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Don’t Let Cyber Threats Derail Your Success

Don’t Let Cyber Threats Derail Your Success

Jan 29, 2026 | Family Offices, Family Businesses, Hardworking Families, Video Post

Save your spot for this exclusive webcast: Register Now January 30, 2026  | 10:00 AM – 11:00 AM PDT “Protecting Your Legacy: Cybersecurity and Fraud Mitigation Strategies for Family-Owned Businesses”   Family-owned businesses face unique cybersecurity...
Taxation & Representation: FY2026 Omnibus at Risk: Key Updates Inside

Taxation & Representation: FY2026 Omnibus at Risk: Key Updates Inside

Jan 28, 2026 | Family Offices, Family Businesses, Hardworking Families, Income Tax, Tax Cuts, Taxes

Global Wealth Tax Gains Steam: Governments worldwide, from the United Kingdom (UK) and France to U.S. states like California and New York, are increasingly considering “tax the rich” measures to close budget gaps through higher property taxes, elevated investment...
Insider Policy & Succession Insights Await You

Insider Policy & Succession Insights Await You

Jan 27, 2026 | Family Offices, Family Businesses, Hardworking Families

Tell Us What Matters Most to Your Family-Owned Business Help us better represent your family-owned business by sharing what matters most to you on tax and economic issues. Marcus Evans Private Wealth and Chief Executive Group’s Family-Owned Business Summits Offer...
[WEBCAST] Family Business Security: Don’t Leave It to Chance

[WEBCAST] Family Business Security: Don’t Leave It to Chance

Jan 26, 2026 | Family Offices, Family Businesses, Hardworking Families, Video Post

Save your spot for this exclusive webcast: Register Now January 30, 2026  | 10:00 AM – 11:00 AM PDT “Protecting Your Legacy: Cybersecurity and Fraud Mitigation Strategies for Family-Owned Businesses”   Family-owned businesses face unique cybersecurity...
Revival of the Wealth Tax May Prompt Constitutional Challenges

Revival of the Wealth Tax May Prompt Constitutional Challenges

Jan 23, 2026 | Family Offices, Family Businesses, Hardworking Families, Taxes

Tell Us What Matters Most to Your Family-Owned Business Help us better represent your family-owned business by sharing what matters most to you on tax and economic issues. What if the push for wealth taxes crashes into constitutional barriers?   In this timely...
Weekly Washington Update: 2026 Tax Outlook: What Insiders Are Saying Now

Weekly Washington Update: 2026 Tax Outlook: What Insiders Are Saying Now

Jan 21, 2026 | Family Offices, Family Businesses, Hardworking Families, Income Tax, Tax Cuts, Taxes

RSC Issues Framework for Second Reconciliation Bill: On Jan. 13, the Republican Study Committee (RSC) released its framework for a second reconciliation bill, which outlines tax and non-tax proposals to address housing, energy and health care issues. The scores listed...
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News For Working Families

  • Family-Owned Business Leaders Line Up for Strong Family Business Caucus on Sept. 23
  • DAF vs Foundation: What’s Best For You?
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  • House Member Rep. Correa Meets with Family-Owned Businesses at Southern California Event
  • [WEBCAST] Give 60% Smarter? Live Philanthropy Guide
  • Wealth Tax Information Resource Now Available; Monitors State & Federal ‘Savings Penalty Tax’ Proposals
  • Beyond the Handshake: Why a Buy-Sell Agreement Is the Prenup Every Business Partnership Needs
  • 5 Ways Family Businesses Give Smarter
  • Preserving Legacy and Maximizing Value: Strategic Planning for Family-Owned Enterprises
  • Family-Owned Businesses See Lower Taxes as Means to Invest More in Business, Employees, Survey Shows
  • Saying It Out Loud August 2026, By Pat Soldano and Tim Schultz

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