Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
The Investor-Ready Paradox: How To Balance The Personal And Procedural
By Jeff AholaCEOAhola Payroll & HR SolutionsCompany J wanted to bring in outside investors for sound business reasons – capital for growth, expertise, and risk-sharing. It had set up procedures and human resources to allow for what should have been a sound choice....
What’s Happening in June Could Shape Your Strategy
Two major family business and private company events are headed here in June, the Congressional Family Business Caucus and the Private Company Governance Summit. The Congressional Family Business Caucus will be held June 9 on Capitol Hill, while the Private...
New Research: Wealth Taxes May Cost More Than They Raise
Recent research from the Hoover Institution is adding new data to the growing debate over wealth taxes - and the findings may surprise policymakers, business owners, and investors alike. These new studies examine real-world outcomes, historical precedents, and...
Happening Soon: Don’t Miss This Live Policy Discussion
UPDATED: Includes the replay of the hearing. A tax policy discussion is about to unfold in Washington - and small businesses are front and center. The House Committee on Small Business will hold a hearing titled “Lower Taxes, Stronger Main Street: The Benefits...
Wealth Tax News – 4/10/2026
This week’s developments show wealth-tax and “millionaires tax” proposals gaining traction across both federal and state politics, with debates spanning Democratic tax policy at the national level and active fights in California, Washington, Maine, Illinois, and New...
Make the Most of Your Capitol Hill Agenda This June
Make the Most of Your Capitol Hill Agenda This June with Congressional Family Business Caucus, June 9, Private Company Governance Summit, June 10 – 12 Mark your June calendars for two major events coming to Washington, D.C., for family-owned businesses and private...
FEUSA Action’s Soldano Speaks at Lido Symposium on Future of Family Offices
Family Enterprise USA Action’s Pat Soldano Speaks at Lido Family Office Investment Symposium on Future of Family Offices Family Office Conference Features Keynote by George W. Bush, 43rd U.S. President The 20th Annual Lido Family Office Investment...
Wealth Tax News – 4/3/2026
Momentum is building behind “tax the rich” policies ahead of 2028, with national Democrats debating wealth and billionaire taxes and blue states advancing high‑earner measures: Washington enacted a 9.9% tax on income over $1 million starting in 2028, while California,...
Beyond the Headlines: Strategic Wealth Planning in an Evolving Tax Environment
By Tammie M. SandovalJ.D., CTFA | Chief Fiduciary OfficerBank OZKIntroduction Over the past decade, the taxation of wealth has reemerged as a central theme in U.S. economic and policy discourse. Although a federal wealth tax has not been enacted, sustained policy...
New Sponsors Ahola Corp., LSL CPAs, and Winged Keel Group Join FEUSA
New Sponsors Ahola Corp., LSL CPAs, and Winged Keel Group Join Family Enterprise USA to Support America’s Family-Owned Businesses Sponsors Join at Platinum, Gold Levels to Support Family Businesses Be Heard on Capitol Hill Three new sponsors, Ahola Corporation,...
![[Closing in 24 Hours] Make Your Voice Count Today](https://policyandtaxationgroup.com/wp-content/uploads/2026/03/Instagram-afob-survey-19-400x250.jpg "Content")
[Closing in 24 Hours] Make Your Voice Count Today
Don’t Wait - 24 Hours Before Survey Closes Take 5 minutes now to ensure your voice is heard where it matters most. Decisions made on Capitol Hill directly impact your legacy, your employees, and the future of your family-owned business. At Family...
Saying It Out Loud March 2026, By Pat Soldano
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupBipartisanship Still Lives on Capitol Hill as Congressional Family Business Caucus Finds its Co-Chairs in Rep. Correa and Rep. Tenney Co-Chairs Vow to Support Policies that Help Family-Owned...
When a Family Office Supports Your Preferred Life – and When It Gets in the Way
By Jeff BezansonExecutive Managing [email protected] Enterprise USA members represent the backbone of the American economy. Family-owned and multigenerational businesses create jobs, sustain communities, and steward capital across...
Affordability Strategies Get Spotlight During First Congressional Family Business Caucus
Affordability Strategies Get Spotlight During First Congressional Family Business Caucus; Rep. Correa and Rep. Tenney Co-Chair Bipartisan Caucus Rep. Tenney (R-NY) and Rep. Dina Titus (D-NV) Address Caucus Attendees, Family-Owned Business Leaders; Dr. Frank...
Act Now: Survey Ends Soon – Be Heard
Don’t Wait - Survey Closes Soon Take 5 minutes now to ensure your voice is heard where it matters most. Decisions made on Capitol Hill directly impact your legacy, your employees, and the future of your family-owned business. At Family Enterprise...
