May 5, 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 Michael J. OffenheiserPartnerBrown & Streza The Hidden Risk of Success: When Wealth Changes the Conditions that Form...
May 4, 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. Budget Reconciliation 2.0 … and 3.0?: Last week, the Senate completed its consideration of the FY2026 budget resolution, with...
May 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. Save your spot for this exclusive webcast: “Understanding the PPLI Opportunity: The Basics and Beyond” Register...
Apr 30, 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 Kristen D. MatteoniVice President, Associate CounselWhittier Trust Introduction For most family business owners,...
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...
