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Taxation & Representation: Wealth at risk? Congress debates IRS cuts, OECD exit & new tax credits

Taxation & Representation: Wealth at risk? Congress debates IRS cuts, OECD exit & new tax credits

Sep 4, 2025 | Family Businesses, Family Offices, 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. Congress Weighs FY2026 Funding for IRS, OECD and DOJ Tax Division: As Congress returns this week,...
How Family Governance Protects Generational Wealth

How Family Governance Protects Generational Wealth

Sep 3, 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 Brian BissellSenior Vice President and Client AdvisorWhittier Trust Clear communication and...
Autumn Transitions: Navigating Family Enterprise Challenges with Head and Heart

Autumn Transitions: Navigating Family Enterprise Challenges with Head and Heart

Sep 3, 2025 | Family Offices, Family Businesses, Generationally Owned Business, 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. Fall is a season of rituals that invite us to dig in and address the issues that will help us...
Women’s Business Owners Group Gets Bipartisan Congressional Support

Women’s Business Owners Group Gets Bipartisan Congressional Support

Sep 1, 2025 | Family Offices, Family Businesses, Generationally Owned Business, 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. New Women’s Business Owners Group Gets Bipartisan Congressional Support at Latest Southern...
Saying It Out Loud September 2025, By Pat Soldano

Saying It Out Loud September 2025, By Pat Soldano

Sep 1, 2025 | Family Businesses, Family Offices, Pat Soldano, 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 Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Finding Opportunities in...
Meet the Visionary Leaders Transforming Family Business in 2025

Meet the Visionary Leaders Transforming Family Business in 2025

Aug 30, 2025 | Family Offices, Family Businesses, Generationally Owned Business, 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. Family Business Magazine’s 2025 CEOs to Watch are forward-thinking leaders transforming...
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Death Tax & Estate Tax News

  • Wealth Tax News – 5/8/2026
  • The PPLI Opportunity Affluent Families Are Exploring — Are You Missing It?
  • Winners of the Family Business Center Challenge Announced
  • Why 70% of Family Wealth Disappears by Gen 2
  • Taxation & Representation: 3 reconciliation bills? Your tax cuts hang in balance
  • PPLI Explained: A Powerful Planning Strategy for Sophisticated Families
  • The Nevada Advantage: Strategic Trust and Tax Planning for the Modern Family Business
  • Family Giving in Higher Education: A Unique Blend of Personal and Collective Philanthropy
  • Soldano to Present Survey Findings at FBA of California Conference
  • Understanding the PPLI Opportunity: The Basics and Beyond
  • Saying It Out Loud April 2026, By Pat Soldano

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