Family Owned Business Articles

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...

Ernie Pomerleau Retires From the Board After 20 Years

Dear Partners and Friends,   I wanted to let you know that Ernie Pomerleau, a distinguished Board Member of Policy and Taxation Group for over 20 years, will be retiring from the Board.   Ernie was one of our earliest supporters and one our first Board...

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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