What Do Family Offices and Successful Families Need to Know About Current and Future Tax and Economic Legislation and the Political Process

Presenters will share information and important insights on how current tax and economic legislative changes could affect you, and your enterprise, including the wealth tax that has been introduced. You will learn the importance of advocacy and how to do it effectively. Also learn how political elections could impact future legislation.

John Gugliada is Director of Engagement. He is an experienced Executive who partners with CEOs of both large and small businesses. John holds an MBA from the University of Hartford and has accumulated years of hands-on experience through his involvement in his own family-owned business, as well as several other family-owned businesses throughout the U.S. He has also collaborated closely with family business centers and trade organizations further deepening his understanding of the unique dynamics and governance challenges within family enterprises.

Russ Sullivan is chair of the National Tax Policy Group at lobbying and Brownstein providing unparalleled insight into the legislative and regulatory risks and opportunities related to tax policy. Russ is a Capitol Hill veteran who spent 14 years with the Senate Finance Committee, including nine as staff director. He leverages his vast network and industry expertise to devise and execute complex strategies for both nonprofit and for-profit clients on a broad range of issues, including health care, pension planning, trade, economic development, and tax policy.

Time: 3 PM EST

Cost: Free

About Policy and Taxation Group

Policy and Taxation Group is the voice of family offices and successful Individuals in Washington, DC, focused exclusively on the critical tax and economic issues that impact them. It is a 501.c4 organization. www.policyandtaxationgroup.com

About Family Enterprise USA

FEUSA promotes generationally owned family business creation, growth, viability, and sustainability by advocating for family businesses of all sizes and from all industries, and their lifetime of savings with Congress in Washington DC. It is a bi-partisan 501.c3 organization. www.familyenterppriseusa.com