The Impact of Economic Disparity on the Future of Tax Policy

Policy and Taxation Group commissioned important research by leading pollster Frank Luntz to understand why resentment toward high net worth individuals has increased so much in recent years and what the impact of heightened class conflict has been and will be on the future of the fight for estate tax relief.  As Policy and Taxation Group has remained exclusively focused on the estate tax fight, several PATG families launched a separate effort called Each American Dream to continue this valuable research and reduce the stigmatization of success in the economic debate. Jeff will share this relevant research with Fall Forum families and advisors as he provides updates on the impact and perceptions of income disparity on families of wealth, as well as a preview of what the elections may have in store for the continuing tax policy debate on Capitol Hill.