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The Power of America’s Family Businesses  is All in the Numbers

The Power of America’s Family Businesses is All in the Numbers

Apr 17, 2023 | Blog, Death Tax, Estate Tax, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News, Income Tax, Pat Soldano, Taxes

Click to Read the 2023 Family Business Survey Results & Summary Family businesses continue to anchor America’s economy.   Every year we conduct research on America’s largest private employer: Family business.   Both large and small, family businesses...
Saying It Out Loud, By Pat Soldano. April 2023.

Saying It Out Loud, By Pat Soldano. April 2023.

Apr 13, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Pat Soldano, Policy And Taxation Group

Click to Read the 2023 Family Business Survey Results & Summary ​On Capitol Hill, Accountability and Accomplishments Matter More Now Than Ever   By Pat Soldano Fighting the good fight is a forward-looking enterprise, but sometimes it’s worth taking a...
What Every Family Business Owner Needs to Know About Succession Planning

What Every Family Business Owner Needs to Know About Succession Planning

Apr 12, 2023 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Click to Read the 2023 Family Business Survey Results & Summary Preparing Your Family Business for Next Generation is Focus of New Homrich Berg Webcast, by Family Enterprise USA   Homrich Berg’s President Thomas M. Carroll and Abbey Flaum, Managing Director,...
Family Business Expert Pat Soldano Shares Valuable Insights in Latest Publication

Family Business Expert Pat Soldano Shares Valuable Insights in Latest Publication

Apr 10, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Pat Soldano

Click to Read the 2023 Family Business Survey Results & Summary Family businesses are a vital part of the American economy, serving as a cornerstone of private employment, comprising nearly 60% of the workforce.   Despite facing challenges such as inflation,...
Pat Soldano is Speaking at the 11th Annual FBA Capitol Conference

Pat Soldano is Speaking at the 11th Annual FBA Capitol Conference

Apr 10, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Pat Soldano, Policy And Taxation Group

Click to Read the 2023 Family Business Survey Results & Summary Pat Soldano, Founder & President, Policy & Taxation Group will be speaking at FBA’s Eleventh Annual CAPITOL CONFERENCE Join the Family Business Association of California for the 11th...
SECURE 2.0 Act Changes Affecting Family Business Owners

SECURE 2.0 Act Changes Affecting Family Business Owners

Apr 5, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News

Click to Read the 2023 Family Business Survey Results & Summary The SECURE 2.0 Act was signed into law on December 29, 2022, and contains a number of provisions impacting employer retirement plans. As a family business owner, it is important to stay on top of...
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Death Tax & Estate Tax News

  • Don’t Miss This: Family Business Success Strategies Revealed Live
  • Constant, Consistent Education with Congress Pays Off in ‘OBBB’ for Family-owned Businesses, Family Offices
  • The One, Big, Beautiful Bill Act – Summary and Analysis
  • Join Pat Soldano, Russ Sullivan & John Gugliada at FOX’s 2025 Family Office Forum
  • Wealth, Complexity & The One Big Beautiful Bill: Time for a Family Office?
  • Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies
  • Quick Poll: Taxed More of Less Due to OBBB
  • 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

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