Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
MIND THE GAPS: Family Solutions for Insurance Risk Management
You do all you can to keep your family members safe and secure their futures. That means engaging with experts for guidance with wealth management, philanthropy, taxes, trusts and estate planning. Insurance is a significant part of managing the exposures your...
![[WEBCAST] Help the Next Generation Thrive: Parenting Amidst Wealth](https://policyandtaxationgroup.com/wp-content/uploads/2025/10/Instagram-pathstone-webcast-1-400x250.jpg "Content")
[WEBCAST] Help the Next Generation Thrive: Parenting Amidst Wealth
Save your spot for this exclusive webcast: Register Now November 5, 2025 | 10:00 AM – 11:00 AM PDT "Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood" For many families behind highly successful family-owned businesses, early parenting is...
Saying It Out Loud October 2025, By Pat Soldano
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupWhere There’s Smoke…New Wealth, Estate Tax Movements Keep Family Business Leaders Watching You never know when a spark starts a fire… or stops it. A potential fire can be found in two...
Policy and Taxation Update: IRS & Treasury Reshuffle: What It Means for Wealth Preservation
Bisignano, Koopman Join IRS Leadership: The Internal Revenue Service (IRS) has announced significant leadership changes amid ongoing agency restructurings. Secretary Bessent will remain as acting IRS commissioner, although Sen. Chuck Grassley (R-IA) said that he had...
Family Business Leaders Discuss ‘Legacy & Longevity’ During Meeting with Caucus Members, Legislative Experts
Family Business Leaders Discuss ‘Legacy & Longevity’ on Capitol Hill During Meeting with Congressional Family Business Caucus Members, Legislative Experts Rep. Carol Miller (R-West Virginia) Meets with Family Businesses; Group Meets with House Members and...
Quick Poll: Washington wants to tax unrealized wealth – do you agree?
We’d love to hear from you! Please take a moment to participate in our quick poll.Your input helps us better understand and represent the interests of family offices and successful families across the country.We hope you’ve enjoyed...
Register Today: Tax Implications of Entity Choice for Family Enterprises
Save your spot for this exclusive webcast: Register Now October 15, 2025 | 10:00 AM – 11:00 AM PDT "Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises" For family enterprises, few decisions are more consequential than choosing the right...
Charitable Giving: DAFs vs. Private Foundations
By Ashley FontanettaSenior Vice President and Client AdvisorWhittier Trust“When I speak with a client about charitable giving, the most common question is whether they should create a private foundation or use a donor-advised fund,” says Ashley Fontanetta, Senior Vice...
Don’t Miss It: Tax Trade-offs of Pass-throughs vs. Corporations Explained
Save your spot for this exclusive webcast: Register Now October 15, 2025 | 10:00 AM – 11:00 AM PDT "Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises" For family enterprises, few decisions are more consequential than choosing the right...
Legacy and Longevity: How Congress Can Support the Next Generation of Family Business
Family Enterprise USA members and family-owned business leaders gathered on Capitol Hill in Washington, D.C., on September 17th for conversations with policymakers to discuss the impact of tax policies and economic issues important to family-owned businesses...
Join Us at Transitions Fall 2025 – Enjoy 20% Off Registration
We’re excited to share that we’ll be at Transitions Fall 2025, taking place November 5-7 in San Diego, CA — and we’d love to see you there. This one-of-a-kind event is dedicated to helping family businesses work on the business of the family. It’s where real...
Stronger Together: Building Governance That Preserves Wealth for Generations with Whittier Trust
This webcast will explore practical steps to building effective family governance, including the structures, education, and systems that strengthen both the family and the business. About Whittier TrustWhittier Trust’s mission is to build and sustain an accomplished,...
Taxation & Representation: Shutdown & Tax Changes – Key Updates for Family Offices and Successful Families Ahead
Government Shutdown Outlook: On Sept. 29, House and Senate majority and minority leaders, also known as the “Big 4,” met with President Trump to discuss the imminent federal government shutdown. The meeting ended without an agreement, leaving the government on...
Webcast: Choosing the Right Entity for Your Family-Owned Business
Save your spot for this exclusive webcast: Register Now October 15, 2025 | 10:00 AM – 11:00 AM PDT "Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises" For family enterprises, few decisions are more consequential than choosing the right...
Federal Agencies Prepare Plans for Shutdown
Congress is barreling towards the first full-government shutdown in roughly seven years as existing levels of government funding expire at midnight, Sept. 30. On Sept. 19, prior to breaking for a week-long recess, the Senate failed to advance a House-passed...
