Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Tim Schultz Named CEO of FEUSA and FEUSA Action at Caucus Meeting
Tim Schultz Named CEO of Family Enterprise USA, Family Enterprise USA Action at Congressional Family Business Caucus Meeting Family Business Leader Schultz Takes New Positions to Keep Voice of Family-Owned Businesses Strong on Capitol Hill Family Enterprise...
Wealth Tax News – 6/7/2026
This week’s wealth-tax debate spanned from federal proposals to tax AI-driven wealth and close billionaire borrowing loopholes to broader calls for public ownership or stronger taxation of extreme wealth. California remained the focal point, as its proposed one-time...
Understanding the PPLI Opportunity: The Basics and Beyond with Winged Keel Group
Private Placement Life Insurance (PPLI) has emerged as a highly effective tool in sophisticated planning for affluent families. There has been tremendous growth in the number of families adopting PPLI. This webcast is an opportunity to easily understand PPLI and its...
The Growing Debate Over Wealth Tax Initiatives
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...
New Voter Research from Dr. Frank Luntz Tells a Story of America ‘In Trouble’
Executive Summary: New Voter Research from Dr. Frank Luntz Tells a Story of America ‘In Trouble,’ ‘American Dream’ Out of Reach for Most Research Shows ‘Rise of Socialism,’ ‘Rising Anger,’ and Misunderstanding of “Savings Penalty Tax” on the Country’s Most...
June 3 – CSFU Holds Workshop on Creating ‘Legacy and Longevity’ for Family-Owned Businesses
Calif. State University, Fullerton, Holds Workshop on Creating ‘Legacy and Longevity’ for Family-Owned Businesses Two Mother-Daughter Management Teams Detail Challenges of Transition to Next Generation; Pat Soldano, President Family Enterprise USA Moderates Panel...
Multi-Trillion Dollar Government Waste: Tracking Federal Improper Payments
We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask… As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a supporter. The need for fact-based reporting of issues important to family...
Private Placement Life Insurance Explained
Save your spot for this exclusive webcast: "Understanding the PPLI Opportunity: The Basics and Beyond" Register Now May 28, 2026 | 1:00 PM – 2:00 PM PDT Private Placement Life Insurance (PPLI) has emerged as a highly effective tool in sophisticated planning for...
Wealth Tax News – 5/22/2026
This week’s wealth tax developments reflect continuing debate across California, Connecticut, Washington, New York City, and beyond, with supporters framing new taxes as a response to inequality and public-funding pressures while critics warn about migration,...
Saying It Out Loud May 2026, By Pat Soldano
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupAffordability and ‘Savings Penalty Taxes’ Remain Top Worries When Family-Owned Businesses Assess the Future New Research Confirms Affordability as Top Concern; June Congressional Family...
Fueling Family Business Growth, New Research Findings Top Agenda for June 9
Fueling Family Business Growth, New Research Findings Top Agenda for June 9 Congressional Family Business Caucus ‘Capital Solutions for Family Business’ Growth Strategies Set for Second 2026 Meeting on Capitol Hill; New Survey Reveals Current State of Family-Owned...
Washington Update: Inside the Latest Tax Moves Coming Out of Congress
Neal Plots Democratic Agenda for Ways and Means Committee: If Democrats regain the House Majority in November, House Ways and Means Committee Ranking Member Richard Neal (D-MA) already had pronounced ideas for his agenda if he is chairman of the committee. Ranking...
Wealth Tax News – 5/15/2026
This week’s wealth tax debate continued to intensify across the federal and state landscape, with developments spanning California’s proposed billionaire tax, Washington’s new millionaires tax, Rhode Island’s high-earner surtax, New York City’s proposed second-home...
What Makes Private Placement Life Insurance So Powerful?
Save your spot for this exclusive webcast: "Understanding the PPLI Opportunity: The Basics and Beyond" Register Now May 28, 2026 | 1:00 PM – 2:00 PM PDT Private Placement Life Insurance (PPLI) has emerged as a highly effective tool in sophisticated planning for...
CSFU Holds Workshop on Creating ‘Legacy and Longevity’ for Family-Owned Businesses
Calif. State University, Fullerton, Holds Workshop on Creating ‘Legacy and Longevity’ for Family-Owned Businesses Two Mother-Daughter Management Teams Detail Challenges of Transition to Next Generation; Pat Soldano, President Family Enterprise USA Moderates Panel...
