Sep 13, 2023 | Estate Taxes, In The News, Income Taxes, Taxes
Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! 28th Time’s the Charm? For 27 years in a row Congress has failed to pass its 12 spending bills by the Sept. 30 deadline. Will this year bring more of the same? Or...
Feb 2, 2023 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News, Pat Soldano
The 2023 Family Business Survey is closed. Check back soon for summary of results. Ax Falls on Exemptions in 2026; Planning Right Now Will Save Your Family Business Millions By Pat Soldano This is as good as it gets. Today, family businesses have never had it...
Sep 20, 2022 | In The News, Income Taxes, Taxes
Join other hard-working American taxpayers in asking Congress to stop the estate tax from killing jobs and family-owned businesses. General Updates Government Funding: With Congress unable to reach a consensus on appropriations bills for fiscal year 2023, lawmakers...
Dec 16, 2020 | Family Enterprise USA, In The News, Income Taxes, Taxes
On Nov. 17, the Treasury Department and the Internal Revenue Service (IRS) released the agency’s initial 2020-2021 Priority Guidance Plan (PGP), which will serve as a blueprint for forthcoming regulatory guidance from the agency between July 1 and June 30, 2021. The...
Jul 23, 2020 | Family Business Survey, Family Businesses, Family Enterprise USA
A recent survey, the 2020 Family Enterprise USA Family Business Survey of family businesses (conducted between late and January and mid-April of this year), found that they’re remaining somewhat optimistic about their future despite an unprecedented first quarter due...
May 22, 2020 | COVID-19, Family Enterprise USA, In The News, Taxes
What to Expect in Next Economic Recovery Package House Democrats’ Opening Bid—The HEROES Act Only four days after its May 12 introduction, the House narrowly approved the HEROES Act (H.R.6800), 208-199. The legislation contains Democratic policy priorities, including...
Jul 16, 2019 | Estate Taxes
It took a while, but the dueling letters” by the wealthy to either tax them more or figure out better ways to create wealth opportunities for others has just gotten another response. While it will come as no surprise as to where the Washington Post editorial board...
Nov 20, 2018 | Estate Taxes
Below is the link to a summary of details on Tax Reform 2.0 legislation issued by the Ways and Means Committee. Please note this includes making permanent the doubling of the lifetime exemption. Chairman Brady hopes to have a vote in the House at the end of September....
Sep 11, 2018 | Estate Taxes
Below is the link to a summary of details on Tax Reform 2.0 legislation issued by the Ways and Means Committee. Please note this includes making permanent the doubling of the lifetime exemption. Chairman Brady hopes to have a vote in the House at the end of September....
Dec 19, 2017 | Estate Taxes
On Friday, December 15, 2017, the Conference Committee for the Tax Cuts and Jobs Act released and approved its conference report reconciling the differences between the House and Senate tax reform proposals. Of particular relevance, the agreement doubles the estate...
