2019 – Family Business USA Survey

A MESSAGE FROM OUR FOUNDER – Pat Soldano I am contacting you to request your help in reaching business-owning families and asking them to complete the 2019 Family Enterprise USA survey. To access the short, online survey, the link...

Elizabeth Warren Proposes New Wealth Tax

Emmanuel Saez and Gabriel Zucman, two left-leaning economists at the University of California, Berkeley, have been advising Warren on a proposal to levy a 2 percent wealth tax on Americans with assets above $50 million, as well as a 3 percent wealth tax on those who...

Jason Smith (R-MO) Introduces Estate Tax Repeal Bill HR218

Yesterday, Representative Jason Smith of Missouri introduced HR 218; Death Tax Repeal bill of the 116th Congress with 37 original co-sponsors including Representative Sanford Bishop (D) (GA);  We are pleased to have this bill introduced, but please note that it does...

Update on S. 3638 from Pat Soldano

An update on S. 3638, Senator Kyl’s (R-AZ) estate tax rate reduction bill introduced on our behalf last month As we near the end of the 115th Congress, I wanted to provide you with an update on where we are with S. 3638, Senator Kyl’s (R-AZ) estate tax rate reduction...

Senator Kyl Again Seeks to Cut the Death Tax

Seeking to “start the conversation”, Senator Kyl proposed cutting the estate tax rate in half, from 40 percent to that of capital gains. It’s a return to a favorite subject for Kyl, who tried repeatedly in his initial 18 years in the Senate to reduce the tax,...