Mar 20, 2026 | Family Offices, Family Businesses, Successful Families, Wealth Tax
What is your Top Concern: Income Tax, Estate Tax, or Wealth Tax? Real influence starts with real input. Take a few minutes to weigh in. Legislative Update Focuses on Growing Wealth Tax Concerns, Tariffs, and Supreme Court Decisions In the recent quarterly...
Mar 13, 2026 | Family Offices, Family Businesses, Family Enterprise USA, Successful Families, Wealth Tax
What is your Top Concern: Income Tax, Estate Tax, or Wealth Tax? Real influence starts with real input. Take a few minutes to weigh in. This week, we continue to monitor proposals for new taxes on high earners or the wealthy in Washington, California, Rhode Island,...
Mar 12, 2026 | Family Offices, Family Businesses, Successful Families, Taxes, Wealth Tax
What is your Top Concern: Income Tax, Estate Tax, or Wealth Tax? Real influence starts with real input. Take a few minutes to weigh in. House Republicans Begin Discussions on Reconciliation 2.0: Last week, House Republican leaders agreed to try to advance a second...
Mar 10, 2026 | Family Offices, Family Businesses, Family Enterprise USA, Successful Families, Wealth Tax
What is your Top Concern: Income Tax, Estate Tax, or Wealth Tax? Real influence starts with real input. Take a few minutes to weigh in. Concerns about new and damaging wealth tax bills are growing in multiple states, including California, Washington, and Virginia....
Mar 6, 2026 | Family Offices, Family Businesses, Family Enterprise USA, Successful Families, Wealth Tax
What is your Top Concern: Income Tax, Estate Tax, or Wealth Tax? Real influence starts with real input. Take a few minutes to weigh in. Sen. Bernie Sanders (I-VT) and Rep. Ro Khanna (D-CA) proposed a federal 5% annual tax on wealth above $1 billion. States and...
Mar 5, 2026 | Family Offices, Family Businesses, Successful Families, Taxes, Wealth Tax
Crapo, Wyden Introduce Wide-Ranging Tax Administration Bill: On Feb. 26, Senate Finance Committee Chairman Mike Crapo (R-ID) and Ranking Member Ron Wyden (D-OR) introduced S.3931, the Taxpayer Assistance and Service Act, which includes several recommendations from the...
