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Wealth Tax News – 7/25/2026
This week’s wealth tax coverage centers on California’s billionaire tax proposal (Prop 40), where Rep. Ro Khanna (D-CA) helped wealth tax backers make their case to congressional Democrats even as public safety groups joined the opposition and a Sergey Brin-backed...
Compliance As A Service (CaaS) – The Malpractice Prevention Framework For Modern Employers
By Jeff AholaCEOAhola Payroll & HR SolutionsRead Jeff Ahola’s Full Whitepaper - Click Here Most employers think of compliance as an administrative responsibility. In reality, compliance has become a critical component of business protection. As...
Private Placement Life Insurance Supports Strategic Estate and Transition Planning Opportunities for Family-Owned Businesses
Winged Keel Group and Family Enterprise USA Action Leaders Discuss How PPLI Offers Tax-Efficient Investment Strategies for Ultra-High-Net-Worth Families Family-owned businesses evaluating estate planning, business transition, and long-term wealth transfer...
Saying It Out Loud July 2026, By Pat Soldano and Tim Schultz
By Patricia M. SoldanoFounder & PresidentFamily Enterprise USA ActionBy Tim SchultzCEOFamily Enterprise USA ActionMore Lawmakers Join Congressional Family Business Caucus, with Focus on Wealth Taxes, Other Issues Facing Family-Owned Businesses The numbers...
Wealth Tax News – 7/17/2026
Momentum for taxing the ultra-wealthy is building at every level of government in the last two weeks – from a progressive "Five & Dime" push in Congress to California's high-stakes November ballot fight over a one-time 5% billionaire tax, alongside income-tax...
How Family Enterprises Can Preserve Long-Term Ownership Through Evolving Governance
James B. WoodUS-East EY Private Family Enterprise Business Services Managing DirectorEYFamily enterprises are often guided by a purpose that extends beyond profit — creating lasting value for employees, communities and future generations. As ownership expands and...
Rep. Young Kim Meets with Women’s Business Owners Group, Hears Challenges Facing Women Entrepreneurs
Attendees Hear Wide Ranging Update on Legislation, Estate Taxes, China’s Growing Dominance, AI Issues, and Congressional Family Business Caucus The latest meeting of the Women’s Business Owners Group saw Rep. Young Kim (R-CA) address attendees on a wide range...
The Death of the 1031 Exchange
Trevor SchueslerExecutive Vice PresidentBuchanan Street PartnersAnnie ClareSenior Investor Relations AnalystBuchanan Street PartnersFor decades, family business owners stuck with 1031 exchanges to defer capital gains on real estate — despite 45-day deadlines, rigid...
CEO Tim Schultz to Focus on Keeping Voice of Family-Owned Businesses, Hardworking Families Strong on Capitol Hill
Tim Schultz New CEO Family Enterprise USA, Family Enterprise USA Action; Focus on Keeping Voice of Family-Owned Businesses, Hardworking Families Strong on Capitol Hill Wealth Tax, Estate Tax, and Harmful Economic Policies to Family-Owned Businesses ‘Will Be...
Wealth Tax News – 7/2/2026
This week’s wealth tax coverage was dominated by Gov. Newsom’s call for a national “billionaires tax” while reiterating his opposition to California’s state-level ballot measure—a stance widely criticized across the political spectrum as inconsistent political...
How Family Businesses Can Plan for Uncertainty
Jeff Boxx, MBA, CPA Partner, Tax & AdvisoryLSLFor family business owners, uncertainty is nothing new. Many have successfully navigated economic downturns, changing regulations, shifting markets, and unexpected challenges over the years. Yet today's environment...
House Members Young Kim, John McGuire, Rick Allen Join 47 Member Strong Caucus
House Members Young Kim, John McGuire, Rick Allen Join 47 Member Strong Congressional Family Business Caucus Next Caucus Meeting Set for September 23 with Focus on Taxing Wealth, Assets, and Savings The bipartisan Congressional Family Business Caucus saw three new...
Wealth Tax News – 6/29/2026
Wealth taxes dominated the agenda this week, headlined by California Gov. Gavin Newsom’s call for a national billionaires’ tax just as the state’s own billionaire’s wealth tax measure was cemented on the November ballot over his objections, setting up a costly,...
Stop the Savings Penalty: Prioritizing Reform Over New Taxes
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...
Fuel for Growth: Capital Solutions for Family Businesses. June Family Business Caucus
Executive Summary Congressional Family Business CaucusJune 9, 2026U.S. Capitol Building, Washington, D.C. Topic: Fuel for Growth: Capital Solutions for Family Businesses Highlights: Four House Members Attend Caucus; Tim Shultz Named New CEO of Family...
Saying It Out Loud June 2026, By Pat Soldano
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupFamily-Owned Businesses Get Hurt When the ‘Math Doesn’t Add Up’ With New Wealth Taxes Research, History Point to ‘Wealth Flight,’ Negative Revenue Outcomes with California Ballot Initiative,...
In California, Organized Labor Might Just Defeat Itself
Yet another tax-the-rich initiative is running into reality. By WILL SWAIM An SEIU-backed measure to tax the global assets of California’s roughly 200 billionaires may be the rare progressive tax proposal defeated not by corporate money but by organized labor...
‘Fueling Growth’ for Family-Owned Businesses Topic of Second Caucus Meeting
‘Fueling Growth’ for Family-Owned Businesses Topic of Second Congressional Family Business Caucus Meeting Four House Members Attend Caucus; Tim Schultz Named New CEO of Family Enterprise USA, Family Enterprise USA Action The second of three...
New Findings Reshaping California’s Debate
A recent episode of the Radio Free California podcast features an in-depth discussion with Hoover Institution researchers Josh Rauh and Ben Jaros on California's proposed billionaire wealth tax and the unintended consequences they believe it could trigger. Beginning...
Private Foundations: 5 Most Frequently Asked Questions and 5 Things You Probably Don’t Know
Virtual Seminar Presented by: Casey S. Hale and Alexander “Zan” Schindler Jun 25, 2026 12:00 PM, Pacific Time Private foundations are often misunderstood and sometimes maligned as a philanthropic vehicle. Although private foundations are subject to...
Wealth Tax News – 6/12/2026
This week's wealth tax developments span coast to coast and across the Atlantic: California's proposed billionaire tax faces mounting opposition from an unlikely coalition of labor unions, business groups, and medical interests as it heads toward the November ballot,...
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,...