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Navigating Uncharted Waters in the Insurance Industry with USI

Navigating Uncharted Waters in the Insurance Industry with USI

Sep 5, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Video Post, Webcast Replays

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. This webcast explores the evolving challenges facing both businesses and individuals in today’s...
Safeguard Your Family Owned Business: Build Governance That Lasts Generations

Safeguard Your Family Owned Business: Build Governance That Lasts Generations

Sep 5, 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...
Taxation & Representation: Wealth at risk? Congress debates IRS cuts, OECD exit & new tax credits

Taxation & Representation: Wealth at risk? Congress debates IRS cuts, OECD exit & new tax credits

Sep 4, 2025 | Family Businesses, Family Offices, Income Tax, Successful Families, Taxes

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Congress Weighs FY2026 Funding for IRS, OECD and DOJ Tax Division: As Congress returns this week,...
How Family Governance Protects Generational Wealth

How Family Governance Protects Generational Wealth

Sep 3, 2025 | Family Businesses, Family Offices, Successful Families

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. By Brian BissellSenior Vice President and Client AdvisorWhittier Trust Clear communication and...
Autumn Transitions: Navigating Family Enterprise Challenges with Head and Heart

Autumn Transitions: Navigating Family Enterprise Challenges with Head and Heart

Sep 3, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Fall is a season of rituals that invite us to dig in and address the issues that will help us finish...
Women’s Business Owners Group Gets Bipartisan Congressional Support

Women’s Business Owners Group Gets Bipartisan Congressional Support

Sep 1, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. New Women’s Business Owners Group Gets Bipartisan Congressional Support at Latest Southern California...
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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

  • Is your business being affected by the “shut down”?
  • Taxation & Representation Update: What the ongoing shutdown means for your business
  • Family Businesses Concerned About Potential New Wealth Tax Act
  • Guiding Adult Children in Family Business: Join the Discussion
  • MIND THE GAPS: Family Solutions for Insurance Risk Management
  • [WEBCAST] Help the Next Generation Thrive: Parenting Amidst Wealth
  • Saying It Out Loud October 2025, By Pat Soldano
  • Policy and Taxation Update: IRS & Treasury Reshuffle: What It Means for Wealth Preservation
  • Family Business Leaders Discuss ‘Legacy & Longevity’ During Meeting with Caucus Members, Legislative Experts
  • Quick Poll: Washington wants to tax unrealized wealth – do you agree?
  • Register Today: Tax Implications of Entity Choice for Family Enterprises

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