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Taxation & Representation: Reconciliation 2.0. Thune’s Next Big Move Revealed

Taxation & Representation: Reconciliation 2.0. Thune’s Next Big Move Revealed

Mar 5, 2026 | Family Offices, Family Businesses, Successful Families, Taxes, Wealth Tax

Crapo, Wyden Introduce Wide-Ranging Tax Administration Bill: On Feb. 26, Senate Finance Committee Chairman Mike Crapo (R-ID) and Ranking Member Ron Wyden (D-OR) introduced S.3931, the Taxpayer Assistance and Service Act, which includes several recommendations from the...
Act Now: Influence Washington. Secure Legacy.

Act Now: Influence Washington. Secure Legacy.

Mar 4, 2026 | Family Offices, Family Businesses, Family Enterprise USA, Successful Families

Don’t miss out! Your vital perspective is needed before the survey closes. Shape your future now.   Decisions made on Capitol Hill directly impact your legacy, your employees, and the future of your family-owned business.   At Family Enterprise USA, we...
Congressional Family Business Caucus Members Meeting Set March 17

Congressional Family Business Caucus Members Meeting Set March 17

Mar 3, 2026 | Family Offices, Family Business Caucus, Family Businesses, Successful Families

Congressional Family Business Caucus Members Meeting Set March 17; Affordability Strategies, New Family-Owned Business Concerns Revealed   Newest Research on Issues Affecting Family-Owned Businesses to Be Unveiled during the Family Enterprise USA-Hosted Capitol Hill...
Taxation & Representation: Wealth Tax Gains Ground Amid GOP Tensions

Taxation & Representation: Wealth Tax Gains Ground Amid GOP Tensions

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...
Changing Public Markets and the Impact for Average Investors

Changing Public Markets and the Impact for Average Investors

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...
Congress Is Listening – Will You Speak Up?

Congress Is Listening – Will You Speak Up?

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...
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Policy and Taxation Group is the best way for families, companies and individuals to support and impact the direction of the movement for estate tax relief. For information regarding contributions, please contact us.

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Death Tax & Estate Tax News

  • Taxation & Representation: Reconciliation 2.0. Thune’s Next Big Move Revealed
  • Act Now: Influence Washington. Secure Legacy.
  • Congressional Family Business Caucus Members Meeting Set March 17
  • Taxation & Representation: Wealth Tax Gains Ground Amid GOP Tensions
  • Changing Public Markets and the Impact for Average Investors
  • Congress Is Listening – Will You Speak Up?
  • Ernie Pomerleau Retires From the Board After 20 Years
  • Saying It Out Loud February 2026, By Pat Soldano
  • Meeting of Caucus Members Tackles Affordability Strategies
  • This Impacts You More Than You Think
  • Washington Update: Wealth Tax Momentum Builds in States

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