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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...
Evaluating Business Structures: The Pros And Cons

Evaluating Business Structures: The Pros And Cons

Jul 11, 2024 | Family Offices, Generationally Owned Business, Successful Families

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! By Isaac Bradley, J.D., CPADirector of Financial PlanningHomrich Berg Family businesses often start small with simple business and tax structures....
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...
Taxation & Representation. Prepare for 2025: Senate GOP Creates Tax Working Groups

Taxation & Representation. Prepare for 2025: Senate GOP Creates Tax Working Groups

Jun 5, 2024 | Family Offices, Income Tax, Successful Families, Taxes

Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! Senate Finance Committee Republicans Form Working Groups in Preparation for 2025: Following the April 24...
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Death Tax & Estate Tax News

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  • What’s Happening in June Could Shape Your Strategy
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  • Make the Most of Your Capitol Hill Agenda This June
  • FEUSA Action’s Soldano Speaks at Lido Symposium on Future of Family Offices
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