Family-owned businesses are navigating evolving legislative priorities and tax proposals that could affect their future and generational wealth. Watch this webinar as our speakers from Family Enterprise USA share insights from the 2026 Family Business Survey and Capitol Hill updates, exploring how proposed wealth and “savings penalty” taxes and shifting voter attitudes may shape planning for multigenerational enterprises.
Watch webinar replay here.
Here are some key takeaways:
- Succession goals need action: While 72% of surveyed businesses expect ownership to remain in the family, 66% have not yet transferred ownership to the next generation.
- Tax policy directly affects business investment: With 79% of respondents structured as pass-through entities, income taxes remain a leading concern. Nearly nine in 10 would use tax savings to reinvest in their business or increase employee pay.
- Healthcare and wealth taxes are growing concerns: Healthcare led respondents’ economic policy priorities, followed by taxes on assets and wealth, ahead of national debt.
- Language shapes perceptions of tax policy: The voter survey showed support for wealth taxes across party lines. Speakers highlighted how framing proposals around savings, jobs and working families can influence public understanding.
Featured Speakers:
Family Enterprise USA
Pat Soldano, President, Family Enterprise USA
Russ Sullivan, Chair, National Tax Policy Group
John Gugliada, Director of Engagement
Host:
PKF O’Connor Davies
Cynthia Adams Harrison, Ed.D., LICSW, Managing Director, Center for Private Business Owners