Family Owned Business Articles

Join us in Washington, D.C., on March 11, 2025, for the First Congressional Family Business Caucus Meeting.   This pivotal event unites family business leaders and policymakers to discuss critical issues affecting generational businesses and advocate for their...

Budget Committee Document Detailing Potential Tax Bill Provisions Circulated: A leaked list of policy options purported to have been developed by the House Budget Committee details potential revenue and policy options for a 2025 tax bill. The document includes limited...

The Cost of Timing the Market: Insights for Smarter Investment Strategies webcast reply with Christian Snyder and William Preston, Fenimore Asset Management. Learn more at fenimoreasset.com.   Discover the critical factors influencing investment success in this...

Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point of Estate Planning"   Why attend? With the federal tax exemptions to sunset at the end of 2025, estate planning has become a pressing issue for...