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Policy Update: Taxation & Representation

Policy Update: Taxation & Representation

Jul 25, 2024 | Family Offices, Income Tax, Successful Families, Taxes

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! Kamala Harris’ Rise to the Top of the Ticket Renews Attention to Her Tax Policy Proposals: On July 21, President Joe Biden announced his withdrawal...
Weekly Washington Update: Policy Highlights from the First 2024 Presidential Debate

Weekly Washington Update: Policy Highlights from the First 2024 Presidential Debate

Jul 1, 2024 | Family Offices, Income Tax, Successful Families, Taxes

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! 2025 Outlook—Democrats Setting Battle Lines as 2024 Elections Loom: Though much of the attention on the expiration of key tax provisions of the Tax...
Weekly Washington Update: Senate Advances Nuclear Permitting Bill, Hearing on COVID-19 Origins, 2025 Outlook.

Weekly Washington Update: Senate Advances Nuclear Permitting Bill, Hearing on COVID-19 Origins, 2025 Outlook.

Jun 24, 2024 | Family Offices, Income Tax, Successful Families, Taxes

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! Senate Advances Nuclear Permitting Bill: The Senate returned this week and the House will be back in session on June 25. The upper chamber advanced...
Tax Update: Prepare for 2025 Tax Changes! Senate Forms New Working Groups

Tax Update: Prepare for 2025 Tax Changes! Senate Forms New Working Groups

Jun 10, 2024 | Family Offices, Income Tax, Successful Families, Taxes

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! Senate Finance Committee Republicans Form Working Groups in Preparation for 2025: Following the April 24 formation of Tax Teams by House Ways and...
Democracy in Action – Our visit to the Congressional Family Business Caucus

Democracy in Action – Our visit to the Congressional Family Business Caucus

Jun 6, 2024 | Family Offices, Family Business Caucus, Successful Families

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! By Allen EsrockFounderNxtGen Nexus By Tim SchultzCenter for Family Business at Cal State Fullerton The Congressional Family Business Caucus held...
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Death Tax & Estate Tax News

  • Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events
  • Taxation & Representation: What Family Offices and Successful Families Must Know: FY26 Appropriations and OBBBA Updates
  • Is Your Family Office or Successful Family Protected from Discord? Learn How Sept. 26
  • Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy
  • Navigating Uncharted Waters in the Insurance Industry with USI
  • Safeguard Your Family Owned Business: Build Governance That Lasts Generations
  • Taxation & Representation: Wealth at risk? Congress debates IRS cuts, OECD exit & new tax credits
  • How Family Governance Protects Generational Wealth
  • Autumn Transitions: Navigating Family Enterprise Challenges with Head and Heart
  • Women’s Business Owners Group Gets Bipartisan Congressional Support
  • Saying It Out Loud September 2025, By Pat Soldano

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