Emails & Subscribers

September 27, 2023 Transform Your Family's Financial Future with Modern Trust Designs
September 25, 2023 Census Report Fuels Child Tax Credit Debate and More Updates
September 23, 2023 Saying It Out Loud, By Pat Soldano. September 2023.
September 22, 2023 Discover the Secrets to Safeguarding Your Family's Financial Future - Join Our Webcast!
September 21, 2023 Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus!
September 20, 2023 Comprehensive Updates: Government, Health Care, and Immigration
September 19, 2023 How Can Philanthropy Build the Next Generation’s Financial Skills?
September 15, 2023 Cybersecurity is No Longer Optional, It’s a Necessity
September 13, 2023 Congressional Deadline Looms: What to Expect for Fiscal Year 2024
September 13, 2023 Register Now for Webcast Starting at 12P PT: Philanthropic Strategies for Successful Families
September 12, 2023 24 Hours Left: Don't Miss This Opportunity to Learn How to Make Your Giving More Effective
September 11, 2023 Unlocking Success: Join us for a Family Business Roundtable with Frank Luntz
September 9, 2023 Your Voice Matters: Contact Your Representatives in Congress Today!
September 8, 2023 Navigating Tax Challenges for Family Businesses: Insights with Pat Soldano
September 6, 2023 Free Webcast: How to Make Your Charitable Giving More Effective
September 6, 2023 Brownstein's Tax Team Discusses the Future of Taxes
September 4, 2023 Congressional Family Business Caucus to Join Discussion on Capitol Hill Focused on Supporting Family Businesses
September 1, 2023 Learn from Experts How to Make Your Giving More Effective
September 1, 2023 Navigating Today’s Job Market: Smart Recruiting and Retention Strategies for Family Businesses
August 31, 2023 Meet Frank Luntz at the Family Business Roundtable
August 25, 2023 Urgent Alert: Family Businesses Misunderstood by Congress - Insights from Luntz & Mulvaney
August 24, 2023 RSVP for Family Business Roundtable with Special Guest Frank Luntz
August 23, 2023 3 Tools to Help You Make a Bigger Impact
August 22, 2023 Insights on NextGen Leadership Challenges: Stephanie Larscheid in New Family Enterprise USA Video!
August 20, 2023 Stand Up for Change: Urge Your Representatives to Halt Harmful Policies and Excessive Regulation!
August 19, 2023 Learn How To Make Your Charitable Giving More Effective
August 18, 2023 Family Business Interests as a Trust Asset and the South Dakota Directed Trust
August 17, 2023 Decoding Philanthropic Designs: DAFs, Foundations, Support Orgs
August 16, 2023 Last Chance to Join Free Webcast - Discover the Future of Insurance & Risk Management
August 15, 2023 Register Today for Wednesday Webinar - The Latest Risk Management Solutions That Are Creating a Positive Impact
August 12, 2023 Don't Miss Out on Insights for the Future of Insurance - Register Today!
August 9, 2023 The Future of Hardworking Taxpayers Depends on You! Contact Your Representatives Today!
August 8, 2023 Adapting to Unprecedented Challenges: Register Now for Our Insurance Market Webcast!
August 6, 2023 Take One Minute to Make an Impact. Support Hardworking Taxpayers.
August 4, 2023 Discover the Future of Insurance: Join Our Webcast on August 16th!
August 2, 2023 Unsung Heroes: Taxes & Family Businesses - A Must-Watch Video
July 31, 2023 Webcast Alert: Insurance Market Trends and Risk Solutions - Register Now!
July 29, 2023 Time is Running Out! Contact Your Representatives Now to Support Family Businesses!
July 28, 2023 Legislative Lowdown: IRS Whistleblowers, Tax Credits, and More
July 26, 2023 Starting at 12PT. Join us for a Q&A session with HR experts in the field of family office & family business.
July 26, 2023 Frank Luntz and Mick Mulvaney Sound the Alarm on Congress' Lack of Understanding of Family Businesses
July 24, 2023 Last Chance to Register: Retaining Top Talent and Managing Independent Contractors
July 22, 2023 Potential ‘Audit Storm’ Brewing for High Net-Worth Individuals, Says Business Evaluation Expert MPI
July 20, 2023 August 10: Family Office Reception & Presentation, Chattanooga, TN
July 19, 2023 How to Manage Independent Contractors Effectively
July 15, 2023 Family Businesses Need Your Help! Contact Your Representatives Today!
July 14, 2023 Contingency Planning For Business Owners
July 14, 2023 HR Experts Share Tips on Keeping Your Top Talent
July 13, 2023 New Video Series Highlights the Importance of Community to Family Businesses
July 12, 2023 Supreme Court to Hear Landmark Case on Constitutionality of Taxes on Unrealized Gains
July 7, 2023 Urgent Appeal: Family Businesses Need Your Support – Reach Out to Congress Now!
July 6, 2023 Don't Lose Your Top Talent: Register for This Free Webcast
July 1, 2023 Saying It Out Loud, By Pat Soldano. July 2023.
June 30, 2023 Make Your Voice Count: Engage with Your Local Representatives for Change
June 29, 2023 AI’s Transformative Potential: Rational Interest vs Irrational Exuberance
June 28, 2023 Exclusive Video: A. Duie Pyle CEO Discusses Common Sense Policy with Pat Soldano
June 26, 2023 Weekly Washington Update: Impeachment, Dobbs Anniversary, Economic Bills, and More
June 24, 2023 Attention Entrepreneurs: Help Shape the Future of Family Businesses – Contact Your Representatives Today!
June 22, 2023 House Approves GOP Tax Package, But SALT Relief Still in Limbo
June 21, 2023 Luntz and Mulvaney Ask: ‘Is Democracy at Risk?’ in New Video
June 19, 2023 Setting Up Your Family Philanthropy for Long-Term Success
June 19, 2023 Calling All Supporters of Family Businesses: Act Now to Support the Congressional Family Business Caucus!
