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Wealth Tax Information Resource Now Available; Monitors State & Federal ‘Savings Penalty Tax’ Proposals

Wealth Tax Information Resource Now Available; Monitors State & Federal ‘Savings Penalty Tax’ Proposals

Aug 26, 2026 | Family Offices, Family Businesses, Family Enterprise USA Action, 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. Wealth Tax Information Resource Now Available at Family Enterprise USA Action; Monitors State & Federal...
Beyond the Handshake: Why a Buy-Sell Agreement Is the Prenup Every Business Partnership Needs

Beyond the Handshake: Why a Buy-Sell Agreement Is the Prenup Every Business Partnership Needs

Aug 26, 2026 | Family Businesses, Family Offices, 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. By Steven HiltonSenior AssociateBrown & Streza By Steven Oh, J.D., LL.M.AttorneyBrown & Streza Read...
5 Ways Family Businesses Give Smarter

5 Ways Family Businesses Give Smarter

Aug 21, 2026 | Family Businesses, Family Offices, Hardworking Families

Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier Trust Jerad BeltzSenior Vice President, Deputy General CounselWhittier Trust Webcast: 5 Things to Think About in Corporate Philanthropy: DAFs, Foundations, and More Register Now September 15 |...
Wealth Tax News – 8/21/2026

Wealth Tax News – 8/21/2026

Aug 21, 2026 | Family Offices, Family Businesses, Family Enterprise USA Action, 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 saw continued momentum against state-level wealth taxes, as California billionaires poured nearly...
Preserving Legacy and Maximizing Value: Strategic Planning for Family-Owned Enterprises

Preserving Legacy and Maximizing Value: Strategic Planning for Family-Owned Enterprises

Aug 19, 2026 | Family Businesses, Family Offices, 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. Robert Panetti, CFA®Managing Director, Private AdvisorRockefeller Global Family Office Shirley...
Family-Owned Businesses See Lower Taxes as Means to Invest More in Business, Employees, Survey Shows

Family-Owned Businesses See Lower Taxes as Means to Invest More in Business, Employees, Survey Shows

Aug 18, 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. Family-Owned Businesses See Lower Taxes as Means to Invest More in Business, Employees, Family Enterprise...
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Family Enterprise USA Action is the best way for family-owned businesses, family offices, and successful individuals to support and impact critical tax, economic, and policy issues. For information regarding contributions, please contact us.

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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?
  • Succession Planning for Family Businesses
  • 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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