Apr 27, 2026 | Family Businesses, Family Owned Business
Make Your Voice Heard on Capitol Hill Contact your members of Congress now and ask them to stand with family businesses by joining the Caucus. Private Placement Life Insurance (PPLI) has emerged as a highly effective tool in sophisticated planning for affluent...
Apr 24, 2026 | Family Businesses, Family Business Survey, Family Owned Business, Wealth Tax
Make Your Voice Heard on Capitol Hill Contact your members of Congress now and ask them to stand with family businesses by joining the Caucus. This week’s developments show continued momentum behind efforts to tax high earners, with California’s billionaire-tax fight...
Apr 22, 2026 | Family Businesses, Family Owned Business
Make Your Voice Heard on Capitol Hill Contact your members of Congress now and ask them to stand with family businesses by joining the Caucus. Reconciliation 2.0: This week, Senate Budget Committee Chairman Lindsey Graham (R-SC) released the text of the FY2027 budget...
Apr 16, 2026 | Family Businesses, Family Owned Business
Make Your Voice Heard on Capitol Hill Contact your members of Congress now and ask them to stand with family businesses by joining the Caucus. By Jeff AholaCEOAhola Payroll & HR Solutions Company J wanted to bring in outside investors for sound business reasons –...
Apr 10, 2026 | Family Businesses, Family Business Survey, Family Owned Business, Wealth Tax
Make Your Voice Heard on Capitol Hill Contact your members of Congress now and ask them to stand with family businesses by joining the Caucus. This week’s developments show wealth-tax and “millionaires tax” proposals gaining traction across both federal and state...
Apr 3, 2026 | Family Businesses, Family Owned Business
Make Your Voice Heard on Capitol Hill Contact your members of Congress now and ask them to stand with family businesses by joining the Caucus. By Tammie M. SandovalJ.D., CTFA | Chief Fiduciary OfficerBank OZK Introduction Over the past decade, the taxation of wealth...
Mar 27, 2026 | Family Businesses, Family Business Survey, Family Owned Business, Wealth Tax
Make Your Voice Heard on Capitol Hill Contact your members of Congress now and ask them to stand with family businesses by joining the Caucus. This week saw renewed federal momentum on taxing extreme wealth: Sen. Chris Van Hollen (D-MD) reintroduced his Strengthen...
Mar 25, 2026 | Family Businesses, Family Owned Business
Act Now: Survey Ends Soon - Be Heard This is your moment - help drive change for family-owned businesses before time runs out. By Jeff BezansonExecutive Managing DirectorPathstonejbezanson@pathstone.com Family Enterprise USA members represent the backbone of the...
Mar 23, 2026 | Family Businesses, Family Owned Business, Taxes
What is your Top Concern: Income Tax, Estate Tax, or Wealth Tax? Real influence starts with real input. Take a few minutes to weigh in. POTUS Signs EO on Affordable Home Construction: On Friday, President Trump signed an executive order (EO) to address regulatory...
