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The One Big Beautiful Bill (HR 1): A Deep Dive for Family Businesses

The One Big Beautiful Bill (HR 1): A Deep Dive for Family Businesses

Jun 2, 2025 | Family Businesses, Family Offices, Podcast, Successful Families, Video Post

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. This podcast features a discussion with tax policy experts Russ Sullivan of Brownstein Law Firm and Michael Hawthorne of Squire Patton Boggs...
White House Releases Additional FY26 Budget Details

White House Releases Additional FY26 Budget Details

Jun 2, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. On Friday, May 30, the Trump administration released the Technical Supplement...
Quick Poll: Share Your Thoughts on Income Tax Policy

Quick Poll: Share Your Thoughts on Income Tax Policy

May 30, 2025 | Family Businesses, Family Offices, Income Tax, Successful Families, Taxes

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. We’d love to hear from you! Please take a moment to participate in our quick...
Saying It Out Loud Special Report on Tariffs May 2025, By Pat Soldano

Saying It Out Loud Special Report on Tariffs May 2025, By Pat Soldano

May 30, 2025 | Family Businesses, Family Offices, Pat Soldano, Successful Families

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group...
Weekly Digest: House OKs Major GOP Tax Bill, H.R. 1 Advances Health Reforms, and more.

Weekly Digest: House OKs Major GOP Tax Bill, H.R. 1 Advances Health Reforms, and more.

May 30, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Taxes

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. DOJ Issues New Guidance on White-Collar Prosecutions and Corporate...
Are Tariffs Helping or Hurting? New Spot Survey Shows Family Business Leaders Split

Are Tariffs Helping or Hurting? New Spot Survey Shows Family Business Leaders Split

May 29, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Family Enterprise USA recently conducted a “Spot Poll” among family-owned...
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Death Tax & Estate Tax News

  • Women’s Business Owners Group Discusses Advocating on Behalf Women-owned Businesses
  • 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

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