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Taxation & Representation: FY2026 Omnibus at Risk: Key Updates Inside

Taxation & Representation: FY2026 Omnibus at Risk: Key Updates Inside

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...
Insider Policy & Succession Insights Await You

Insider Policy & Succession Insights Await You

Jan 27, 2026 | Family Offices, Family Businesses, Successful Families

Tell Us What Matters Most to Your Family-Owned Business Help us better represent your family-owned business by sharing what matters most to you on tax and economic issues. Marcus Evans Private Wealth and Chief Executive Group’s Family-Owned Business Summits Offer...
[WEBCAST] Family Business Security: Don’t Leave It to Chance

[WEBCAST] Family Business Security: Don’t Leave It to Chance

Jan 26, 2026 | Family Offices, Family Businesses, Successful Families, Video Post

Save your spot for this exclusive webcast: Register Now January 30, 2026  | 10:00 AM – 11:00 AM PDT “Protecting Your Legacy: Cybersecurity and Fraud Mitigation Strategies for Family-Owned Businesses”   Family-owned businesses face unique cybersecurity...
Revival of the Wealth Tax May Prompt Constitutional Challenges

Revival of the Wealth Tax May Prompt Constitutional Challenges

Jan 23, 2026 | Family Offices, Family Businesses, Successful Families, Taxes

Tell Us What Matters Most to Your Family-Owned Business Help us better represent your family-owned business by sharing what matters most to you on tax and economic issues. What if the push for wealth taxes crashes into constitutional barriers?   In this timely...
Weekly Washington Update: 2026 Tax Outlook: What Insiders Are Saying Now

Weekly Washington Update: 2026 Tax Outlook: What Insiders Are Saying Now

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...
Saying It Out Loud January 2026, By Pat Soldano

Saying It Out Loud January 2026, By Pat Soldano

Jan 21, 2026 | Family Businesses, Family Offices, Pat Soldano, Successful Families

Tell Us What Matters Most to Your Family-Owned Business Help us better represent your family-owned business by sharing what matters most to you on tax and economic issues. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Affordability Issue Takes...
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Death Tax & Estate Tax News

  • Taxation & Representation: FY2026 Omnibus at Risk: Key Updates Inside
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  • Revival of the Wealth Tax May Prompt Constitutional Challenges
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  • Saying It Out Loud January 2026, By Pat Soldano
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