Mar 23, 2026 | Family Offices, Family Businesses, Successful Families, Taxes
What is your Top Concern: Income Tax, Estate Tax, or Wealth Tax? Real influence starts with real input. Take a few minutes to weigh in. POTUS Signs EO on Affordable Home Construction: On Friday, President Trump signed an executive order (EO) to address regulatory...
Mar 12, 2026 | Family Offices, Family Businesses, Successful Families, Taxes, Wealth Tax
What is your Top Concern: Income Tax, Estate Tax, or Wealth Tax? Real influence starts with real input. Take a few minutes to weigh in. House Republicans Begin Discussions on Reconciliation 2.0: Last week, House Republican leaders agreed to try to advance a second...
Mar 5, 2026 | Family Offices, Family Businesses, Successful Families, Taxes, Wealth Tax
Crapo, Wyden Introduce Wide-Ranging Tax Administration Bill: On Feb. 26, Senate Finance Committee Chairman Mike Crapo (R-ID) and Ranking Member Ron Wyden (D-OR) introduced S.3931, the Taxpayer Assistance and Service Act, which includes several recommendations from the...
Feb 25, 2026 | Family Offices, Family Businesses, Successful Families, Taxes, Wealth Tax
Republican Split on Reconciliation 2.0: Earlier this month, President Trump ruled out a second budget reconciliation bill after last year’s One Big Beautiful Bill Act (OBBBA, P.L. 119-21). Some congressional Republicans like Rep. August Pfluger (R-TX) and Sen. John...
Feb 16, 2026 | Family Offices, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes, Wealth Tax
DHS Faces Shutdown as Negotiations Continue: The Department of Homeland Security (DHS) will shut down on Feb. 14 after attempts to secure a funding agreement this week failed. Democrats maintain that DHS—particularly U.S. Immigration and Customs Enforcement and...
Feb 6, 2026 | Family Offices, Family Businesses, Income Tax, Successful Families, Taxes, Wealth Tax
Building on last week’s divide, the California debate has sharpened around the mechanics and consequences of the proposed one‑time 5% wealth tax on billionaires. Rep. Ro Khanna (D-CA) is pushing for a compromise amid backlash from industry leaders like Sergey Brin and...
