Family Owned Business Articles

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 families. There has been tremendous growth in the number of families adopting PPLI.   This May 28th webcast is an opportunity to easily...

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; New Research Shows Shift in Priorities to Healthcare, Wealth Tax   New Rate Reduction Bills Look to Balance Unfair Estate Taxes   There is...

Wealth Tax News – 4/24/2026

This week’s developments show continued momentum behind efforts to tax high earners, with California’s billionaire-tax fight continuing to intensify, New York advancing a pied-à-terre proposal, and states such as Washington and Maine moving forward with new taxes on...

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 budget resolution that would open the door for a second reconciliation bill, which is intended to fund the Department of Homeland Security’s (DHS)...
Wealth Tax News – 4/24/2026

Wealth Tax News – 4/24/2026

This week’s developments show continued momentum behind efforts to tax high earners, with California’s billionaire-tax...

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