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Join Other Family Companies at Transitions Fall 2022

Join Other Family Companies at Transitions Fall 2022

Oct 7, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News

Family Business Transitions Fall 2022 November 2-4Marriott Marina del Rey, CA Connect with other multigenerational family businesses and experts in a “safe harbor” environment to openly share real-life issues and challenges with other families. The past 40...
Annual Awards Presented to Best Family-Owned Businesses

Annual Awards Presented to Best Family-Owned Businesses

Oct 5, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

22nd Annual Maine Family Business Awards Presented to State’s Best Family-Owned Businesses Awards Livestreamed by Family Enterprise USA, Wednesday, October 12, 6:15 – 8PM EST Maine’s Institute for Family-Owned Business will host its annual Maine Family Business Awards...
Successful Succession Planning

Successful Succession Planning

Oct 4, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

By Whittier Trust, Private Wealth Management We’ve all heard horror stories of bad things that happened to a business that didn’t plan for succession. An owner suddenly falls ill, and the company has trouble meeting its obligations to clients, who are...
You’re Invited to Business Owners 2022 Family Enterprise USA Survey Review Webinar (10/25)

You’re Invited to Business Owners 2022 Family Enterprise USA Survey Review Webinar (10/25)

Oct 4, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Business Owners 2022 Family Enterprise USA Survey Review 1:00 PM – 2:00 PM ET / 10:00 AM – 11:00 AM PT Family Enterprise USA invites you to join us for a webinar with special guest speakers Ben McGloin, CFA, Head of Advice, Planning and Fiduciary Services...
Learn About Recruiting and Retention Challenges & Successes

Learn About Recruiting and Retention Challenges & Successes

Oct 4, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Join Family Enterprise USA’s Pat Soldano when she interviews Linda C. Mack about recruiting and retention strategies, best practices in recruiting and retaining top talent, a proven process for recruiting and retaining top leadership, and more. Linda is the...
Legislative Lowdown. Congress Advances Towards CR as Deadline Approaches.

Legislative Lowdown. Congress Advances Towards CR as Deadline Approaches.

Sep 30, 2022 | Blog, Death Tax, Estate Tax, In The News, Income Tax, Taxes

Join us in asking Congress to stop taking a lifetime of savings from multi generational businesses. Yesterday, Senate Democrats proposed legislation to fund the federal government through Dec. 16 with the use of a continuing resolution (CR). The proposal would fund...
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Policy and Taxation Group is the best way for families, companies and individuals to support and impact the direction of the movement for estate tax relief. For information regarding contributions, please contact us.

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Death Tax & Estate Tax News

  • Taxation & Representation: Urgent Tax Battle – Will YOUR Money Be Targeted?
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  • Wealth Tax News – 3/06/2026
  • Taxation & Representation: Reconciliation 2.0. Thune’s Next Big Move Revealed
  • Act Now: Influence Washington. Secure Legacy.
  • Congressional Family Business Caucus Members Meeting Set March 17
  • Taxation & Representation: Wealth Tax Gains Ground Amid GOP Tensions
  • Changing Public Markets and the Impact for Average Investors
  • Congress Is Listening – Will You Speak Up?

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