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Webcast: Choosing the Right Entity for Your Family-Owned Business

Webcast: Choosing the Right Entity for Your Family-Owned Business

Oct 1, 2025 | Family Offices, Family Businesses, Successful Families

Save your spot for this exclusive webcast: Register Now October 15, 2025  | 10:00 AM – 11:00 AM PDT “Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises”   For family enterprises, few decisions are more consequential than choosing...
Federal Agencies Prepare Plans for Shutdown

Federal Agencies Prepare Plans for Shutdown

Oct 1, 2025 | Family Offices, Family Businesses, Successful Families

Congress is barreling towards the first full-government shutdown in roughly seven years as existing levels of government funding expire at midnight, Sept. 30.   On Sept. 19, prior to breaking for a week-long recess, the Senate failed to advance a House-passed...
Capital Gains Tax Worries Rank High Among Family Business Leaders, New Poll Finds

Capital Gains Tax Worries Rank High Among Family Business Leaders, New Poll Finds

Sep 30, 2025 | Family Offices, Family Businesses, Successful Families, Taxes

Capital Gains Tax Worries Rank High Among Family Business Leaders, New Poll Finds   Majority of Family-owned Business Executives Say Capital Gains Taxes Impacting Business   Though capital gains tax rates remain fixed today, most family-owned business executives still...
President Trump Announces a Series of Product-Specific Tariffs

President Trump Announces a Series of Product-Specific Tariffs

Sep 29, 2025 | Family Offices, Family Businesses, Successful Families

On Sept. 25, President Donald Trump announced new tariffs on heavy trucks, pharmaceuticals and select furniture and cabinetry, effective Oct. 1, 2025, pending formal issuance in the Federal Register.   As of this writing, official notices have not been published...
Register Now: Pass-throughs vs. Corporations – Tax Choices for Families

Register Now: Pass-throughs vs. Corporations – Tax Choices for Families

Sep 27, 2025 | Family Offices, Family Businesses, Successful Families

Save your spot for this exclusive webcast: Register Now October 15, 2025  | 10:00 AM – 11:00 AM PDT “Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises”   For family enterprises, few decisions are more consequential than choosing...
[24 Remaining] Join our expert panel Sept. 26 to learn practical steps for sustainable family office and business governance

[24 Remaining] Join our expert panel Sept. 26 to learn practical steps for sustainable family office and business governance

Sep 24, 2025 | Family Offices, Family Businesses, Successful Families

Join us for a timely webcast: Register Now September 26, 2025  | 10:00 AM – 11:00 AM PDT “Stronger Together: Building Governance That Preserves Wealth for Generations”   Family-owned businesses thrive when strong governance is in place to protect...
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Death Tax & Estate Tax News

  • Wealth Tax News – 3/06/2026
  • 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

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