Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Beware of Cyberthreats. Learn Practical, Easy-To-Implement Steps
Save your spot for this exclusive webcast: Register Now January 30, 2026 | 10:00 AM – 11:00 AM PDT "Protecting Your Legacy: Cybersecurity and Fraud Mitigation Strategies for Family-Owned Businesses" Family-owned businesses face unique cybersecurity and fraud...
Your Perspective Strengthens Our Advocacy For Family-Owned Businesses
Your Company's Story Could Shape National Policy – Do You Have 5 Minutes? Share quick facts about your family-owned business anonymously - help us fight for better laws on Capitol Hill and unlock exclusive 2026 webcast access. Your data makes the difference!...
Policy and Taxation Group Renamed Family Enterprise USA Action
Policy and Taxation Group Renamed Family Enterprise USA Action, with Focus on Action, Engagement with Capitol Hill Lawmakers FEUSA Action Aligned with Family Enterprise USA Education Efforts on Behalf of Family Businesses, Family Offices, and Successful Families...
With Your Help, We’ve Accomplished A Lot in the Last Year
In a short video, Pat Soldano, President of Family Enterprise USA and Policy and Taxation Group, thanks partners, members, donors, and supporters for the success in 2025. "But there's still much work to be done in the New Year," Soldano says, about advocating for...
Help Us Win Big for Family-Owned Businesses Today
At Family Enterprise USA, we’re dedicated to advocating for family-owned businesses across America. Your perspective is crucial to this mission. Why Your Input Matters:Your insights help us represent family-owned businesses effectively on Capitol Hill....
Join Us at Transitions Spring 2026 – Enjoy 15% Off Registration
We're Proud to Sponsor the Event Where Business Families Work on the Business of the Family We’re excited to share that we’ll be at Transitions Spring 2026, taking place March 18-20 in St. Petersburg, FL— and we’d love for you to join us there. This...
Weekly Washington Update: 3 Weeks to Avoid Another Gov Shutdown?
Congress Returns from Holiday Recess: This week, the House and Senate returned from holiday recess and gaveled in the second session of the 119th Congress. On Monday, appropriators released a three-bill minibus consisting of the fiscal year 2026 (FY26)...
Get Your Voice Heard: How to Advocate Simply, Powerfully
Advocating for policies that matter can shape better laws, raise awareness, and drive real change. Your voice has the power to influence public opinion and the lawmakers who make decisions that affect your business and community. In this webcast, Family...
Protect What You Built: Fraud & Cyber Defense Now
Save your spot for this exclusive webcast: Register Now January 30, 2026 | 10:00 AM – 11:00 AM PDT "Protecting Your Legacy: Cybersecurity and Fraud Mitigation Strategies for Family-Owned Businesses" Family-owned businesses face unique cybersecurity and fraud...
Lido and FEUSA Discuss New Wealth Tax Proposals Impact on Family Businesses
Lido Consulting, Family Enterprise USA Discuss New Wealth Tax Proposals, Impact of H.R. 1 on Family Businesses Lido’s Greg Kushner, FEUSA’s Pat Soldano Provide Insider Views on How Legislation Will Affect Family Businesses, Family Offices, Successful Families ...
Shape the Future: Your Voice Matters for Family-Owned Businesses!
At Family Enterprise USA, we’re dedicated to advocating for family-owned businesses across America. Your perspective is crucial to this mission. Why Your Input Matters:Your insights help us represent family-owned businesses effectively on Capitol Hill....
Hydraflow’s CEO Cindy Ayloush Joins FEUSA’s Advisory Board
Hydraflow’s CEO Cindy Ayloush Joins Family Enterprise USA’s Advisory Board; Advocates for Family-Owned Businesses Board Provides Strategic Guidance, Expertise, Support Family Enterprise USA has named Cindy Ayloush, Chief Executive Officer and Chairman of...
Taxation & Representation: Health Policy at a Tipping Point – What Successful Families Should Know Now
T-14 Days Until the Expiration of the ACA eAPTCs: In 14 days, the enhanced Affordable Care Act premium tax credits (eAPTCs) expire and neither chamber has landed on a solution. Last week, House Republicans released H.R. 6703, the Lower Health Care Premiums for All...
Help Us Advocate for You – Take This 1-Minute Questionnaire
As a valued supporter of Policy and Taxation Group, your insights are essential. Each year, we conduct our Supporter Questionnaire to better understand the priorities, challenges, and successes of America’s family offices and successful families. Your participation...
Saying It Out Loud December 2025, By Pat Soldano
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupState ‘Wealth Tax’ Proposals Take Aim at Family-owned Businesses, Successful Families New Year Brings New ‘Red Flag’ Issues as States Seek New Revenues There were a lot of wins in...
