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Taxation & Representation: What Family Offices and Successful Families Must Know: FY26 Appropriations and OBBBA Updates

Taxation & Representation: What Family Offices and Successful Families Must Know: FY26 Appropriations and OBBBA Updates

Sep 11, 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. FY26 Appropriations Outlook: House Republicans are weighing options to avoid a government shutdown as...
Is Your Family Office or Successful Family Protected from Discord? Learn How Sept. 26

Is Your Family Office or Successful Family Protected from Discord? Learn How Sept. 26

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

Join us for a timely webcast: Register Now September 26, 2025  | 10:00 AM – 11:00 AM PDT “Stronger Together: Building Governance That Preserves Wealth for Generations”   Family-owned businesses thrive when strong governance is in place to protect...
Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy

Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy

Sep 10, 2025 | Family Offices, Family Businesses, Generationally Owned Business, 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. Wealth is more than just financial capital— it is a malleable force that can shape family goals...
Navigating Uncharted Waters in the Insurance Industry with USI

Navigating Uncharted Waters in the Insurance Industry with USI

Sep 5, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Video Post, Webcast Replays

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. This webcast explores the evolving challenges facing both businesses and individuals in today’s...
Safeguard Your Family Owned Business: Build Governance That Lasts Generations

Safeguard Your Family Owned Business: Build Governance That Lasts Generations

Sep 5, 2025 | Family Offices, Family Businesses, Successful Families

Join us for a timely webcast: Register Now September 26, 2025  | 10:00 AM – 11:00 AM PDT “Stronger Together: Building Governance That Preserves Wealth for Generations”   Family-owned businesses thrive when strong governance is in place to protect...
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,...
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Death Tax & Estate Tax News

  • [Starts in 24 Hours] Raising the Next Generation of Leaders in Family Business
  • Inside the SCOTUS Tariff Case: What It Means for You
  • [WEBCAST] Parenting Amidst Wealth: Shifting from Protection to Empowerment
  • Are You Ready for What’s Coming Next? Pat Soldano Shares What to Expect
  • 2025 Annual Family Business Report
  • Hidden Risks in Family Enterprise: Transforming Vulnerability into Strength
  • Parenting in a Family Business: Empowering the Next Generation
  • Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises with EY
  • You’re Invited! Tariff Talk with Brownstein, Nov 11, 2025
  • Is your business being affected by the “shut down”?
  • Taxation & Representation Update: What the ongoing shutdown means for your business

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