Family Businesses Articles

White House Releases FY 2025 Budget Tax Priorities

The White House released its fiscal year (FY) 2025 budget request to Congress. Overall, it proposes $7.3 trillion in total spending, including a proposed $895 billion for defense and approximately $621 billion in non-defense base discretionary spending. The request is...

Taxation & Representation: Biden’s Tax Agenda Unveiled: What You Need to Know. Government Funding Update.

Tax Bill Update – Package Remains in Limbo: Almost two months after the Tax Relief for American Families and Workers Act (H.R. 7024) passed the House with an overwhelming 357-70 vote, committee leaders are still considering the process for advancing the bill with or...

Core-Satellite Approach To Estate Planning. Safeguarding Wealth, Empowering the Next Generation.

The webcast introduces the concept of the core-satellite approach to estate planning, which combines a core model (trusts to protect assets) with a satellite model (individual autonomy), aiming to balance flexibility with asset protection.   Pat Soldano,...

PATG Names Peterson New Board Chairman as Longtime Chairman Rousch Retires

Policy and Taxation Group Names Kip Peterson New Board Chairman as Longtime Chairman Brett Rousch Retires from Post   Advocates for Family Office Clients, Successful Individuals, and Family Businesses See 2024  Election Year as Important Tax, Workforce, and Regulation...