May 12, 2022 | Blog, Death Tax, Family Enterprise USA, In The News, Tax Cuts, Taxes
Thank you to the Orange County Business Journal for publishing this article. It’s hard to imagine our legislators working to undermine the largest economic engine in this country, an engine that generates $7.7 trillion of GDP a year and accounts for 54% of the private...
May 12, 2022 | Blog, Death Tax, Family Enterprise USA, In The News, Tax Cuts, Taxes
Thank you to The Madison Group for this M Financial Whitepaper Many family businesses and multigenerational businesses use private placement insurance. This article may help those businesses to understand private placement insurance better. This White Paper is to...
May 9, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News, Policy And Taxation Group
54 Percent of America’s Family Businesses Added Jobs, New Research Shows America’s family businesses is one of the country’s greatest hidden forces and they are driving the U.S. economy, according to recent research. A contributor of more the $7.7 trillion dollars to...
May 4, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News, Policy And Taxation Group
Denver Family Business Center, Family Business Association of California May Events Key for Family Businesses Family Businesses in America are in the spotlight this month, with eight family business conferences or events scheduled with Family Enterprise USA president...
Apr 29, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News
Thank you to Pathstone, the modern family office, for this report. INTRODUCTION Working closely with SFOs is an important segment of Pathstone’s business and has allowed us the opportunity to understand several common and interrelated trends better. Below is an...
Apr 29, 2022 | Blog, Death Tax, Family Enterprise USA, In The News, Tax Cuts, Taxes
By Joseph C. Hassan, CFA, ASA and Mark E. Lingerfield, ASA, MPI In the uncertainty of this social distancing economy and volatile equity and debt markets, how should business owners and professionals of private companies think about company value and the impact on...