June 15, 2023 Selecting Modern Trust Structures Based on a Family’s Assets
June 15, 2023 Test Copy of Family Business Leaders Hear From Pollster Frank Luntz
June 15, 2023 Testing
June 14, 2023 Family Business Leaders Hear From Pollster Frank Luntz
June 10, 2023 Family Business Leaders Share Insights at Congressional Caucus Meeting
June 9, 2023 Tax Policy Updates, Tax-Reform Proposal, Proposed Rules, and More
June 8, 2023 Protecting What You’Ve Spent a Lifetime Building
June 7, 2023 Register Now for Frank Luntz's June 7 Webcast on the State of the Union
June 3, 2023 Last Chance: Register Now for June 7 Supporters Webcast: See Frank Luntz on “Where Are We Now?”
June 2, 2023 Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness
June 1, 2023 Is the IRS Preparing for Audit Storm Among High Net-Worth Individuals?
June 1, 2023 Debt-Ceiling Deal Proposes Adjustment to IRS Funding
May 26, 2023 Debt-Ceiling Deal Update, Bipartisan 1099-K Proposal, Supreme Court Ruling, and More
May 25, 2023 Family Business Caucus Holds 2nd Meeting in House Budget Committee Room, May 2023
May 24, 2023 Make Your Voice Heard: Contact Your Representatives Now
May 23, 2023 June 2nd Event: Important Tax Issues Affecting Successful Individuals, Family Offices and Family Businesses
May 20, 2023 Saying It Out Loud, By Pat Soldano. May 2023.
May 19, 2023 Labor Worries Among Major Issues Facing America’s Family Businesses, New Study Finds
May 18, 2023 June 1st Event: Critical Tax Issues Impacting Successful Individuals, Family Offices and Family Businesses
May 18, 2023 Treasury and IRS Issue Guidance, Senate Scrutinize Tax Practices, Tax Writers Assert Jurisdiction Over Agreement
May 16, 2023 It's Time to Speak Up: Contact Your Representatives Now
May 13, 2023 Your Voice Matters! Contact Your Representatives Today.
May 12, 2023 Debt-Limit Increase Discussions, Taiwan Tax-Treaty, Energy & Solar, and More
May 11, 2023 The Most Difficult Challenge Our Business Clients Face
May 10, 2023 We Need Your Help! Contact Your Representatives in Congress. Do It Now!
May 9, 2023 The Future of the Successful Businesses: What to Expect with Tax Reform
May 5, 2023 High Hopes for New Congressional Family Business Caucus
May 4, 2023 May 16th Event: Tax Reform and Family Businesses Under Congressional Review
May 3, 2023 Laird Coatings Founder Ed Laird Details Transition to Next Generation in New Video
April 29, 2023 How the New Tax Law Will Affect Family Businesses: A Congressional Perspective
April 28, 2023 House Passes GOP Debt-Ceiling Bill, With Cuts to Spending and Green Energy Incentives
April 27, 2023 Profile of the Family Office Leader of the Future
April 26, 2023 Green-Energy Tax Credits, Proposal Faces Rejection, Business Tax-Incentive, and More
April 26, 2023 PODCAST: Congresswoman Tenney Advocates for Family Businesses in New Podcast
April 21, 2023 May 10th Tax Policy Event Focuses On Family Businesses
April 20, 2023 Treasury and IRS Under the Spotlight, SALT New Proposal, FedEx Court Victory, and More
April 19, 2023 The Power of America’s Family Businesses is All in the Numbers
April 18, 2023 Cornell Professor on How to Prepare the Next Generation for Leadership in Family Businesses
April 15, 2023 Saying It Out Loud, By Pat Soldano. April 2023.
April 13, 2023 What Every Family Business Owner Needs to Know About Succession Planning
April 12, 2023 Family Business Expert Pat Soldano Shares Valuable Insights in Latest Publication
April 10, 2023 Pat Soldano is Speaking at the 11th Annual FBA Capitol Conference
April 7, 2023 Study Finds High Personal Tax Levels Concern Largest US Private Employer: Family Businesses
April 6, 2023 SECURE 2.0 Act Changes Affecting Family Business Owners
April 2, 2023 Debt Ceiling Negotiation, FY2024 Budget Hearings, Lower Energy Costs Act, and More
March 31, 2023 South Dakota Trust Co. Joins as New Sponsors Supporting Family Businesses
March 30, 2023 Treasury Department, Eliminate OECD Funding, Bipartisan Group Rebuffs Biden and More
March 28, 2023 New York Times Spotlights Family Businesses, Family Enterprise USA Research in Sunday Business Section
March 23, 2023 Join Us for a Discussion on Family Business, Legislation, and Voter Attitudes: 2023 Survey Results Live Event
March 23, 2023 Senators Renew Efforts, Yellen Defends 2024 Budget Proposals, CBO Report, and More
March 22, 2023 PODCAST: Rep. Schneider Spotlights Importance of Educating Congress on Power of Family Businesses in New Podcast
March 20, 2023 Keeping It in the Family: Why Succession Planning Matters
March 18, 2023 Saying It Out Loud, By Pat Soldano. March 2023.
March 17, 2023 Future-Proof Your Business: The Importance of Succession Planning
March 15, 2023 Family Businesses in America Sound the Alarm on Tax and Labor Challenges in 2023 Survey
March 14, 2023 FY2024 Budget Request Includes Tax Proposals for Wealthy Americans. Summary and Analysis.
March 13, 2023 The Benefits of Succession Planning: Family Matters in Business Succession
March 11, 2023 Family Businesses Receive a Boost in Representation with New Caucus
March 10, 2023 Don't Miss Our Live Event: 2023 Family Business Survey Results and Voter Attitudes Towards Elections
March 9, 2023 Biden Budget Proposal, Committee Updates, IRS Leak Investigations, and More
March 7, 2023 [Last chance] Register For the March 8th Legislative and Political Updates Webinar
March 7, 2023 Succession Planning is Important For a Variety of Reasons, Particularly for Family-Owned Businesses
March 4, 2023 Caucus Spotlights Education, Representatives’ Experiences with Family Business
March 4, 2023 Family Business Caucus, Legislative and Political Updates. March 8th Webcast – By Invitation Only
March 2, 2023 Taxation & Representation, Senate Confirmation, House Set to Vote, and More
March 1, 2023 [VIA ZOOM] It’s All Relative; Family Matters in Business Succession
March 1, 2023 Avoid ‘Shirtsleeves to Shirtsleeves’ by Shifting Inheritance Vision to Private Capital
February 25, 2023 Save The Date: March 8th Webinar. Family Business Caucus, Legislative and Political Updates
February 24, 2023 New Congressional Family Business Caucus Co-Chairs Ready for First Meeting Feb. 28
February 22, 2023 [LIVE EVENT] 2023 Survey Results; Legislative Possibilities and Election Voter Attitudes
February 19, 2023 [VIDEO] New Video Tells The Incredible Story of David Ellen’s Equipment Corp
February 18, 2023 Still Thinking About Participating in Transitions Spring 2023?
