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Reality Check: U.S. Department of Labor Finalizes Worker Classification Rule

Reality Check: U.S. Department of Labor Finalizes Worker Classification Rule

Jan 11, 2024 | Blog, Estate Tax, Family Businesses, Family Offices, Generationally Owned Business, In The News, Income Tax, Successful Families, Taxes

Your Insights Matter. Invest in the Future: Support American Family Businesses. Your commitment to our survey is an investment in a stronger future. Get ready for exclusive access to political insights with our 2024 Zoom Webcast. Click Here. On Jan. 9, 2024, the U.S....
[WEBCAST] Secrets Revealed with Valuation Expert Mark Lingerfield!

[WEBCAST] Secrets Revealed with Valuation Expert Mark Lingerfield!

Jan 8, 2024 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Register Now for the January 17 Webcast: “Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications for Private Company Sales”   Why Attend?   You’ll gain valuable knowledge and insights that can help you navigate the complex and...
Be Heard, Be Seen: Propel Generational Businesses to the Forefront

Be Heard, Be Seen: Propel Generational Businesses to the Forefront

Jan 8, 2024 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

At Family Enterprise USA, we are on a mission to champion the cause of American generationally owned family businesses, and we believe that your perspective is invaluable in this endeavor.   Why Your Voice Matters: Our advocacy for family businesses at a national...
Explore CCA 202152018 & Strategies for Closely Held Securities. Register Today.

Explore CCA 202152018 & Strategies for Closely Held Securities. Register Today.

Jan 3, 2024 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Register Now for the January 17 Webcast: “Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications for Private Company Sales”   Why Attend?   You’ll gain valuable knowledge and insights that can help you navigate the complex and...
Leadership Insights: Ken Monroe & Kevin Hancock Share Employee Inspiration

Leadership Insights: Ken Monroe & Kevin Hancock Share Employee Inspiration

Jan 3, 2024 | Blog, Family Businesses, Family Enterprise USA, Family Offices, Generationally Owned Business, In The News

Drive Reform: Advocate for Change by Pressing Your Representatives to Stop Detrimental Policies and Excessive Regulation! Click Here Now Holt of California President, Ken Monroe, and Kevin Hancock, CEO, of Maine’s Hancock Lumber Detail How They Inspire Employees,...
Deep Dive into IRS CCA 202152018 & Strategies for Minority Stock Valuation

Deep Dive into IRS CCA 202152018 & Strategies for Minority Stock Valuation

Dec 27, 2023 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Register Now for the January 17 Webcast: “Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications for Private Company Sales”   Why Attend?   You’ll gain valuable knowledge and insights that can help you navigate the complex and...
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Death Tax & Estate Tax News

  • Tax Update: House Approves Senate Reconciliation Package
  • PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses
  • Senate Concludes OBBBA Vote-a-Rama
  • Tax Update: Senate Passes Reconciliation Package
  • Contact Congress. Ask your Representative to vote for the OBBB as it is passed by the Senate.
  • Saying It Out Loud June 2025, By Pat Soldano
  • 2024-25 Family Business Rising Gen Survey: Communication is Still Key
  • Contact your representatives in Congress and urge them to Oppose the Elimination of NOL Treatment in Section 461(l)
  • Why Every Family Office Needs an ‘Expert Generalist’
  • Tax Update: Congressional Republicans Racing to Complete Tax Package
  • Senate Finance Committee Tax Title – Summary and Analysis

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