Family Businesses Articles

Translating the Initial Ways and Means Legislative Language Ahead of Tuesday’s Markup

Key Takeaways and Implications of this Initial Tax Language On Friday evening, Ways and Means Committee Chairman Jason Smith (R-MO) released initial legislative language for the Committee's scheduled markup on Tuesday, May 13, at 2 p.m.   In general, the 28-page...

Quick Poll – Share Your Thoughts on Tariffs

We’re gathering feedback from family-owned business leaders like you on how tariffs are impacting your business. It’s just one quick question and takes less than a minute! Click here to vote now Thanks for sharing your input. We hope you've enjoyed this article. While...

Tax Update: Ways and Means Notices Tuesday Markup

Tax Update: House Ways and Means Committee Notices Tuesday Markup, Releases Preliminary Legislative Text   On May 9, the House Ways and Means Committee noticed a markup of its portion of the House reconciliation bill to be held on Tuesday, May 13, at 2 pm ET. ...

Unlock Smarter Estate Planning for High-Net-Worth Families – May 30

Register Now May 30, 2025 | 10:00 AM – 11:00 AM PDT "Estate Planning for High-Net-Worth Families: Beyond the Basics"   When it comes to estate planning for high-net-worth and ultra-high-net-worth families, the basics are just the beginning. Join us for a live...