February 16, 2023 Inheritance VS. Private Capital
February 11, 2023 Pomp and Positioning: The State of the Union Address, 2023
February 10, 2023 Family Business Caucus Begins Work with First Meeting on February 28
February 8, 2023 Introduction to the New Members of the Ways and Means Committee
February 7, 2023 Legislative Wins and New Congressional Caucus Help Put Positive Spotlight on Importance of Family Businesses
February 4, 2023 Saying It Out Loud, By Pat Soldano. February 2023.
February 2, 2023 UHNW Institute Taps Soldano and Marino for Advisory Board, Faculty Posts
February 1, 2023 Impact of Supply Chain Disruptions in 2023
January 31, 2023 Urgent Message From Pat Soldano. Survey Closing in 24 Hours. Please Help Now.
January 28, 2023 Survey Closing in 4 Days. Join The Battle Against Increasing Tax Hikes.
January 26, 2023 Ways and Means Potential Legislative Agenda
January 25, 2023 U.S. Debt Limit: Current Landscape and Key Takeaways
January 24, 2023 A Message From Pat Soldano. Survey Closing in 10 Days. Please Take Now.
January 19, 2023 New Congressional Family Business Caucus Helps Focus Attention on Survey
January 16, 2023 Help Us In The Battle To Save Small Business Owners From Unfair Tax Hikes - Take A Short Survey
January 14, 2023 ATA Supports Formation of New Congressional Family Business Caucus
January 12, 2023 Take A Short Survey To Help Save Local Businesses From Historic Tax Increases
January 11, 2023 [VIDEO] Transitioning For the Future, Cutting Red Tape Is Key to Success for GoodFellow Bros.
January 10, 2023 Jason Smith to Chair House Ways and Means Committee
January 6, 2023 [VIDEO] Family Trust Agreements, Community Giving Spotlighted in New Video with Thompson Realty
January 5, 2023 State of Family Business Annual National Survey Launched
January 4, 2023 Lawmakers Look to 2023 for Tax Priorities Following Omnibus Passage
January 4, 2023 [VIDEO] Not Waiting for the Government, IRC's CEO Creates Company Training Center
December 26, 2022 [VIDEO] Training the Next Generation is Key to Success for California’s Lippow Development
December 21, 2022 Omnibus Funding Bill Scraps Most Tax Provisions; Includes Retirement Savings Bill
December 21, 2022 A Year of Tax and Policy Wins Helps Family Businesses Remain Strongest Source of Private Employment
December 19, 2022 Government Gridlock or Season of Compromise? Washington Experts Warren & Soldano Discuss Congress’ Agenda & Priorities
December 17, 2022 Saying It Out Loud, By Pat Soldano. December 2022.
December 15, 2022 Pass-Through Entities Explained
December 14, 2022 Looking Ahead: State Policy Trends for 2023
December 14, 2022 Happy Holidays From Policy and Taxation Group
December 13, 2022 Trends in the Overall Family Business Enterprise Market
December 8, 2022 It’s All Relative; Family Matters in Business Succession
December 7, 2022 2023 Will Be a Year of Uncertainty for Family Businesses
December 5, 2022 Washington Updates - Rail Strike, Health Care, Tax, & More
December 2, 2022 Bipartisan Group of Congressional Members Launch Congressional Family Business Caucus Focused on Family-Owned Businesses
December 1, 2022 The Use Of Defined Value Gift Clauses
November 30, 2022 118th Congress Tax Agenda. Taxation & Representation.
November 29, 2022 New Videos Reveal Difficulties, Successes in Transitioning to Next Generation, & Giving Back
November 28, 2022 Saying It Out Loud, By Pat Soldano. November 2022.
November 21, 2022 Post-Midterms Analysis
November 18, 2022 Test Admin Setup Testing
November 16, 2022 PODCAST: "What Happened?" Midterm Elections – Winners and Losers
November 14, 2022 [Last chance] Register For the November 16th Webinar
November 13, 2022 PODCAST: 2022 Midterm Panel Post-Election Follow Up
November 12, 2022 Join Frank Luntz, Pat Soldano, and Others Talking About Effects of Midterm Results – By Invitation Only
November 11, 2022 Is a For-Profit Family Office Right for You?
November 10, 2022 Analysis of the Mid-Term Elections
November 9, 2022 2022 Midterms Post-Election Outlook and Analysis
November 9, 2022 Save The Date: November 16th Webinar Talking About The Impact of Midterm Results – By Invitation Only
November 8, 2022 WEBINAR REPLAY: Business Owners 2022 Family Business Survey Review
November 6, 2022 Midterms State of Play. Less Than a Week Out From Election Day.
November 3, 2022 Soldano Speaks at ATA’s Recent Global Management Conference in San Diego
November 2, 2022 PODCAST: Across the Aisle: Upcoming Midterms
October 31, 2022 Midterms State of Play. Less Than Two Weeks To Go Until Election Day.
October 28, 2022 WEBINAR REPLAY: Linda C. Mack of Mack International Talks About Recruiting and Retention Strategies
October 27, 2022 Mid-Term Election Fallout Critical to Tax Policies for Family Businesses
October 26, 2022 Tax and Economic Legislative Concerns for Families and Family Business
October 24, 2022 Last Chance to Register. 2022 Family Business Survey Review Webinar (10/25)
October 23, 2022 Save 15% When You Register Now: Transitions Fall 2022
October 22, 2022 Saying It Out Loud, By Pat Soldano. October 2022.
