Feb 21, 2026 | Family Offices, Family Businesses, Family Enterprise USA Action, Successful Families
Policy Is Moving. Add Your Voice Now. Real influence starts with real input. Take a few minutes to weigh in. 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,...
Feb 20, 2026 | Family Businesses, Family Offices, Pat Soldano, Successful Families, Wealth Tax
Policy Is Moving. Add Your Voice Now. Real influence starts with real input. Take a few minutes to weigh in. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Reconciliation 2.0, State Wealth Taxes ‘In Play’ for 2026 Legislative Sessions;...
Feb 18, 2026 | Family Offices, Family Business Caucus, Family Businesses, Successful Families
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...
Feb 16, 2026 | Family Offices, Family Businesses, Family Enterprise USA, Successful Families
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...
Feb 16, 2026 | Family Offices, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes, Wealth Tax
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...
Feb 13, 2026 | Family Offices, Family Businesses, Family Enterprise USA, Successful Families
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...
