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...
Jan 28, 2026 | Family Offices, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes
Global Wealth Tax Gains Steam: Governments worldwide, from the United Kingdom (UK) and France to U.S. states like California and New York, are increasingly considering “tax the rich” measures to close budget gaps through higher property taxes, elevated investment...
Jul 23, 2025 | Family Offices, Estate Tax, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Taxes
The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Passthrough Deduction Eyed for Bigger Boost in Future Bill: House Republicans are weighing the...
Jun 27, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Taxes
Tell Us What Matters Most to Your Family-Owned Business Help us better represent your family-owned business by sharing what matters most to you on tax and economic issues. Family Business Governance, Insights on Tax Bill Status Featured in Two New Podcasts from Family...
Jun 24, 2025 | Family Offices, Estate Tax, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Taxes
Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. House and Senate Republicans are charging toward their self-imposed July 4 deadline for passage of their multi-trillion-dollar reconciliation...
