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Quick Poll: Washington wants to tax unrealized wealth – do you agree?

Quick Poll: Washington wants to tax unrealized wealth – do you agree?

Oct 13, 2025 | Family Businesses, Family Offices, Income Tax, Successful Families, Taxes

Register Today: Tax Implications of Entity Choice for Family Enterprises

Register Today: Tax Implications of Entity Choice for Family Enterprises

Oct 10, 2025 | Family Offices, Family Businesses, Successful Families

Save your spot for this exclusive webcast: Register Now October 15, 2025  | 10:00 AM – 11:00 AM PDT “Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises”   For family enterprises, few decisions are more consequential than choosing...
Charitable Giving: DAFs vs. Private Foundations

Charitable Giving: DAFs vs. Private Foundations

Oct 9, 2025 | Family Businesses, Family Offices, Successful Families

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. By Ashley FontanettaSenior Vice President and Client AdvisorWhittier Trust “When I speak with a client...
Don’t Miss It: Tax Trade-offs of Pass-throughs vs. Corporations Explained

Don’t Miss It: Tax Trade-offs of Pass-throughs vs. Corporations Explained

Oct 7, 2025 | Family Offices, Family Businesses, Successful Families

Save your spot for this exclusive webcast: Register Now October 15, 2025  | 10:00 AM – 11:00 AM PDT “Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises”   For family enterprises, few decisions are more consequential than choosing...
Legacy and Longevity: How Congress Can Support the Next Generation of Family Business

Legacy and Longevity: How Congress Can Support the Next Generation of Family Business

Oct 6, 2025 | Family Offices, Family Business Caucus, Family Businesses, Generationally Owned Business, Successful Families, Video Post

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. Family Enterprise USA members and family-owned business leaders gathered on Capitol Hill in...
Join Us at Transitions Fall 2025 – Enjoy 20% Off Registration

Join Us at Transitions Fall 2025 – Enjoy 20% Off Registration

Oct 6, 2025 | Family Offices, Family Businesses, Successful Families

We’re excited to share that we’ll be at Transitions Fall 2025, taking place November 5-7 in San Diego, CA — and we’d love to see you there.   This one-of-a-kind event is dedicated to helping family businesses work on the business of the family. It’s where real...
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Policy and Taxation Group is the best way for families, companies and individuals to support and impact the direction of the movement for estate tax relief. For information regarding contributions, please contact us.

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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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