Apr 10, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Pat Soldano
Click to Read the 2023 Family Business Survey Results & Summary Family businesses are a vital part of the American economy, serving as a cornerstone of private employment, comprising nearly 60% of the workforce. Despite facing challenges such as inflation,...
Apr 10, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Pat Soldano, Policy And Taxation Group
Click to Read the 2023 Family Business Survey Results & Summary Pat Soldano, Founder & President, Policy & Taxation Group will be speaking at FBA’s Eleventh Annual CAPITOL CONFERENCE Join the Family Business Association of California for the 11th...
Apr 5, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News
Click to Read the 2023 Family Business Survey Results & Summary The SECURE 2.0 Act was signed into law on December 29, 2022, and contains a number of provisions impacting employer retirement plans. As a family business owner, it is important to stay on top of...
Apr 5, 2023 | Blog, Death Tax, Estate Tax, Family Businesses, Generationally Owned Business, In The News, Income Tax, Taxes
Click to Read the 2023 Family Business Survey Results & Summary High Personal Tax Levels Top Concerns of America’s Largest Private Employer, Family Businesses, New Study Finds New Data from Family Enterprise USA Annual Family Business Survey 2023 Show Taxes,...
Apr 4, 2023 | Blog, Death Tax, Estate Tax, Family Businesses, Generationally Owned Business, In The News
Click to Read the 2023 Family Business Survey Results & Summary Senators John Kennedy of Louisiana and John Thune of South Dakota, along with dozens of other Republican senators, have introduced the Death Tax Repeal Act of 2023. The act aims to permanently...
Apr 3, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Video Post, Webcast Replays
One of the 50 largest registered investment advisor firms in the country, Homrich Berg was a pioneer when we founded our firm in 1989 with a focus on serving clients with a fiduciary approach. We have grown to serve clients in over 46 states from our home base in...
