Sep 13, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News
California State University Fullerton Offers Family Business Workshops through its Center for Family Business Family Business Fall Series Starts October 18 with Workshop on ‘Developing Non-Family Leaders’; CSUF Center for Family Business Workshops Run Through April...
Aug 15, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News, Income Tax, Taxes
Join other hard-working American taxpayers in asking Congress NOT to punish success, taking a lifetime of savings. The House of Representatives passed the $740 billion Inflation Reduction Act (H.R. 5376) in a party-line 220 to 207 vote (four Republicans did not vote)....
Nov 19, 2021 | Blog, Family Businesses, In The News, Policy And Taxation Group
Contact Your Member of Congress - It Only Takes 35 Seconds Today the House voted 220-213, along party lines to pass the Build Back Better Act. Yesterday Congressional Budget Office (CBO) released its highly anticipated score of the Build Back Better Act. According to...
Jul 17, 2020 | Blog, Family Businesses
With nearly three decades of financial advising behind her, Mary J. Howard knows a lot about helping others navigate uncertainty and plan for the future. Her daughter, Megan, is now learning the same alongside her as their team has been working closely with clients to...
May 11, 2020 | Blog, Budget Deficit, In The News, Policy And Taxation Group
If you’re a regular reader of these updates, this week’s will seem like Deja vu. Congress moved quickly to pass a costly aid package without regard to how it would be paid for, which the President signed immediately. The $484 billion relief package was...