Wealth Tax News – 5/8/2026
This week’s wealth tax developments ranged from a new federal proposal to tax large trust holdings to intensifying state and local debates in California, Illinois, Washington, and New York over billionaire taxes, millionaire-income taxes, and second-home levies....
The PPLI Opportunity Affluent Families Are Exploring — Are You Missing It?
Save your spot for this exclusive webcast: "Understanding the PPLI Opportunity: The Basics and Beyond" Register Now May 28, 2026 | 1:00 PM – 2:00 PM PDT Private Placement Life Insurance (PPLI) has emerged as a highly effective tool in sophisticated planning for...
Winners of the Family Business Center Challenge Announced
The first annual “Family Business Center Challenge” saw the Institute for Family-Owned Business, Maine, and the Family Business Alliance, Grand Rapids, won top spots in the challenge sponsored by Family Enterprise USA. The “Family Business Center Challenge”...
Why 70% of Family Wealth Disappears by Gen 2
By Michael J. OffenheiserPartnerBrown & StrezaThe Hidden Risk of Success: When Wealth Changes the Conditions that Form Character What if success itself is the greatest hidden risk to your family’s legacy? In this compelling whitepaper, The Hidden...
Taxation & Representation: 3 reconciliation bills? Your tax cuts hang in balance
Budget Reconciliation 2.0 … and 3.0?: Last week, the Senate completed its consideration of the FY2026 budget resolution, with a vote-a-rama and passage of S.Con.Res.33. The budget resolution sets the stage for a second reconciliation bill focused on homeland security...
PPLI Explained: A Powerful Planning Strategy for Sophisticated Families
Save your spot for this exclusive webcast: "Understanding the PPLI Opportunity: The Basics and Beyond" Register Now May 28, 2026 | 1:00 PM – 2:00 PM PDT Private Placement Life Insurance (PPLI) has emerged as a highly effective tool in sophisticated planning for...
The Nevada Advantage: Strategic Trust and Tax Planning for the Modern Family Business
By Kristen D. MatteoniVice President, Associate CounselWhittier TrustIntroduction For most family business owners, the preservation and transfer of their legacy is rarely as simple as drafting a will or establishing a basic revocable trust. Today’s environment,...
Family Giving in Higher Education: A Unique Blend of Personal and Collective Philanthropy
By Todd Smith, BAPrincipalCFARBy Erin Konkle, PhDChief Culture Change OfficerConstructive Dialogue InstituteIn higher education philanthropy, family giving occupies a unique and powerful position. It's a form of giving that bridges the gap between individual donors...
Soldano to Present Survey Findings at FBA of California Conference
Family Enterprise USA’s Soldano to Present New Family Business Survey Findings at May 13 Family Business Association of California Conference Sutter Club Conference Updates Attendees on Latest Legislation Impacting Family-Owned Businesses The Family...
Understanding the PPLI Opportunity: The Basics and Beyond
Private Placement Life Insurance (PPLI) has emerged as a highly effective tool in sophisticated planning for affluent families. There has been tremendous growth in the number of families adopting PPLI. This May 28th webcast is an opportunity to easily...
Saying It Out Loud April 2026, By Pat Soldano
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group‘Being There’ Key to Congress Knowing Family Business Messages; New Research Shows Shift in Priorities to Healthcare, Wealth Tax New Rate Reduction Bills Look to Balance Unfair Estate Taxes...
Wealth Tax News – 4/24/2026
This week’s developments show continued momentum behind efforts to tax high earners, with California’s billionaire-tax fight continuing to intensify, New York advancing a pied-à-terre proposal, and states such as Washington and Maine moving forward with new taxes on...
Taxation & Representation: Wealth taxes are back. See the 4 bills to watch
Reconciliation 2.0: This week, Senate Budget Committee Chairman Lindsey Graham (R-SC) released the text of the FY2027 budget resolution that would open the door for a second reconciliation bill, which is intended to fund the Department of Homeland Security’s (DHS)...
This Testimony Could Protect Your Family Legacy
House Committee on Small Business Hears from Family-Owned Businesses on Effects of Current Tax Policies; Renfro Foods’ Executive Provides Testimony Becky Renfro-Borbolla’s Opening Statement Details High Cost of Estate Taxes on Family Businesses The House...
The Investor-Ready Paradox: How To Balance The Personal And Procedural
By Jeff AholaCEOAhola Payroll & HR SolutionsCompany J wanted to bring in outside investors for sound business reasons – capital for growth, expertise, and risk-sharing. It had set up procedures and human resources to allow for what should have been a sound choice....