Tax Planning

Powering Family Business Growth: Tax-Smart Strategies Under OB3

This webinar will unpack the most impactful provisions of OB3 and share actionable strategies to help family-owned businesses optimize their tax position, boost cash flow, and plan for long-term growth. November 20, 2025 | 2 PM ET - 11 AM PT

Trump signs new tax bill, NextGens speak up about succession

Also, the September Congressional Family Business Caucus will focus on "Legacy & Longevity."

‘Big Beautiful’ tax bill gets Senate review as family businesses anticipate tariff impact

Also, the latest meeting with the Congressional Family Business Caucus focused on community involvement.

Turning the page

Strategically planning for a successful family business sale.

From planning to action: 3 tax considerations for business owners

Regardless of whether the TCJA is extended under the Trump administration, planning should not be put on pause.