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Sounding the Alarm on New ‘Wealth Tax’ Proposals

Sounding the Alarm on New ‘Wealth Tax’ Proposals

Nov 12, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Taxes, Video Post, Watch & Listen

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. If you’re wondering how the re-introduction of a “Billionaires Income Tax Act” in Congress...
Taxation & Representation Update: Shutdown’s Impact, Fast-Track Disputes, IRS Leadership, Crypto Tax

Taxation & Representation Update: Shutdown’s Impact, Fast-Track Disputes, IRS Leadership, Crypto Tax

Nov 8, 2025 | Family Businesses, Estate Taxes, Family Owned Business, Income Taxes, Taxes

Shutdown Week 6: On Wednesday, Nov. 5, the federal government shut down that began on Oct. 1, became the longest in U.S. history. Last week, the Senate failed for the 14th time to advance a continuing resolution (CR) to keep the government funded. The impasse...
New Webcasts, Podcast Focus on Family Governance, Tax Policies, and Tariffs

New Webcasts, Podcast Focus on Family Governance, Tax Policies, and Tariffs

Nov 6, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Podcast, Video Post, Watch & Listen

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. New Webcasts, Podcast Focus on Family Governance, Tax Policies, Tariffs Affecting Family-owned...
Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises

Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises

Oct 27, 2025 | Family Businesses, Family Business Caucus, 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. For family enterprises, few decisions are more consequential than choosing the right business entity. That...
Taxation & Representation Update: What the ongoing shutdown means for your business

Taxation & Representation Update: What the ongoing shutdown means for your business

Oct 22, 2025 | Family Businesses, Estate Taxes, Family Owned Business, Income Taxes, Taxes

Shutdown Week 4: The federal government shutdown that began on Oct. 1 continues without resolution. On Oct. 20, the Senate failed for the 11th time to advance a continuing resolution (CR) to fund government operations. The continuing stalemate centers on disagreement...
Family Businesses Concerned About Potential New Wealth Tax Act

Family Businesses Concerned About Potential New Wealth Tax Act

Oct 21, 2025 | Family Businesses, Family Owned Business, Income Taxes, Taxes

Family Businesses Concerned About Potential New Wealth Tax Act Re-Introduced in Congress   Bill by Sen. Wyden Gets House Support, Targets Unrealized Gains   Family businesses and tax experts are taking a hard look at the new wealth tax bills recently...
Policy and Taxation Update: IRS Leadership Shake-Up: What It Could Mean for Family Businesses

Policy and Taxation Update: IRS Leadership Shake-Up: What It Could Mean for Family Businesses

Oct 15, 2025 | Family Businesses, Estate Taxes, Family Owned Business, Income Taxes, Taxes

Bisignano, Koopman Join IRS Leadership: The Internal Revenue Service (IRS) has announced significant leadership changes amid ongoing agency restructurings. Secretary Bessent will remain as acting IRS commissioner, although Sen. Chuck Grassley (R-IA) said that he had...
Quick Poll: Will this new tax hurt your family business? Take our quick poll

Quick Poll: Will this new tax hurt your family business? Take our quick poll

Oct 13, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Income Taxes, Taxes

Register Today: Tax Implications of Entity Choice for Family Enterprises

Register Today: Tax Implications of Entity Choice for Family Enterprises

Oct 10, 2025 | Family Businesses, Family Owned Business

Save your spot for this exclusive webcast: Register Now October 15, 2025  | 10:00 AM – 11:00 AM PDT “Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises”   For family enterprises, few decisions are more consequential than choosing...
Don’t Miss It: Tax Trade-offs of Pass-throughs vs. Corporations Explained

Don’t Miss It: Tax Trade-offs of Pass-throughs vs. Corporations Explained

Oct 7, 2025 | Family Businesses, Family Owned Business

Save your spot for this exclusive webcast: Register Now October 15, 2025  | 10:00 AM – 11:00 AM PDT “Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises”   For family enterprises, few decisions are more consequential than choosing...
Taxation & Representation: Shutdown & Tax Changes – Key Updates for Family-Owned Businesses Ahead

Taxation & Representation: Shutdown & Tax Changes – Key Updates for Family-Owned Businesses Ahead

Oct 2, 2025 | Family Businesses, Estate Taxes, Family Owned Business, Income Taxes, Taxes

Government Shutdown Outlook: On Sept. 29, House and Senate majority and minority leaders, also known as the “Big 4,” met with President Trump to discuss the imminent federal government shutdown.   The meeting ended without an agreement, leaving the government on...
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  • Taxation & Representation: GOP Divided as Wealth Tax Momentum Grows
  • Changing Public Markets and the Impact for Average Investors
  • Congress Is Listening – Will You Speak Up?
  • Ernie Pomerleau Retires From the Board After 20 Years
  • Saying It Out Loud February 2026, By Pat Soldano
  • Annual Survey Details Issues Facing Family-Owned Businesses
  • This Impacts You More Than You Think
  • Washington Update: Wealth Tax Battles Expand Nationwide
  • Wealth Tax News – 2/13/2026
  • Your Voice, Your Power: 5-Minute Survey
  • Affordability Strategies Topic for March Meeting with Members of Congressional Family Business Caucus

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