Sep 13, 2023 | Blog, Estate Tax, In The News, Income Tax, Tax Cuts, Taxes
Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! 28th Time’s the Charm? For 27 years in a row Congress has failed to pass its 12 spending bills by the Sept. 30 deadline. Will this year bring more of the same? Or...
Mar 14, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Income Tax, Tax Cuts, Taxes
Read about the 2023 Family Business Survey Results & Summary. On Thursday, March 9, President Joe Biden released his $6.9 trillion Budget and various accompanying documents. Separately, the Treasury Department released its Green Book, which provides more detailed...
Mar 8, 2023 | Blog, Budget Deficit, Estate Tax, In The News, Income Tax, Tax Cuts, Taxes
Read about the 2023 Family Business Survey Results & Summary. Tax Tidbit Biden to Release 2024 Budget Proposal Later this Week. On March 9, President Joe Biden will send his updated budget proposal to Congress, outlining the administration’s policy...
Mar 2, 2023 | Blog, Budget Deficit, Estate Tax, In The News, Income Tax, Tax Cuts, Taxes
The 2023 Family Business Survey is closed. Check back soon for summary of results. Tax Tidbit Werfel Faces IRS Funding Questions on Route to Likely Senate Confirmation. On Wednesday, Feb. 15, the Senate Finance Committee held a hearing to consider the nomination of...
May 12, 2022 | Blog, Death Tax, Family Enterprise USA, In The News, Tax Cuts, Taxes
Thank you to the Orange County Business Journal for publishing this article. It’s hard to imagine our legislators working to undermine the largest economic engine in this country, an engine that generates $7.7 trillion of GDP a year and accounts for 54% of the private...
May 12, 2022 | Blog, Death Tax, Family Enterprise USA, In The News, Tax Cuts, Taxes
Thank you to The Madison Group for this M Financial Whitepaper Many family businesses and multigenerational businesses use private placement insurance. This article may help those businesses to understand private placement insurance better. This White Paper is to...
