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.

Bipartisan Estate Tax Repeal Bill Introduced

Bipartisan legislation has been introduced in the House to repeal the estate and generation-skipping transfer (GST) taxes and retain step-up-in-basis (HR 1259). The bill is authored by Representative Kevin Brady (R-TX), a key leader on tax issues on the House Ways and Means Committee. In addition to our work to generate support for compromise initiatives that would preserve and build upon our gains in the 2010 Tax Act, Policy and Taxation Group has been working to secure original cosponsors on the bill, with a particular emphasis on ensuring Democratic support. Original cosponsors include Representatives Mike Ross (D-AR), Devin Nunes (R-CA), Dan Boren (D-OK) and Kristi Noem (R-SD).

 

 

 

 

 

 

 

 

 

 

 

 

 

 

   
 

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