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Profile of the Family Office Leader of the Future

Profile of the Family Office Leader of the Future

Apr 27, 2023 | Blog, Family Businesses, Family Offices, Generationally Owned Business, In The News

Click to Read the 2023 Family Business Survey Results & Summary By Linda Mack, Mack International The Family Office of the future is evolving. Successful family offices recognize the future is now. There is a trend toward being more strategic and proactive while...
Green-Energy Tax Credits, Proposal Faces Rejection, Business Tax-Incentive, and More

Green-Energy Tax Credits, Proposal Faces Rejection, Business Tax-Incentive, and More

Apr 26, 2023 | Blog, In The News, Income Tax, Taxes

Click to Read the 2023 Family Business Survey Results & Summary House GOP Offers Repeal of Green-Energy Tax Credits and Expanded IRS Funding in Initial Debt-Ceiling Proposal. On Wednesday, April 19, House Republicans released the text of their proposal to avert...
PODCAST: Congresswoman Tenney Advocates for Family Businesses in New Podcast

PODCAST: Congresswoman Tenney Advocates for Family Businesses in New Podcast

Apr 25, 2023 | Blog, Family Business Caucus, Family Businesses, Generationally Owned Business, In The News, Pat Soldano, Podcast

Click to Read the 2023 Family Business Survey Results & Summary Rep. Claudia Tenney Focuses on Family Business Struggles, Educating Congress on Strength of Multi-Generation Businesses in New ‘Voice of Family Business on Capitol Hill’ Podcast   Rep. Tenney...
May 10th Tax Policy Event Focuses On Family Businesses

May 10th Tax Policy Event Focuses On Family Businesses

Apr 21, 2023 | Blog, Family Businesses, Family Enterprise USA, Family Enterprise USA Action, Generationally Owned Business, In The News, Income Tax, Taxes

Click to Read the 2023 Family Business Survey Results & Summary May 10 New York Presentation Showcases Expert Discussion on Tax Policies Facing Congress, Impacts on Family Businesses   Capitol Hill Expert Panel Dissects Policies That May Harm Family...
Treasury and IRS Under the Spotlight, SALT New Proposal, FedEx Court Victory, and More

Treasury and IRS Under the Spotlight, SALT New Proposal, FedEx Court Victory, and More

Apr 20, 2023 | Blog, In The News, Income Tax, Taxes

Click to Read the 2023 Family Business Survey Results & Summary Treasury and IRS Under the Spotlight at Upcoming Congressional Tax Hearings. On Wednesday, the House Committee on Ways and Means will hold a full-committee hearing to discuss the green-energy tax...
Cornell Professor on How to Prepare the Next Generation for Leadership in Family Businesses

Cornell Professor on How to Prepare the Next Generation for Leadership in Family Businesses

Apr 18, 2023 | Blog, Family Businesses, In The News, Pat Soldano, Podcast

Click to Read the 2023 Family Business Survey Results & Summary Cornell University’s Daniel Van Der Vliet Details Lessons Learned with Next Generation Leaders in Latest ‘Voice of Family Business’ Podcast   Daniel Van Der Vliet of Smith Family Business Initiative...
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Death Tax & Estate Tax News

  • 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?
  • Ernie Pomerleau Retires From the Board After 20 Years
  • Saying It Out Loud February 2026, By Pat Soldano
  • Meeting of Caucus Members Tackles Affordability Strategies
  • This Impacts You More Than You Think

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