This week’s wealth-tax debate spanned from federal proposals to tax AI-driven wealth and close billionaire borrowing...
Family Owned Business Articles
Understanding the PPLI Opportunity: The Basics and Beyond with Winged Keel Group
Private Placement Life Insurance (PPLI) has emerged as a highly effective tool in sophisticated planning for affluent...
Should Courts Scrutinize Wealth Tax Ballots More?
Robert F. Mancuso, former SEC attorney and CEO of Capri Capital Partners, examines the growing use of ballot...
New Voter Research from Dr. Frank Luntz Tells a Story of America ‘In Trouble’
Executive Summary: New Voter Research from Dr. Frank Luntz Tells a Story of America ‘In Trouble,’ ‘American...
June 3 – 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 ...
Multi-Trillion Dollar Government Waste: Tracking Federal Improper Payments
We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...
Private Placement Life Insurance Explained
Save your spot for this exclusive webcast: "Understanding the PPLI Opportunity: The Basics and Beyond" Register Now...
Wealth Tax News – 5/22/2026
This week’s wealth tax developments reflect continuing debate across California, Connecticut, Washington, New York...
Saying It Out Loud May 2026, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USAAffordability and ‘Savings Penalty Taxes’ Remain Top Worries...
Fueling Family Business Growth, New Research Findings Top Agenda for June 9
Fueling Family Business Growth, New Research Findings Top Agenda for June 9 Congressional Family Business Caucus ...
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...
Wealth Tax News – 5/15/2026
This week’s wealth tax debate continued to intensify across the federal and state landscape, with developments...
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...
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 ...
Wealth Tax News – 5/8/2026
This week’s wealth tax developments ranged from a new federal proposal to tax large trust holdings to intensifying...
The PPLI Opportunity Affluent Families Are Exploring — Are You Missing It?
Save your spot for this exclusive webcast: "Understanding the PPLI Opportunity: The Basics and Beyond" Register Now...
Winners of the Family Business Center Challenge Announced
The first annual “Family Business Center Challenge” saw the Institute for Family-Owned Business, Maine, and the Family...
The Hidden Risk in Family Business Success
By Michael J. OffenheiserPartnerBrown & StrezaThe Hidden Risk of Success: When Wealth Changes the Conditions that...
Taxation & Representation: Budget 2.0 drops this week: 199A hike + ICE funding
Budget Reconciliation 2.0 … and 3.0?: Last week, the Senate completed its consideration of the FY2026 budget...
PPLI Explained: A Powerful Planning Strategy for Sophisticated Families
Save your spot for this exclusive webcast: "Understanding the PPLI Opportunity: The Basics and Beyond" Register Now...
The Nevada Advantage: Strategic Trust and Tax Planning for the Modern Family Business
By Kristen D. MatteoniVice President, Associate CounselWhittier TrustIntroduction For most family business...
Family Giving in Higher Education: A Unique Blend of Personal and Collective Philanthropy
By Todd Smith, BAPrincipalCFARBy Erin Konkle, PhDChief Culture Change OfficerConstructive Dialogue InstituteIn higher...
Soldano to Present Survey Findings at FBA of California Conference
Family Enterprise USA’s Soldano to Present New Family Business Survey Findings at May 13 Family Business Association...
Understanding the PPLI Opportunity: The Basics and Beyond
Private Placement Life Insurance (PPLI) has emerged as a highly effective tool in sophisticated planning for affluent...
Saying It Out Loud April 2026, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USA‘Being There’ Key to Congress Knowing Family Business Messages;...
Wealth Tax News – 4/24/2026
This week’s developments show continued momentum behind efforts to tax high earners, with California’s billionaire-tax...
Taxation & Representation: The tax move Congress didn’t tell you about yet
Reconciliation 2.0: This week, Senate Budget Committee Chairman Lindsey Graham (R-SC) released the text of the FY2027...
This Testimony Could Protect Your Family Legacy
House Committee on Small Business Hears from Family-Owned Businesses on Effects of Current Tax Policies; Renfro Foods’...
The Investor-Ready Paradox: How To Balance The Personal And Procedural
By Jeff AholaCEOAhola Payroll & HR SolutionsCompany J wanted to bring in outside investors for sound business...
Big Conversations Are Coming to Washington in June
Two major family business and private company events are headed here in June, the Congressional Family Business Caucus...
New Research: Wealth Taxes May Cost More Than They Raise
Recent research from the Hoover Institution is adding new data to the growing debate over wealth taxes - and the...
Watch This Live: Tax Debate That Impacts Main Street
UPDATED: Includes the replay of the hearing. A tax policy discussion is about to unfold in Washington - and small...
Wealth Tax News – 4/10/2026
This week’s developments show wealth-tax and “millionaires tax” proposals gaining traction across both federal and...
Make the Most of Your Capitol Hill Agenda This June
Make the Most of Your Capitol Hill Agenda This June with Congressional Family Business Caucus, June 9, Private Company...
FEUSA Action’s Soldano Speaks at Lido Symposium on Future of Family Offices
Family Enterprise USA Action’s Pat Soldano Speaks at Lido Family Office Investment Symposium on Future of Family...
Wealth Tax News – 4/3/2026
Momentum is building behind “tax the rich” policies ahead of 2028, with national Democrats debating wealth and...
Beyond the Headlines: Strategic Wealth Planning in an Evolving Tax Environment
By Tammie M. SandovalJ.D., CTFA | Chief Fiduciary OfficerBank OZKIntroduction Over the past decade, the taxation of...
New Sponsors Ahola Corp., LSL CPAs, and Winged Keel Group Join FEUSA
New Sponsors Ahola Corp., LSL CPAs, and Winged Keel Group Join Family Enterprise USA to Support America’s Family-Owned...
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[Closing in 24 Hours] Make Your Voice Count Today
Don’t Wait - 24 Hours Before the Survey Closes Take 5 minutes now to ensure your voice is heard where it...
Saying It Out Loud March 2026, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USABipartisanship Still Lives on Capitol Hill as Congressional...
Wealth Tax News – 3/27/2026
This week saw renewed federal momentum on taxing extreme wealth: Sen. Chris Van Hollen (D-MD) reintroduced his...
When a Family Office Supports Your Preferred Life – and When It Gets in the Way
By Jeff BezansonExecutive Managing DirectorPathstonejbezanson@pathstone.comFamily Enterprise USA members represent the...
Affordability Strategies Get Spotlight During First Congressional Family Business Caucus
Affordability Strategies Get Spotlight During First Congressional Family Business Caucus; Rep. Correa and Rep. Tenney...