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Saying It Out Loud, By Pat Soldano. August 2022.

Saying It Out Loud, By Pat Soldano. August 2022.

Aug 19, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News, Pat Soldano, Policy And Taxation Group

Send an Email To Congress Asking Them To Help Ditch The Estate Tax The Importance of Actions Not Taken Sometimes the results of advocacy are invisible. But make no mistake: Advocacy works! It looks like the Senate may have cut a deal with Senator Manchin that is going...
WEBINAR REPLAY – Business Valuation: From Estate Planning to Exit Planning

WEBINAR REPLAY – Business Valuation: From Estate Planning to Exit Planning

Aug 18, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News, Video Post, Webcast Replays

The Five Critical Steps in Understanding a Business Valuation:From Estate Planning to Exit Planning A webinar hosted by Pat Soldano, with keynote speaker Mark E. Lingerfield, MPI. Business Valuation Expert Mark E. Lingerfield of MPI Details The Five Most Important...
Above the Line Planning

Above the Line Planning

Aug 16, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News

Thank you to The Madison Group for this email. Twenty years ago at The Madison Group we wrote a book that said, “Status quo planning perpetuates the belief system – that numbers and documents are all there is, all there can be. How can these tools alone be the...
Register Now: ‘More Than Just Money’ Family Business Legacy & Wealth Conference

Register Now: ‘More Than Just Money’ Family Business Legacy & Wealth Conference

Aug 16, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News, Taxes

‘More Than Just Money’ — Family Business Legacy & Wealth Conference Runs Sept. 21-23 at JW Marriott, Chicago Generational wealth is about more than just money — and, given the current economic climate, the stakes are high. This three-day event focuses on...
[Last chance] Register For Our August 18th Webinar

[Last chance] Register For Our August 18th Webinar

Aug 15, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News

How Butterball Farms Used ‘The Source’ to Harness the Power of Collaboration to Stabilize a Workforce A webinar hosted by Pat Soldano, with keynote speaker Mark Peters, CEO, Butterball Farms. Butterball CEO Mark Peters’ New Book ‘The Source’ Details How This...
House Passes Inflation Reduction Act

House Passes Inflation Reduction Act

Aug 15, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News, Income Tax, Taxes

Join other hard-working American taxpayers in asking Congress NOT to punish success, taking a lifetime of savings. The House of Representatives passed the $740 billion Inflation Reduction Act (H.R. 5376) in a party-line 220 to 207 vote (four Republicans did not vote)....
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