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...
Jan 12, 2026 | Family Offices, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes
Congress Returns from Holiday Recess: This week, the House and Senate returned from holiday recess and gaveled in the second session of the 119th Congress. On Monday, appropriators released a three-bill minibus consisting of the fiscal year 2026 (FY26)...
Dec 18, 2025 | Family Offices, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes
T-14 Days Until the Expiration of the ACA eAPTCs: In 14 days, the enhanced Affordable Care Act premium tax credits (eAPTCs) expire and neither chamber has landed on a solution. Last week, House Republicans released H.R. 6703, the Lower Health Care Premiums for All...
Dec 11, 2025 | Family Offices, Estate Tax, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes
In September, the Treasury Department and Internal Revenue Service (IRS) issued the 2025-2026 Priority Guidance Plan. The plan outlines priority guidance projects to be addressed from July 1, 2025, through June 30, 2026. The plan emphasizes five key areas:...
Dec 8, 2025 | Family Offices, Estate Tax, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes
Kies Flags Upcoming Guidance and the 2026 Filing Season: On Nov. 20, Treasury Assistant Secretary for Tax Policy and Acting IRS Chief Counsel Ken Kies spoke at a conference where he highlighted upcoming guidance related to One Big Beautiful Bill Act (OBBBA)...
Nov 8, 2025 | Family Offices, Estate Tax, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes
Shutdown Week 6: On Wednesday, Nov. 5, the federal government shut down that began on Oct. 1, became the longest in U.S. history. Last week, the Senate failed for the 14th time to advance a continuing resolution (CR) to keep the government funded. The impasse...
