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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...
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...
Taxation & Representation: Reconciliation 2.0. Thune’s Next Big Move Revealed

Taxation & Representation: Reconciliation 2.0. Thune’s Next Big Move Revealed

Mar 5, 2026 | Family Offices, Family Businesses, Hardworking Families, Taxes, Wealth Tax

Crapo, Wyden Introduce Wide-Ranging Tax Administration Bill: On Feb. 26, Senate Finance Committee Chairman Mike Crapo (R-ID) and Ranking Member Ron Wyden (D-OR) introduced S.3931, the Taxpayer Assistance and Service Act, which includes several recommendations from the...
Taxation & Representation: Wealth Tax Gains Ground Amid GOP Tensions

Taxation & Representation: Wealth Tax Gains Ground Amid GOP Tensions

Feb 25, 2026 | Family Offices, Family Businesses, Hardworking Families, Taxes, Wealth Tax

Republican Split on Reconciliation 2.0: Earlier this month, President Trump ruled out a second budget reconciliation bill after last year’s One Big Beautiful Bill Act (OBBBA, P.L. 119-21). Some congressional Republicans like Rep. August Pfluger (R-TX) and Sen. John...
Washington Update: Wealth Tax Momentum Builds in States

Washington Update: Wealth Tax Momentum Builds in States

Feb 16, 2026 | Family Offices, Family Businesses, Hardworking Families, Income Tax, Tax Cuts, Taxes, Wealth Tax

DHS Faces Shutdown as Negotiations Continue: The Department of Homeland Security (DHS) will shut down on Feb. 14 after attempts to secure a funding agreement this week failed. Democrats maintain that DHS—particularly U.S. Immigration and Customs Enforcement and...
Wealth Tax News – 2/6/2026

Wealth Tax News – 2/6/2026

Feb 6, 2026 | Family Offices, Family Businesses, Hardworking Families, Income Tax, Taxes, Wealth Tax

Building on last week’s divide, the California debate has sharpened around the mechanics and consequences of the proposed one‑time 5% wealth tax on billionaires. Rep. Ro Khanna (D-CA) is pushing for a compromise amid backlash from industry leaders like Sergey Brin and...
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News For Working Families

  • Wealth Tax News – 7/25/2026
  • Compliance As A Service (CaaS) – The Malpractice Prevention Framework For Modern Employers
  • Private Placement Life Insurance Supports Strategic Estate and Transition Planning Opportunities for Family-Owned Businesses
  • Saying It Out Loud July 2026, By Pat Soldano and Tim Schultz
  • Wealth Tax News – 7/17/2026
  • How Family Enterprises Can Preserve Long-Term Ownership Through Evolving Governance
  • Rep. Young Kim Meets with Women’s Business Owners Group, Hears Challenges Facing Women Entrepreneurs
  • The Death of the 1031 Exchange
  • CEO Tim Schultz to Focus on Keeping Voice of Family-Owned Businesses, Hardworking Families Strong on Capitol Hill
  • Wealth Tax News – 7/2/2026
  • How Family Businesses Can Plan for Uncertainty

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