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...
Apr 13, 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. UPDATED: Includes the replay of the hearing. A tax policy discussion is about to unfold in Washington – and small...
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 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. Momentum is building behind “tax the rich” policies ahead of 2028, with national Democrats debating wealth and billionaire...
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...
Mar 27, 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 saw renewed federal momentum on taxing extreme wealth: Sen. Chris Van Hollen (D-MD) reintroduced his Strengthen...
Mar 23, 2026 | Family Businesses, Family Owned Business, Taxes
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. POTUS Signs EO on Affordable Home Construction: On Friday, President Trump signed an executive order (EO) to address regulatory...
