Jun 3, 2026 | Family Businesses, Family Owned Business, Wealth Tax
Robert F. Mancuso, former SEC attorney and CEO of Capri Capital Partners, examines the growing use of ballot initiatives to advance wealth-tax proposals and argues that such measures may warrant closer judicial scrutiny. Using a recent Washington Supreme Court ruling...
Jun 2, 2026 | Family Businesses, Family Owned Business, Video Post, Watch & Listen, Wealth Tax, Webcast Replays
Executive Summary: New Voter Research from Dr. Frank Luntz Tells a Story of America ‘In Trouble,’ ‘American Dream’ Out of Reach for Most Research Shows ‘Rise of Socialism,’ ‘Rising Anger,’ and Misunderstanding of “Savings Penalty Tax” on the Country’s Most...
May 30, 2026 | Family Businesses, 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. Want to learn more? Visit our State and Federal Wealth Tax Tracker - Click Here We hope you've enjoyed this article. While...
May 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. Save your spot for this exclusive webcast: “Understanding the PPLI Opportunity: The Basics and Beyond” Register...
May 22, 2026 | Family Businesses, 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 wealth tax developments reflect continuing debate across California, Connecticut, Washington, New York City, and...
May 20, 2026 | Family Businesses, Family Business Caucus, Family Owned Business, Pat Soldano
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 Patricia M. Soldano President Family Enterprise USA Affordability and ‘Savings Penalty Taxes’ Remain Top Worries When...
May 18, 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. Neal Plots Democratic Agenda for Ways and Means Committee: If Democrats regain the House Majority in November, House Ways and...
May 15, 2026 | Family Businesses, 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 wealth tax debate continued to intensify across the federal and state landscape, with developments spanning...
May 14, 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. Save your spot for this exclusive webcast: “Understanding the PPLI Opportunity: The Basics and Beyond” Register...
May 8, 2026 | Family Businesses, 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 wealth tax developments ranged from a new federal proposal to tax large trust holdings to intensifying state and...
May 8, 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. Save your spot for this exclusive webcast: “Understanding the PPLI Opportunity: The Basics and Beyond” Register...
