Political Landscape Changing in Washington, Policy and Taxation Group

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.

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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.

Political Landscape Changing in Washington

Dear Supporters:

Tuesday’s come-from-behind election victory for Scott Brown (R-MA) to Senator Ted Kennedy’s seat (D-MA) has changed the game on a number of issues on Capitol Hill, most notably health care reform, but it also will likely have ramifications for us as well. Over the past few days we have begun to reengage both Democratic leaders and our key allies to prepare for the fight that lies ahead in this especially complex political environment. At this point there is little certainty among Hill staff as to any expectations of how the House and Senate may proceed on estate tax reform. We are currently preparing ourselves, our legislative champions and our organizational allies to move quickly and intelligently as the issue takes shape. As you know, there is a lot at stake for our families, and we will continue to keep you informed as we gain additional insight and information.

Best,

Jeff

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