Feb 16, 2026 | Family Offices, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes, Wealth Tax
DHS Faces Shutdown as Negotiations Continue: The Department of Homeland Security (DHS) will shut down on Feb. 14 after attempts to secure a funding agreement this week failed. Democrats maintain that DHS—particularly U.S. Immigration and Customs Enforcement and...
Feb 6, 2026 | Family Offices, Family Businesses, Income Tax, Successful Families, Taxes, Wealth Tax
Building on last week’s divide, the California debate has sharpened around the mechanics and consequences of the proposed one‑time 5% wealth tax on billionaires. Rep. Ro Khanna (D-CA) is pushing for a compromise amid backlash from industry leaders like Sergey Brin and...
Feb 4, 2026 | Family Offices, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes
FY 2026 Appropriations Outlook: On Jan. 30, Senate lawmakers reached an agreement and passed a revised package providing full-year FY2026 appropriations for five bills—Defense, Labor-HHS-Education, Transportation-HUD, Financial Services-General Government, and...
Jan 28, 2026 | Family Offices, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes
Global Wealth Tax Gains Steam: Governments worldwide, from the United Kingdom (UK) and France to U.S. states like California and New York, are increasingly considering “tax the rich” measures to close budget gaps through higher property taxes, elevated investment...
Jan 21, 2026 | Family Offices, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes
RSC Issues Framework for Second Reconciliation Bill: On Jan. 13, the Republican Study Committee (RSC) released its framework for a second reconciliation bill, which outlines tax and non-tax proposals to address housing, energy and health care issues. The scores listed...
Jan 12, 2026 | Family Offices, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes
Congress Returns from Holiday Recess: This week, the House and Senate returned from holiday recess and gaveled in the second session of the 119th Congress. On Monday, appropriators released a three-bill minibus consisting of the fiscal year 2026 (FY26)...
