Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
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...
Congress Is Listening – Will You Speak Up?
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...
Ernie Pomerleau Retires From the Board After 20 Years
Dear Partners and Friends, I wanted to let you know that Ernie Pomerleau, a distinguished Board Member of Policy and Taxation Group for over 20 years, will be retiring from the Board. Ernie was one of our earliest supporters and one our first Board...
Saying It Out Loud February 2026, By Pat Soldano
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupReconciliation 2.0, State Wealth Taxes ‘In Play’ for 2026 Legislative Sessions; Monitoring is Key to Winning The main sport in Washington, D.C., is predicting what new tax and economic...
Meeting of Caucus Members Tackles Affordability Strategies
Annual Family Enterprise USA Survey Details Issues Facing Family-Owned Businesses; Meeting of Caucus Members Tackles Affordability Strategies Family Enterprise USA Annual Survey Early Results Set to Be Released at Capitol Hill Event on March 17 The 2026...
This Impacts You More Than You Think
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...
Washington Update: Wealth Tax Momentum Builds in States
DHS Faces Shutdown as Negotiations Continue: The Department of Homeland Security (DHS) will shut down on Feb. 14 after attempts to secure a funding agreement this week failed. Democrats maintain that DHS—particularly U.S. Immigration and Customs Enforcement and...
Wealth Tax News – 2/13/2026
Coverage of wealth taxes this week frames California’s wealth tax push as both a healthcare-funding response and a broader ideological fight over causes and consequences-from claims that inflation and long-run dollar devaluation fuel resentment toward billionaires to...
Your Voice, Your Power: 5-Minute Survey
Your Company's Story Could Shape National Policy – Do You Have 5 Minutes? Share quick facts about your family-owned business anonymously - help us fight for better laws on Capitol Hill and unlock exclusive 2026 webcast access. Your data makes the difference!...
Affordability Strategies Topic for March Meeting with Members of Congressional Family Business Caucus
Affordability Strategies for Family-Owned Businesses Topic for March 17 Meeting with Members of Congressional Family Business Caucus “Pricing & Profits: Affordability Strategies for Family-Owned Businesses” theme for First 2026 Meeting on Capitol Hill...
Protecting Your Legacy: Cybersecurity and Fraud Mitigation Strategies
Cybersecurity, Fraud Mitigation Strategies for Family-Owned Businesses Detailed in New Family Enterprise USA, Bank OZK Webcast Bank OZK Cyber Security Experts Speak with Pat Soldano of Family Enterprise USA about Protecting Legacy of Family-owned Businesses...
Want Lawmakers to Listen? Master the Art of Influence on Capitol Hill
Make 2026 the year your voice moves policy. Discover powerful but simple advocacy tips for family business leaders. What if influencing policy wasn’t intimidating—just strategic? In “The Art of Influence: Getting Your Voice Heard on Capitol Hill,” published in...
Wealth Tax News – 2/6/2026
Building on last week’s divide, the California debate has sharpened around the mechanics and consequences of the proposed one‑time 5% wealth tax on billionaires. Rep. Ro Khanna (D-CA) is pushing for a compromise amid backlash from industry leaders like Sergey Brin and...
19 Women Named Founding Members of Women’s Business Owners Group
19 Women Named Founding Members of Women’s Business Owners Group, Addressing Challenges Women in Business Face The Group is Part of Initiative from Family Enterprise USA, Advocates for Family-Owned Businesses The Women’s Business Owners Group has named 19...
Taxation & Representation: Congress Passes FY2026 Spending – Here’s What Changed
FY 2026 Appropriations Outlook: On Jan. 30, Senate lawmakers reached an agreement and passed a revised package providing full-year FY2026 appropriations for five bills—Defense, Labor-HHS-Education, Transportation-HUD, Financial Services-General Government, and...
Your Perspective Strengthens Our Advocacy For Family-Owned Businesses
Your Company's Story Could Shape National Policy – Do You Have 5 Minutes? At Family Enterprise USA, we champion family-owned businesses like yours every day in Washington. But to win real policy victories, we need your help. Share quick facts about your...