October 20, 2022 Only 5 Days Left to Register For The 2022 Family Business Survey Review Webinar
October 19, 2022 Reducing the Tax Impact on the Sale of Your Business
October 18, 2022 Last Chance to Register. Recruiting and Retention Strategies Webinar (10/19)
October 16, 2022 Join Other Family Companies at Transitions Fall 2022
October 15, 2022 [WEBINAR] Business Owners 2022 Family Enterprise USA Survey Review (10/25)
October 14, 2022 Whittier Trust & Homrich Berg Join Family Enterprise USA as New Sponsors
October 13, 2022 You Are Invited to Register. Recruiting and Retention Strategies Webinar (10/19)
October 11, 2022 Chubb Insurance & USI Insurance Join FEUSA as New Sponsors
October 10, 2022 Meet Our Keynote Speakers: 2022 Family Business Survey Review Webinar
October 7, 2022 Successful Succession Planning
October 6, 2022 Annual Awards Presented to Best Family-Owned Businesses
October 5, 2022 Learn About Recruiting and Retention Challenges & Successes
October 4, 2022 You're Invited to Business Owners 2022 Family Enterprise USA Survey Review Webinar (10/25)
October 1, 2022 [Webinar] Get Ahead of the Curve: How Recruitment and Retention Strategies Are Changing Everything
September 30, 2022 Legislative Lowdown. Congress Advances Towards CR as Deadline Approaches.
September 29, 2022 Join Us For The ‘Voice of Family Business on Capitol Hill’ Podcast Series
September 28, 2022 Summary of PATG Supporters Meeting Conducted in Washington DC On 9/21/22
September 27, 2022 Podcast: A Family Business Boosts its Health by Making a MD its CEO
September 26, 2022 [Webinar] Recruiting and Retention Strategies That Actually Work
September 22, 2022 Legislative Lowdown. Democrats Prepare Another for Expanded CTC.
September 21, 2022 Washington Policy Update
September 20, 2022 Considerations on Establishing Family Governance
September 19, 2022 Have You Heard the ‘Voice of Family Business on Capitol Hill’ Podcast Series?
September 17, 2022 CSUF Offers Family Business Workshops through its Center for Family Business
September 15, 2022 ‘Voice of Family Business on Capitol Hill’ Podcast Series Launched by Family Enterprise USA
September 14, 2022 Legislative Lowdown. Taxation & Representation.
September 13, 2022 Don’t tax America’s family businesses to death
September 10, 2022 FEUSA to Launch ‘Voice of Family Business on Capitol Hill’ Podcast Series September 15
September 8, 2022 Envisioning Life After Your Family Business Succession
September 7, 2022 Become A Supporter & Meet Us in DC For Congressional Visits
September 6, 2022 The Podcast Series, ‘The Voice of Family Business on Capitol Hill’ Launches Next Week
September 2, 2022 New Podcast Series, ‘The Voice of Family Business on Capitol Hill’ Debuts Sept. 15, Featuring Dr. Frank Luntz
September 1, 2022 The Top Risks Family Businesses Face
August 31, 2022 Meet Us in DC For Congressional Visits. Become A Supporter Now.
August 25, 2022 Become A Supporter & Meet Us in DC For Congressional Visits
August 24, 2022 WEBINAR REPLAY: How Butterball Farms Harnessed the Power of Collaboration to Stabilize a Workforce
August 23, 2022 Dave Henderson Joins FEUSA Board; Skip Fox Named Treasurer of FEUSA & PATG
August 22, 2022 WEBINAR REPLAY - Business Valuation: From Estate Planning to Exit Planning
August 20, 2022 Saying It Out Loud, By Pat Soldano. August 2022.
August 18, 2022 Above the Line Planning
August 17, 2022 [Last chance] Register For Our August 18th Webinar
August 16, 2022 Register New: ‘More Than Just Money’ Family Business Legacy & Wealth Conference
August 15, 2022 House Passes Inflation Reduction Act
August 14, 2022 How Butterball Farms Harnessed the Power of Collaboration to Stabilize a Workforce
August 13, 2022 Join Us in DC for September Meetings & Hill Visits
August 12, 2022 Peters Speaks with Soldano About Keeping a Multi-Generational Family Business Growing
August 11, 2022 ‘More Than Just Money’ Family Business Legacy & Wealth Conference
August 10, 2022 Reconciliation Update. Taxation & Representation.
August 10, 2022 YOU'RE INVITED To Join Us For An Exciting Webinar
August 8, 2022 Senate Concludes Vote-a-Rama, Passes Inflation Reduction Act. Taxation & Representation.
August 6, 2022 Harness the Power of Collaboration to Stabilize a Workforce
August 4, 2022 Article Focuses on Tax Issues, Labor, and Inflation Findings from Recent Survey
August 3, 2022 Special Reconciliation Edition. Taxation & Representation.
August 2, 2022 1 Day Left to Register For Profit Family Office Structure Webinar
July 30, 2022 Meet Our Keynote Speaker | For Profit Family Office Structure Webinar
July 29, 2022 Visits & Caucus Get Private Company Director Spotlight
July 28, 2022 Manchin-Schumer Reconciliation Framework Agreement
July 28, 2022 YOU'RE INVITED: For Profit Family Office Structure – Is It Right For Your Family?
July 26, 2022 [Last chance] Register For the July 27th Webinar
July 24, 2022 Register now: For Profit Family Office Structure – Is It Right For Your Family?
July 22, 2022 Reconciliation Realignment. Taxation & Representation.
July 21, 2022 Channellock’s DeArment Opens Up on Challenges of Multi-Generational Businesses
July 20, 2022 [Reminder] July 27th Webinar Addressing Latest Tax Legislation – By Invitation Only
July 19, 2022 Shifting News About Reconciliation
July 18, 2022 Webinar Subjects Include What’s Happening at the IRS & Audit Triggers
July 16, 2022 Saying It Out Loud By Pat Soldano
July 15, 2022 New Webinar: ‘How Much Is My Family Business Worth?’
July 14, 2022 Reconciliation Revival? Taxation & Representation.
July 12, 2022 Breaking News! New Tax being proposed for Families and Family Businesses.
July 12, 2022 Join Us For July 27th Webinar Addressing Latest Tax Legislation
July 11, 2022 Business Valuation Webinar: From Estate Planning to Exit Planning
July 10, 2022 There’s A War Against A Lifetime of Savings & We Need You
July 9, 2022 Winning The War on The Wealthy
July 6, 2022 Register Now to Attend July 27th Webinar Addressing Latest Tax Legislation
July 1, 2022 Save The Date: July 27th Webinar Addressing Latest Tax Legislation – By Invitation Only
June 29, 2022 Build Back Better Outlook. Taxation & Representation.
