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Weekly Washington Tax Update and More: Trump, Johnson Push Back on Tax Hikes for Wealthy

Weekly Washington Tax Update and More: Trump, Johnson Push Back on Tax Hikes for Wealthy

May 5, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Hardworking Families, Income Tax, Taxes

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Trump and Johnson Reject Proposal to Raise Taxes on Wealthy: On April 23,...
Saying It Out Loud Special Report May 2025, By Pat Soldano

Saying It Out Loud Special Report May 2025, By Pat Soldano

May 2, 2025 | Family Businesses, Family Business Caucus, Family Offices, Hardworking Families, Income Tax, Pat Soldano, Taxes

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Who...
Taxation & Representation: What’s in Reconciliation?

Taxation & Representation: What’s in Reconciliation?

Apr 30, 2025 | Family Offices, Estate Tax, Family Businesses, Generationally Owned Business, Hardworking Families, Income Tax, Tax Cuts, Taxes

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Budget Reconciliation Outlook—Committees Schedule Markups as Congress...
Million Dollar Question: Will the Top 1% See a Tax Increase in 2026

Million Dollar Question: Will the Top 1% See a Tax Increase in 2026

Apr 28, 2025 | Family Businesses, Generationally Owned Business, Hardworking Families, Podcast, Taxes

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. With the reconciliation framework in place, congressional Republicans face the...
Saying It Out Loud, By Pat Soldano. April 2025.

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

Apr 26, 2025 | Family Businesses, Family Business Caucus, Family Offices, Hardworking Families, Income Tax, Pat Soldano, Taxes

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group House,...
Get Exclusive Access: Expert Tax & Policy Insights for Family Offices

Get Exclusive Access: Expert Tax & Policy Insights for Family Offices

Apr 10, 2025 | Family Offices, Family Businesses, Family Enterprise USA Action, Generationally Owned Business, Hardworking Families, Taxes, Video Post

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Policy and Taxation Group (PATG) President Pat Soldano led an exclusive...
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News For Working Families

  • “When “We’re Family” Isn’t an HR Policy” with Ahola Payroll & HR
  • Prop 40 Deep Dive: Is This California Tax Actually a Wealth Killer?
  • Generation Limbo: How Owner Longevity and Trusts Are Reshaping Family Business Succession
  • Congressional Family Business Caucus Signs Rep. Tim Moore as 51st Member
  • Saying It Out Loud October 2026, By Pat Soldano and Tim Schultz
  • Can the Next Generation Afford to Keep Your Business in the Family?
  • Big Bill, bigger impact on your business
  • Finding the Silver Lining: Planning During Volatility
  • You missed the most important briefing. Final Caucus Before Midterms. Wealth taxes could push jobs out.
  • Rep. Min Marks 50th House Member to Join Congressional Family Business Caucus
  • Beyond the bill: What the OBBBA means for family businesses

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