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Flash Market Update: The “Liberation Day” Jolt

Flash Market Update: The “Liberation Day” Jolt

Apr 7, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Hardworking Families, Tax Cuts, Taxes

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. The “Liberation Day” Jolt   Much Higher-Than-Expected New Tariffs  ...
Weekly Digest: “Liberation Day”, Florida Special Election, and 199A Provision

Weekly Digest: “Liberation Day”, Florida Special Election, and 199A Provision

Apr 4, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Hardworking Families, Tax Cuts, Taxes

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. “Liberation Day”– Trump Announces Reciprocal Tariffs, Ends De Minimis...
Taxation & Representation: Tax Cuts, Estate Taxes & Budget Updates

Taxation & Representation: Tax Cuts, Estate Taxes & Budget Updates

Apr 3, 2025 | Family Offices, Death Tax, Estate Tax, Family Businesses, Generationally Owned Business, Hardworking Families, Income Tax, Tax Cuts, Taxes

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Become a Supporter White House Considers Allowing Top Marginal Income Tax Rate to Revert to Pre-TCJA Levels: According to a single report,...
[WEBCAST] How Parallel Governance Can Guide Generational Transition

[WEBCAST] How Parallel Governance Can Guide Generational Transition

Apr 3, 2025 | Family Offices, Family Businesses, Hardworking Families

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Become a Supporter Complex family and business dynamics can derail the generational transition of a family enterprise.   Addressing...
Secure Top Talent: 2025 Family Office Hiring Trends Unveiled

Secure Top Talent: 2025 Family Office Hiring Trends Unveiled

Apr 2, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Hardworking Families, Video Post, Webcast Replays

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. The webcast discusses the evolving landscape of family offices, particularly regarding talent acquisition, outsourcing, and generational...
Fenimore Asset Management Experts Discuss ‘Cost of Timing Market’ in New Webcast

Fenimore Asset Management Experts Discuss ‘Cost of Timing Market’ in New Webcast

Apr 2, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Hardworking Families, Video Post, Webcast Replays

Join the Policy and Taxation Group to champion policies that protect family offices and successful individuals from burdensome taxes. Your involvement strengthens our advocacy efforts on Capitol Hill, ensuring that your voice is heard in shaping fair tax legislation....
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News For Working Families

  • Tim Schultz Named CEO of FEUSA and FEUSA Action at Caucus Meeting
  • Wealth Tax News – 6/7/2026
  • Understanding the PPLI Opportunity: The Basics and Beyond with Winged Keel Group
  • The Growing Debate Over Wealth Tax Initiatives
  • New Voter Research from Dr. Frank Luntz Tells a Story of America ‘In Trouble’
  • June 3 – CSFU Holds Workshop on Creating ‘Legacy and Longevity’ for Family-Owned Businesses
  • Multi-Trillion Dollar Government Waste: Tracking Federal Improper Payments
  • Private Placement Life Insurance Explained
  • Wealth Tax News – 5/22/2026
  • Saying It Out Loud May 2026, By Pat Soldano
  • Fueling Family Business Growth, New Research Findings Top Agenda for June 9

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