June 28, 2022 [LAST CHANCE] Business Owner Survey
June 25, 2022 A Proven Process for Recruiting and Retaining Top Family Enterprise Leadership Talent
June 23, 2022 How to Get the Most from Your Board
June 22, 2022 How Do You Hold Ownership of Your Family Business or Family Office?
June 18, 2022 Saying It Out Loud
June 16, 2022 PODCAST: The Power of The U.S. Family Business: A Conversation with Pat Soldano
June 15, 2022 Treasury Department Fiscal Year 2023 Budget. Tax Policy Update.
June 12, 2022 One Question; Business Owner Survey
June 11, 2022 Don’t waste this opportunity. The Private Company Governance 2.0 Summit, June 15-17.
June 8, 2022 Did you hear about this Summit? The Private Company Governance 2.0 Summit.
June 7, 2022 Tax & Financial Services Week Ahead. Tax Policy Update.
June 5, 2022 We have something special planned. (are you in?)
June 3, 2022 Business Ownership Survey
June 2, 2022 The one you’ve been waiting for… the Private Company Governance 2.0 Summit, June 15-17
June 1, 2022 Policy and Taxation Group’s #1 Mission Is Repeal of the Estate Tax
May 30, 2022 Congress wants to meet you!
May 28, 2022 You are cordially invited… to the Private Company Governance 2.0 Summit in DC, June 15-17
May 26, 2022 Family Business Stories Come to Life in YouTube Video Series
May 25, 2022 Embrace Your Role as Future Family Business Leader
May 24, 2022 See you in Washington, DC. for the Private Company Governance 2.0 Summit.
May 22, 2022 Saying It Out Loud From Pat Soldano
May 21, 2022 Meet Members of Congress at the Private Company Governance 2.0 Summit in DC, June 15-17
May 20, 2022 Taxpayer Fairness Across the IRS. Tax Policy Update.
May 18, 2022 Policy and Taxation Group Names Kip Peterson to Board of Directors
May 16, 2022 Meet Members of Congress at 10th Anniversary Private Company Governance 2.0 Summit in Washington DC, June 15-17
May 13, 2022 Why Congress is Choking Family Businesses
May 12, 2022 Private Placement Insurance Products
May 11, 2022 Congressional Tax Staffers Outline Agenda. Taxation & Representation and Tax Tidbit
May 10, 2022 The Surprising Facts of What America’s Family Businesses Look Like
May 5, 2022 Pat Soldano Speaking at Family Business Conferences in May
May 4, 2022 Bipartisan Innovation Act: More Tax Talk. Taxation & Representation and Tax Tidbit
May 3, 2022 You Are Invited To Hear Frank Luntz & Karl Rove Speaking May 11
May 2, 2022 2022 Family Office Trends
April 30, 2022 Navigating “Company Value” in Times of Choppy Market Activity
April 29, 2022 You Are Invited To Hear Frank Luntz & Karl Rove Speaking May 11
April 26, 2022 Considerations in Making a Gift of a Business Interest to a Public Charity
April 24, 2022 Don’t Let D.C. Determine Your Business Success. Attend Invitation Only Zoom Call.
April 21, 2022 Countries With Or Without An Estate Or Inheritance Tax
April 20, 2022 Hear Frank Luntz and Pat Soldano. We Can’t Continue This Fight Without You.
April 16, 2022 By Invitation Only - May 11th Zoom Addressing Latest Tax Legislation
April 15, 2022 Policy and Taxation Group Is Looking For Your Support Today
April 14, 2022 A Conversation with Frank Luntz and Pat Soldano
April 9, 2022 Weekly Washington Update. General, Health Care, Tax, and More.
April 5, 2022 Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium
April 4, 2022 Summary and Analysis: White House FY 2023 Budget Request
April 1, 2022 An Opportunity to Save on Income Taxes
March 30, 2022 Multi Generational Business Owners See Growth Despite Pandemic, Taxes, Government Regulation
March 23, 2022 Senate Reconvenes. What to Watch. Taxation & Representation and Tax Tidbit
March 18, 2022 COVID Relief Package in Flux. Taxation & Representation and Tax Tidbit
March 17, 2022 We Are The Voice In D.C. For Multi Generational Business Survival
March 10, 2022 Build Back Better Act Comeback? Taxation & Representation and Tax Tidbit
March 5, 2022 Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium
March 1, 2022 Family Enterprise USA Adds Two New Members to the Board of Directors
February 26, 2022 Last Chance To Participate
February 24, 2022 Policy and Taxation Group Welcomes Two New Board Members
February 23, 2022 From Generation to Generation
February 22, 2022 Want To Protect Your Multi-Generational Business?
February 19, 2022 Do This And Be The First To Get The DC Legislators To Help You!
February 17, 2022 Race to Replace Brady: New Challenger. Taxation & Representation and Tax Tidbit
February 15, 2022 Want To Protect Your Multi-Generational Business?
February 11, 2022 The Lifecycle of the Entrepreneurial Business: Wonder . . . Blunder . . . Thunder . . . Plunder
February 10, 2022 Build Back Better Reboot. Taxation & Representation and Tax Tidbit
February 8, 2022 Protect Lifetime Of Savings
February 7, 2022 Join Today to Attend Invitation Only Feb 8th Zoom Addressing Latest Tax & Policy Outlook
February 5, 2022 Join The Movement Supporting Multi-Generational Businesses
February 4, 2022 Latest BBBA Update: SALT and CTC: Taxation & Representation and Tax Tidbit
February 2, 2022 Historic Tax Increases Threaten The Fidelity Of Your Business
January 29, 2022 We’re Fighting For The Future Of Family Businesses
January 28, 2022 February 8th PATG Zoom Addressing Latest Tax Legislation – By Invitation Only
January 25, 2022 Do You Have 5 Minutes To Help Your Business?
January 24, 2022 U.S. Federal Labor Report
January 22, 2022 Join The Fight
January 18, 2022 Protect Your Lifetime Of Savings
January 15, 2022 The best thing you can do for your family business is ...
January 14, 2022 Budget Reconciliation: By the Numbers: Taxation & Representation and Tax Tidbit
January 13, 2022 Historic Tax Increases Threaten The Fidelity Of Your Business
January 11, 2022 Attn Family Business Owners: Use This Today To Get Your Opinions Heard
January 8, 2022 Want To Protect Your Multi-Generational Business?
