In Context of Jobs, Parties Negotiate Timeline of Estate Tax Reform, Policy and Taxation Group

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

In Context of Jobs, Parties Negotiate Timeline of Estate Tax Reform

The House and Senate have halted legislative business for the week due to the historic snowstorm. Both chambers will be on recess next week for the Presidents’ Day holiday and are scheduled to return the week of February 22.

The Senate did manage to accomplish some votes this week as well as continue negotiations on a bipartisan jobs package. Republicans have been seeking an agreement with Democratic leadership to secure a timeline for consideration of estate tax reform legislation as a condition of support for a jobs package.

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