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Taxation & Representation Update: Shutdown’s Impact, Fast-Track Disputes, IRS Leadership, Crypto Tax

Taxation & Representation Update: Shutdown’s Impact, Fast-Track Disputes, IRS Leadership, Crypto Tax

Nov 8, 2025 | Family Offices, Estate Tax, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes

Shutdown Week 6: On Wednesday, Nov. 5, the federal government shut down that began on Oct. 1, became the longest in U.S. history. Last week, the Senate failed for the 14th time to advance a continuing resolution (CR) to keep the government funded. The impasse...
Inside the SCOTUS Tariff Case: What It Means for You

Inside the SCOTUS Tariff Case: What It Means for You

Nov 3, 2025 | Family Offices, Family Businesses, Income Tax, Successful Families, Taxes

The US Supreme Court (SCOTUS) is scheduled to hear arguments on November 5, 2025, into President Trump’s imposition of tariffs under the International Emergency Economic Powers Act (IEEPA).     We expect the court to issue its decision expeditiously, most likely...
Is your business being affected by the “shut down”?

Is your business being affected by the “shut down”?

Oct 23, 2025 | Family Businesses, Family Offices, Income Tax, Successful Families, Taxes

Taxation & Representation Update: What the ongoing shutdown means for your business

Taxation & Representation Update: What the ongoing shutdown means for your business

Oct 22, 2025 | Family Offices, Estate Tax, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes

Shutdown Week 4: The federal government shutdown that began on Oct. 1 continues without resolution. On Oct. 20, the Senate failed for the 11th time to advance a continuing resolution (CR) to fund government operations. The continuing stalemate centers on disagreement...
Family Businesses Concerned About Potential New Wealth Tax Act

Family Businesses Concerned About Potential New Wealth Tax Act

Oct 21, 2025 | Family Offices, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes

Family Businesses Concerned About Potential New Wealth Tax Act Re-Introduced in Congress   Bill by Sen. Wyden Gets House Support, Targets Unrealized Gains   Family businesses and tax experts are taking a hard look at the new wealth tax bills recently...
Policy and Taxation Update: IRS & Treasury Reshuffle: What It Means for Wealth Preservation

Policy and Taxation Update: IRS & Treasury Reshuffle: What It Means for Wealth Preservation

Oct 15, 2025 | Family Offices, Estate Tax, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes

Bisignano, Koopman Join IRS Leadership: The Internal Revenue Service (IRS) has announced significant leadership changes amid ongoing agency restructurings. Secretary Bessent will remain as acting IRS commissioner, although Sen. Chuck Grassley (R-IA) said that he had...
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