California’s Prop 40 billionaire tax remains short of a majority according to a new poll, at 46% support to 43%...
Family Owned Business Articles
“When “We’re Family” Isn’t an HR Policy” with Ahola Payroll & HR
Family businesses often describe their organizations as being “like a family.” That sense of connection can be one of...
California’s Prop 40: A $25 Billion Tax Disaster in the Making?
The debate on whether California’s Proposition 40, “The Billionaire Tax,” will backfire gets a deep dive review in...
Generation Limbo: How Owner Longevity and Trusts Are Reshaping Family Business Succession
By Todd SmithPrincipalCFAR Download the whitepaper by By Todd Smith, CFAR In the United States, people are...
Congressional Family Business Caucus Signs Rep. Tim Moore as 51st Member
Congressional Family Business Caucus Signs Rep. Tim Moore as 51st Member; Lawmakers Hear Directly from Family Business...
Saying It Out Loud October 2026, By Pat Soldano and Tim Schultz
By Patricia M. SoldanoPresidentFamily Enterprise USABy Tim SchultzCEOFamily Enterprise USAFour States and Three Myths...
Can the Next Generation Afford to Keep Your Business in the Family?
Mark RichardsPrincipalWinged Keel GroupYou may be confident the next generation is ready to lead your family business....
Punishing Success is Not Golden for California
By Frank Luntz and Pat Soldano and recently published by The Orange County Register. California is known as the...
Big Bill, bigger impact on your business
Keynote Speaker: Dianne MehanyEY Private National Tax LeaderErnst & Young LLP"Beyond the bill: What the OBBBA...
Wealth Tax News – 10/9/2026
With less than a month until Election Day, California's Prop 40 is losing ground. The proposed one-time 5% tax on...
Finding the Silver Lining: Planning During Volatility
Robert Panetti, CFA®Private Advisor, Managing DirectorRockefeller Global Family OfficeShirley QuackenbushPrivate...
You missed the most important briefing. Final Caucus Before Midterms. Wealth taxes could push jobs out.
Overview: The Congressional Family Business Caucus met on September 23, 2026, in the Dirksen Senate Office Building....
Rep. Min Marks 50th House Member to Join Congressional Family Business Caucus
Rep. Min Marks 50th House Member to Join Congressional Family Business Caucus; ‘Price of Prosperity’ and Wealth Taxes...
Beyond the bill: What the OBBBA means for family businesses
Keynote Speaker: Dianne MehanyEY Private National Tax LeaderErnst & Young LLP"Beyond the bill: What the OBBBA...
Billionaire Tax Gets Zero Votes in Debate
‘Billionaire Tax’ Gets No Votes from Both Becerra and Hilton in Latest CNN Debate before November Elections ...
5 Things To Think About In Corporate Philanthropy: DAFs, Foundations & More
In this webcast, 5 Things to Think About in Corporate Philanthropy: DAFs, Foundations, and More, Ashley Fontanetta and...
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[WEBCAST] When “We’re Family” Isn’t an HR Policy with Ahola Payroll & HR Solutions
Jeff AholaChief Executive OfficerAhola Payroll & HR SolutionsSonya Ahola JamesExecutive Vice PresidentAhola...
Caucus Day Recap. The Price of Prosperity: Family Business Strategies for Battling All Taxes on Success
Caucus Day Recap. September 23, 2026. The Price of Prosperity: Family Business Strategies for Battling All Taxes on...
WBOG Hear from Capitol Hill Experts on Wealth Taxes, Other Issues Facing Family Businesses
Women Business Owners Hear from Capitol Hill Experts on Wealth Taxes, Other Issues Facing Family Businesses Women’s...
The Importance of Illiquidity Budgeting for Families
Jordan WaldrepChief Investment Officer, Trust and WealthBank OZKRead & Download the Whitepaper. Click Here. ...
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[WEBCAST] When “We’re Family” Isn’t an HR Policy with Ahola Payroll & HR Solutions
Jeff AholaChief Executive OfficerAhola Payroll & HR SolutionsSonya Ahola JamesExecutive Vice PresidentAhola...