Weekly Washington Update: Big Policy Moves on Affordability, Taxes, Energy
POTUS Signs EO on Affordable Home Construction: On Friday, President Trump signed an executive order (EO) to address regulatory barriers for affordable home construction. The EO includes using existing federal incentives to spur more homebuilding, especially in...
Legislative Update Focuses on Growing Wealth Tax Concerns, Tariffs, and Supreme Court Decisions
Legislative Update Focuses on Growing Wealth Tax Concerns, Tariffs, and Supreme Court Decisions In the recent quarterly Legislative and Political Update Webcast for Members and Supporters of Family Enterprise USA and Family Enterprise USA Action the spotlight was...
How dynasty trusts are setting a family enterprise up for long-term success
With EY support, entrepreneur John Conner, Jr. has preserved his legacy for the future benefit of his descendants, businesses and community. How does a family business leader build sustainability for generations? An entrepreneur’s vision merges business...
Rep. Correa and Rep. Tenney Named Co-Chairs of Bipartisan Congressional Family Business Caucus
Family Enterprise USA Organizes First Caucus Meeting March 17 focused on Affordability Strategies for Family-Owned Businesses Two House of Representatives members, Rep. Lou Correa (D-CA) and Rep. Claudia Tenney (R-NY) are the new Co-Chairs of the bipartisan...
Wealth Tax News – 3/13/2026
This week, we continue to monitor proposals for new taxes on high earners or the wealthy in Washington, California, Rhode Island, New York, and New Jersey. Washington's 9.9% millionaire income tax advanced in the legislature and is expected to be signed by the...
Taxation & Representation: Urgent Tax Battle – Will YOUR Money Be Targeted?
House Republicans Begin Discussions on Reconciliation 2.0: Last week, House Republican leaders agreed to try to advance a second reconciliation bill this year, but they remain deeply divided over what policies to include and how to pay for them. Speaker Mike Johnson...
What is your Top Concern: Reduce Federal Budget/Debt, Reduce Income Taxes, or Regulations?
Small action. Serious influence. See why this matters more than ever. Your voice matters - and it directly strengthens our mission. Why your input is essential: When you share a few quick, anonymous facts about your family-owned business, you help us...
Women’s Business Owners Group Discusses Advocating on Behalf Women-owned Businesses
19 Women Meet to Discuss Critical Issues Facing Women in Business, Advocating with Lawmakers on Capitol Hill Women’s Business Owners Group Discusses Advocating on Behalf Women-owned Businesses, How to Navigate Discussions with Lawmakers Some 19 women met...
California Wealth Tax News: Wealth Tax Threat to Family Businesses?
Concerns about new and damaging wealth tax bills are growing in multiple states, including California, Washington, and Virginia. Here's a quick roundup of the latest wealth tax news affecting family-owned businesses and successful families. Campaign behind...
Wealth Tax News – 3/06/2026
Sen. Bernie Sanders (I-VT) and Rep. Ro Khanna (D-CA) proposed a federal 5% annual tax on wealth above $1 billion. States and localities are simultaneously advancing “tax-the-rich” measures—California’s wealth tax is in signature-gathering (25% of required ~875,000...
Taxation & Representation: Reconciliation 2.0. Thune’s Next Big Move Revealed
Crapo, Wyden Introduce Wide-Ranging Tax Administration Bill: On Feb. 26, Senate Finance Committee Chairman Mike Crapo (R-ID) and Ranking Member Ron Wyden (D-OR) introduced S.3931, the Taxpayer Assistance and Service Act, which includes several recommendations from the...
Act Now: Influence Washington. Secure Legacy.
Don't miss out! Your vital perspective is needed before the survey closes. Shape your future now. Decisions made on Capitol Hill directly impact your legacy, your employees, and the future of your family-owned business. At Family Enterprise USA, we fight...
Congressional Family Business Caucus Members Meeting Set March 17
Congressional Family Business Caucus Members Meeting Set March 17; Affordability Strategies, New Family-Owned Business Concerns Revealed Newest Research on Issues Affecting Family-Owned Businesses to Be Unveiled during the Family Enterprise USA-Hosted Capitol Hill...
Taxation & Representation: Wealth Tax Gains Ground Amid GOP Tensions
Republican Split on Reconciliation 2.0: Earlier this month, President Trump ruled out a second budget reconciliation bill after last year’s One Big Beautiful Bill Act (OBBBA, P.L. 119-21). Some congressional Republicans like Rep. August Pfluger (R-TX) and Sen. John...
Changing Public Markets and the Impact for Average Investors
By Jordan WaldrepChief Investment OfficerBank OZKThe landscape of public markets in the US has undergone a profound change over the past 30 years with a significant reduction in the number of publicly traded equities. This has been driven by many factors...