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Taxation & Representation: Wealth Tax Gains Ground Amid GOP Tensions

Taxation & Representation: Wealth Tax Gains Ground Amid GOP Tensions

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...
Saying It Out Loud February 2026, By Pat Soldano

Saying It Out Loud February 2026, By Pat Soldano

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;...
Washington Update: Wealth Tax Momentum Builds in States

Washington Update: Wealth Tax Momentum Builds in States

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...
Wealth Tax News – 2/6/2026

Wealth Tax News – 2/6/2026

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...
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Death Tax & Estate Tax News

  • CSFU Holds Workshop on Creating ‘Legacy and Longevity’ for Family-Owned Businesses
  • Wealth Tax News – 5/8/2026
  • The PPLI Opportunity Affluent Families Are Exploring — Are You Missing It?
  • Winners of the Family Business Center Challenge Announced
  • Why 70% of Family Wealth Disappears by Gen 2
  • Taxation & Representation: 3 reconciliation bills? Your tax cuts hang in balance
  • PPLI Explained: A Powerful Planning Strategy for Sophisticated Families
  • The Nevada Advantage: Strategic Trust and Tax Planning for the Modern Family Business
  • Family Giving in Higher Education: A Unique Blend of Personal and Collective Philanthropy
  • Soldano to Present Survey Findings at FBA of California Conference
  • Understanding the PPLI Opportunity: The Basics and Beyond

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