Policy and Taxation Group Articles

Meet Members of Congress at the Private Company Governance 2.0 Summit in DC, June 15-17

Thank you to the Orange County Business Journal for publishing this article.New this year! Capitol Hill Visits, Sponsored by Family Enterprise USA/Policy and Taxation Group; Meet with members of Congress and tell them your family/private business storyCreation of New...

Meet Members of Congress at 10th Anniversary Private Company Governance 2.0 Summit in Washington DC, June 15-17

Thank you to the Orange County Business Journal for publishing this article.New this year! Capitol Hill Visits, Sponsored by Family Enterprise USA/Policy and Taxation Group; Meet with members of Congress and tell them your family/private business storyCreation of New...

Policy and Taxation Group Names Kip Peterson to Board of Directors

Thank you to the Orange County Business Journal for publishing this article.Kip Peterson has been named to the Policy and Taxation Group’s Board of Directors, it was announced May 12, 2022. The announcement of Peterson was made by the group’s president Pat Soldano....

Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium

“Winning the War on the Wealthy; a Conversation with Frank Luntz and Pat Soldano”Hybrid Event: Attend In-Person or Virtually How have the voter attitudes changed toward the wealthy in this country. Can the trajectory be changed; how can that happen? How has the...