Mar 6, 2026 | Family Offices, Family Businesses, Family Enterprise USA, Successful Families, Wealth Tax
What is your Top Concern: Income Tax, Estate Tax, or Wealth Tax? Real influence starts with real input. Take a few minutes to weigh in. Sen. Bernie Sanders (I-VT) and Rep. Ro Khanna (D-CA) proposed a federal 5% annual tax on wealth above $1 billion. States and...
Feb 13, 2026 | Family Offices, Family Businesses, Family Enterprise USA, Successful Families
Coverage of wealth taxes this week frames California’s wealth tax push as both a healthcare-funding response and a broader ideological fight over causes and consequences-from claims that inflation and long-run dollar devaluation fuel resentment toward billionaires to...
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...
