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Quick Poll: Taxed More of Less Due to OBBB

Quick Poll: Taxed More of Less Due to OBBB

Jul 7, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Income Taxes, Taxes

Tax Update: House Approves Senate Reconciliation Package

Tax Update: House Approves Senate Reconciliation Package

Jul 3, 2025 | Family Businesses, Estate Taxes, Family Owned Business, Income Taxes, Taxes

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Today, the House approved the Senate’s version of Republicans’ multi-trillion-dollar reconciliation...
PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses

PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses

Jul 2, 2025 | Family Businesses, Estate Taxes, Family Owned Business

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Policy and Taxation Group Creates Advisory Board to Guide Critical Tax, Economic Policies for Family...
Tax Update: Senate Passes Reconciliation Package

Tax Update: Senate Passes Reconciliation Package

Jul 1, 2025 | Family Businesses, Estate Taxes, Family Owned Business, Income Taxes, Taxes

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Moments ago, the Senate passed Republicans’ multi-trillion-dollar reconciliation package, known as the...
Family Business Governance, Insights on Tax Bill Status Featured in Two New Podcasts

Family Business Governance, Insights on Tax Bill Status Featured in Two New Podcasts

Jun 27, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Taxes

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Family Business Governance, Insights on Tax Bill Status Featured in Two New Podcasts from Family...
Tax Update: Congressional Republicans Racing to Complete Tax Package

Tax Update: Congressional Republicans Racing to Complete Tax Package

Jun 24, 2025 | Family Businesses, Estate Taxes, Family Owned Business, Income Taxes, Taxes

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click Here. House and Senate Republicans are charging toward their self-imposed July 4 deadline for passage of their multi-trillion-dollar reconciliation...
Senate Finance Committee Tax Title – Summary and Analysis

Senate Finance Committee Tax Title – Summary and Analysis

Jun 24, 2025 | Family Businesses, Estate Taxes, Family Owned Business, Income Taxes, Taxes

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click Here. On June 16, Senate Finance Committee Chairman Mike Crapo (R-ID) released text of the committee’s tax title for the Senate’s fiscal year (FY)...
Taxation & Representation: Senate Unveils Tax Package That Could Reshape 2025 Policy – Read the Highlights

Taxation & Representation: Senate Unveils Tax Package That Could Reshape 2025 Policy – Read the Highlights

Jun 19, 2025 | Family Businesses, Estate Taxes, Family Owned Business, Income Taxes, Taxes

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click Here. Senate Finance Committee Releases Full Text of Tax Package: On June 16, Senate Finance Committee Chairman Mike Crapo (R-ID) released text of the...
Tax Update: Senate Republicans Release Tax Text

Tax Update: Senate Republicans Release Tax Text

Jun 17, 2025 | Family Businesses, Estate Taxes, Family Owned Business, Income Taxes, Taxes

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click Here. We’ve completed our initial analysis of the Senate Finance Committee’s legislative text.    Below is a detailed summary along with key...
Tax Update: Senate Republicans Finalizing Tax Bill Changes

Tax Update: Senate Republicans Finalizing Tax Bill Changes

Jun 13, 2025 | Family Businesses, Estate Taxes, Family Owned Business, Income Taxes, Taxes

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click Here. Senate Republicans continue to weigh counterproposals to key provisions of the House-passed reconciliation package, the One Big Beautiful Bill...
Taxation & Representation: Senate Eyes Major Changes to H.R. 1 – What’s at Stake for Family Owned Business

Taxation & Representation: Senate Eyes Major Changes to H.R. 1 – What’s at Stake for Family Owned Business

Jun 12, 2025 | Family Businesses, Estate Taxes, Family Owned Business, Income Taxes, Taxes

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click Here. The Senate Republicans continue to meet internally and with stakeholders regarding the provisions of a reconciliation package (H.R. 1).  ...
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  • Taxation & Representation: GOP Divided as Wealth Tax Momentum Grows
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  • Saying It Out Loud February 2026, By Pat Soldano
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  • Wealth Tax News – 2/13/2026
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  • Affordability Strategies Topic for March Meeting with Members of Congressional Family Business Caucus

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