On June 16, Senate Finance Committee Chairman Mike Crapo (R-ID) released text of the committee’s tax title for the...
Taxes Articles
Quick Poll: Share Your Thoughts on The One Big Beautiful Bill
We’d love to hear from you! Please take a moment to participate in our quick poll on The One Big Beautiful Bill ....
Taxation & Representation: Senate Unveils Tax Package That Could Reshape 2025 Policy – Read the Highlights
Senate Finance Committee Releases Full Text of Tax Package: On June 16, Senate Finance Committee Chairman Mike Crapo...
Join the Movement: Rally for Family Businesses by Contacting Congress Now
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The...
Your Weekly Washington Updates
Congress Averts a Shutdown; Keeps Government Open Beyond the New Year: On Nov. 15, Congress held off a government...
Stand Up for Family Businesses: Take Action Now.
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The...
Stay Ahead on Policy Updates. Week in Review: Power Shifts, Funding Battles, and Cryptocurrency Rules.
Johnson Elected Speaker: Shutdown Looms, Year-End Tax Bill Remains a Possibility. After a three-week speakership...
Private Family Trust Companies for Family Enterprises
This content is made possible by the support of our sponsor, Pathstone – The Family Office.Private family trust...
Policy Updates: In-depth Analysis of Hydrogen, Taxes, and Power Struggles
Senate Democrats Spar over Hydrogen Credit Guidance. On Oct. 16, eight Democratic senators, led by Sens. Sheldon...
New Pathstone Wealth Management Report Focuses on AI’s Transformative Potential
New Pathstone Wealth Management Report Focuses on AI’s Transformative Potential, but is it ‘Rational Interest or...
Stay Informed: Dive Deeper into Congress with this Weekly Washington Update
House Continues Search for Speaker as Consequences of Vacancy Grow: The House has been without a speaker for just over...
Policy Update, Legislative Lowdown, and Tax Worldview
House Republicans Continue Search for Speaker; Consequences of Vacancy Grow. Rep. Kevin McCarthy (R-CA) was removed...
Weekly Washington Policy Updates
General Updates McCarthy Ousted from Speakership in Historic Move: On Tuesday, Oct. 3, the House made history...
Legislative Update and long awaited Tres and IRS Priority Guidance Plan
Government Shutdown Averted at the 11th Hour; McCarthy Ousted from Speakership. On Sept. 30, Congress passed a 45-day...
Navigating Company Valuation Amidst Sales & Mergers: IRS Insight
By Todd G. Povlich, CFA, ASA, Mark E. Lingerfield, ASA, and Tadd A. Lindsay Appraising A Company That Is...
Weekly Washington Update: Taxes, Health Care, Immigration, and More
General Updates Government Shutdown Just Days Away: Congress is barreling toward the first full-government...
Census Report Fuels Child Tax Credit Debate and More Updates
Legislative Lowdown Census Poverty Report Renews Democratic Push for Child Tax Credit Expansion. The fight for...
Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus!
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The...
Comprehensive Updates: Government, Health Care, and Immigration
Government Funding Bills Stall in House and Senate: The odds of a government shutdown gradually increased over the...
Congressional Deadline Looms: What to Expect for Fiscal Year 2024
28th Time’s the Charm? For 27 years in a row Congress has failed to pass its 12 spending bills by the Sept. 30...
Your Voice Matters: Contact Your Representatives in Congress Today!
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The...
Stand Up for Change: Urge Your Representatives to Halt Harmful Policies and Excessive Regulation!
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The...
Last Chance to Join Free Webcast – Discover the Future of Insurance & Risk Management
The insurance industry is facing unprecedented challenges. From extreme weather to cybercrime, carriers are stretched...
Register Today for Wednesday Webinar – The Latest Risk Management Solutions That Are Creating a Positive Impact
The insurance industry is facing unprecedented challenges. From extreme weather to cybercrime, carriers are stretched...
Don’t Miss Out on Insights for the Future of Insurance – Register Today!
The insurance industry is facing unprecedented challenges. From extreme weather to cybercrime, carriers are stretched...
Adapting to Unprecedented Challenges: Register Now for Our Insurance Market Webcast!
The insurance industry is facing unprecedented challenges. From extreme weather to cybercrime, carriers are stretched...
The Future of Hardworking Taxpayers Depends on You! Contact Your Representatives Today!
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The...
Take One Minute to Make an Impact. Support Hardworking Taxpayers.
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The...
Discover the Future of Insurance: Join Our Webcast on August 16th!
The insurance industry is facing unprecedented challenges. From extreme weather to cybercrime, carriers are stretched...
Webcast Alert: Insurance Market Trends and Risk Solutions – Register Now!
The insurance industry is facing unprecedented challenges. From extreme weather to cybercrime, carriers are stretched...
Time is Running Out! Contact Your Representatives Now to Support Family Businesses!
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional...
Legislative Lowdown: IRS Whistleblowers, Tax Credits, and More
House Tax Writers Debate Treasury’s Role in Global Tax Negotiations. The House Ways and Means Tax...
Potential ‘Audit Storm’ Brewing for High Net-Worth Individuals, Says Business Evaluation Expert MPI
New White Paper Says New IRS Funding Expected to Increase Focus on Partnerships, Corporations, and High Net-Worth...
Don’t Let Family Businesses Down! Support the Congressional Family Business Caucus!
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional...
Family Businesses Need Your Help! Contact Your Representatives Today!
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional...
Supreme Court to Hear Landmark Case on Constitutionality of Taxes on Unrealized Gains
Supreme Court to Hear Tax Case Concerning Unrealized Gains. The Supreme Court granted a writ of certiorari on June 26...
Make Your Voice Count: Engage with Your Local Representatives for Change
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional...
Weekly Washington Update: Impeachment, Dobbs Anniversary, Economic Bills, and More
House Sends Biden Impeachment Effort to Committees: Yesterday, the House voted 219-208 to refer articles of...
House Approves GOP Tax Package, But SALT Relief Still in Limbo
House Tax-Writing Committee Advances GOP Economic Bills. The House Ways and Means Committee approved a trio of...
Attention Entrepreneurs: Help Shape the Future of Family Businesses – Contact Your Representatives Today!
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional...
Calling All Supporters of Family Businesses: Act Now to Support the Congressional Family Business Caucus!
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional...
Tax Policy Updates, Tax-Reform Proposal, Proposed Rules, and More
GOP Lawmakers Prepare Expansive Tax-Reform Proposal. House Republicans are expected to unveil an economic-growth...
Is the IRS Preparing for Audit Storm Among High Net-Worth Individuals?
by Thomas C. Berg, JR., CFA, ASA, CVA & David M. Eckstein, CFA IRS Releases Inflation Reduction Act Strategic...