Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Women’s Business Owners Group Gets Bipartisan Congressional Support
New Women’s Business Owners Group Gets Bipartisan Congressional Support at Latest Southern California Meeting Rep. Correa (D-CA) and Rep. Kim (R-CA) staff members hear challenges Women-owned businesses face today; Certificate of Special Recognition Awarded...
Saying It Out Loud September 2025, By Pat Soldano
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupFinding Opportunities in Tariffs Have Family Businesses Searching for Options, New Sourcing There’s no playbook for what family-owned businesses face in navigating the new world of tariffs....
Meet the Visionary Leaders Transforming Family Business in 2025
Family Business Magazine's 2025 CEOs to Watch are forward-thinking leaders transforming family businesses across generations and industries. Some are building values-driven enterprises from the ground up, while others are modernizing multigenerational...
National Restaurant Association CEO Details How Restaurants Benefit from New Tax Bill in Latest Podcast
National Restaurant Association CEO Details How Restaurants Benefit from New Tax Bill in Latest Family Enterprise USA Podcast Michelle Korsmo, National Restaurant Association Leader, Talks with Family Enterprise USA’s President Pat Soldano The National...
Saying It Out Loud August 2025, By Pat Soldano
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupTop 5 Family Businesses Wins After Passage of ‘One Big Beautiful Bill,’ While Keeping an Eye on New Priorities Wealth Tax, Death Tax Changes, and Harmful Tariffs Are Next Big Issues After...
‘One Big Beautiful Bill’ Wins for Family Business Detailed in New Podcast
‘One Big Beautiful Bill’ Wins for Family Business Detailed in New Family Enterprise USA Podcast Family Enterprise USA Talks with Capitol Hill Tax Experts on What the Passage of the New Tax Bill Means for Family-owned Businesses Going Forward In a new podcast...
New Podcast Details How to Make Private Equity into Positive Partners
New Family Enterprise USA Podcast Details How to Make Private Equity into Positive Partners Family Enterprise USA Talks with Wedgewood Events’ Founder and CEO on Working with Private Equity Investors How private equity can be used to take a family business to...
What You Can Do About Rising Insurance Costs and Shrinking Coverage
Join us for a timely webcast: Register Now August 28, 2025 | 10:00 AM – 11:00 AM PDT "Navigating Uncharted Waters in the Insurance Industry" The insurance landscape is shifting rapidly, with rising premiums, limited coverage capacity, and a growing number of...
Weekly Digest of Alerts: What Policy Shifts Mean for Generational Wealth
What’s Influencing DOJ’s New Trade Fraud Focus, and How to Navigate Enforcement ShiftsBy Greg Brower and Evan Chuck The U.S. Department of Justice (DOJ) recently announced a new development in its effort to crack down on crimes involving trade fraud, including tariff...
Is Your Insurance Strategy Built to Withstand What’s Coming?
Join us for a timely webcast: Register Now August 28, 2025 | 10:00 AM – 11:00 AM PDT "Navigating Uncharted Waters in the Insurance Industry" The insurance landscape is shifting rapidly, with rising premiums, limited coverage capacity, and a growing number of...
Quick Poll: Concern About Capital Gains Tax
We’d love to hear from you! Please take a moment to participate in our quick poll on Capital Gains Tax.Your input helps us better understand and represent the interests of family offices and successful families across the country.We...
Chart a Safer Course: Risk Management Strategies for 2025
Join us for a timely webcast: Register Now August 28, 2025 | 10:00 AM – 11:00 AM PDT "Navigating Uncharted Waters in the Insurance Industry" The insurance landscape is shifting rapidly, with rising premiums, limited coverage capacity, and a growing number of...
How Family Businesses Can Cultivate Resilient Growth
Family businesses are operating in a new economic environment that requires rethinking business strategy to deliver ongoing growth and profitability. In brief: To grow over the long term, family businesses need to reexamine their strategic positioning within a...
‘Communication,’ ‘Succession,’ Top Worries Business Heirs Voice in New ‘Rising Gen’ Survey
‘Communication,’ ‘Succession,’ Top Worries Family Business Heirs Voice in New ‘Rising Gen’ Survey from Cornell University Smith Family Business Initiative at Cornell University, Family Enterprise USA, and The Roberts Group Survey Students in Family-owned Businesses...
Register Now: Strategies to Navigate Today’s Insurance Challenges
Join us for a timely webcast: Register Now August 28, 2025 | 10:00 AM – 11:00 AM PDT "Navigating Uncharted Waters in the Insurance Industry" The insurance landscape is shifting rapidly, with rising premiums, limited coverage capacity, and a growing number of...
