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...
Oct 3, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Video Post, Webcast Replays
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. This webcast will explore practical steps to building effective family governance, including the...
Oct 2, 2025 | Family Offices, Estate Tax, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes
Government Shutdown Outlook: On Sept. 29, House and Senate majority and minority leaders, also known as the “Big 4,” met with President Trump to discuss the imminent federal government shutdown. The meeting ended without an agreement, leaving the government on...
Oct 1, 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...
Oct 1, 2025 | Family Offices, Family Businesses, Successful Families
Congress is barreling towards the first full-government shutdown in roughly seven years as existing levels of government funding expire at midnight, Sept. 30. On Sept. 19, prior to breaking for a week-long recess, the Senate failed to advance a House-passed...
Sep 30, 2025 | Family Offices, Family Businesses, Successful Families, Taxes
Capital Gains Tax Worries Rank High Among Family Business Leaders, New Poll Finds Majority of Family-owned Business Executives Say Capital Gains Taxes Impacting Business Though capital gains tax rates remain fixed today, most family-owned business executives still...
