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Family Business Under Attack; What Budget Reconciliation Includes

Family Business Under Attack; What Budget Reconciliation Includes

Sep 28, 2021 | Blog, Budget Deficit, Family Businesses, Family Enterprise USA Action, In The News

Get Your Voice Heard in Congress. Please Take Action Today Please read below and tell your member of the House and Senate what you think!!! You must do it now as a vote could happen soon. Protect your generationally owned family business and a lifetime of savings!...
PATG Zoom on 9/22 Addressing Latest Tax Legislation – PATG Supporters Only

PATG Zoom on 9/22 Addressing Latest Tax Legislation – PATG Supporters Only

Sep 15, 2021 | Blog, Family Businesses, Family Enterprise USA Action, In The News

Get Your Voice Heard in Congress. Please Take Action Today Policy and Taxation Group Supporters Zoom Meeting – September 22 at 9:30am EST To receive the Zoom information and to be invited, your membership with PATG needs to be paid and current. There is a link...
Family Business Under Attack; What Budget Reconciliation Includes

IMPORTANT NEWS: Ways and Means Propose tax increases on Family Business and High Income Individuals

Sep 14, 2021 | Blog, Death Tax, Estate Tax, Family Businesses, Family Enterprise USA Action, In The News, Step-Up In Basis

Get Your Voice Heard in Congress. Please Take Action Today Below is a summary of the relevant provisions in a proposal released Monday from Ways & Means; imposing tax increases for “high-income individuals.” The proposal does include increases in the individual...
Estate Tax Projects Within the Treasury’s 2021-2022 Priority Guidance Plan

Estate Tax Projects Within the Treasury’s 2021-2022 Priority Guidance Plan

Sep 13, 2021 | Blog, Family Enterprise USA Action, In The News, Tax Cuts

Get Your Voice Heard in Congress. Please Take Action Today GIFTS AND ESTATES AND TRUSTS Final regulations establishing a user fee for estate tax closing letters. Proposed regulations were published on December 31, 2020. Final regulations under §§1014(f) and 6035...
Senator Wyden Released Legislation: “Significant Changes To The Taxation Of Partnership Distributions, Allocations, And Gain Recognition Rules”

Senator Wyden Released Legislation: “Significant Changes To The Taxation Of Partnership Distributions, Allocations, And Gain Recognition Rules”

Sep 10, 2021 | Blog, Family Enterprise USA Action, In The News, Tax Cuts

Get Your Voice Heard in Congress. Please Take Action Today We wanted to call your attention to draft legislation that Senators Ron Wyden and Sherrod Brown released today that would make significant changes to the taxation of partnership distributions, allocations, and...
Plan to Attend – Introduction to Family Governance Webinar

Plan to Attend – Introduction to Family Governance Webinar

Sep 10, 2021 | Blog, Family Businesses, Family Enterprise USA Action, In The News

Family Business owners plan their business as a legacy to their family, their employees, and the community. To sustain and grow that legacy, estate planning is critical. Please join us for this upcoming webinar with BNY Mellon Wealth Management to learn some of those...
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News For Working Families

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  • House Member Rep. Correa Meets with Family-Owned Businesses at Southern California Event
  • [WEBCAST] Give 60% Smarter? Live Philanthropy Guide
  • Wealth Tax Information Resource Now Available; Monitors State & Federal ‘Savings Penalty Tax’ Proposals
  • Beyond the Handshake: Why a Buy-Sell Agreement Is the Prenup Every Business Partnership Needs
  • 5 Ways Family Businesses Give Smarter
  • Preserving Legacy and Maximizing Value: Strategic Planning for Family-Owned Enterprises
  • Family-Owned Businesses See Lower Taxes as Means to Invest More in Business, Employees, Survey Shows
  • Saying It Out Loud August 2026, By Pat Soldano and Tim Schultz

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