Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
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...
Protecting What You’ve Spent a Lifetime Building
Is your limit sufficient to protect your assets and lifestyle? You’ve worked hard for your success. You deserve...
Register Now for Frank Luntz’s June 7 Webcast on the State of the Union
Last Chance: Register Now for June 7 Members Webcast: See Frank Luntz on “Where Are We Now?” and New Legislation...
Last Chance: Register Now for June 7 Members Webcast: See Frank Luntz on “Where Are We Now?”
Last Chance: Register Now for June 7 Members Webcast: See Frank Luntz on “Where Are We Now?” and New Legislation...
Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness
Second Congressional Family Business Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness...
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...
Debt-Ceiling Deal Proposes Adjustment to IRS Funding and More
On Saturday, May 27, House Speaker Kevin McCarthy (R-CA) and President Joe Biden reached an agreement to suspend the...
Debt-Ceiling Deal Update, Bipartisan 1099-K Proposal, Supreme Court Ruling, and More
Negotiators Highlight Progress on Debt-Ceiling Deal Despite Lack of Public Agreement on Legislative Framework....
Family Business Caucus Holds 2nd Meeting in House Budget Committee Room, May 2023
Pat Soldano opened the meeting by introducing representatives from family businesses and Family Business Centers in...
Make Your Voice Heard: Contact Your Representatives Now
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional...
Saying It Out Loud, By Pat Soldano. May 2023.
Danger Lurks in Debt Reduction Battle By Pat Soldano In the debt ceiling struggle between the Republican-led...
June 2nd Event: Important Tax Issues Affecting Successful Individuals, Family Offices and Family Businesses
We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...
Labor Worries Among Major Issues Facing America’s Family Businesses, New Study Finds
Finding, Keeping, and Training Labor Are Among Critical Issues Family Businesses Face, according to New Data in Family...
Treasury and IRS Issue Guidance, Senate Scrutinize Tax Practices, Tax Writers Assert Jurisdiction Over Agreement
Senate Democrats Scrutinize Tax Practices of Pharmaceutical Companies, While Republicans Take Aim at Pillar Two. On...
June 1st Event: Critical Tax Issues Impacting Successful Individuals, Family Offices and Family Businesses
We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...
It’s Time to Speak Up: Contact Your Representatives Now
We Need Your Help! Do It Now! The Caucus meeting is 5/16. Contact Your Representatives in Congress. We Need...
Your Voice Matters! Contact Your Representatives Today.
We Need Your Help! Do It Now! The Caucus meeting is 5/16. Contact Your Representatives in Congress. We Need...
Debt-Limit Increase Discussions, Taiwan Tax-Treaty, Energy & Solar, and More
Debt-Limit Increase Discussions Commence After Negotiators Mark Their Turf. President Joe Biden met with congressional...
The Most Difficult Challenge Our Business Clients Face
After many decades of counseling successful closely-held businesses, Brown and Streza knows that successfully...
We Need Your Help! Contact Your Representatives in Congress. Do It Now!
We Need Your Help! Do It Now! The Caucus meeting is 5/16. Contact Your Representatives in Congress. We Need...
The Future of Family Businesses: What to Expect with Tax Reform
We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...
High Hopes for New Congressional Family Business Caucus
Published by Trusts & Estates Things are about to change for America’s largest private employer, the family...
May 16th Event: Tax Reform and Family Businesses Under Congressional Review
We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...
Laird Coatings Founder Ed Laird Hands Over Reigns to Next Generation
Laird Coatings Founder Ed Laird Details Transition to New Family Leadership After 50 Years, in New Video by Family...
How the New Tax Law Will Affect Family Businesses: A Congressional Perspective
We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...
House Passes GOP Debt-Ceiling Bill, With Cuts to Spending and Green Energy Incentives
On Wednesday, April 26, the House of Representatives voted to pass the GOP proposal to avert the impending government...
Profile of the Family Office Leader of the Future
By Linda Mack, Mack International The Family Office of the future is evolving. Successful family offices recognize the...
Green-Energy Tax Credits, Proposal Faces Rejection, Business Tax-Incentive, and More
House GOP Offers Repeal of Green-Energy Tax Credits and Expanded IRS Funding in Initial Debt-Ceiling Proposal. On...
PODCAST: Congresswoman Tenney Advocates for Family Businesses in New Podcast
Rep. Claudia Tenney Focuses on Family Business Struggles, Educating Congress on Strength of Multi-Generation...
May 10th Tax Policy Event Focuses On Family Businesses
May 10 New York Presentation Showcases Expert Discussion on Tax Policies Facing Congress, Impacts on Family Businesses...



























