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Revival of the Wealth Tax May Prompt Constitutional Challenges

Revival of the Wealth Tax May Prompt Constitutional Challenges

Jan 23, 2026 | Family Offices, Family Businesses, Successful Families, Taxes

Tell Us What Matters Most to Your Family-Owned Business Help us better represent your family-owned business by sharing what matters most to you on tax and economic issues. What if the push for wealth taxes crashes into constitutional barriers?   In this timely...
Weekly Washington Update: 2026 Tax Outlook: What Insiders Are Saying Now

Weekly Washington Update: 2026 Tax Outlook: What Insiders Are Saying Now

Jan 21, 2026 | Family Offices, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes

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

Saying It Out Loud January 2026, By Pat Soldano

Jan 21, 2026 | Family Businesses, Family Offices, Pat Soldano, Successful Families

Tell Us What Matters Most to Your Family-Owned Business Help us better represent your family-owned business by sharing what matters most to you on tax and economic issues. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Affordability Issue Takes...
The Special Purpose Supporting Organization

The Special Purpose Supporting Organization

Jan 20, 2026 | Family Businesses, Family Offices, Successful Families

Tell Us What Matters Most to Your Family-Owned Business Help us better represent your family-owned business by sharing what matters most to you on tax and economic issues. By Alexander “Zan” SchindlerSenior AssociateBrown & Streza LLP In this insightful whitepaper...
Stop Fraud Before It Destroys Your Family Business

Stop Fraud Before It Destroys Your Family Business

Jan 19, 2026 | Family Offices, Family Businesses, Successful Families, Video Post

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...
Join Us at the Family-Owned Business Summit – Enjoy 40% Off Registration

Join Us at the Family-Owned Business Summit – Enjoy 40% Off Registration

Jan 19, 2026 | Family Offices, Family Businesses, Successful Families

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...
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Death Tax & Estate Tax News

  • Your Voice, Your Power: 5-Minute Survey
  • Affordability Strategies Topic for March Meeting with Members of Congressional Family Business Caucus
  • Protecting Your Legacy: Cybersecurity and Fraud Mitigation Strategies
  • Want Lawmakers to Listen? Master the Art of Influence on Capitol Hill
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  • 19 Women Named Founding Members of Women’s Business Owners Group
  • Taxation & Representation: Congress Passes FY2026 Spending – Here’s What Changed
  • Your Perspective Strengthens Our Advocacy For Family-Owned Businesses
  • Don’t Let Cyber Threats Derail Your Success
  • Taxation & Representation: FY2026 Omnibus at Risk: Key Updates Inside
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