Developing Next Generation Members in the Family Business and Family Enterprise
By Annie ClareSenior Investor Relations AnalystBuchanan Street PartnersIn today's rapidly evolving world, family enterprises face an unprecedented challenge: developing the next generation of leaders while navigating change that moves faster than ever before. This...
November 2025 Tax Regulatory Update
In September, the Treasury Department and Internal Revenue Service (IRS) issued the 2025-2026 Priority Guidance Plan. The plan outlines priority guidance projects to be addressed from July 1, 2025, through June 30, 2026. The plan emphasizes five key areas:...
Washington Update: High-Impact Tax Changes Ahead – Insights Every Family Office Should Review
Kies Flags Upcoming Guidance and the 2026 Filing Season: On Nov. 20, Treasury Assistant Secretary for Tax Policy and Acting IRS Chief Counsel Ken Kies spoke at a conference where he highlighted upcoming guidance related to One Big Beautiful Bill Act (OBBBA)...
Final Reminder: Register Today – The Advocacy Webcast Begins Tuesday
Save your spot for this exclusive webcast: Register Now December 9, 2025 | 10:00 AM – 11:00 AM PDT "Get Your Voice Heard: How to Advocate Simply, Powerfully" Advocating for policies that matter can shape better laws, raise awareness, and drive real change. Your voice...
Quick Question: Can You Share Your Insight to Support Family-owned Businesses?
As a valued supporter of Policy and Taxation Group, your insights are essential. Each year, we conduct our Supporter Questionnaire to better understand the priorities, challenges, and successes of America’s family offices and successful families. Your perspective...
Pathstone Family Office Execs Detail How to ‘Parent Amidst Wealth’ In New Webcast
Pathstone Family Office Execs Detail How to ‘Parent Amidst Wealth’ In New Family Enterprise USA Webcast Navigating Complexity of Family Business Owners Talking to Their Children about ‘Money, Values, and Entitlement,’ with FEUSA President Pat Soldano The...
Your Giving Keeps America’s Family-owned Businesses Strong and Growing
Giving Tuesday, Dec. 2, Makes Your Voice Heard in Congress The importance of family-owned businesses in America cannot be understated. A strong voice is the only way our lawmakers will listen. Family businesses employ over 81 million people and...
Your Voice Matters More Than Ever
As a valued supporter of Policy and Taxation Group, your insights are essential. Each year, we conduct our Supporter Questionnaire to better understand the priorities, challenges, and successes of America’s family offices and successful families. Your perspective...
Become an Advocate Who Gets Results – Here’s How
Save your spot for this exclusive webcast: Register Now December 9, 2025 | 10:00 AM – 11:00 AM PDT "Get Your Voice Heard: How to Advocate Simply, Powerfully" Advocating for policies that matter can shape better laws, raise awareness, and drive real change. Your voice...
Rep. Correa, Rep. Tran Staff Hear Issues Facing Women Business Owners in Southern California
California House Member Rep. Correa, Rep. Tran Staff Hear Issues Facing Women Business Owners in Southern California Rep. Correa and House staff members hear challenges women-owned businesses face in a time of economic uncertainty During the latest Women’s...
Preserving Legacy Beyond the Operating Business: Evolving from Operator to Investor
By Annie ClareSenior Investor Relations AnalystBuchanan Street PartnersFor many families, the operating business is more than an enterprise, it’s a reflection of shared values, hard work, and vision. It has created opportunity, shaped identity, and united generations...
![[WEBCAST] Learn to Advocate. Step by Step. We will walk you through it.](https://policyandtaxationgroup.com/wp-content/uploads/2025/11/Instagram-advocate-webcast-3-400x250.jpg "Content")
[WEBCAST] Learn to Advocate. Step by Step. We will walk you through it.
Save your spot for this exclusive webcast: Register Now December 9, 2025 | 10:00 AM – 11:00 AM PDT "Get Your Voice Heard: How to Advocate Simply, Powerfully" Advocating for policies that matter can shape better laws, raise awareness, and drive real change. Your voice...
Saying It Out Loud November 2025, By Pat Soldano
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupFamily Businesses Navigate Year with Major Legislative Wins, But Advocating Still Critical to Keeping Them This year will go down as one of the best for tax legislation that helps America’s...
Quarterly Legislative and Political Update Webcast, November 2025
Pat Soldano (President, Family Enterprise USA) opened the call by welcoming participants. Pat thanked those who are supporters of Family Enterprise USA (FEUSA) and Policy and Taxation Group (PATG) and encouraged other participants to join and support the...
From Vision to Venture: An Entrepreneur’s Guide to Launching a Lasting Business
Whether you’re launching your first venture or refining a bold idea, understanding the foundation of your business is essential. Our latest article, “From Vision to Venture: An Entrepreneur’s Guide to Launching a Lasting Business,” provides a comprehensive...