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A Webcast Replay: Year-End Strategies to Maximize Your Charitable Giving

A Webcast Replay: Year-End Strategies to Maximize Your Charitable Giving

Dec 4, 2023 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News, Successful Families, Video Post, Webcast Replays

Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Read Further In this video, Pat Soldano, president of Family Enterprise USA, hosts a discussion on year-end strategies to maximize charitable...
Ken Monroe of Holt: Mastering Next Gen and Workforce Challenges

Ken Monroe of Holt: Mastering Next Gen and Workforce Challenges

Dec 4, 2023 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News, Successful Families, Video Post

Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Read Further Ken Monroe, President of Multi-Family Owned Caterpillar Dealer, Holt of Calif., Discusses Navigating Next Generation, Workforce Issues...
Join Us for an Exclusive Webcast on Private Family Trust Companies

Join Us for an Exclusive Webcast on Private Family Trust Companies

Dec 1, 2023 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Register Now for the December 6 Webcast: “Private Family Trust Companies: What? Why? How?”   Why Attend? Private family trust companies (PTCs) are business entities established by families to serve as the trustee for their trusts in furtherance of family,...
A Taxation & Representation Update For You

A Taxation & Representation Update For You

Nov 30, 2023 | Blog, Estate Tax, Family Businesses, Generationally Owned Business, In The News, Income Tax, Successful Families, Tax Cuts, Taxes

Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Read Further Biden Signs Two-Step Continuing Resolution into 2024. On Nov. 15, Congress staved off a government shutdown by passing a “laddered”...
Upstate NY Events Highlight Family Businesses

Upstate NY Events Highlight Family Businesses

Nov 29, 2023 | Blog, Family Businesses, Family Enterprise USA, Family Offices, Generationally Owned Business, In The News, Income Tax, Successful Families, Taxes

Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Click Here Now Family Enterprise USA’s Pat Soldano Speaks at Two Upstate New York Events on Crucial Role Family Businesses Play in U.S. Economy...
Explore the What, Why, and How of Private Family Trust Companies

Explore the What, Why, and How of Private Family Trust Companies

Nov 28, 2023 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Register Now for the December 6 Webcast: “Private Family Trust Companies: What? Why? How?”   Why Attend? Private family trust companies (PTCs) are business entities established by families to serve as the trustee for their trusts in furtherance of family,...
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Death Tax & Estate Tax News

  • Controlling Risk and Maximizing Protection Through Consultation and State of The Art Technology
  • Tax Update: Senate Republicans Release Tax Text
  • Stronger Teams. Stronger Legacy.
  • Will “The One Big Beautiful Bill” Deliver for Family Offices? Pat Soldano breaks it down.
  • Tax Update: Senate Republicans Finalizing Tax Bill Changes
  • Taxation & Representation: Senate Eyes Major Changes to H.R. 1 – What’s at Stake for Family Offices and Successful Individuals
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  • Taxation & Representation: Senate Gears Up to Rewrite House Tax Package – Here’s What’s Changing
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  • {PODCAST} Top 10 Tax Changes the Senate Will Make to the One Big Beautiful House Bill

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