January 6, 2022 Key Dates to Watch Early This Year: Taxation & Representation and Tax Tidbit
January 5, 2022 2022 Annual Family Business Survey. Do This And Be The First To Get The DC Legislators To Help You!
December 16, 2021 Taxation & Representation and Tax Tidbit
December 15, 2021 We’re Fighting For The Future Of Generationally Owned Businesses
December 14, 2021 Happy Holidays From Policy and Taxation Group
December 8, 2021 Taxation & Representation and Tax Tidbit
December 7, 2021 Tax & Financial Services Week Ahead
December 7, 2021 Infrastructure Update - Week of November 29 - December 3
November 19, 2021 Build Back Better Act Passed By House! Details...
November 18, 2021 Taxation & Representation & Tax Tidbit
November 16, 2021 Senator Tester of MT, Frank Luntz and COS for Rep David Scott of GA Will Be Speaking
November 16, 2021 Last Chance To Register For November 17 Supporters Update Call
November 15, 2021 Speakers and Agenda - Join Frank Luntz and James Williams on November 17 Update call
November 13, 2021 Join Us For Frank Luntz Presentation During November 17 Supporters Call
November 12, 2021 BBB Framework Has New Tax. Read More. Take Action.
November 11, 2021 Update on the Bipartisan Infrastructure Deal
November 10, 2021 Plan To Attend - Pat Soldano & Frank Luntz to be on Supporters Update Call!
November 9, 2021 Tax Efficiency: Effective Strategies for the Long Term
November 7, 2021 Save the Date: Year-End Legislative Updates and Tips
November 6, 2021 Taxation and Legislative Polices & The Impact on You - PATG Supporters Call
November 4, 2021 Frank Luntz to be on Supporters Update Call - Tax Polices & More - Register Now!
November 2, 2021 BBB Framework Has New Tax on Individuals and Trusts and Estates
November 1, 2021 Good NEWS! BBB Framework Did NOT Include These Items
October 31, 2021 BNY Mellon Global Family Office Market Outlook Webinar
October 30, 2021 Consider Joining Us For Frank Luntz Presentation During November 17 Supporters Call
October 28, 2021 Save The Date: November 17 Policy and Taxation Group Supporters Call
October 27, 2021 Family Businesses Could be Subject to the Billionaires Tax!
October 26, 2021 Lifetime Exemption to be Cut in Half!!!
October 23, 2021 Possible Solutions For Life Insurance Policies “Aging Out”
October 20, 2021 Taxation & Representation & Tax Tidbit
October 19, 2021 No Valuation Discount for Non-Business Assets!
October 16, 2021 National Poll Results: What Biden Tax Policy Is Important To You?
October 13, 2021 Call to Action; No More Grantor Trusts!!!
October 12, 2021 PATG Supporters Attend Strategic Meetings in Washington, DC To Stop Historic Tax Increases
October 9, 2021 Successful Business Transitions Start With Early Planning
October 7, 2021 Taxation & Representation, Tax Tidbits
September 29, 2021 Must Watch Webinar Replay: Introduction to Family Governance
September 28, 2021 Family Business Under Attack; What Budget Reconciliation Includes
September 25, 2021 BREAKING NEWS: Budget Reconciliation Update
September 23, 2021 Webinar Replay: Introduction to Family Governance
September 21, 2021 Last Chance to Join the 9/22 Zoom Call Addressing Latest Tax Legislation
September 20, 2021 Register Now for 9/22 Zoom Call Addressing Latest Tax Legislation
September 18, 2021 Save The Date: Supporters Only Zoom on 9/22 Addressing Latest Tax Legislation
September 16, 2021 PATG Zoom on 9/22 Addressing Latest Tax Legislation – PATG Supporters Only
September 15, 2021 IMPORTANT NEWS: Ways and Means Propose tax increases on Family Business and High Income Individuals
September 14, 2021 Estate Tax Projects Within the Treasury's 2021-2022 Priority Guidance Plan
September 11, 2021 Plan to Attend - Introduction to Family Governance Webinar
September 10, 2021 Senator Wyden Released Legislation: "Significant Changes To The Taxation Of Partnership Distributions, Allocations, And Gain Recognition Rules"
September 9, 2021 Family Businesses Face Pandemic Challenges and Legislative Concerns
September 4, 2021 National Poll Results: Do Legislators Listen to You?
September 2, 2021 Register Now to Attend "Introduction to Family Governance" Webinar
August 31, 2021 The New Normal
August 28, 2021 WATCH: Is Life Insurance A Solution For The Estate Tax?
August 26, 2021 How Biden’s Tax Proposals Will Affect 3rd Generation Women Owned Business
August 24, 2021 Join Us For Introduction to Family Governance
August 21, 2021 National Survey Results: Biden’s New Tax Policies – Help or Hindrance?
August 19, 2021 2021 State by State Tax Chart Updated
August 14, 2021 UPDATE: Thune Proposed Amendment to Budget Resolution. Don't Eliminate Step Up!
August 12, 2021 NEW Section 199A Bill Update; Taxing Pass Through Entities
August 11, 2021 NEWS: Thune Proposed Amendment to Budget Resolution; DON'T ELIMINATE STEP UP!
August 9, 2021 Infrastructure Update - Week of August 2-6
August 7, 2021 Poll Question: What Biden Tax Policy is important to you?
August 4, 2021 Summary & Replay of July 29 PATG Supporters Call
August 3, 2021 WATCH; Steve Wells, Founding Partner of American Food and Vending Corp: How Will Bidens Tax Proposals Impact His Family Business
July 29, 2021 All Republican Senators Urge President to Keep Step UP
July 29, 2021 Last Chance To Register For Todays' Supporters Update Call
July 27, 2021 Speakers and Agenda - Join Us For Frank Luntz Presentation During July 29 Supporters Call
July 23, 2021 Plan To Attend - Agenda and Speakers - Pat Soldano & Frank Luntz to be on Supporters Update Call!
July 21, 2021 Frank Luntz to be on Supporters Update Call - Tax Polices & More - Register Now!
