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 27, 2025 | Family Offices, Family Businesses, Generationally Owned Business, 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. Family Business Governance, Insights on Tax Bill Status Featured in Two New Podcasts from Family...
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...
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. On June 16, Senate Finance Committee Chairman Mike Crapo (R-ID) released text of the committee’s tax title for the Senate’s fiscal year (FY)...
Jun 20, 2025 | Family Businesses, Family Offices, 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. We’d love to hear from you! Please take a moment to participate in our quick poll on The One Big Beautiful Bill . Your input helps us...
