Research, Polls, & Articles

FOR FAMILY BUSINESS, GENERATIONALLY OWNED BUSINESS, AND NEX-GEN Research, Whitepapers, Polls, Surveys, and Studies   Latest Polling Data. In-depth Reports, Analysis, and Data Insights. Estate Tax, Income Taxes, Legislative Impact, and more. Learn More Focus In...

Update On Activities Of PATG, FEUSA, And More

To prepare for the opportunities in the year ahead, we have already begun engaging with lawmakers and identifying our champions – including Rep. Mike Kelly (R-PA), who we would like to see take the issue from Rep. Krisi Noem (R-ND) when she leaves Congress at the end...

Wishing You All The Very Happiest Of New Years

Wishing you all the very happiest of New Years, with the hope that the surprises that lie ahead in 2018 are only of the most positive kind. This is perhaps an appropriate, albeit bittersweet, segue way to where our Tax Bill effort ended up in 2017. Bittersweet because...

Conference Committee Meets on Wednesday This Week

Members Contact Info Below This will be a very important week, the Conference Committee meets Wednesday 12/13. I will be in DC, meeting with those members who we think can help get the most immediate and permanent estate tax relief for families that is possible....

Tax Reform Qualitative Research Findings

Frank Luntz and Luntz Global Partners November 15, 2017 Priorities are crystallizing. As the first year of President Trump’s administration nears its end, Congress has turned its attention away from the health care, regulatory, and judicial appointment battles of the...
Soldano Is The Invisible Leader In Killing Estate Tax

Soldano Is The Invisible Leader In Killing Estate Tax

Braving Backlash, Patricia Soldano Of Anaheim Hills Is The Invisible Leader In Killing Estate Tax By DAVID WHITING | dwhiting@scng.com | Orange County Register PUBLISHED: November 10, 2017 at 4:44 pm UPDATED: November 13, 2017 at 4:02 pm Patricia Soldano is...

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 exacerbated by dramatic wildfires and drought. For many farm owners, this has meant the liquidation of cattle herds or entire operations. For Mr....

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 property. Established in 1807 from a Revolutionary War land grant for military service, this seventh-generation family business provides over 65,000...
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