Feb 13, 2026 | Family Businesses, Family Business Survey, Family Owned Business, Wealth Tax
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 Businesses, Family Owned Business, Income Taxes, 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...
Feb 4, 2026 | Family Businesses, Family Owned Business, Income Taxes, Taxes
FY 2026 Appropriations Outlook: On Jan. 30, Senate lawmakers reached an agreement and passed a revised package providing full-year FY2026 appropriations for five bills—Defense, Labor-HHS-Education, Transportation-HUD, Financial Services-General Government, and...
Jan 28, 2026 | Family Businesses, Family Owned Business, Income Taxes, 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...
Jan 23, 2026 | Family Businesses, Family Owned Business, Income Taxes, Taxes
Take the 2026 Family-Owned Business Survey Contribute your perspective to the 2026 Family-owned Business Survey and help influence policy and support. Start now. What if the push for wealth taxes crashes into constitutional barriers? In this timely Bloomberg...
Jan 15, 2026 | Pat Soldano, Policy and Taxation Group
Policy and Taxation Group Renamed Family Enterprise USA Action, with Focus on Action, Engagement with Capitol Hill Lawmakers FEUSA Action Aligned with Family Enterprise USA Education Efforts on Behalf of Family Businesses, Family Offices, and Successful Families...
Jan 9, 2026 | Family Businesses, Family Business Survey, Family Enterprise USA, Family Owned Business
Lido Consulting, Family Enterprise USA Discuss New Wealth Tax Proposals, Impact of H.R. 1 on Family Businesses Lido’s Greg Kushner, FEUSA’s Pat Soldano Provide Insider Views on How Legislation Will Affect Family Businesses, Family Offices, Successful Families ...
Dec 18, 2025 | Family Businesses, Family Owned Business, Income Taxes, Taxes
T-14 Days Until the Expiration of the ACA eAPTCs: In 14 days, the enhanced Affordable Care Act premium tax credits (eAPTCs) expire and neither chamber has landed on a solution. Last week, House Republicans released H.R. 6703, the Lower Health Care Premiums for All...
Dec 11, 2025 | Family Businesses, Estate Taxes, Family Owned Business, Income Taxes, Taxes
In September, the Treasury Department and Internal Revenue Service (IRS) issued the 2025-2026 Priority Guidance Plan. The plan outlines priority guidance projects to be addressed from July 1, 2025, through June 30, 2026. The plan emphasizes five key areas:...
Dec 8, 2025 | Family Businesses, Estate Taxes, Family Owned Business, Income Taxes, Taxes
Kies Flags Upcoming Guidance and the 2026 Filing Season: On Nov. 20, Treasury Assistant Secretary for Tax Policy and Acting IRS Chief Counsel Ken Kies spoke at a conference where he highlighted upcoming guidance related to One Big Beautiful Bill Act (OBBBA)...
