After the Joint Committee, Policy and Taxation Group. Advocates repealing the death tax, estate tax, repeal estate tax, repeal estate tax

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Investment Solicitations Policy

Since we receive numerous requests every day to consider investing for our clients, we have developed a submission policy that is outlined below.

Send a brief write up of the investment opportunity with any significant material to our office for review with an indication on the envelope that it is an investment solicitation. If upon review we determine that we would like to meet to discuss or get further information, we will contact you by email or phone. Do not send blind emails or call, as it is impossible for us to respond to all requests. If you are going to be in our area and you would like an opportunity to meet us in person, please send an email with a “REQUEST TO MEET” in the subject line and we will respond if we are interested and available to meet.

Listen to what the public is saying about estate taxes.

After the Joint Committee

As expected, the Joint Select Committee on Deficit Reduction announced that they would not reach an agreement by the November 23 deadline. Attention is beginning to shift to potential attempts to roll back some of the $1.2 trillion in automatic spending cuts (sequestration) scheduled to begin in 2013. The President has called on legislators to get back to work on crafting a deal and has said he will “veto any effort” to reduce the cuts that does not provide an equal amount of deficit reduction.

The Obama Administration has signaled that it will focus significant energy over the coming month on initiatives to extend the payroll tax holiday and promote jobs measures. The Senate is expected to try to tie such measures to tax increases targeted on higher income Americans, which could increase the risk that harmful estate tax-related revenue raisers could be explored. However, at this point it is more likely that income tax provisions will be the primary focus. Policy and Taxation Group will keep you posted as the new dynamic sets in on Capitol Hill.

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