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Selecting Modern Trust Structures Based on a Family’s Assets

Selecting Modern Trust Structures Based on a Family’s Assets

Jun 13, 2023 | Family Businesses, Family Owned Business, In The News

Family Businesses Are the Backbone of the American Economy: Contact Your Representative and Show Your Support By Al W. King III & Pierce H. McDowell III A round-up of the available options   Trusts have grown enormously in popularity since the mid-1990s as a...
Family Business Leaders Hear From Pollster Frank Luntz

Family Business Leaders Hear From Pollster Frank Luntz

Jun 13, 2023 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News, Video Post, Watch & Listen

Family Businesses Are the Backbone of the American Economy: Contact Your Representative and Show Your Support Family Enterprise USA, Policy and Taxation Group Holds Quarterly Members and Supporters Webcast with Pollster Frank Luntz   Insights On Current Political...
Family Business Leaders Share Insights at Congressional Caucus Meeting

Family Business Leaders Share Insights at Congressional Caucus Meeting

Jun 9, 2023 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News, Video Post, Watch & Listen

Contact Your Representatives in Congress to Join the Congressional Family Business Caucus Now! Second Congressional Family Business Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness   Capitol Building’s House Budget Committee Room...
Tax Policy Updates, Tax-Reform Proposal, Proposed Rules, and More

Tax Policy Updates, Tax-Reform Proposal, Proposed Rules, and More

Jun 8, 2023 | Estate Taxes, In The News, Income Taxes, Taxes

Contact Your Representatives in Congress to Join the Congressional Family Business Caucus Now! GOP Lawmakers Prepare Expansive Tax-Reform Proposal. House Republicans are expected to unveil an economic-growth package in the coming weeks that will encompass tax...
Protecting What You’ve Spent a Lifetime Building

Protecting What You’ve Spent a Lifetime Building

Jun 7, 2023 | Family Businesses, Family Owned Business, In The News

Rally for Family Businesses by Contacting Congress Now to Join the Congressional Family Business Caucus! Is your limit sufficient to protect your assets and lifestyle?   You’ve worked hard for your success. You deserve an insurance partner who recognizes that....
Register Now for Frank Luntz’s June 7 Webcast on the State of the Union

Register Now for Frank Luntz’s June 7 Webcast on the State of the Union

Jun 6, 2023 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News

Contact Your Representatives in Congress to Join the Congressional Family Business Caucus Now! Last Chance: Register Now for June 7 Members Webcast: See Frank Luntz on “Where Are We Now?” and New Legislation Affecting Family Businesses.   This is a Family...
Last Chance: Register Now for June 7 Members Webcast: See Frank Luntz on “Where Are We Now?”

Last Chance: Register Now for June 7 Members Webcast: See Frank Luntz on “Where Are We Now?”

Jun 2, 2023 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News

Contact Your Representatives in Congress to Join the Congressional Family Business Caucus Now! Last Chance: Register Now for June 7 Members Webcast: See Frank Luntz on “Where Are We Now?” and New Legislation Affecting Family Businesses.   This is a Family...
Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness

Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness

Jun 1, 2023 | Family Business Caucus, Family Businesses, Family Enterprise USA, Family Owned Business, In The News, Video Post, Watch & Listen

Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Second Congressional Family Business Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness   Capitol Building’s House...
Is the IRS Preparing for Audit Storm Among High Net-Worth Individuals?

Is the IRS Preparing for Audit Storm Among High Net-Worth Individuals?

May 31, 2023 | Estate Taxes, Family Businesses, In The News, Income Taxes, Taxes

Contact Your Representatives in Congress to Join the Congressional Family Business Caucus Now! by Thomas C. Berg, JR., CFA, ASA, CVA & David M. Eckstein, CFA IRS Releases Inflation Reduction Act Strategic Operating Plan: Is an Audit Storm Brewing for High...
Debt-Ceiling Deal Proposes Adjustment to IRS Funding and More

Debt-Ceiling Deal Proposes Adjustment to IRS Funding and More

May 31, 2023 | Estate Taxes, In The News, Income Taxes, Taxes

Contact Your Representatives in Congress to Join the Congressional Family Business Caucus Now! On Saturday, May 27, House Speaker Kevin McCarthy (R-CA) and President Joe Biden reached an agreement to suspend the debt ceiling until January 2025 in conjunction with new...
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Family Business News

  • National Restaurant Association CEO Details How Restaurants Benefit from New Tax Bill in Latest Podcast
  • Saying It Out Loud August 2025, By Pat Soldano
  • ‘One Big Beautiful Bill’ Wins for Family Business Detailed in New Podcast
  • New Podcast Details How to Make Private Equity into Positive Partners
  • What You Can Do About Rising Insurance Costs and Shrinking Coverage
  • Weekly Digest of Alerts: Tariff Hikes, CFPB Shifts & What to Expect
  • Is Your Insurance Strategy Built to Withstand What’s Coming?
  • Quick Poll: Concern About Capital Gains Tax
  • Chart a Safer Course: Risk Management Strategies for 2025
  • How Family Businesses Can Cultivate Resilient Growth
  • ‘Communication,’ ‘Succession,’ Top Worries Business Heirs Voice in New ‘Rising Gen’ Survey

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