Mar 6, 2026 | Family Businesses, Family Business Survey, Family Owned Business, Wealth Tax
Policy Is Moving. Add Your Voice Now. Real influence starts with real input. Take a few minutes to weigh in. Sen. Bernie Sanders (I-VT) and Rep. Ro Khanna (D-CA) proposed a federal 5% annual tax on wealth above $1 billion. States and localities are simultaneously...
Mar 5, 2026 | Family Businesses, Family Owned Business, Taxes, Wealth Tax
Crapo, Wyden Introduce Wide-Ranging Tax Administration Bill: On Feb. 26, Senate Finance Committee Chairman Mike Crapo (R-ID) and Ranking Member Ron Wyden (D-OR) introduced S.3931, the Taxpayer Assistance and Service Act, which includes several recommendations from the...
Feb 25, 2026 | Family Businesses, Family Owned Business, Taxes, Wealth Tax
Republican Split on Reconciliation 2.0: Earlier this month, President Trump ruled out a second budget reconciliation bill after last year’s One Big Beautiful Bill Act (OBBBA, P.L. 119-21). Some congressional Republicans like Rep. August Pfluger (R-TX) and Sen. John...
Feb 20, 2026 | Family Businesses, Family Enterprise USA, Family Owned Business, Pat Soldano, Wealth Tax
Policy Is Moving. Add Your Voice Now. Real influence starts with real input. Take a few minutes to weigh in. By Patricia M. Soldano President Family Enterprise USA Reconciliation 2.0, State Wealth Taxes ‘In Play’ for 2026 Legislative Sessions; Monitoring is Key to...
Feb 16, 2026 | Family Businesses, Family Owned Business, Income Taxes, Taxes, Wealth Tax
DHS Faces Shutdown as Negotiations Continue: The Department of Homeland Security (DHS) will shut down on Feb. 14 after attempts to secure a funding agreement this week failed. Democrats maintain that DHS—particularly U.S. Immigration and Customs Enforcement and...
Feb 13, 2026 | Family Businesses, Family Business Survey, Family Owned Business, Wealth Tax
Coverage of wealth taxes this week frames California’s wealth tax push as both a healthcare-funding response and a broader ideological fight over causes and consequences-from claims that inflation and long-run dollar devaluation fuel resentment toward billionaires to...
Feb 6, 2026 | Family Businesses, Family Owned Business, Income Taxes, Taxes, Wealth Tax
Building on last week’s divide, the California debate has sharpened around the mechanics and consequences of the proposed one‑time 5% wealth tax on billionaires. Rep. Ro Khanna (D-CA) is pushing for a compromise amid backlash from industry leaders like Sergey Brin and...
Feb 4, 2026 | Family Businesses, Family Owned Business, Income Taxes, Taxes
FY 2026 Appropriations Outlook: On Jan. 30, Senate lawmakers reached an agreement and passed a revised package providing full-year FY2026 appropriations for five bills—Defense, Labor-HHS-Education, Transportation-HUD, Financial Services-General Government, and...
Jan 28, 2026 | Family Businesses, Family Owned Business, Income Taxes, Taxes
Global Wealth Tax Gains Steam: Governments worldwide, from the United Kingdom (UK) and France to U.S. states like California and New York, are increasingly considering “tax the rich” measures to close budget gaps through higher property taxes, elevated investment...
Jan 27, 2026 | Family Businesses, Family Owned Business, Presentation
Take the 2026 Family-Owned Business Survey Contribute your perspective to the 2026 Family-owned Business Survey and help influence policy and support. Start now. Marcus Evans Private Wealth and Chief Executive Group’s Family-Owned Business Summits Offer Insights into...
Jan 26, 2026
State Wealth Tax Tracker Monitor the 8+ states currently proposing wealth tax bills (including California, New York, and Washington). Access our complete legislative tracking to see active thresholds and exemptions for family-owned businesses. With the chart below,...
