Oct 2, 2025 | Family Offices, Estate Tax, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes
Government Shutdown Outlook: On Sept. 29, House and Senate majority and minority leaders, also known as the “Big 4,” met with President Trump to discuss the imminent federal government shutdown. The meeting ended without an agreement, leaving the government on...
Sep 30, 2025 | Family Offices, Family Businesses, Successful Families, Taxes
Capital Gains Tax Worries Rank High Among Family Business Leaders, New Poll Finds Majority of Family-owned Business Executives Say Capital Gains Taxes Impacting Business Though capital gains tax rates remain fixed today, most family-owned business executives still...
Sep 23, 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. Senate Votes Down Dueling CRs: The Senate on Friday failed to advance a short-term continuing...
Sep 11, 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. FY26 Appropriations Outlook: House Republicans are weighing options to avoid a government shutdown as...
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,...
Aug 27, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Podcast, Successful Families, Taxes, Video Post
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. National Restaurant Association CEO Details How Restaurants Benefit from New Tax Bill in Latest Family...