US Economic Outlook July 2025
by Gregory DacoEY-Parthenon Chief Economist Strategy and TransactionsErnst & Young LLP Crosscurrents make for a confusing outlook US outlook: The US economy continues to navigate a complex set of crosscurrents, obscuring a clear reading of its underlying momentum....
Enjoy 20% off your registration at Family Business Legacy
We’re excited to tell you about an event that we feel is critical for family businesses — Family Business Legacy 2025, taking place September 10-12 in Dallas, TX This unique conference focuses on the critical wealth and legacy issues facing family enterprises —...
Register Today: FBA Southern California Legislative Conference
We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask… As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a supporter. The need for fact-based reporting of issues important to family...
Taxation & Representation: Tax Breaks, Tip Deductions & Overtime: What Family Offices and Successful Families Must Know
Speaker Johnson Kicks Off Discussions for Reconciliation 2.0: House Republicans are laying the groundwork for a second reconciliation bill this fall that aims in part to revive key provisions excluded from the One, Big, Beautiful Bill Act (OBBBA, Public Law 119-21)...
PATG Announces Q3 Family Office and Successful Family Events; Caucus Meeting Set for Sept. 17
Meeting with Members of Congressional Family Business Caucus Set for Sept. 17; Third Quarter Events Scheduled for Family Enterprise USA, Policy and Taxation Group Over a dozen regional and virtual family business and family office meetings, including the next...
Congress and Family Business: A Policy Win Checklist
The provided text from "Congress will Listen.pdf" discusses how consistent and constant communication with Congress led to the successful passage of the One Big Beautiful Bill Act (H.R. 1) on July 4th. This legislation is presented as a significant victory for...
24 Hours Left – Last Chance to Register: Rockefeller’s Formula for Legacy Success
Register Now July 25, 2025 | 10:00 AM – 11:00 AM PDT "Smart Strategies for Family Business Success" Join us on this webcast featuring Shirley Quackenbush, Robert Panetti, Ryan Coulson, and Michael Misciagna at Rockefeller Global Family Office. We will discuss...
Taxation & Representation: Passthrough Deduction May Rise – What It Means for Your Family Office and Successful Families
Passthrough Deduction Eyed for Bigger Boost in Future Bill: House Republicans are weighing the possibility of a second major tax package following the recent enactment of their One, Big, Beautiful Bill Act (OBBBA, Public Law 119-21), which extends key provisions of...
Estate Planning, Tax Policy for High-Net-Worth Families Featured in Webcast and Webinar
Estate Planning, Tax Policy for High-Net-Worth Families Featured in Webcasts with Brown & Streza, Dividend Assets Capital Family Enterprise USA hosts and Policy and Taxation Group Experts Provide Insights The fundamentals of estate planning for high-net-worth...
Webcast Happening Soon: Smart Tax & Legacy Tips for Family Business Owners
Register Now July 25, 2025 | 10:00 AM – 11:00 AM PDT "Smart Strategies for Family Business Success" Join us on this webcast featuring Shirley Quackenbush, Robert Panetti, Ryan Coulson, and Michael Misciagna at Rockefeller Global Family Office. We will discuss...
Plan Smarter: Strategies to Build Harmony and Preserve Wealth
Register Now July 25, 2025 | 10:00 AM – 11:00 AM PDT "Smart Strategies for Family Business Success" Join us on this webcast featuring Shirley Quackenbush, Robert Panetti, Ryan Coulson, and Michael Misciagna at Rockefeller Global Family Office. We will discuss...
Saying It Out Loud July 2025, By Pat Soldano
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupCongress Listens When Message is Constant and Consistent; ‘One Big Beautiful Bill’ Shows Congress Heard Us Educating Voters and Congress Pays Off for Family Offices and Successful Individuals ...
FEUSA Featured in New Videos by Tamarind Learning and YouTube’s ‘The Vault’
Family Enterprise USA Featured in New Videos by Tamarind Learning and YouTube’s ‘The Vault’ Topics Cover Family Business Priorities, New Tax Bill, and Next Generation Planning Family business priorities, the new tax bill, and succession are detailed in two new...
Don’t Miss This: Family Business Success Strategies Revealed Live
Register Now July 25, 2025 | 10:00 AM – 11:00 AM PDT "Smart Strategies for Family Business Success" Join us on this webcast featuring Shirley Quackenbush, Robert Panetti, Ryan Coulson, and Michael Misciagna at Rockefeller Global Family Office. We will discuss...
Constant, Consistent Education with Congress Pays Off in ‘OBBB’ for Family-owned Businesses, Family Offices
Constant, Consistent Education with Congress Pays Off in ‘One Big Beautiful Bill’ for Family-owned Businesses, Family Offices Working with Congress on the critical tax and economic policies affecting family-owned businesses, family offices, and successful...