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Constant, Consistent Education with Congress Pays Off in ‘OBBB’ for Family-owned Businesses, Family Offices

Constant, Consistent Education with Congress Pays Off in ‘OBBB’ for Family-owned Businesses, Family Offices

Constant, Consistent Education with Congress Pays Off in ‘One Big Beautiful Bill’ for Family-owned Businesses, Family Offices   Working with Congress on the critical tax and economic policies affecting family-owned businesses, family offices, and successful...

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Taxation & Representation: Senate Unveils Tax Package That Could Reshape 2025 Policy – Read the Highlights

Taxation & Representation: Senate Unveils Tax Package That Could Reshape 2025 Policy – Read the Highlights

Senate Finance Committee Releases Full Text of Tax Package: 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) 2025 budget reconciliation bill, as well as a section-by-section...

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Will “The One Big Beautiful Bill” Deliver for Family Offices? Pat Soldano breaks it down.

Will “The One Big Beautiful Bill” Deliver for Family Offices? Pat Soldano breaks it down.

‘Big Beautiful’ tax bill gets Senate review as family businesses anticipate tariff impactBy Pat Soldano | Family Business Magazine   As the “One Big Beautiful Bill Act” winds through Congress, family-owned businesses are watching closely. The bill includes...

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Taxation & Representation: Senate Eyes Major Changes to H.R. 1 – What’s at Stake for Family Offices and Successful Individuals

Taxation & Representation: Senate Eyes Major Changes to H.R. 1 – What’s at Stake for Family Offices and Successful Individuals

The Senate Republicans continue to meet internally and with stakeholders regarding the provisions of a reconciliation package (H.R. 1).   Senate Majority Leader John Thune (R-SD) made it clear that the Senate will make modifications to the bill in the next two...

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