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Contact Congress. Ask your Representative to vote for the OBBB as it is passed by the Senate.

Contact Congress. Ask your Representative to vote for the OBBB as it is passed by the Senate.

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

Senate’s ‘Vote-A-Rama’ Keeps Family Business-related Amendments on the Line Today, Senate voting continues on numerous filed amendments affecting family-owned businesses. Called the “vote-a-rama,” Republicans and Democrats are finalizing their votes on amendments to...
Saying It Out Loud June 2025, By Pat Soldano

Saying It Out Loud June 2025, By Pat Soldano

Jun 28, 2025 | Family Businesses, Family Offices, Pat Soldano, Successful Families

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group New Study Says College Students Ponder ‘Legacy,’ ‘Succession,’ and...
2024-25 Family Business Rising Gen Survey: Communication is Still Key

2024-25 Family Business Rising Gen Survey: Communication is Still Key

Jun 28, 2025 | Family Businesses, Family Offices, Generationally Owned Business, Successful Families

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. The 2025 Rising Gen Survey probed current college students enrolled in family business or entrepreneurship courses about what was most important...
Family Business Governance, Insights on Tax Bill Status Featured in Two New Podcasts

Family Business Governance, Insights on Tax Bill Status Featured in Two New Podcasts

Jun 27, 2025 | Family Offices, Family Businesses, Generationally Owned Business, 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. Family Business Governance, Insights on Tax Bill Status Featured in Two New Podcasts from Family...
Contact your representatives in Congress and urge them to Oppose the Elimination of NOL Treatment in Section 461(l)

Contact your representatives in Congress and urge them to Oppose the Elimination of NOL Treatment in Section 461(l)

Jun 26, 2025 | Family Businesses, Family Offices, Successful Families, Taxes

Your Voice Can Help Stop a $9 Billion Small Business Tax Hike Currently Secction 461(l) of the tax code currently says pass-through taxpayers cannot deduct “excess business losses” (i.e., losses above a cap of $250k for individuals and $500k for couples) in the...
Why Every Family Office Needs an ‘Expert Generalist’

Why Every Family Office Needs an ‘Expert Generalist’

Jun 25, 2025 | Family Businesses, Family Offices, Successful Families

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. By Linda C. MackFounder and PresidentMack International Why Every Family Office Needs an ‘Expert Generalist’   And How to Become the Ideal...
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Death Tax & Estate Tax News

  • California Wealth Tax News: Wealth Tax Threat to Family Businesses?
  • 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

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