Jun 3, 2026 | Family Offices, Family Businesses, Hardworking Families, Wealth Tax
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...
Jun 2, 2026 | Family Offices, Family Businesses, Hardworking Families, Video Post, Wealth Tax, Webcast Replays
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...
Jun 1, 2026 | Family Offices, Family Businesses, Hardworking Families
Tell Congress Where You Stand - Act Now Urge your representatives to support family-owned businesses by joining the Congressional Family Business Caucus today. Calif. State University, Fullerton, Holds Workshop on Creating ‘Legacy and Longevity’ for Family-Owned...
May 30, 2026 | Family Offices, Family Businesses, Hardworking Families, Wealth Tax
Tell Congress Where You Stand - Act Now Urge your representatives to support family-owned businesses by joining the Congressional Family Business Caucus today. Want to learn more? Visit our State and Federal Wealth Tax Tracker - Click Here We hope you’ve enjoyed this...
May 22, 2026 | Family Offices, Family Businesses, Family Enterprise USA, Hardworking Families
Tell Congress Where You Stand - Act Now Urge your representatives to support family-owned businesses by joining the Congressional Family Business Caucus today. Save your spot for this exclusive webcast: “Understanding the PPLI Opportunity: The Basics and...
May 22, 2026 | Family Offices, Family Businesses, Family Enterprise USA, Hardworking Families, Wealth Tax
Tell Congress Where You Stand - Act Now Urge your representatives to support family-owned businesses by joining the Congressional Family Business Caucus today. This week’s wealth tax developments reflect continuing debate across California, Connecticut, Washington,...