July 19, 2021 Hearings Review: Tax and Financial Services Committees
July 19, 2021 Consider Joining Us For Frank Luntz Presentation During July 29 Supporters Call
July 15, 2021 Save The Date: July 29 PATG Supporters Call
July 13, 2021 Podcast - Hear Pat Soldano: The Importance of Family Businesses in the US
July 10, 2021 Tell Us: Do Legislators Listen to You?
July 8, 2021 WATCH; Casey Roscoe 3rd Generation, Seneca, Eugene, OR; The Impact Of The Estate Tax (Death Tax)
July 6, 2021 Death Should Not Be a Taxable Event
July 1, 2021 Pat Soldano Speaking: Family Business Matters: Research, data, and issues facing family businesses in 2021
June 28, 2021 Infrastructure Update - Week of June 21-25
June 26, 2021 WATCH; David Plimpton; Inolex CEO; impact of Bidens tax proposal
June 24, 2021 How Much Tax Will You Pay With Biden's Tax Plan?
June 22, 2021 Measuring the Financial Impact of Family Businesses on the US Economy
June 19, 2021 PLEASE! Watch short video; Destruction Of Family Businesses; Elimination Of Step Up In Basis!
June 15, 2021 ALERT: Possible 81% Tax On Family Businesses
June 12, 2021 Reach Out To Congress: Ask Them To Sponsor The Estate Tax Rate Reduction Act of 2021
June 8, 2021 Job Loss Example Due to Repeal of Step-Up Of Basis
June 5, 2021 Economic Impact from Repeal of Step-up in Basis
June 3, 2021 Champion Women Profiles: Pat Soldano
May 28, 2021 Update on Biden Administration FY22 Budget Request & Treasury “Green Book"
May 27, 2021 Warning; Elimination of Step Up in Basis could destroy your business!
May 25, 2021 Contact Congress Asking Them To Sponsor The Estate Tax Rate Reduction Act of 2021
May 20, 2021 Steve Wells, Founding Partner Of American Food And Vending Corporation Joined The Board Of Family Enterprise USA
May 18, 2021 House Ways & Means Select Revenue Measures Subcommittee Hearing on Taxing the Wealthy
May 16, 2021 Plan To Attend: Pat Soldano Speaking on "Family Business Economic Impact, Family Business Issues and Voter Attitudes"
May 14, 2021 BREAKING NEW!! Bipartisan Estate Tax Rate Reduction Bill introduced in both House and Senate Thursday, May 13!
May 12, 2021 Pat Soldano Speaking: Family Business Economic Impact, Family Business Issues and Voter Attitudes
May 11, 2021 Importance of Family Businesses’ Contribution to the U.S. Economy
May 9, 2021 Family Business Survey Highlights Estate Tax As The #1 Economic Public Policy Priority Issue
May 8, 2021 Summary and Video of May 6 Supporters Update Call
May 7, 2021 Plan To Attend: Pat Soldano Speaking on "The Impact of Family Businesses on the U.S. Economy: A Closer Look"
May 5, 2021 Last Chance To Register For The May 6 Supporters Update Call
May 4, 2021 An Inside Look at Seven Family-Owned Businesses
May 2, 2021 Join Us For Frank Luntz Presentation During May 6 Supporters Call
May 1, 2021 CORRECTION: Biden Administration Tax Proposals Included in the American Jobs Plan and American Families Plan
April 30, 2021 Biden Administration Tax Proposals Included in the American Jobs Plan and American Families Plan
April 29, 2021 Have You Registered to Hear About Current Political Agendas?
April 27, 2021 Pat Soldano Speaking: The Impact of Family Businesses on the U.S. Economy: A Closer Look
April 26, 2021 Consider Joining Us For Frank Luntz Presentation During May 6 Supporters Call
April 24, 2021 Did You Register Yet to Hear About Current Legislative Agendas?
April 23, 2021 What is the House and Senate Step Up In Basis Elimination Legislation?
April 22, 2021 Biden to Propose Capital Gains Tax as High as 43.4% for Wealthy
April 20, 2021 Save The Date: May 6 PATG Supporters Call
April 16, 2021 Results Are In: 2021 Family Business Survey Report Highlights
April 13, 2021 White House Releases Topline Spending Proposal
April 9, 2021 Family Businesses Contribution to the U.S. Economy: A Closer Look on April 14
March 31, 2021 Labor Updates From Washington, D.C.
March 30, 2021 Survey Closes March 31st. Last Chance for Family Business Owners: Give Voice to Your Top Concerns
March 27, 2021 Affect Change in Legislation – Take the 2021 Family Business Survey Today
March 24, 2021 2021 Contribution of Family Business to US Economy. Read New Research.
March 21, 2021 Survey Closing Soon!!! Affect Change in Legislation – Take the 2021 Family Business Survey Today.
March 17, 2021 Tax and Financial Services Week Ahead
March 16, 2021 Survey Closing Soon. Take the 2021 Family Business Survey to let Legislators Know Your Concerns.
March 13, 2021 Survey Closing Soon!!! Your Opinion Matters: Take the 2021 Family Business Survey Today.
March 9, 2021 2021 Bull's Eye of Family Business Impact. Read New Research.
March 7, 2021 A Tough Road Ahead for Democrats' Ambitious Policy Agenda
March 6, 2021 Help shape the legislation that matters to your family business! Take the 2021 Survey Today
March 4, 2021 Ways and Means Releases Budget Reconciliation Text
March 2, 2021 2021 Family Business Survey: Your Opinions Matter (Help us shape the legislation that matters to you)
February 27, 2021 2021 Family Business Survey: Your Voice Shapes Legislation
February 24, 2021 Family Business Owners: Give Voice to Your Top Concerns (2021 FEUSA Survey)
February 23, 2021 Alert: Yellen Favors Higher Corporate Tax; Capital Gains Worth Mulling
February 22, 2021 Family Business Create 59% of The Jobs in The US. Read New Research.
February 21, 2021 Give a Voice to Family Business Concerns
February 17, 2021 2021 Survey Now Open – Let legislators know your family business concerns
February 16, 2021 Tax and Financial Services Week Ahead
February 13, 2021 We want to hear your voice – Take the 2021 FEUSA Survey
February 11, 2021 Analysis of Legislative/Administrative Developments in the 117th Congress
February 9, 2021 2021 Family Enterprise USA Survey – We are asking for your help!
