Have you had to eliminate jobs, sell a business or assets to pay or plan for the death tax?

Make the difference! Help Repeal the Estate Tax.

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.

Berkley Introduced Bill Solidifying Estate Tax Gains

Congresswoman Shelley Berkley (D-NV) introduced legislation making the estate tax relief in the 2010 Tax Act permanent, solidifying the lower 35% rate, higher $5 million exemption indexed for inflation, reunification and spousal portability. Policy and Taxation Group will be working hard to secure cosponsors on this legislation and prevent the return of a confiscatory 55% rate and $1 million exemption in 2013.

Congressman Kevin Brady’s (R-TX) estate tax repeal bill is now a little more bipartisan. Congressman Sanford Bishop (D-GA), a member of the Congressional Black Caucus, became the third Democrat to cosponsor the bill, joining Congressmen Mike Ross (D-AR) and Dan Boren (D-OK).

 

 

 

 

 

 

 

 

 

 

 

 

 

 

   
 

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