By Joseph C. Hassan, CFA, ASA and Mark E. Lingerfield, ASA, MPIIn the uncertainty of this social distancing economy...
Taxes Articles
Weekly Washington Update. General, Health Care, Tax, and More.
Seeking Further Action on USICA: This week, over 100 lawmakers were named to the bicameral conference committee on...
Senate Reconvenes. What to Watch. Taxation & Representation and Tax Tidbit
The Senate will reconvene Monday at 3 p.m. The House has a district work period. What to Watch The military conflict...
NEWS: Thune Proposed Amendment to Budget Resolution; DON’T ELIMINATE STEP UP!
Thank you to Russell Sullivan and the team at Brownstein Hyatt Farber Schreck, LLP for this report.Early Wednesday...
NEW Section 199A Bill Update; Taxing Pass Through Entities
Download and read "Wyden Small Business Tax Fairness Act:Implications for Pass-through Business Owners"Candidate Biden...
2021 State by State Tax Chart Updated
Download and read "Estate Tax (Death Tax) by US State Chart"States Which Have a State Estate Tax (Death Tax) that is...
Infrastructure Update – Week of August 2-6
Thank you to Brandon Roman and the team at Squire Patton Boggs (US) LLP for this report.Senate Majority Leader Chuck...
Poll Question: What Biden Tax Policy is important to you?
President Biden has proposed two plans which would change tax policy, The American Jobs Plan and the American Families...
All Republican Senators Urge President to Keep Step UP
Individuals pay a 40% tax on the FULL MARKET VALUE of their assets, when they die, not just on the appreciation of...
Hearings Review: Tax and Financial Services Committees
Thank you to Russ Sullivan and the team at Brownstein Hyatt Farber Schreck, LLP for this report.Last week, the tax and...
Infrastructure Update – Week of June 21-25
Thank you to Brandon Roman and the team at Squire Patton Boggs (US) LLP for this report.June 25, 2021 The White House...
WATCH; David Plimpton; Inolex CEO; impact of Bidens tax proposal
Watch and hear the “real story” of how the Biden tax proposals could affect a real family business as David Plimpton,...
How Much Tax Will You Pay With Biden’s Tax Plan?
President Biden has proposed an elimination of step up in basis and an increase in the capital gains tax; how much...
PLEASE! Watch short video; Destruction Of Family Businesses; Elimination Of Step Up In Basis!
President Biden has proposed the elimination of the “step up in basis,” while keeping the 40% (or higher) estate tax...
CAUTION: Elimination of Step Up in Basis Could Destroy Your Business!
While the devil is in the details, it is possible that if President Biden's elimination of step-up in basis proposal...
Job Loss Example Due to Repeal of Step-Up Of Basis
A significant portion of the burden of repeal of step-up of basis would fall on workers through reduced labor...
Economic Impact from Repeal of Step-up in Basis
President Biden has proposed the elimination of the “step up in basis,” while keeping the 40% (or higher) estate tax...
Reach Out To Congress: Ask Them To Sponsor The Estate Tax Rate Reduction Act of 2021
There are efforts in DC to make the estate tax (death tax) worse; higher than a 40% tax on your business and all your...
Warning; Elimination of Step Up in Basis could destroy your business!
While the devil is in the details, it is possible that if President Biden's elimination of step-up in basis proposal...
House Ways & Means Select Revenue Measures Subcommittee Hearing on Taxing the Wealthy
On Wednesday, May 12, the House Ways & Means Select Revenue Measures Subcommittee held a hearing titled "Funding...
BREAKING NEWS!! Bipartisan Estate Tax Rate Reduction Bill introduced in both House and Senate today!
Earlier today, Congressman Jodey Arrington (R-TX) and Congressman Henry Cuellar (D-TX) and Senator Tom Cotton (R-AR),...
Pat Soldano Speaking at LIDO LIVE Webinar May 19
Pat Soldano will be apeaking on "Family Business Economic Impact, Family Business Issues and Voter Attitudes". Family...
Biden Administration Tax Proposals Included in the American Jobs Plan and American Families Plan
Thank you to Brandon Roman and the team at Squire Patton Boggs (US) LLP for this report.The American Jobs Plan and...
Biden to Propose Capital Gains Tax as High as 43.4% for Wealthy
By Laura Davison and Allyson Versprille / Bloomberg GovernmentPresident Joe Biden will propose almost doubling the...
White House Releases Topline Spending Proposal
Thank you to Russ Sullivan and the team at Brownstein Hyatt Farber Schreck LLP for this report.The Biden...
Labor Updates From Washington, D.C.
Thank you to Brandon Roman and the team at Squire Patton Boggs (US) LLP for this report.Biden Administration Labor...
A Tough Road Ahead for Democrats’ Ambitious Policy Agenda
Thank you to Russ Sullivan and the team at Brownstein Hyatt Farber Schreck LLP for this report.President Joe Biden...
Ways and Means Releases Budget Reconciliation Text
Thank you to Russ Sullivan and the team at Brownstein Hyatt Farber Schreck LLP for this report.The House Ways and...
Tax and Financial Services Week Ahead
Thank you to Russ Sullivan and the team at Brownstein Hyatt Farber Schreck LLP for this report.Over the Weekend...
Analysis of Legislative/Administrative Developments in the 117th Congress
President Biden was sworn in as the 46th President of the United States on January 20 and quickly issued a series of...
Family Office Outlook 2021 Silicon Valley / Virtual Forum
We are pleased to tell you about an upcoming virtual luncheon with a focus on family business at which I am speaking....
Taxation & Representation
TAX TIDBIT: Who Will Lead OIRA Under Biden? President-elect Joe Biden selected a host of economic experts to serve in...
IRS Releases Priority Guidance Plan
On Nov. 17, the Treasury Department and the Internal Revenue Service (IRS) released the agency’s initial 2020-2021...
VIDEO: Watch 6-minute video with Pat Soldano; “Tax Legislation Issues for Family Businesses”
Family Business Magazine asked Pat Soldano to speak about tax Legislation Issues that family businesses are facing,...
2020 Election Results and Key Dates to Watch
The Day After the 2020 Elections - Post-Election Analysis and Outlook An election that was thought by many pollsters...
Neal and Brady Introduce Retirement Legislation
The House Ways and Means Committee Chair Richard Neal (D-MA) and Ranking Member Kevin Brady (R-TX) introduced the...
VIDEO: Election 2020: Presidential Candidates’ Positions on Individual Tax Policies
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VIDEO: Election 2020 – Presidential Candidates’ Positions on Estate and Wealth Tax Policies
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VIDEO: Election 2020 – Safety and Healthy Workplace Tax Credit
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VIDEO: Corporate Transparency Act
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VIDEO: Pass Through and Small Business Legislation Under Trump or Biden
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VIDEO: Pass Through and Small Business Legislation Under Trump or Biden
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Status Of The November Election, Potential Tax Policy Opportunities, and Additional COVID-19 Relief Legislation
Pat Soldano welcomed supporters to the call and provided an overview of the topics to be discussed: the status of the...