Deficit Reduction Talks Take Detour, 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.

Deficit Reduction Talks Take Detour

Last week Republican leaders walked out of the deficit reduction negotiations they had been participating in with Vice President Biden and Democratic lawmakers. House Majority Leader Eric Cantor (R-VA) and Senate Minority Whip Jon Kyl (R-AZ) declared an impasse over the inclusion of tax increases in the discussion and insisted President Obama needed to become more directly involved in the discussions.

Since then the President has begun to meet with Republicans and Democrats separately in hopes of finding a path to an eventual agreement. Insiders now doubt that an agreement can be reached by the early July deadline Vice President Biden had aimed for, but, although it is little comfort to investors, there is still more than a month for Congress to act before the nation reaches its $14.3 trillion debt limit on August 2.

Most public statements from key Democrats who are seeking increased tax revenues as part of the deficit reduction effort have focused on eliminating energy tax incentives and subsidies. Policy and Taxation Group is remaining vigilant to minimize the risk that any proposals might increase the estate tax burden on families and family businesses.

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