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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...
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

Taxation & Representation: Shutdown & Tax Changes – Key Updates for Family Offices and Successful Families Ahead

Taxation & Representation: Shutdown & Tax Changes – Key Updates for Family Offices and Successful Families Ahead

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...
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Death Tax & Estate Tax News

  • [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
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  • 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
  • Family Businesses Concerned About Potential New Wealth Tax Act
  • Guiding Adult Children in Family Business: Join the Discussion

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