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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...
Family Businesses Survey Reveals Strengths, Challenges Ahead
New Survey of Family Businesses Reveals Strengths and Challenges Ahead Family business are key drivers of economic...
2017 FEUSA Survey Final Report
View and Download The 2017 FEUSA Family Business Survey View and Download The 2017 FEUSA Family Business Survey
1000 Voter Survey Results
Luntz Global Partners and the Policy and Taxation Group conducted a post-election, nationwide survey of 1,000 voters...
Family Firms Are More Innovative Than Other Companies
Family firms aren’t typically thought of as particularly innovative. More often, they’re viewed as risk averse,...
Oral Testimony To The IRS, US Department of Treasury
Oral Testimony to the Internal Revenue Service, US Department of Treasury Section 2704 of IRS Regulations Mike Hamra...
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-Sponsored Ventures
The Entrepreneurial Advantage Of Nations: First Annual Global Entrepreneurship Symposium Family-sponsored business...
Family Businesses’ Contribution to the U.S. Economy
Family Businesses’ Contribution to the U.S. Economy: A Closer Look In 1995, we were commissioned to conduct research...
Family Businesses’ Contribution to the US Economy
Myths and Realities: Family Businesses’ Contribution to the US Economy — A Framework for Assessing Family Business...
Family Businesses, Jobs Seen Thwarted by Proposed IRS Rules
Read the full Family Businesses, Jobs Seen Thwarted by Proposed IRS Rules story.
2016 FEUSA Family Business Survey
Read the full 2016 FEUSA Family Business Survey
Report Urges Families To Plan Ahead To Avoid Heavy Succession Taxes
Promoting Sustaining And Growing Family Businesses In America
April 20, 2016
2015 Annual Family Business Survey
Download the Full 2015 Annual Family Business Survey Report
FEUSA Annual Survey Of Family Firms
Download FEUSA Annual Survey Of Family Firms Report