Kies Flags Upcoming Guidance and the 2026 Filing Season: On Nov. 20, Treasury Assistant Secretary for Tax Policy and...
Income Taxes Articles
Taxation & Representation Update: Shutdown’s Impact, Fast-Track Disputes, IRS Leadership, Crypto Tax
Shutdown Week 6: On Wednesday, Nov. 5, the federal government shut down that began on Oct. 1, became the longest in...
Inside the SCOTUS Tariff Case: What It Means for You
The US Supreme Court (SCOTUS) is scheduled to hear arguments on November 5, 2025, into President Trump’s imposition of...
Taxation & Representation Update: What the ongoing shutdown means for your business
Shutdown Week 4: The federal government shutdown that began on Oct. 1 continues without resolution. On Oct. 20, the...
Family Businesses Concerned About Potential New Wealth Tax Act
Family Businesses Concerned About Potential New Wealth Tax Act Re-Introduced in Congress Bill by Sen. Wyden Gets...
Policy and Taxation Update: IRS Leadership Shake-Up: What It Could Mean for Family Businesses
Bisignano, Koopman Join IRS Leadership: The Internal Revenue Service (IRS) has announced significant leadership...
Quick Poll: Will this new tax hurt your family business? Take our quick poll
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Taxation & Representation: Shutdown & Tax Changes – Key Updates for Family-Owned Businesses Ahead
Government Shutdown Outlook: On Sept. 29, House and Senate majority and minority leaders, also known as the “Big 4,”...
Weekly Washington Policy Update: Senate Votes Down CRs, Why Family Businesses Must Stay Alert
Senate Votes Down Dueling CRs: The Senate on Friday failed to advance a short-term continuing resolution (CR) (H.R....
Taxation & Representation: What Family Owned Businesses Must Know: FY26 Appropriations and OBBBA Updates
FY26 Appropriations Outlook: House Republicans are weighing options to avoid a government shutdown as the Sept. 30...
Taxation & Representation: Congress debates IRS cuts & new tax rules — what family businesses must know
Congress Weighs FY2026 Funding for IRS, OECD and DOJ Tax Division: As Congress returns this week, lawmakers face a...
Saying It Out Loud August 2025, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USATop 5 Family Businesses Wins After Passage of ‘One Big Beautiful...
Weekly Digest of Alerts: Tariff Hikes, CFPB Shifts & What to Expect
What’s Influencing DOJ’s New Trade Fraud Focus, and How to Navigate Enforcement ShiftsBy Greg Brower and Evan Chuck...
Quick Poll: Concern About Capital Gains Tax
We’d love to hear from you! Please take a moment to participate in our quick poll on Capital Gains Tax.[gravityform...
Taxation & Representation: Tax Breaks, Tip Deductions & Overtime: What Family Owned Businesses Must Know
Speaker Johnson Kicks Off Discussions for Reconciliation 2.0: House Republicans are laying the groundwork for a second...
Taxation & Representation: Passthrough Deduction May Rise – What It Means for Your Family Owned Business
Passthrough Deduction Eyed for Bigger Boost in Future Bill: House Republicans are weighing the possibility of a second...
Constant, Consistent Education with Congress Pays Off in ‘OBBB’ for Family-owned Businesses, Family Offices
Constant, Consistent Education with Congress Pays Off in ‘One Big Beautiful Bill’ for Family-owned Businesses, Family...
The One, Big, Beautiful Bill Act – Summary and Analysis
On July 3, the House adopted the Senate substitute to H.R. 1, the One, Big, Beautiful Bill Act (OBBBA) by a vote of...
Quick Poll: Taxed More of Less Due to OBBB
We’d love to hear from you! Please take a moment to participate in our quick poll on The One Big Beautiful Bill...
Tax Update: House Approves Senate Reconciliation Package
Today, the House approved the Senate’s version of Republicans’ multi-trillion-dollar reconciliation package, known as...
Senate Concludes OBBBA Vote-a-Rama
The Senate approved a revised version of the One Big Beautiful Bill Act (OBBBA) (H.R. 1) on July 1, concluding a...
