Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Wealth Tax News – 5/8/2026
This week’s wealth tax developments ranged from a new federal proposal to tax large trust holdings to intensifying state and local debates in California, Illinois, Washington, and New York over billionaire taxes, millionaire-income taxes, and second-home levies....
The PPLI Opportunity Affluent Families Are Exploring — Are You Missing It?
Save your spot for this exclusive webcast: "Understanding the PPLI Opportunity: The Basics and Beyond" Register Now May 28, 2026 | 1:00 PM – 2:00 PM PDT Private Placement Life Insurance (PPLI) has emerged as a highly effective tool in sophisticated planning for...
Winners of the Family Business Center Challenge Announced
The first annual “Family Business Center Challenge” saw the Institute for Family-Owned Business, Maine, and the Family Business Alliance, Grand Rapids, won top spots in the challenge sponsored by Family Enterprise USA. The “Family Business Center Challenge”...
Why 70% of Family Wealth Disappears by Gen 2
By Michael J. OffenheiserPartnerBrown & StrezaThe Hidden Risk of Success: When Wealth Changes the Conditions that Form Character What if success itself is the greatest hidden risk to your family’s legacy? In this compelling whitepaper, The Hidden...
Taxation & Representation: 3 reconciliation bills? Your tax cuts hang in balance
Budget Reconciliation 2.0 … and 3.0?: Last week, the Senate completed its consideration of the FY2026 budget resolution, with a vote-a-rama and passage of S.Con.Res.33. The budget resolution sets the stage for a second reconciliation bill focused on homeland security...
PPLI Explained: A Powerful Planning Strategy for Sophisticated Families
Save your spot for this exclusive webcast: "Understanding the PPLI Opportunity: The Basics and Beyond" Register Now May 28, 2026 | 1:00 PM – 2:00 PM PDT Private Placement Life Insurance (PPLI) has emerged as a highly effective tool in sophisticated planning for...
The Nevada Advantage: Strategic Trust and Tax Planning for the Modern Family Business
By Kristen D. MatteoniVice President, Associate CounselWhittier TrustIntroduction For most family business owners, the preservation and transfer of their legacy is rarely as simple as drafting a will or establishing a basic revocable trust. Today’s environment,...
Family Giving in Higher Education: A Unique Blend of Personal and Collective Philanthropy
By Todd Smith, BAPrincipalCFARBy Erin Konkle, PhDChief Culture Change OfficerConstructive Dialogue InstituteIn higher education philanthropy, family giving occupies a unique and powerful position. It's a form of giving that bridges the gap between individual donors...
Soldano to Present Survey Findings at FBA of California Conference
Family Enterprise USA’s Soldano to Present New Family Business Survey Findings at May 13 Family Business Association of California Conference Sutter Club Conference Updates Attendees on Latest Legislation Impacting Family-Owned Businesses The Family...
Understanding the PPLI Opportunity: The Basics and Beyond
Private Placement Life Insurance (PPLI) has emerged as a highly effective tool in sophisticated planning for affluent families. There has been tremendous growth in the number of families adopting PPLI. This May 28th webcast is an opportunity to easily...
Saying It Out Loud April 2026, By Pat Soldano
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group‘Being There’ Key to Congress Knowing Family Business Messages; New Research Shows Shift in Priorities to Healthcare, Wealth Tax New Rate Reduction Bills Look to Balance Unfair Estate Taxes...
Wealth Tax News – 4/24/2026
This week’s developments show continued momentum behind efforts to tax high earners, with California’s billionaire-tax fight continuing to intensify, New York advancing a pied-à-terre proposal, and states such as Washington and Maine moving forward with new taxes on...
Taxation & Representation: Wealth taxes are back. See the 4 bills to watch
Reconciliation 2.0: This week, Senate Budget Committee Chairman Lindsey Graham (R-SC) released the text of the FY2027 budget resolution that would open the door for a second reconciliation bill, which is intended to fund the Department of Homeland Security’s (DHS)...
This Testimony Could Protect Your Family Legacy
House Committee on Small Business Hears from Family-Owned Businesses on Effects of Current Tax Policies; Renfro Foods’ Executive Provides Testimony Becky Renfro-Borbolla’s Opening Statement Details High Cost of Estate Taxes on Family Businesses The House...
The Investor-Ready Paradox: How To Balance The Personal And Procedural
By Jeff AholaCEOAhola Payroll & HR SolutionsCompany J wanted to bring in outside investors for sound business reasons – capital for growth, expertise, and risk-sharing. It had set up procedures and human resources to allow for what should have been a sound choice....
