Jul 3, 2025 | Family Offices, Estate Tax, Family Businesses, Generationally Owned Business, 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. Today, the House approved the Senate’s version of Republicans’ multi-trillion-dollar reconciliation...
Jul 1, 2025 | Family Offices, Estate Tax, Family Businesses, Generationally Owned Business, 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. The Senate approved a revised version of the One Big Beautiful Bill Act (OBBBA) (H.R. 1) on July 1,...
Jul 1, 2025 | Family Offices, Estate Tax, Family Businesses, Generationally Owned Business, 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. Moments ago, the Senate passed Republicans’ multi-trillion-dollar reconciliation package, known as the...
Jun 30, 2025 | Family Businesses, Family Offices, Successful Families, Taxes
Senate’s ‘Vote-A-Rama’ Keeps Family Business-related Amendments on the Line Today, Senate voting continues on numerous filed amendments affecting family-owned businesses. Called the “vote-a-rama,” Republicans and Democrats are finalizing their votes on amendments to...
Jun 26, 2025 | Family Businesses, Family Offices, Successful Families, Taxes
Your Voice Can Help Stop a $9 Billion Small Business Tax Hike Currently Secction 461(l) of the tax code currently says pass-through taxpayers cannot deduct “excess business losses” (i.e., losses above a cap of $250k for individuals and $500k for couples) in the...
Jun 24, 2025 | Family Offices, Estate Tax, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Taxes
Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. House and Senate Republicans are charging toward their self-imposed July 4 deadline for passage of their multi-trillion-dollar reconciliation...
