Jun 7, 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 spanned from federal proposals to tax AI-driven wealth and close billionaire borrowing...
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...
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 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 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 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...
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 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 13, 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. Recent research from the Hoover Institution is adding new data to the growing debate over wealth taxes – and the...
