Mar 13, 2026 | Family Businesses, Family Business Survey, Family Owned Business, Wealth Tax
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. This week, we continue to monitor proposals for new taxes on high earners or the wealthy in Washington, California, Rhode Island,...
Mar 12, 2026 | Family Businesses, Family Owned Business, Taxes, Wealth Tax
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. House Republicans Begin Discussions on Reconciliation 2.0: Last week, House Republican leaders agreed to try to advance a second...
Mar 12, 2026 | Family Businesses, Family Business Survey, Family Enterprise USA, Family Owned Business
Don’t miss out! Your vital perspective is needed before the survey closes. Shape your future now. Decisions made on Capitol Hill directly impact your legacy, your employees, and the future of your family-owned business. At Family Enterprise USA, we...
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...
Mar 4, 2026 | Family Businesses, Family Business Survey, Family Enterprise USA, Family Owned Business
Don’t miss out! Your vital perspective is needed before the survey closes. Shape your future now. Decisions made on Capitol Hill directly impact your legacy, your employees, and the future of your family-owned business. At Family Enterprise USA, we...
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 24, 2026 | Family Businesses, Family Owned Business
Policy Is Moving. Add Your Voice Now. Real influence starts with real input. Take a few minutes to weigh in. By Jordan WaldrepChief Investment OfficerBank OZK The landscape of public markets in the US has undergone a profound change over the past 30 years with a...
Feb 23, 2026 | Family Businesses, Family Business Survey, Family Enterprise USA, Family Owned Business
Small action. Serious influence. See why this matters more than ever. Your voice matters – and it directly strengthens our mission. Why your input is essential: When you share a few quick, anonymous facts about your family-owned business, you help...
Feb 21, 2026 | Family Businesses, Family Enterprise USA Action, Family Owned Business
Policy Is Moving. Add Your Voice Now. Real influence starts with real input. Take a few minutes to weigh in. Dear Partners and Friends, I wanted to let you know that Ernie Pomerleau, a distinguished Board Member of Policy and Taxation Group for over 20 years,...
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...