What’s Happening in June Could Shape Your Strategy
Two major family business and private company events are headed here in June, the Congressional Family Business Caucus and the Private Company Governance Summit. The Congressional Family Business Caucus will be held June 9 on Capitol Hill, while the Private...
New Research: Wealth Taxes May Cost More Than They Raise
Recent research from the Hoover Institution is adding new data to the growing debate over wealth taxes - and the findings may surprise policymakers, business owners, and investors alike. These new studies examine real-world outcomes, historical precedents, and...
Happening Soon: Don’t Miss This Live Policy Discussion
UPDATED: Includes the replay of the hearing. A tax policy discussion is about to unfold in Washington - and small businesses are front and center. The House Committee on Small Business will hold a hearing titled “Lower Taxes, Stronger Main Street: The Benefits...
Wealth Tax News – 4/10/2026
This week’s developments show wealth-tax and “millionaires tax” proposals gaining traction across both federal and state politics, with debates spanning Democratic tax policy at the national level and active fights in California, Washington, Maine, Illinois, and New...
Make the Most of Your Capitol Hill Agenda This June
Make the Most of Your Capitol Hill Agenda This June with Congressional Family Business Caucus, June 9, Private Company Governance Summit, June 10 – 12 Mark your June calendars for two major events coming to Washington, D.C., for family-owned businesses and private...
FEUSA Action’s Soldano Speaks at Lido Symposium on Future of Family Offices
Family Enterprise USA Action’s Pat Soldano Speaks at Lido Family Office Investment Symposium on Future of Family Offices Family Office Conference Features Keynote by George W. Bush, 43rd U.S. President The 20th Annual Lido Family Office Investment...
Wealth Tax News – 4/3/2026
Momentum is building behind “tax the rich” policies ahead of 2028, with national Democrats debating wealth and billionaire taxes and blue states advancing high‑earner measures: Washington enacted a 9.9% tax on income over $1 million starting in 2028, while California,...
Beyond the Headlines: Strategic Wealth Planning in an Evolving Tax Environment
By Tammie M. SandovalJ.D., CTFA | Chief Fiduciary OfficerBank OZKIntroduction Over the past decade, the taxation of wealth has reemerged as a central theme in U.S. economic and policy discourse. Although a federal wealth tax has not been enacted, sustained policy...
New Sponsors Ahola Corp., LSL CPAs, and Winged Keel Group Join FEUSA
New Sponsors Ahola Corp., LSL CPAs, and Winged Keel Group Join Family Enterprise USA to Support America’s Family-Owned Businesses Sponsors Join at Platinum, Gold Levels to Support Family Businesses Be Heard on Capitol Hill Three new sponsors, Ahola Corporation,...
![[Closing in 24 Hours] Make Your Voice Count Today](https://policyandtaxationgroup.com/wp-content/uploads/2026/03/Instagram-afob-survey-19-400x250.jpg "Content")
[Closing in 24 Hours] Make Your Voice Count Today
Don’t Wait - 24 Hours Before Survey Closes Take 5 minutes now to ensure your voice is heard where it matters most. Decisions made on Capitol Hill directly impact your legacy, your employees, and the future of your family-owned business. At Family...
Saying It Out Loud March 2026, By Pat Soldano
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupBipartisanship Still Lives on Capitol Hill as Congressional Family Business Caucus Finds its Co-Chairs in Rep. Correa and Rep. Tenney Co-Chairs Vow to Support Policies that Help Family-Owned...
When a Family Office Supports Your Preferred Life – and When It Gets in the Way
By Jeff BezansonExecutive Managing [email protected] Enterprise USA members represent the backbone of the American economy. Family-owned and multigenerational businesses create jobs, sustain communities, and steward capital across...
Affordability Strategies Get Spotlight During First Congressional Family Business Caucus
Affordability Strategies Get Spotlight During First Congressional Family Business Caucus; Rep. Correa and Rep. Tenney Co-Chair Bipartisan Caucus Rep. Tenney (R-NY) and Rep. Dina Titus (D-NV) Address Caucus Attendees, Family-Owned Business Leaders; Dr. Frank...
Act Now: Survey Ends Soon – Be Heard
Don’t Wait - Survey Closes Soon Take 5 minutes now to ensure your voice is heard where it matters most. Decisions made on Capitol Hill directly impact your legacy, your employees, and the future of your family-owned business. At Family Enterprise...
Weekly Washington Update: Big Policy Moves on Affordability, Taxes, Energy
POTUS Signs EO on Affordable Home Construction: On Friday, President Trump signed an executive order (EO) to address regulatory barriers for affordable home construction. The EO includes using existing federal incentives to spur more homebuilding, especially in...