Family Owned Business Articles

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   ‘Capital Solutions for Family Business’ Growth Strategies Set for Second 2026 Meeting on Capitol Hill; New Survey Reveals Current State of Family-Owned...

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 Ways and Means Committee Ranking Member Richard Neal (D-MA) already had pronounced ideas for his agenda if he is chairman of the committee. Ranking...

Wealth Tax News – 5/15/2026

This week’s wealth tax debate continued to intensify across the federal and state landscape, with developments spanning California’s proposed billionaire tax, Washington’s new millionaires tax, Rhode Island’s high-earner surtax, New York City’s proposed second-home...

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 May 28, 2026  | 1:00 PM – 2:00 PM PDT   Private Placement Life Insurance (PPLI) has emerged as a highly effective tool in sophisticated planning...
Wealth Tax News – 5/15/2026

Wealth Tax News – 5/15/2026

This week’s wealth tax debate continued to intensify across the federal and state landscape, with developments...

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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