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Congressional Tax Staffers Outline Agenda. Taxation & Representation and Tax Tidbit

Congressional Tax Staffers Outline Agenda. Taxation & Representation and Tax Tidbit

May 11, 2022 | Blog, In The News, Tax Cuts, Taxes

Congressional Tax Staffers Outline Agenda. Several senior staffers on the House Ways and Means Committee and the Senate Finance Committee—Andrew Grossman, Courtney Connell, Derek Theurer and Tiffany Smith—participated in a conference on tax legislation and regulatory...
Navigating “Company Value” in Times of Choppy Market Activity

Navigating “Company Value” in Times of Choppy Market Activity

Apr 29, 2022 | Blog, Death Tax, Family Enterprise USA, In The News, Tax Cuts, Taxes

By Joseph C. Hassan, CFA, ASA and Mark E. Lingerfield, ASA, MPI   In the uncertainty of this social distancing economy and volatile equity and debt markets, how should business owners and professionals of private companies think about company value and the impact on...
Weekly Washington Update. General, Health Care, Tax, and More.

Weekly Washington Update. General, Health Care, Tax, and More.

Apr 9, 2022 | Blog, In The News, Income Tax, Taxes

Seeking Further Action on USICA: This week, over 100 lawmakers were named to the bicameral conference committee on Congress’s China bill. The large number of conferees does not engender confidence in an expeditious outcome. Moreover, the reports stated that House...
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News For Working Families

  • [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
  • PPLI as a “Family Bank”: Segregating Long-Term Capital From Operating Risk
  • Three WBOG Members Make Top Women-Owned Business List in Orange County
  • Wealth Tax News – 8/8/2026
  • Family Enterprises and Owner-Led Businesses with CFAR

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