February 6, 2021 Taxation & Representation
February 4, 2021 Summary and Video of Supporters Update Call
January 28, 2021 Today at 12 PST. Don't Miss the First 2021 Supporters Call
January 26, 2021 Senator Mark Pryor Speaks on Possible 117th Legislative Agenda Issues
January 23, 2021 Don't Miss the First 2021 Supporters Call on January 28th
January 19, 2021 Join Us to Hear About the New Session of Congress & Family Business
January 14, 2021 Frank Luntz Talks About The 117th Session of Congress
January 12, 2021 Summary of COVID-19 Relief Provisions Relevant to Local Governments
January 9, 2021 Join Pat Soldano at Family Office Outlook 2021 Virtual Luncheon
January 7, 2021 Pat Soldano Speaking at #FamilyFirst Webcast
January 5, 2021 Pat Soldano Speaking at Family Office Outlook 2021 Virtual Forum
January 1, 2021 #FamilyFirst Webcast with Pat Soldano
December 31, 2020 Last Chance!!! Join Frank Luntz and Become A Member of Family Enterprise USA
December 29, 2020 A Family Business Tragedy
December 27, 2020 What Congress Needs To Know About Family Business. Join The Movement.
December 24, 2020 Congress Passes Omnibus, COVID-19 Relief
December 20, 2020 Season’s Greeting & Happy New Year!
December 19, 2020 What Congress Doesn’t Know About Family Business. Help Us Tell Them.
December 18, 2020 Hancock & Sullivan Speaking On Current Federal Legistration
December 15, 2020 VIDEO: Frank Luntz; short video on the estate tax and voter opinion
December 12, 2020 Results of 2020 COVID- 19 Survey and Impact on Family Businesses
December 11, 2020 Keep Family Business Alive In The USA for $100; Join Now!
December 8, 2020 Join Frank Luntz and Become A Member of Family Enterprise USA
December 5, 2020 Promote Family Business In The USA For $100; Join The Movement Now!
December 2, 2020 Your $100 Helps Stop Tax Increases; Offer Ends 12/31/20
December 2, 2020 Alan Hirschfeld Joins The Board of Directors of Policy and Taxation Group
November 30, 2020 VIDEO: Frank Luntz; short video on the estate tax and voter opinion
November 28, 2020 Join The Fight To Keep Taxes On Family Businesses From Raising
November 25, 2020 Results of FEUSA 2020 COVID- 19 survey and impact on Family Businesses
November 25, 2020 VIDEO: Talk to the Experts Discussion Forum Podcast Series: Post-US Elections Update
November 22, 2020 Help Congress Understand Family Business, Join The Movement!
November 18, 2020 Family Business Tax Relief, Join The Effort Today
November 14, 2020 Watch 6-minute video with Pat Soldano; “Tax Legislation Issues for Family Businesses”
November 13, 2020 Video Replay & Summary of Supporters 11/10 Call
November 11, 2020 Pat Soldano Speaking at Florida Family Office Forum
November 9, 2020 Frank Luntz, Senator Begich, Russ Sullivan and Brandon Roman to give update on election
November 7, 2020 Register Now to Hear the Impact of Election Results - FEUSA Members Call
November 5, 2020 Pat Soldano Speaking at Florida Family Office Forum
November 5, 2020 2020 Election Results and Key Dates to Watch
November 4, 2020 What Will The Impact of Election Results be on You? - FEUSA Members Call
November 1, 2020 Election 2020 VIDEO: Presidential Candidates’ Positions on Individual Tax Policies
November 1, 2020 Election Results & The Impact on You - PATG Supporters Call
November 1, 2020 Live With Frank Luntz; Ask Him Questions; The Night Before The Election
October 31, 2020 Neal and Brady Introduce Retirement Legislation
October 30, 2020 VIDEO: Election 2020 – Presidential Candidates' Positions on Estate and Wealth Tax Policies
October 29, 2020 Register Now - PATG Supporters Call; Election Results Impact
October 28, 2020 Pat Soldano Speaking at Florida Family Office Forum
October 28, 2020 VIDEO: Election 2020 – Safety and Healthy Workplace Tax Credit
October 27, 2020 Save The Date - PATG Supporters Call; Election Results Impact
October 26, 2020 Ask Frank Luntz Questions; The Night Before The Election
October 24, 2020 VIDEO: Corporate Transparency Act
October 23, 2020 Link Correction - Save The Date - PATG Supporters Call; Election Results Impact
October 22, 2020 Live: Frank Luntz Will Answer Your Questions; The Night Before The Election
October 22, 2020 Complimentary Tickets: Managing Risk in Good Times and Bad
October 22, 2020 Election 2020 Video: Pass Through and Small Business Legislation Under Trump or Biden
October 21, 2020 What Congress Needs To Know; Short Questionnaire
October 20, 2020 FEUSA Offering Complimentary Tickets to Transitions West 2020
October 16, 2020 Frank Luntz; Ask Him Questions; The Night Before The Election
October 13, 2020 We Need Your Opinion Regarding COVID19
October 12, 2020 The Trump Platform and Your Family Business
October 11, 2020 Summary of Supporters 10/2 Call & Replay
October 10, 2020 Your Opinion Matters Regarding COVID19
October 9, 2020 Learn More About The Biden Platform and Your Business
October 7, 2020 What The Election Means to You AND Your Family Business
October 3, 2020 Help Us Tell Your COVID19 Story to Congress
October 2, 2020 Frank Luntz to be on Members Update Call - Plan To Attend - Register Now!
September 30, 2020 Tax Policies & More - Frank Luntz to be on Members Update Call - Register Now!
September 29, 2020 Help Us Tell Congress The Impact of COVID19 On Your Business
September 28, 2020 Frank Luntz to be on Members Update Call - Elections & More - Register Now!
September 26, 2020 Plan To Attend - Frank Luntz to be on Members Update Call!
September 23, 2020 We Need Your Opinion Regarding COVID19
September 22, 2020 Frank Luntz to be on Members Update Call - Save The Date!
September 16, 2020 Save The Date - Frank Luntz to be on Supporters Update Call!
September 11, 2020 Covid 19: Need your help to tell Legislators!!!
September 8, 2020 Important information that may affect you! Corporate Transparency Act - Webinar Recording
August 22, 2020 Frank Luntz to be on Supporters Update Calls. Mark Your Calendar!

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