Capital Gains Tax Worries Rank High Among Family Business Leaders, New Poll Finds
Capital Gains Tax Worries Rank High Among Family Business Leaders, New Poll Finds Majority of Family-owned Business Executives Say Capital Gains Taxes Impacting Business Though capital gains tax rates remain fixed today, most family-owned business executives still...
President Trump Announces a Series of Product-Specific Tariffs
On Sept. 25, President Donald Trump announced new tariffs on heavy trucks, pharmaceuticals and select furniture and cabinetry, effective Oct. 1, 2025, pending formal issuance in the Federal Register. As of this writing, official notices have not been published...
Register Now: Pass-throughs vs. Corporations – Tax Choices for Families
Save your spot for this exclusive webcast: Register Now October 15, 2025 | 10:00 AM – 11:00 AM PDT "Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises" For family enterprises, few decisions are more consequential than choosing the right...
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[24 Remaining] Join our expert panel Sept. 26 to learn practical steps for sustainable family office and business governance
Join us for a timely webcast: Register Now September 26, 2025 | 10:00 AM – 11:00 AM PDT "Stronger Together: Building Governance That Preserves Wealth for Generations" Family-owned businesses thrive when strong governance is in place to protect wealth, minimize...
Compensation: How are You Leveraging this Critical Tool?
By Linda C. MackFounder and PresidentMack InternationalA host of macroeconomic factors and geopolitical shifts have prompted family offices to become more institutionalized. Family offices are increasingly adopting robust governance structures, strategic human capital...
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[WEBINAR] Stronger Together: Governance That Protects Wealth for Generations
Join us for a timely webcast: Register Now September 26, 2025 | 10:00 AM – 11:00 AM PDT "Stronger Together: Building Governance That Preserves Wealth for Generations" Family-owned businesses thrive when strong governance is in place to protect wealth, minimize...
Weekly Washington Policy Update: Senate Votes Down CRs, Why Family Offices Must Stay Alert
Senate Votes Down Dueling CRs: The Senate on Friday failed to advance a short-term continuing resolution (CR) (H.R. 5371), which had passed earlier in the House, to fund the government through Nov. 21 and avert a shutdown ahead of the Sept. 30 deadline. The Senate...
Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events
Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events by Family Enterprise USA, Policy and Taxation Group Capitol Hill Experts Present Tax Bill Insights, Legislative Updates Over 20 regional and virtual family business and family...
Taxation & Representation: What Family Offices and Successful Families Must Know: FY26 Appropriations and OBBBA Updates
FY26 Appropriations Outlook: House Republicans are weighing options to avoid a government shutdown as the Sept. 30 funding deadline approaches, with some movement toward a short-term stopgap plan. Freedom Caucus Chairman Rep. Andy Harris (R-MD), who pushed for a...
Is Your Family Office or Successful Family Protected from Discord? Learn How Sept. 26
Join us for a timely webcast: Register Now September 26, 2025 | 10:00 AM – 11:00 AM PDT "Stronger Together: Building Governance That Preserves Wealth for Generations" Family-owned businesses thrive when strong governance is in place to protect wealth, minimize...
Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy
Wealth is more than just financial capital— it is a malleable force that can shape family goals influence life decisions and empower future generations. Purpose-driven wealth serves as a reflection of family values and aspirations. When approached with purpose, it can...
Navigating Uncharted Waters in the Insurance Industry with USI
This webcast explores the evolving challenges facing both businesses and individuals in today’s turbulent insurance landscape. Attendees will gain insight into the economic forces that have led us into these choppy waters—rising costs, shrinking coverage...
Safeguard Your Family Owned Business: Build Governance That Lasts Generations
Join us for a timely webcast: Register Now September 26, 2025 | 10:00 AM – 11:00 AM PDT "Stronger Together: Building Governance That Preserves Wealth for Generations" Family-owned businesses thrive when strong governance is in place to protect wealth, minimize...
Taxation & Representation: Wealth at risk? Congress debates IRS cuts, OECD exit & new tax credits
Congress Weighs FY2026 Funding for IRS, OECD and DOJ Tax Division: As Congress returns this week, lawmakers face a four-week window to resolve differences over government funding for fiscal year 2026 (FY2026). This includes disputes regarding Internal Revenue Service...
How Family Governance Protects Generational Wealth
By Brian BissellSenior Vice President and Client AdvisorWhittier TrustClear communication and structure are essential for high-net-worth families to protect their assets. Even the best players need a coach — and a playbook. For ultra-high-net-worth families,...