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Last Chance: Have Your Say on Key Expiring Tax Policies

Last Chance: Have Your Say on Key Expiring Tax Policies

Sep 12, 2024 | Family Offices, Estate Tax, Family Businesses, Hardworking Families, Income Tax, Tax Cuts, Taxes

Some of the provisions of the The Tax Cuts and Job Act will expire on 12/31/25 and some have already expired. Tax Cuts Expiring. What Is Most Important To You? Take One Question Survey. Click Now We hope you’ve enjoyed this article. While you’re here, we have a small...
Taxation & Representation. Senate Finance Committee in Flux

Taxation & Representation. Senate Finance Committee in Flux

Sep 12, 2024 | Family Offices, Hardworking Families, Income Tax, Taxes

Speak Up! How Tax Laws Affect Your Business Matters Now's your chance to share your story. Use the new Comment Portal to connect with the House Ways & Means Committee. By Jan. 3, 2025, four of the 14 Democrats on the Senate Finance Committee will have...
How Your Shareholder Liquidity Strategy Can Be Made Future-Proof

How Your Shareholder Liquidity Strategy Can Be Made Future-Proof

Sep 11, 2024 | Family Offices, Family Businesses, Hardworking Families

Speak Up! How Tax Laws Affect Your Business Matters Now's your chance to share your story. Use the new Comment Portal to connect with the House Ways & Means Committee. Meeting the liquidity needs of the family and the business is a balancing act that can help...
‘Succession Stories’ Podcast Keys in On Succession Planning and Advocacy

‘Succession Stories’ Podcast Keys in On Succession Planning and Advocacy

Sep 10, 2024 | Family Offices, Family Businesses, Hardworking Families, Podcast

Speak Up! How Tax Laws Affect Your Business Matters Now's your chance to share your story. Use the new Comment Portal to connect with the House Ways & Means Committee. ‘Succession Stories’ Podcast Keys in On Succession Planning, Advocacy with Family...
Quick Poll: What Tax Policies Are Most Important to You?

Quick Poll: What Tax Policies Are Most Important to You?

Sep 9, 2024 | Family Offices, Estate Tax, Family Businesses, Hardworking Families, Income Tax, Tax Cuts, Taxes

Some of the provisions of the The Tax Cuts and Job Act will expire on 12/31/25 and some have already expired. Tax Cuts Expiring. What Is Most Important To You? Take One Question Survey. Click Now We hope you’ve enjoyed this article. While you’re here, we have a small...
[WEBCAST] Is Your Family Business Ready for the Corporate Transparency Act?

[WEBCAST] Is Your Family Business Ready for the Corporate Transparency Act?

Sep 7, 2024 | Family Offices, Family Businesses, Generationally Owned Business, Hardworking Families

Register Now for the October 1 Webcast:   Starting at 12:00 PM Pacific Time   “Corporate Transparency Act: Rationale, Key Considerations for Family Businesses, and What Comes Next” Join us for an insightful webcast on the Corporate Transparency...
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News For Working Families

  • Private Foundations: 5 Most Frequently Asked Questions and 5 Things You Probably Don’t Know
  • Wealth Tax News – 6/12/2026
  • 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

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