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Legislative Update Focuses on Growing Wealth Tax Concerns, Tariffs, and Supreme Court Decisions

Legislative Update Focuses on Growing Wealth Tax Concerns, Tariffs, and Supreme Court Decisions

Mar 20, 2026 | Family Offices, Family Businesses, Successful Families, Wealth Tax

What is your Top Concern: Income Tax, Estate Tax, or Wealth Tax? Real influence starts with real input. Take a few minutes to weigh in. Legislative Update Focuses on Growing Wealth Tax Concerns, Tariffs, and Supreme Court Decisions   In the recent quarterly...
How dynasty trusts are setting a family enterprise up for long-term success

How dynasty trusts are setting a family enterprise up for long-term success

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

With EY support, entrepreneur John Conner, Jr. has preserved his legacy for the future benefit of his descendants, businesses and community.   How does a family business leader build sustainability for generations?   An entrepreneur’s vision merges business...
Rep. Correa and Rep. Tenney Named Co-Chairs of Bipartisan Congressional Family Business Caucus

Rep. Correa and Rep. Tenney Named Co-Chairs of Bipartisan Congressional Family Business Caucus

Mar 16, 2026 | Family Offices, Family Business Caucus, Family Businesses, Successful Families

What is your Top Concern: Income Tax, Estate Tax, or Wealth Tax? Real influence starts with real input. Take a few minutes to weigh in. Family Enterprise USA Organizes First Caucus Meeting March 17 focused on Affordability Strategies for Family-Owned Businesses  ...
Wealth Tax News – 3/13/2026

Wealth Tax News – 3/13/2026

Mar 13, 2026 | Family Offices, Family Businesses, Family Enterprise USA, Successful Families, Wealth Tax

What is your Top Concern: Income Tax, Estate Tax, or Wealth Tax? Real influence starts with real input. Take a few minutes to weigh in. This week, we continue to monitor proposals for new taxes on high earners or the wealthy in Washington, California, Rhode Island,...
Taxation & Representation: Urgent Tax Battle – Will YOUR Money Be Targeted?

Taxation & Representation: Urgent Tax Battle – Will YOUR Money Be Targeted?

Mar 12, 2026 | Family Offices, Family Businesses, Successful Families, Taxes, Wealth Tax

What is your Top Concern: Income Tax, Estate Tax, or Wealth Tax? Real influence starts with real input. Take a few minutes to weigh in. House Republicans Begin Discussions on Reconciliation 2.0: Last week, House Republican leaders agreed to try to advance a second...
What is your Top Concern: Reduce Federal Budget/Debt, Reduce Income Taxes, or Regulations?

What is your Top Concern: Reduce Federal Budget/Debt, Reduce Income Taxes, or Regulations?

Mar 12, 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...
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Death Tax & Estate Tax News

  • Legislative Update Focuses on Growing Wealth Tax Concerns, Tariffs, and Supreme Court Decisions
  • How dynasty trusts are setting a family enterprise up for long-term success
  • Rep. Correa and Rep. Tenney Named Co-Chairs of Bipartisan Congressional Family Business Caucus
  • Wealth Tax News – 3/13/2026
  • Taxation & Representation: Urgent Tax Battle – Will YOUR Money Be Targeted?
  • What is your Top Concern: Reduce Federal Budget/Debt, Reduce Income Taxes, or Regulations?
  • Women’s Business Owners Group Discusses Advocating on Behalf Women-owned Businesses
  • California Wealth Tax News: Wealth Tax Threat to Family Businesses?
  • Wealth Tax News – 3/06/2026
  • Taxation & Representation: Reconciliation 2.0. Thune’s Next Big Move Revealed
  • Act Now: Influence Washington. Secure Legacy.

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