House Passes Budget Resolution While Senate Republicans Work to Find Agreement: On Feb. 25, the House voted 217-215 to...
Estate Taxes Articles
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...
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.