Don’t Let Cyber Threats Derail Your Success
Save your spot for this exclusive webcast: Register Now January 30, 2026 | 10:00 AM – 11:00 AM PDT "Protecting Your Legacy: Cybersecurity and Fraud Mitigation Strategies for Family-Owned Businesses" Family-owned businesses face unique cybersecurity and fraud...
Taxation & Representation: FY2026 Omnibus at Risk: Key Updates Inside
Global Wealth Tax Gains Steam: Governments worldwide, from the United Kingdom (UK) and France to U.S. states like California and New York, are increasingly considering “tax the rich” measures to close budget gaps through higher property taxes, elevated investment...
Insider Policy & Succession Insights Await You
Marcus Evans Private Wealth and Chief Executive Group’s Family-Owned Business Summits Offer Insights into Succession, Wealth Preservation, Policy Events in St. Petersburg, Fla., and San Diego Feature Family Enterprise USA Presentations on Family-Owned Business and...
![[WEBCAST] Family Business Security: Don’t Leave It to Chance](https://policyandtaxationgroup.com/wp-content/uploads/2026/01/Instagram-bank-ozk-webcast-4-400x250.jpg "Content")
[WEBCAST] Family Business Security: Don’t Leave It to Chance
Save your spot for this exclusive webcast: Register Now January 30, 2026 | 10:00 AM – 11:00 AM PDT "Protecting Your Legacy: Cybersecurity and Fraud Mitigation Strategies for Family-Owned Businesses" Family-owned businesses face unique cybersecurity and fraud...
Revival of the Wealth Tax May Prompt Constitutional Challenges
What if the push for wealth taxes crashes into constitutional barriers? In this timely Bloomberg Tax analysis, Robert Mancuso explores why a revived wealth tax could face swift legal challenges, potentially fast-tracked to the Supreme Court. Key points include:...
Weekly Washington Update: 2026 Tax Outlook: What Insiders Are Saying Now
RSC Issues Framework for Second Reconciliation Bill: On Jan. 13, the Republican Study Committee (RSC) released its framework for a second reconciliation bill, which outlines tax and non-tax proposals to address housing, energy and health care issues. The scores listed...
Saying It Out Loud January 2026, By Pat Soldano
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupAffordability Issue Takes Center Stage in 2026 with Pricing, Profit Strategies Affecting Family-Owned Businesses Policy and Taxation Group Renamed Family Enterprise USA Action, with Focus on...
The Special Purpose Supporting Organization
By Alexander “Zan” SchindlerSenior AssociateBrown & Streza LLPIn this insightful whitepaper from Alexander “Zan” Schindler at Brown & Streza LLP, learn how a specially designed Special Purpose Supporting Organization (a Type I supporting entity) solves the...
Stop Fraud Before It Destroys Your Family Business
Save your spot for this exclusive webcast: Register Now January 30, 2026 | 10:00 AM – 11:00 AM PDT "Protecting Your Legacy: Cybersecurity and Fraud Mitigation Strategies for Family-Owned Businesses" Family-owned businesses face unique cybersecurity and fraud...
Join Us at the Family-Owned Business Summit – Enjoy 40% Off Registration
Family-owned businesses face distinct leadership challenges—balancing growth with family dynamics, leading across generations, and aligning owners, executives and culture for the long term. This February 12th to 13th, Chief Executive Group and Raymond James are...
Beware of Cyberthreats. Learn Practical, Easy-To-Implement Steps
Save your spot for this exclusive webcast: Register Now January 30, 2026 | 10:00 AM – 11:00 AM PDT "Protecting Your Legacy: Cybersecurity and Fraud Mitigation Strategies for Family-Owned Businesses" Family-owned businesses face unique cybersecurity and fraud...
Your Perspective Strengthens Our Advocacy For Family-Owned Businesses
Your Company's Story Could Shape National Policy – Do You Have 5 Minutes? Share quick facts about your family-owned business anonymously - help us fight for better laws on Capitol Hill and unlock exclusive 2026 webcast access. Your data makes the difference!...
Policy and Taxation Group Renamed Family Enterprise USA Action
Policy and Taxation Group Renamed Family Enterprise USA Action, with Focus on Action, Engagement with Capitol Hill Lawmakers FEUSA Action Aligned with Family Enterprise USA Education Efforts on Behalf of Family Businesses, Family Offices, and Successful Families...