Family Businesses Articles

Washington Update: New Tax Proposals Are Quietly Gaining Momentum

Neal Plots Democratic Agenda for Ways and Means Committee: If Democrats regain the House Majority in November, House Ways and Means Committee Ranking Member Richard Neal (D-MA) already had pronounced ideas for his agenda if he is chairman of the committee. Ranking...

Wealth Tax News – 5/15/2026

This week’s wealth tax debate continued to intensify across the federal and state landscape, with developments spanning California’s proposed billionaire tax, Washington’s new millionaires tax, Rhode Island’s high-earner surtax, New York City’s proposed second-home...

What Makes Private Placement Life Insurance So Powerful?

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...

CSFU Holds Workshop on Creating ‘Legacy and Longevity’ for Family-Owned Businesses

Calif. State University, Fullerton, Holds Workshop on Creating ‘Legacy and Longevity’ for Family-Owned Businesses   Two Mother-Daughter Management Teams Detail Challenges of Transition to Next Generation; Pat Soldano, President Family Enterprise USA Moderates Panel...
Wealth Tax News – 5/15/2026

Wealth Tax News – 5/15/2026

This week’s wealth tax debate continued to intensify across the federal and state landscape, with developments...

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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