Family Businesses Articles

Taxation & Representation: Budget 2.0 drops this week: 199A hike + ICE funding

Budget Reconciliation 2.0 … and 3.0?: Last week, the Senate completed its consideration of the FY2026 budget resolution, with a vote-a-rama and passage of S.Con.Res.33. The budget resolution sets the stage for a second reconciliation bill focused on homeland security...

PPLI Explained: A Powerful Planning Strategy for Sophisticated Families

Save your spot for this exclusive webcast: "Understanding the PPLI Opportunity: The Basics and Beyond" Register Now May 28, 2026  | 1:00 PM – 2:00 PM PDT   Private Placement Life Insurance (PPLI) has emerged as a highly effective tool in sophisticated planning...

The Nevada Advantage: Strategic Trust and Tax Planning for the Modern Family Business

By Kristen D. MatteoniVice President, Associate CounselWhittier TrustIntroduction   For most family business owners, the preservation and transfer of their legacy is rarely as simple as drafting a will or establishing a basic revocable trust. Today’s environment,...

Family Giving in Higher Education: A Unique Blend of Personal and Collective Philanthropy

By Todd Smith, BAPrincipalCFARBy Erin Konkle, PhDChief Culture Change OfficerConstructive Dialogue InstituteIn higher education philanthropy, family giving occupies a unique and powerful position. It's a form of giving that bridges the gap between individual donors...

The Art of Influence

What if the push for wealth taxes crashes into constitutional barriers?   In this timely Bloomberg Tax analysis,...

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