Feb 25, 2026 | Family Offices, Family Businesses, Successful Families, Taxes, Wealth Tax
Republican Split on Reconciliation 2.0: Earlier this month, President Trump ruled out a second budget reconciliation bill after last year’s One Big Beautiful Bill Act (OBBBA, P.L. 119-21). Some congressional Republicans like Rep. August Pfluger (R-TX) and Sen. John...
Feb 24, 2026 | Family Businesses, Family Offices, Successful Families
Policy Is Moving. Add Your Voice Now. Real influence starts with real input. Take a few minutes to weigh in. By Jordan WaldrepChief Investment OfficerBank OZK The landscape of public markets in the US has undergone a profound change over the past 30 years with a...
Feb 23, 2026 | Family Offices, Family Businesses, Family Enterprise USA, Successful Families
Small action. Serious influence. See why this matters more than ever. Your voice matters – and it directly strengthens our mission. Why your input is essential: When you share a few quick, anonymous facts about your family-owned business, you help...
Feb 21, 2026 | Family Offices, Family Businesses, Family Enterprise USA Action, Successful Families
Policy Is Moving. Add Your Voice Now. Real influence starts with real input. Take a few minutes to weigh in. Dear Partners and Friends, I wanted to let you know that Ernie Pomerleau, a distinguished Board Member of Policy and Taxation Group for over 20 years,...
Feb 20, 2026 | Family Businesses, Family Offices, Pat Soldano, Successful Families, Wealth Tax
Policy Is Moving. Add Your Voice Now. Real influence starts with real input. Take a few minutes to weigh in. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Reconciliation 2.0, State Wealth Taxes ‘In Play’ for 2026 Legislative Sessions;...
Feb 18, 2026 | Family Offices, Family Business Caucus, Family Businesses, Successful Families
Annual Family Enterprise USA Survey Details Issues Facing Family-Owned Businesses; Meeting of Caucus Members Tackles Affordability Strategies Family Enterprise USA Annual Survey Early Results Set to Be Released at Capitol Hill Event on March 17 The 2026...
