Feb 4, 2026 | Family Offices, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes
FY 2026 Appropriations Outlook: On Jan. 30, Senate lawmakers reached an agreement and passed a revised package providing full-year FY2026 appropriations for five bills—Defense, Labor-HHS-Education, Transportation-HUD, Financial Services-General Government, and...
Jan 28, 2026 | Family Offices, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes
Global Wealth Tax Gains Steam: Governments worldwide, from the United Kingdom (UK) and France to U.S. states like California and New York, are increasingly considering “tax the rich” measures to close budget gaps through higher property taxes, elevated investment...
Jan 23, 2026 | Family Offices, Family Businesses, Successful Families, Taxes
Tell Us What Matters Most to Your Family-Owned Business Help us better represent your family-owned business by sharing what matters most to you on tax and economic issues. What if the push for wealth taxes crashes into constitutional barriers? In this timely...
Jan 21, 2026 | Family Offices, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes
RSC Issues Framework for Second Reconciliation Bill: On Jan. 13, the Republican Study Committee (RSC) released its framework for a second reconciliation bill, which outlines tax and non-tax proposals to address housing, energy and health care issues. The scores listed...
Jan 12, 2026 | Family Offices, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes
Congress Returns from Holiday Recess: This week, the House and Senate returned from holiday recess and gaveled in the second session of the 119th Congress. On Monday, appropriators released a three-bill minibus consisting of the fiscal year 2026 (FY26)...
Dec 18, 2025 | Family Offices, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes
T-14 Days Until the Expiration of the ACA eAPTCs: In 14 days, the enhanced Affordable Care Act premium tax credits (eAPTCs) expire and neither chamber has landed on a solution. Last week, House Republicans released H.R. 6703, the Lower Health Care Premiums for All...
