Jul 1, 2025 | Family Offices, Estate Tax, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Taxes
The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Moments ago, the Senate passed Republicans’ multi-trillion-dollar reconciliation package, known as the...
Jun 30, 2025 | Family Businesses, Family Offices, Successful Families, Taxes
Senate’s ‘Vote-A-Rama’ Keeps Family Business-related Amendments on the Line Today, Senate voting continues on numerous filed amendments affecting family-owned businesses. Called the “vote-a-rama,” Republicans and Democrats are finalizing their votes on amendments to...
Jun 28, 2025 | Family Businesses, Family Offices, Pat Soldano, Successful Families
Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group New Study Says College Students Ponder ‘Legacy,’ ‘Succession,’ and...
Jun 28, 2025 | Family Businesses, Family Offices, Generationally Owned Business, Successful Families
Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. The 2025 Rising Gen Survey probed current college students enrolled in family business or entrepreneurship courses about what was most important...
Jun 26, 2025 | Family Businesses, Family Offices, Successful Families, Taxes
Your Voice Can Help Stop a $9 Billion Small Business Tax Hike Currently Secction 461(l) of the tax code currently says pass-through taxpayers cannot deduct “excess business losses” (i.e., losses above a cap of $250k for individuals and $500k for couples) in the...
Jun 25, 2025 | Family Businesses, Family Offices, Successful Families
Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. By Linda C. MackFounder and PresidentMack International Why Every Family Office Needs an ‘Expert Generalist’ And How to Become the Ideal...
