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Study Finds High Personal Tax Levels Concern Largest US Private Employer: Family Businesses

Study Finds High Personal Tax Levels Concern Largest US Private Employer: Family Businesses

Apr 5, 2023 | Blog, Death Tax, Estate Tax, Family Businesses, Generationally Owned Business, In The News, Income Tax, Taxes

Click to Read the 2023 Family Business Survey Results & Summary High Personal Tax Levels Top Concerns of America’s Largest Private Employer, Family Businesses, New Study Finds   New Data from Family Enterprise USA Annual Family Business Survey 2023 Show Taxes,...
Senators Kennedy, Thune Introduce New Death Tax Repeal Act of 2023

Senators Kennedy, Thune Introduce New Death Tax Repeal Act of 2023

Apr 4, 2023 | Blog, Death Tax, Estate Tax, Family Businesses, Generationally Owned Business, In The News

Click to Read the 2023 Family Business Survey Results & Summary Senators John Kennedy of Louisiana and John Thune of South Dakota, along with dozens of other Republican senators, have introduced the Death Tax Repeal Act of 2023.   The act aims to permanently...
WEBCAST REPLAY: It’s All Relative; Family Matters in Business Succession

WEBCAST REPLAY: It’s All Relative; Family Matters in Business Succession

Apr 3, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Video Post, Webcast Replays

One of the 50 largest registered investment advisor firms in the country, Homrich Berg was a pioneer when we founded our firm in 1989 with a focus on serving clients with a fiduciary approach. We have grown to serve clients in over 46 states from our home base in...
Debt Ceiling Negotiation, FY2024 Budget Hearings, Lower Energy Costs Act, and More

Debt Ceiling Negotiation, FY2024 Budget Hearings, Lower Energy Costs Act, and More

Apr 1, 2023 | Blog, In The News, Income Tax, Taxes

Click to Read the 2023 Family Business Survey Results & Summary General Updates   Programming Update: This newsletter will be taking a hiatus during the congressional recess. We will resume publishing on Friday, April 21.   Debt Ceiling Negotiation...
South Dakota Trust Co. Joins as New Sponsors Supporting Family Businesses

South Dakota Trust Co. Joins as New Sponsors Supporting Family Businesses

Mar 30, 2023 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News, Pat Soldano

Click to Read the 2023 Family Business Survey Results & Summary South Dakota Trust Co. Joins Family Enterprise USA as New Sponsors Supporting Family Businesses   South Dakota Trust Company has joined Family Enterprise USA as a new sponsor.    As a sponsor,...
Treasury Department, Eliminate OECD Funding, Bipartisan Group Rebuffs Biden and More

Treasury Department, Eliminate OECD Funding, Bipartisan Group Rebuffs Biden and More

Mar 29, 2023 | Blog, In The News, Income Tax

Click to Read the 2023 Family Business Survey Results & Summary Treasury Department and IRS Release Preliminary Guidance on Semiconductor Tax Credit. On March 23, the Treasury Department and IRS published proposed regulations for implementing the new section 48D...
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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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