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[PODCAST] Government Reopens… Now What? Hear the Breakdown Today

[PODCAST] Government Reopens… Now What? Hear the Breakdown Today

Nov 14, 2025 | Family Offices, Family Businesses, Hardworking Families

Appropriate Timing: End of Shutdown Leads to Government Funding Questions   It’s been a big week on Capitol Hill for congressional appropriators.   To reopen the government, the Senate has passed a legislative package that includes multiple appropriations...
Get Your Voice Heard: How to Advocate Simply, Powerfully

Get Your Voice Heard: How to Advocate Simply, Powerfully

Nov 12, 2025 | Family Offices, Family Businesses, Hardworking Families

Save your spot for this exclusive webcast: Register Now December 9, 2025  | 10:00 AM – 11:00 AM PDT “Get Your Voice Heard: How to Advocate Simply, Powerfully” Advocating for policies that matter can shape better laws, raise awareness, and drive real...
Sounding the Alarm on New ‘Wealth Tax’ Proposals

Sounding the Alarm on New ‘Wealth Tax’ Proposals

Nov 12, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Hardworking Families, Taxes, Video Post

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. If you’re wondering how the re-introduction of a “Billionaires Income Tax Act” in Congress...
Three Pennsylvania Family Businesses Detail How Tariffs Are Affecting Them in New Webcast

Three Pennsylvania Family Businesses Detail How Tariffs Are Affecting Them in New Webcast

Nov 11, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Hardworking Families, Video Post

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Three Pennsylvania Family Businesses Detail How Tariffs Are Affecting Them in New Family Enterprise...
Digest of Alerts, Articles, Podcasts, Newsletters and Other News

Digest of Alerts, Articles, Podcasts, Newsletters and Other News

Nov 10, 2025 | Family Offices, Family Businesses, Hardworking Families

2025 Post-Election Outlook and AnalysisBy Doug Friednash, Blake, Melissa Kuipers, Joe Jaso, Ray Colas, Michael Stratton and Alex Remy Democrats sweep key races: Voters delivered Democrats a dominant, high-visibility boost in four major races: the governors’ races in...
Taxation & Representation Update: Shutdown’s Impact, Fast-Track Disputes, IRS Leadership, Crypto Tax

Taxation & Representation Update: Shutdown’s Impact, Fast-Track Disputes, IRS Leadership, Crypto Tax

Nov 8, 2025 | Family Offices, Estate Tax, Family Businesses, Hardworking Families, Income Tax, Tax Cuts, Taxes

Shutdown Week 6: On Wednesday, Nov. 5, the federal government shut down that began on Oct. 1, became the longest in U.S. history. Last week, the Senate failed for the 14th time to advance a continuing resolution (CR) to keep the government funded. The impasse...
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  • [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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