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Weekly Washington Update: Big Policy Moves on Affordability, Taxes, Energy

Weekly Washington Update: Big Policy Moves on Affordability, Taxes, Energy

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

What is your Top Concern: Income Tax, Estate Tax, or Wealth Tax? Real influence starts with real input. Take a few minutes to weigh in. POTUS Signs EO on Affordable Home Construction: On Friday, President Trump signed an executive order (EO) to address regulatory...
Legislative Update Focuses on Growing Wealth Tax Concerns, Tariffs, and Supreme Court Decisions

Legislative Update Focuses on Growing Wealth Tax Concerns, Tariffs, and Supreme Court Decisions

Mar 20, 2026 | Family Offices, Family Businesses, Hardworking Families, Wealth Tax

What is your Top Concern: Income Tax, Estate Tax, or Wealth Tax? Real influence starts with real input. Take a few minutes to weigh in. Legislative Update Focuses on Growing Wealth Tax Concerns, Tariffs, and Supreme Court Decisions   In the recent quarterly...
How dynasty trusts are setting a family enterprise up for long-term success

How dynasty trusts are setting a family enterprise up for long-term success

Mar 20, 2026 | Family Offices, Family Businesses, Hardworking Families

With EY support, entrepreneur John Conner, Jr. has preserved his legacy for the future benefit of his descendants, businesses and community.   How does a family business leader build sustainability for generations?   An entrepreneur’s vision merges business...
Rep. Correa and Rep. Tenney Named Co-Chairs of Bipartisan Congressional Family Business Caucus

Rep. Correa and Rep. Tenney Named Co-Chairs of Bipartisan Congressional Family Business Caucus

Mar 16, 2026 | Family Offices, Family Business Caucus, Family Businesses, Hardworking Families

What is your Top Concern: Income Tax, Estate Tax, or Wealth Tax? Real influence starts with real input. Take a few minutes to weigh in. Family Enterprise USA Organizes First Caucus Meeting March 17 focused on Affordability Strategies for Family-Owned Businesses  ...
Wealth Tax News – 3/13/2026

Wealth Tax News – 3/13/2026

Mar 13, 2026 | Family Offices, Family Businesses, Family Enterprise USA, Hardworking Families, Wealth Tax

What is your Top Concern: Income Tax, Estate Tax, or Wealth Tax? Real influence starts with real input. Take a few minutes to weigh in. This week, we continue to monitor proposals for new taxes on high earners or the wealthy in Washington, California, Rhode Island,...
Taxation & Representation: Urgent Tax Battle – Will YOUR Money Be Targeted?

Taxation & Representation: Urgent Tax Battle – Will YOUR Money Be Targeted?

Mar 12, 2026 | Family Offices, Family Businesses, Hardworking Families, Taxes, Wealth Tax

What is your Top Concern: Income Tax, Estate Tax, or Wealth Tax? Real influence starts with real input. Take a few minutes to weigh in. House Republicans Begin Discussions on Reconciliation 2.0: Last week, House Republican leaders agreed to try to advance a second...
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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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