Saying It Out Loud September 2026, By Pat Soldano and Tim Schultz
By Patricia M. SoldanoPresidentFamily Enterprise USABy Tim SchultzCEOFamily Enterprise USAWealth Taxes, Estate Taxes...
The Last Fragmented Real Estate Sector
By Derek CzarkowskiVice President, Investor RelationsBuchanan Street PartnersBy Annie ClareSenior Investor Relations...
WARCO Hosts Rep. Correa at Southern California Factory to Discuss Growth, Jobs, Taxes
WARCO Hosts House Member Rep. Correa at Southern California Factory to Discuss Growth, Jobs, Taxes Rep. Correa,...
Wealth Tax News – 9/11/2026
This week’s wealth tax developments again centered on California’s Proposition 40, which drew editorial opposition...
Stop Guessing, Start Giving Smarter
Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier TrustJerad BeltzSenior Vice President, Deputy...
Family-Owned Business Leaders Line Up for Strong Family Business Caucus on Sept. 23
Family-Owned Business Leaders Line Up for Strong Congressional Family Business Caucus on Sept. 23 ‘Price of...
Wealth Tax News – 9/4/2026
This week’s wealth tax developments centered on California’s Proposition 40, as Rep. Ro Khanna (D-CA) defended it as a...
DAF vs Foundation: What’s Best For You?
Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier TrustJerad BeltzSenior Vice President, Deputy...
Succession Planning for Family Businesses
For many family-owned businesses, succession planning is not just a business decision. It's a personal one. ...
House Member Rep. Correa Meets with Family-Owned Businesses at Southern California Event
House Member Rep. Correa Meets with Family-Owned Businesses at Southern California Event, Details Policies to Help...
Wealth Tax News – 8/21/2026
This week saw continued momentum against state-level wealth taxes, as California billionaires poured nearly $40...
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[WEBCAST] Give 60% Smarter? Live Philanthropy Guide
Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier TrustJerad BeltzSenior Vice President, Deputy...
Wealth Tax Information Resource Now Available; Monitors State & Federal ‘Savings Penalty Tax’ Proposals
Wealth Tax Information Resource Now Available at Family Enterprise USA Action; Monitors State & Federal ‘Savings...
Beyond the Handshake: Why a Buy-Sell Agreement Is the Prenup Every Business Partnership Needs
By Steven HiltonSenior AssociateBrown & StrezaBy Steven Oh, J.D., LL.M.AttorneyBrown & StrezaRead &...
5 Ways Family Businesses Give Smarter
Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier TrustJerad BeltzSenior Vice President, Deputy...
Preserving Legacy and Maximizing Value: Strategic Planning for Family-Owned Enterprises
Robert Panetti, CFA®Managing Director, Private AdvisorRockefeller Global Family OfficeShirley QuackenbushManaging...
Family-Owned Businesses See Lower Taxes as Means to Invest More in Business, Employees, Survey Shows
Family-Owned Businesses See Lower Taxes as Means to Invest More in Business, Employees, Family Enterprise USA Survey...
Saying It Out Loud August 2026, By Pat Soldano and Tim Schultz
By Patricia M. SoldanoPresidentFamily Enterprise USABy Tim SchultzCEOFamily Enterprise USAWealth Taxes Have Failed,...
Wealth Tax News – 8/14/2026
This week’s wealth tax developments centered on California’s Proposition 40, which faced constitutional scrutiny from...
PPLI as a “Family Bank”: Segregating Long-Term Capital From Operating Risk
By Mark RichardsPrincipalWinged Keel GroupBy Zach SpechtManaging Director, Client Relationship ManagerWinged Keel...
Three WBOG Members Make Top Women-Owned Business List in Orange County
Three Women’s Business Owners Group Members Make Top Women-Owned Business List in Orange County Women Leaders of...
Wealth Tax News – 8/8/2026
California’s proposed billionaire wealth tax (Proposition 40) dominates this week’s news cycle, with the California...