Feb 25, 2026 | Family Offices, Family Businesses, Successful Families, Taxes, Wealth Tax
Republican Split on Reconciliation 2.0: Earlier this month, President Trump ruled out a second budget reconciliation bill after last year’s One Big Beautiful Bill Act (OBBBA, P.L. 119-21). Some congressional Republicans like Rep. August Pfluger (R-TX) and Sen. John...
Feb 20, 2026 | Family Businesses, Family Offices, Pat Soldano, Successful Families, Wealth Tax
Policy Is Moving. Add Your Voice Now. Real influence starts with real input. Take a few minutes to weigh in. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Reconciliation 2.0, State Wealth Taxes ‘In Play’ for 2026 Legislative Sessions;...
Feb 16, 2026 | Family Offices, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes, Wealth Tax
DHS Faces Shutdown as Negotiations Continue: The Department of Homeland Security (DHS) will shut down on Feb. 14 after attempts to secure a funding agreement this week failed. Democrats maintain that DHS—particularly U.S. Immigration and Customs Enforcement and...
Feb 6, 2026 | Family Offices, Family Businesses, Income Tax, Successful Families, Taxes, Wealth Tax
Building on last week’s divide, the California debate has sharpened around the mechanics and consequences of the proposed one‑time 5% wealth tax on billionaires. Rep. Ro Khanna (D-CA) is pushing for a compromise amid backlash from industry leaders like Sergey Brin and...