Family Businesses Articles

Congressional Family Business Caucus Members Meeting Set March 17

Congressional Family Business Caucus Members Meeting Set March 17; Affordability Strategies, New Family-Owned Business Concerns Revealed   Newest Research on Issues Affecting Family-Owned Businesses to Be Unveiled during the Family Enterprise USA-Hosted Capitol Hill...

Taxation & Representation: GOP Divided as Wealth Tax Momentum Grows

Republican Split on Reconciliation 2.0: Earlier this month, President Trump ruled out a second budget reconciliation bill after last year’s One Big Beautiful Bill Act (OBBBA, P.L. 119-21). Some congressional Republicans like Rep. August Pfluger (R-TX) and Sen. John...

Changing Public Markets and the Impact for Average Investors

By Jordan WaldrepChief Investment OfficerBank OZKThe landscape of public markets in the US has undergone a profound change over the past 30 years with a significant reduction in the number of publicly traded equities.   This has been driven by many factors...

Congress Is Listening – Will You Speak Up?

Small action. Serious influence. See why this matters more than ever.   Your voice matters - and it directly strengthens our mission.   Why your input is essential: When you share a few quick, anonymous facts about your family-owned business, you help us...
Wealth Tax News – 4/3/2026

Wealth Tax News – 4/3/2026

Momentum is building behind “tax the rich” policies ahead of 2028, with national Democrats debating wealth and...

Above the Line Planning

Above the Line Planning

By The Madison Group.Twenty years ago at The Madison Group we wrote a book that said, “Status quo planning perpetuates...

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