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Washington Update: High-Impact Tax Changes Ahead – Insights Every Family Office Should Review

Washington Update: High-Impact Tax Changes Ahead – Insights Every Family Office Should Review

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)...
Quarterly Legislative and Political Update Webcast, November 2025

Quarterly Legislative and Political Update Webcast, November 2025

Nov 19, 2025 | Family Offices, Family Businesses, Family Enterprise USA, Policy And Taxation Group, Successful Families, Taxes

Pat Soldano (President, Family Enterprise USA) opened the call by welcoming participants. Pat thanked those who are supporters of Family Enterprise USA (FEUSA) and Policy and Taxation Group (PATG) and encouraged other participants to join and support the...
Sounding the Alarm on New ‘Wealth Tax’ Proposals

Sounding the Alarm on New ‘Wealth Tax’ Proposals

Nov 12, 2025 | Family Offices, Family Businesses, Generationally Owned Business, 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. If you’re wondering how the re-introduction of a “Billionaires Income Tax Act” in Congress...
Taxation & Representation Update: Shutdown’s Impact, Fast-Track Disputes, IRS Leadership, Crypto Tax

Taxation & Representation Update: Shutdown’s Impact, Fast-Track Disputes, IRS Leadership, Crypto Tax

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...
Inside the SCOTUS Tariff Case: What It Means for You

Inside the SCOTUS Tariff Case: What It Means for You

Nov 3, 2025 | Family Offices, Family Businesses, Income Tax, Successful Families, Taxes

The US Supreme Court (SCOTUS) is scheduled to hear arguments on November 5, 2025, into President Trump’s imposition of tariffs under the International Emergency Economic Powers Act (IEEPA).     We expect the court to issue its decision expeditiously, most likely...
Is your business being affected by the “shut down”?

Is your business being affected by the “shut down”?

Oct 23, 2025 | Family Businesses, Family Offices, Income Tax, Successful Families, Taxes

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