Supporting Strategic Partners

Policy and Taxation Group’s advocacy efforts in 2025 protected family-owned businesses from harmful tax changes and advanced policies that sustain growth across generations. Through our education efforts with Congress, we made the 37% top income tax rate and the 20% Section 199A deduction permanent, increased the estate tax exemption to $15 million per person, and prevented hikes in the capital gains rate. We restored R&D expensing and bonus depreciation, preserved Like-Kind Exchanges, and stopped new wealth tax and surtax proposals. Importantly, valuation discounts, grantor trusts, and the step-up in basis, all vital to family business succession, were safeguarded. These accomplishments reflect the power of a united family owned business voice in Washington and the continued importance of our mission: ensuring fairness, stability, and opportunity for every family owned business in America.

Strategic Partners

Brownstein Hyatt Farber Schreck is a unique law firm. Walk into any of our offices and you’ll immediately recognize a different type of energy. Complacency doesn’t have a place here. Flexibility and inspiration do.

Our culture and enthusiasm allow our attorneys, policy consultants and legal staff to stay ahead of our clients’ needs and provide them with the resources they require to meet their business objectives.

Strategic Partners

We combine sound legal counsel with a deep knowledge of our clients’ businesses to resolve their legal challenges. We care about the quality of our services, the success of our clients and the relationships that are forged through those successes.

Breadth and Depth

Our client base spans every type of business, both private and public, worldwide. We advise a diverse mix of clients, from Fortune 100 and FTSE 100 corporations to emerging companies, and from individuals to local and national governments. In the private sector, we provide the full range of legal advice required to implement practical strategies and resolve disputes. In the public sector, we counsel governments on privatization of whole industries and on establishment of regulatory systems under which new private businesses can compete. We also serve the regional needs of the countries and cities we call home.

Strategic Partners

Dividend Assets Capital is an employee-owned boutique wealth management and investment firm based in the heart of South Carolina’s Lowcountry. With a 40-year tried and true dividend growth philosophy and diverse, well-seasoned talent, we deliver personalized investment strategies and comprehensive wealth management. We bring clarity, simplicity, and devotion to our work, helping successful families, advisors, and institutions set and achieve their financial goals, so they may preserve what is meaningful to them, their families, and their communities.

Bank OZK

Bank OZK (Nasdaq: OZK) is a regional bank providing innovative financial solutions delivered by expert bankers with a relentless pursuit of excellence. Established in 1903, Bank OZK conducts banking operations in over 260 offices in nine states including Arkansas, Georgia, Florida, North Carolina, Texas, Tennessee, New York, California and Mississippi and had $41.6 billion in total assets as of September 30, 2025. For more information, visit ozk.com.