On January 22, 2025, the House Ways and Means Committee hosted a Member Day Hearing featuring testimony from 55...
Estate Taxes Articles
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...
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...
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...
Selling Everything To Pay Estate Tax
The Page Family began farming in the 1880s, when Jeff Page’s great-grandfather purchased 50 acres of land in Napa...
Sacrificing Land To Pay The Death Tax
Just outside Nashville, Brandon Whitt operates Batey Farms with his wife, Katherine, and father-in-law, who owns the...
Investments At Risk If The Tax Exemption Is Reduced
When Tom and Leslyn Jacobs first got married, buying land was simply a dream. Indeed, they were both young foresters...
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,...
Summary of PATG Supporters Meeting
By Brandon Roman of Squire Patton Boggs Law Firm Last week, the Policy and Taxation Group held its annual Supporters...
Revenue Analysis Of Options To Reform The Estate Tax
Revenue Analysis Of Options To Reform The Estate Tax, Gift tax And Generation Skipping Transfer Tax Our federal...
Estate Tax Will Be Impossible To Pay Off Forcing Sale
In 2005, Elizabeth Marshall Maybee inherited a 3000-acre Northern California ranch from her grandmother that had been...
Estate Tax Causes In-ability To Contribute Clean Water, Clean Air, And Wildlife Habitat
Tom Crowder’s grandfather had a passion for the outdoors and sustainability. This was reflected in the 6,000 acres of...
We’re Pleased That The President’s Tax Reform Framework Includes Repeal Of The Death Tax!
Earlier today, the White House, House Ways and Means Committee, and Senate Finance Committee released their...
1000 Voter Survey Results
Luntz Global Partners and the Policy and Taxation Group conducted a post-election, nationwide survey of 1,000 voters...
State Death Tax Chart – Revised October 24, 2016
Policy and Taxation Group State Death Tax Chart This chart is maintained for the Policy and Taxation Group Website and...
Thousands Ask Treasury To Kill Estate Transfer Proposal
Our voices have been heard! See below for an article on the sizable number of businesses and trade groups that have...
Family Businesses, Jobs Seen Thwarted by Proposed IRS Rules
Read the full Family Businesses, Jobs Seen Thwarted by Proposed IRS Rules story.