very important week, the Conference Committee meets Wednesday 12/13. I will...
Full List of Conference Committee Members
Both Republicans and Democrats Senate Republicans Finance Committee Chairman Orrin Hatch (R-UT) 202 224...
Supporters Update on Estate Tax; Time is of the Essence!
Earlier this morning, the Senate voted 51-49 to pass its version of the Tax Cuts and Jobs Act, with Sen. Bob Corker...
Estate Tax Is Hurdle For Minority American Business Owners
BY HARRY ALFORD, OPINION CONTRIBUTOR – THE HILL – 12/08/17 12:00 PM EST ( THE VIEWS EXPRESSED BY CONTRIBUTORS ARE...
Tax Reform Qualitative Research Findings
Frank Luntz and Luntz Global Partners November 15, 2017 Priorities are crystallizing. As the first year of President...
Soldano Is The Invisible Leader In Killing Estate Tax
Braving Backlash, Patricia Soldano Of Anaheim Hills Is The Invisible Leader In Killing Estate Tax By DAVID WHITING |...
UPDATE: Senate Markup Bill
House Ways and Means Committee Votes to Phase Out the Death Tax by 2024; Senate Finance Committee Proposes to Double...
WATCH: The Estate Tax: The Politics of It All
House Ways and Means Committee Markup of H.R. 1
Fourth and Final Report: House Ways and Means Committee Markup of H.R. 1, Tax Cuts and Jobs Act As we await the...
Revenue Analysis of Options to Reform the Federal Estate, Gift and Generation Skipping Transfer Taxes
Quantria Strategies; Final report September 2017 Revenue Analysis of Options to Reform the Federal Estate, Gift and...
House to Release Tax Bill Text
House Said to Release Tax Bill Text Next Week By Laura Davison The House Ways and Means Committee is scheduled to...
Shutting Down Branches, Laying Off Workers, Or Liquidating Inventory
In 1973, Karen Madonia’s father purchased Illco, a Chicago-based distributor of parts and supplies for heating,...
Death Tax Forced Lay Off Of Seasonal Workers
Seventh-generation cattleman Bob McKnight has faced the death tax on multiple occasions, with effects that have been...