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Corporate Transparency Act Reinstated; Filing Deadline Extended

Corporate Transparency Act Reinstated; Filing Deadline Extended

Feb 24, 2025 | Family Offices, Generationally Owned Business, Hardworking Families

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. Corporate Transparency Act Reinstated; Filing Deadline Extended to March 21, 2025   On February 18, 2025, the U.S. District...
Saying It Out Loud, By Pat Soldano. February 2025.

Saying It Out Loud, By Pat Soldano. February 2025.

Feb 22, 2025 | Family Businesses, Family Offices, Generationally Owned Business, Hardworking Families, Income Tax, Pat Soldano, Taxes

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Fasten Your Seat Belts for Bumpy Ride as New Tax,...
Senate Begins Vote-a-Rama

Senate Begins Vote-a-Rama

Feb 21, 2025 | Family Offices, Generationally Owned Business, Hardworking Families

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. On Wednesday Feb. 12, the Senate Budget Committee advanced a fiscal year (FY) 2025 budget resolution by a vote of 11-10.   The...
Taxation & Representation: Estate Tax Repeal on the Table — Tell Congress Your View

Taxation & Representation: Estate Tax Repeal on the Table — Tell Congress Your View

Feb 20, 2025 | Family Offices, Death Tax, Estate Tax, Generationally Owned Business, Hardworking Families, Income Tax, Tax Cuts, Taxes

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. Senate Budget Committee Marks Up FY 2025 Budget Resolution: On Feb. 12, the Senate Budget Committee advanced a fiscal year...
Family Businesses Crave Consistency and Permanency in New Tax Legislation

Family Businesses Crave Consistency and Permanency in New Tax Legislation

Feb 19, 2025 | Family Offices, Death Tax, Estate Tax, Family Businesses, Hardworking Families, Income Tax, Pat Soldano, Tax Cuts, Taxes

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. Pat Soldano’s latest article, “Family businesses crave consistency and permanency in new tax legislation“, published by Family...
An Appropriate Valentine: House and Senate Stake Budget Positions

An Appropriate Valentine: House and Senate Stake Budget Positions

Feb 15, 2025 | Family Offices, Death Tax, Estate Tax, Generationally Owned Business, Hardworking Families, Income Tax, Tax Cuts, Taxes

Help Shape Family Business Advocacy in Washington, DC Participate in our anonymous survey to inform national policies and receive exclusive benefits. Republicans in Congress this week continue to discuss ways to move forward President Trump’s legislative agenda...
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  • Compliance As A Service (CaaS) – The Malpractice Prevention Framework For Modern Employers
  • Private Placement Life Insurance Supports Strategic Estate and Transition Planning Opportunities for Family-Owned Businesses
  • Saying It Out Loud July 2026, By Pat Soldano and Tim Schultz
  • Wealth Tax News – 7/17/2026
  • How Family Enterprises Can Preserve Long-Term Ownership Through Evolving Governance
  • Rep. Young Kim Meets with Women’s Business Owners Group, Hears Challenges Facing Women Entrepreneurs

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