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Pat Soldano and Mark Warren Highlight Family Business at Sonoma Authors Festival

Pat Soldano and Mark Warren Highlight Family Business at Sonoma Authors Festival

Apr 15, 2025 | Family Businesses, Generationally Owned Business, Successful Families

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Family Enterprise USA’s Pat Soldano, Brownstein’s Mark Warren Speak at Sonoma...
Secure Your Legacy: Don’t Miss This Exclusive Webcast

Secure Your Legacy: Don’t Miss This Exclusive Webcast

Apr 15, 2025 | Family Offices, Family Businesses, Successful Families

Complex family and business dynamics can derail the generational transition of a family enterprise.   Addressing this risk demands clear boundaries between family, ownership, governance and management.   Parallel governance, or the establishment of separate...
Family Business and Successful Family Insights from John Gugliada & Pat Soldano – Watch Now

Family Business and Successful Family Insights from John Gugliada & Pat Soldano – Watch Now

Apr 11, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Video Post

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. IFA’s recent webinar, Protecting the Legacy of Family Businesses &...
California State University Fullerton’s Center for Family Business Honors Three FEUSA Long Time Supporters

California State University Fullerton’s Center for Family Business Honors Three FEUSA Long Time Supporters

Apr 10, 2025 | Family Businesses, Generationally Owned Business, Successful Families

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. ISYS SOLUTIONS INC. Wins Excellence in Social Impact Award; Hydraflow’s Cindy...
Get Exclusive Access: Expert Tax & Policy Insights for Family Offices

Get Exclusive Access: Expert Tax & Policy Insights for Family Offices

Apr 10, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Policy And Taxation Group, Successful Families, Taxes, Video Post

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Policy and Taxation Group (PATG) President Pat Soldano led an exclusive...
Taxation & Representation: Trump’s Tariffs & Global Tax Talks: What’s the Impact?

Taxation & Representation: Trump’s Tariffs & Global Tax Talks: What’s the Impact?

Apr 10, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Tax Cuts, Taxes

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Senate Completes Vote-a-Rama to Advance Budget Resolution: On April 4 and 5,...
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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

  • Register Now to Strengthen Your Family Business Teams
  • {PODCAST} Top 10 Tax Changes the Senate Will Make to the One Big Beautiful House Bill
  • Award Winning Youth Video Filmmaker Tackles Importance of Family-Owned Businesses
  • Take Action: Help Family-Owned Businesses Thrive. Support Extension of TCJA
  • Estate Planning for High-Net-Worth Families: Beyond the Basics with Brown & Streza
  • [WEBINAR] Top Priorities for Family Enterprises in 2025: Income Taxes, Policy Shifts, and What Comes Next
  • Snapshots of Family-Owned Businesses Show 80% are Pass Through Entities, Pay Higher Taxes, According to Survey
  • White House Releases Additional FY26 Budget Details
  • Quick Poll: Share Your Thoughts on Income Tax Policy
  • Saying It Out Loud Special Report on Tariffs May 2025, By Pat Soldano
  • Weekly Digest: House OKs Major GOP Tax Bill, H.R. 1 Advances Health Reforms, and more.

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