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New Research: Wealth Taxes May Cost More Than They Raise

New Research: Wealth Taxes May Cost More Than They Raise

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

Tell Congress Where You Stand - Act Now Urge your representatives to support family-owned businesses by joining the Congressional Family Business Caucus today. Recent research from the Hoover Institution is adding new data to the growing debate over wealth taxes...
Wealth Tax News – 4/10/2026

Wealth Tax News – 4/10/2026

Apr 10, 2026 | Family Offices, Family Businesses, Family Enterprise USA, Hardworking Families, Wealth Tax

Tell Congress Where You Stand - Act Now Urge your representatives to support family-owned businesses by joining the Congressional Family Business Caucus today. This week’s developments show wealth-tax and “millionaires tax” proposals gaining traction across both...
Wealth Tax News – 4/3/2026

Wealth Tax News – 4/3/2026

Apr 3, 2026 | Family Offices, Family Businesses, Family Enterprise USA, Hardworking Families, Wealth Tax

Tell Congress Where You Stand - Act Now Urge your representatives to support family-owned businesses by joining the Congressional Family Business Caucus today. Momentum is building behind “tax the rich” policies ahead of 2028, with national Democrats debating wealth...
Wealth Tax News – 3/27/2026

Wealth Tax News – 3/27/2026

Mar 27, 2026 | Family Offices, Family Businesses, Family Enterprise USA, Hardworking Families, Wealth Tax

Tell Congress Where You Stand - Act Now Urge your representatives to support family-owned businesses by joining the Congressional Family Business Caucus today. This week saw renewed federal momentum on taxing extreme wealth: Sen. Chris Van Hollen (D-MD) reintroduced...
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...
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,...
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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?
  • Succession Planning for Family Businesses
  • 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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