Jun 13, 2026 | Family Businesses, Family Owned Business
Make Your Voice Heard on Capitol Hill Contact your members of Congress now and ask them to stand with family businesses by joining the Caucus. Virtual Seminar Presented by: Casey S. Hale and Alexander “Zan” Schindler Jun 25, 2026 12:00 PM, Pacific Time ...
Jun 12, 2026 | Family Businesses, Family Owned Business, Wealth Tax
Make Your Voice Heard on Capitol Hill Contact your members of Congress now and ask them to stand with family businesses by joining the Caucus. This week’s wealth tax developments span coast to coast and across the Atlantic: California’s proposed...
Jun 9, 2026 | Family Businesses, Family Owned Business
Tim Schultz Named CEO of Family Enterprise USA, Family Enterprise USA Action at Congressional Family Business Caucus Meeting Family Business Leader Schultz Takes New Positions to Keep Voice of Family-Owned Businesses Strong on Capitol Hill Family Enterprise...
Jun 7, 2026 | Family Businesses, Family Owned Business, Wealth Tax
Make Your Voice Heard on Capitol Hill Contact your members of Congress now and ask them to stand with family businesses by joining the Caucus. This week’s wealth-tax debate spanned from federal proposals to tax AI-driven wealth and close billionaire borrowing...
Jun 3, 2026 | Family Businesses, Family Owned Business, Video Post, Watch & Listen, Webcast Replays
Private Placement Life Insurance (PPLI) has emerged as a highly effective tool in sophisticated planning for affluent families. There has been tremendous growth in the number of families adopting PPLI. This webcast is an opportunity to easily understand PPLI and its...
Jun 3, 2026 | Family Businesses, Family Owned Business, Wealth Tax
Robert F. Mancuso, former SEC attorney and CEO of Capri Capital Partners, examines the growing use of ballot initiatives to advance wealth-tax proposals and argues that such measures may warrant closer judicial scrutiny. Using a recent Washington Supreme Court ruling...
Jun 2, 2026 | Family Businesses, Family Owned Business, Video Post, Watch & Listen, Wealth Tax, Webcast Replays
Executive Summary: New Voter Research from Dr. Frank Luntz Tells a Story of America ‘In Trouble,’ ‘American Dream’ Out of Reach for Most Research Shows ‘Rise of Socialism,’ ‘Rising Anger,’ and Misunderstanding of “Savings Penalty Tax” on the Country’s Most...
Jun 1, 2026 | Family Businesses, Family Owned Business
Make Your Voice Heard on Capitol Hill Contact your members of Congress now and ask them to stand with family businesses by joining the Caucus. Calif. State University, Fullerton, Holds Workshop on Creating ‘Legacy and Longevity’ for Family-Owned Businesses Two...
May 30, 2026 | Family Businesses, Family Owned Business, Wealth Tax
Make Your Voice Heard on Capitol Hill Contact your members of Congress now and ask them to stand with family businesses by joining the Caucus. Want to learn more? Visit our State and Federal Wealth Tax Tracker - Click Here We hope you've enjoyed this article. While...
May 22, 2026 | Family Businesses, Family Owned Business
Make Your Voice Heard on Capitol Hill Contact your members of Congress now and ask them to stand with family businesses by joining the Caucus. Save your spot for this exclusive webcast: “Understanding the PPLI Opportunity: The Basics and Beyond” Register...