Tax Update: Senate Passes Reconciliation Package
Moments ago, the Senate passed Republicans’ multi-trillion-dollar reconciliation package, known as the One Big...
Tax Update: Congressional Republicans Racing to Complete Tax Package
House and Senate Republicans are charging toward their self-imposed July 4 deadline for passage of their...
Senate Finance Committee Tax Title – Summary and Analysis
On June 16, Senate Finance Committee Chairman Mike Crapo (R-ID) released text of the committee’s tax title for the...
Quick Poll: Share Your Thoughts on The One Big Beautiful Bill
We’d love to hear from you! Please take a moment to participate in our quick poll on The One Big Beautiful Bill ....
Taxation & Representation: Senate Unveils Tax Package That Could Reshape 2025 Policy – Read the Highlights
Senate Finance Committee Releases Full Text of Tax Package: On June 16, Senate Finance Committee Chairman Mike Crapo...
Tax Update: Senate Republicans Release Tax Text
We’ve completed our initial analysis of the Senate Finance Committee’s legislative text. Below is a detailed...
Will “The One Big Beautiful Bill” Deliver for Family Businesses? Pat Soldano breaks it down.
‘Big Beautiful’ tax bill gets Senate review as family businesses anticipate tariff impactBy Pat Soldano | Family...
Tax Update: Senate Republicans Finalizing Tax Bill Changes
Senate Republicans continue to weigh counterproposals to key provisions of the House-passed reconciliation package,...
Taxation & Representation: Senate Eyes Major Changes to H.R. 1 – What’s at Stake for Family Owned Business
The Senate Republicans continue to meet internally and with stakeholders regarding the provisions of a reconciliation...
Women’s Business Owners Group Gains Momentum
Women’s Business Owners Group Gains Momentum, While Power of Women Entrepreneurs Gets Noticed in Congressional Record...
Taxation & Representation: Senate Gears Up to Rewrite House Tax Package – Here’s What’s Changing
House Passes Reconciliation Package, with Senate Expected to Make Changes: On May 22, the House of Representatives...
{PODCAST} Top 10 Tax Changes the Senate Will Make to the One Big Beautiful House Bill
Before heading into the Memorial Day recess, House Republicans met their self-imposed deadline by narrowly passing the...
Snapshots of Family-Owned Businesses Show 80% are Pass Through Entities, Pay Higher Taxes, According to Survey
Snapshots of America’s Family-Owned Businesses Show 80% are Pass Through Entities, Pay Higher Taxes, According to...
Quick Poll: Share Your Thoughts on Income Tax Policy
We’d love to hear from you! Please take a moment to participate in our quick poll on income tax policy. Your...
Weekly Digest: House OKs Major GOP Tax Bill, H.R. 1 Advances Health Reforms, and more.
DOJ Issues New Guidance on White-Collar Prosecutions and Corporate MonitorsBy Greg Brower, Evan Corcoran, Jason Dunn...
H.R. 1 Tax Title – Summary and Analysis
On May 22, the House of Representatives passed H.R. 1, “The One, Big, Beautiful Bill Act,” legislation authorized...
Tax Update: House Passes Reconciliation Package
On May 22, just before 7 am ET, the House of Representatives passed Republicans’ multi-trillion-dollar...
Tax Update: House Budget Committee Blocks Reconciliation Bill
Today, the House Budget Committee rejected Republicans’ multi-trillion-dollar border, energy, and tax package 16 to...
House Ways and Means Committee Budget Completes Reconciliation Markup
On Tuesday afternoon, May 13, the Ways and Means Committee (“Committee”) started its markup of the tax title for the...
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...
Tax Update: Ways and Means Notices Tuesday Markup
Tax Update: House Ways and Means Committee Notices Tuesday Markup, Releases Preliminary Legislative Text On May...
Weekly Washington Tax Update and More: Trump, Johnson Push Back on Tax Hikes for Wealthy
Budget Reconciliation Outlook—Committees Schedule Markups as Congress Addresses Details of Reconciliation Measure:...