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Policy Update, Legislative Lowdown, and Tax Worldview

Policy Update, Legislative Lowdown, and Tax Worldview

Oct 19, 2023 | Blog, Estate Tax, Family Businesses, Generationally Owned Business, Hardworking Families, In The News, Income Tax, Tax Cuts, Taxes

Be a Voice for Transformation: Contact Your Representatives in Congress to Put an End to Detrimental Policies and Over-Regulation! House Republicans Continue Search for Speaker; Consequences of Vacancy Grow. Rep. Kevin McCarthy (R-CA) was removed from his position as...
Weekly Washington Policy Updates

Weekly Washington Policy Updates

Oct 9, 2023 | Blog, Estate Tax, Family Businesses, Generationally Owned Business, Hardworking Families, In The News, Income Tax, Tax Cuts, Taxes

Be a Voice for Transformation: Contact Your Representatives in Congress to Put an End to Detrimental Policies and Over-Regulation! General Updates   McCarthy Ousted from Speakership in Historic Move: On Tuesday, Oct. 3, the House made history by removing Kevin...
Legislative Update and long awaited Tres and IRS Priority Guidance Plan

Legislative Update and long awaited Tres and IRS Priority Guidance Plan

Oct 7, 2023 | Blog, Estate Tax, Family Businesses, Generationally Owned Business, Hardworking Families, In The News, Income Tax, Tax Cuts, Taxes

Be a Voice for Transformation: Contact Your Representatives in Congress to Put an End to Detrimental Policies and Over-Regulation! Government Shutdown Averted at the 11th Hour; McCarthy Ousted from Speakership. On Sept. 30, Congress passed a 45-day continuing...
Weekly Washington Update: Taxes, Health Care, Immigration, and More

Weekly Washington Update: Taxes, Health Care, Immigration, and More

Oct 3, 2023 | Blog, Estate Tax, Family Businesses, Generationally Owned Business, In The News, Income Tax, Tax Cuts, Taxes

Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! General Updates   Government Shutdown Just Days Away: Congress is barreling toward the first full-government shutdown in roughly five years after repeated attempts to enact...
Census Report Fuels Child Tax Credit Debate and More Updates

Census Report Fuels Child Tax Credit Debate and More Updates

Sep 25, 2023 | Blog, Estate Tax, Family Businesses, Generationally Owned Business, In The News, Income Tax, Tax Cuts, Taxes

Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! Legislative Lowdown   Census Poverty Report Renews Democratic Push for Child Tax Credit Expansion. The fight for a year-end tax deal may have just gotten a boost. On...
Comprehensive Updates: Government, Health Care, and Immigration

Comprehensive Updates: Government, Health Care, and Immigration

Sep 19, 2023 | Blog, Estate Tax, Family Businesses, Generationally Owned Business, In The News, Income Tax, Tax Cuts, Taxes

Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus! Government Funding Bills Stall in House and Senate: The odds of a government shutdown gradually increased over the course of this week. In the Senate, consideration of the...
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News For Working Families

  • America’s Family-Owned Businesses Outpace Traditional Corporations in Longevity, New Survey Shows
  • Wealth Tax News – 7/25/2026
  • Compliance As A Service (CaaS) – The Malpractice Prevention Framework For Modern Employers
  • Private Placement Life Insurance Supports Strategic Estate and Transition Planning Opportunities for Family-Owned Businesses
  • Saying It Out Loud July 2026, By Pat Soldano and Tim Schultz
  • Wealth Tax News – 7/17/2026
  • How Family Enterprises Can Preserve Long-Term Ownership Through Evolving Governance
  • Rep. Young Kim Meets with Women’s Business Owners Group, Hears Challenges Facing Women Entrepreneurs
  • The Death of the 1031 Exchange
  • CEO Tim Schultz to Focus on Keeping Voice of Family-Owned Businesses, Hardworking Families Strong on Capitol Hill
  • Wealth Tax News – 7/2/2026

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