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Policy and Taxation Update: IRS & Treasury Reshuffle: What It Means for Wealth Preservation

Policy and Taxation Update: IRS & Treasury Reshuffle: What It Means for Wealth Preservation

Oct 15, 2025 | Family Offices, Estate Tax, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes

Bisignano, Koopman Join IRS Leadership: The Internal Revenue Service (IRS) has announced significant leadership changes amid ongoing agency restructurings. Secretary Bessent will remain as acting IRS commissioner, although Sen. Chuck Grassley (R-IA) said that he had...
Quick Poll: Washington wants to tax unrealized wealth – do you agree?

Quick Poll: Washington wants to tax unrealized wealth – do you agree?

Oct 13, 2025 | Family Businesses, Family Offices, Income Tax, Successful Families, Taxes

Taxation & Representation: Shutdown & Tax Changes – Key Updates for Family Offices and Successful Families Ahead

Taxation & Representation: Shutdown & Tax Changes – Key Updates for Family Offices and Successful Families Ahead

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...
Capital Gains Tax Worries Rank High Among Family Business Leaders, New Poll Finds

Capital Gains Tax Worries Rank High Among Family Business Leaders, New Poll Finds

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...
Weekly Washington Policy Update: Senate Votes Down CRs, Why Family Offices Must Stay Alert

Weekly Washington Policy Update: Senate Votes Down CRs, Why Family Offices Must Stay Alert

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...
Taxation & Representation: What Family Offices and Successful Families Must Know: FY26 Appropriations and OBBBA Updates

Taxation & Representation: What Family Offices and Successful Families Must Know: FY26 Appropriations and OBBBA Updates

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...
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