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 21, 2026 | Family Businesses, Family Enterprise USA, Family Owned Business, Pat Soldano
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. By Patricia M. Soldano President Family Enterprise USA Affordability Issue Takes Center Stage in 2026 with...
Jan 15, 2026 | Family Enterprise USA Action, Pat Soldano
Policy and Taxation Group Renamed Family Enterprise USA Action, with Focus on Action, Engagement with Capitol Hill Lawmakers FEUSA Action Aligned with Family Enterprise USA Education Efforts on Behalf of Family Businesses, Family Offices, and Successful Families...
Jan 13, 2026 | Family Businesses, Family Owned Business
We’re Proud to Sponsor the Event Where Business Families Work on the Business of the Family We’re excited to share that we’ll be at Transitions Spring 2026, taking place March 18-20 in St. Petersburg, FL— and we’d love for you to join us there. ...
Dec 11, 2025 | Family Businesses, Estate Taxes, Family Owned Business, Income Taxes, Taxes
In September, the Treasury Department and Internal Revenue Service (IRS) issued the 2025-2026 Priority Guidance Plan. The plan outlines priority guidance projects to be addressed from July 1, 2025, through June 30, 2026. The plan emphasizes five key areas:...
Dec 3, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Video Post, Watch & Listen, Webcast Replays
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. Pathstone Family Office Execs Detail How to ‘Parent Amidst Wealth’ In New Family Enterprise USA Webcast ...
Nov 24, 2025 | Family Businesses, Family Owned Business, Pat Soldano, Taxes, Video Post, Watch & Listen
California House Member Rep. Correa, Rep. Tran Staff Hear Issues Facing Women Business Owners in Southern California Rep. Correa and House staff members hear challenges women-owned businesses face in a time of economic uncertainty During the latest Women’s...
