May 8, 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 ranged from a new federal proposal to tax large trust holdings to intensifying state and...
May 8, 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...
May 6, 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. The first annual “Family Business Center Challenge” saw the Institute for Family-Owned Business, Maine, and the Family...
May 5, 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. By Michael J. OffenheiserPartnerBrown & Streza The Hidden Risk of Success: When Wealth Changes the Conditions that Form...
May 4, 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. Budget Reconciliation 2.0 … and 3.0?: Last week, the Senate completed its consideration of the FY2026 budget resolution, with...
May 3, 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...
Apr 30, 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. By Kristen D. MatteoniVice President, Associate CounselWhittier Trust Introduction For most family business owners,...
Apr 29, 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. By Todd Smith, BAPrincipalCFAR By Erin Konkle, PhDChief Culture Change OfficerConstructive Dialogue Institute In higher...
Apr 28, 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. Family Enterprise USA’s Soldano to Present New Family Business Survey Findings at May 13 Family Business Association of...
Apr 27, 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. Private Placement Life Insurance (PPLI) has emerged as a highly effective tool in sophisticated planning for affluent...
