Policy & Taxation Group

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151 Kalmus Dr Ste J1
Costa Mesa, CA 92626
+1 (714) 641-6913
https://policyandtaxationgroup.com

Policy and Taxation Group is a non-profit organization based in Washington, DC, that represents family offices and successful individuals, advocating for tax reforms that protect economic contributions and legacies. Since its inception in 1995, the group has focused on eliminating estate, gift, and generation-skipping transfer taxes while fostering bipartisan support for favorable legislation affecting family-owned businesses.

With a team of experts experienced in congressional tax committees and federal agencies, Policy and Taxation Group engages in extensive advocacy efforts, organizing meetings, and events to educate lawmakers on the importance of maintaining family wealth and supporting economic growth. Their mission emphasizes the need for a tax system that allows families to thrive and retain the fruits of their labor across generations.

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United States›California›Costa Mesa›Policy & Taxation Group

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