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Reducing the Tax Impact on the Sale of Your Business

Reducing the Tax Impact on the Sale of Your Business

Oct 19, 2022 | Blog, Family Businesses, Family Enterprise USA, In The News

Thank you to BNY Mellon Wealth Management for this report.   Thoughtful estate planning and business succession strategies provide the greatest opportunity to maximize wealth for business owners. When it comes time for a business owner to transition or sell their...
Last Chance to Register. Recruiting and Retention Strategies Webinar (10/19)

Last Chance to Register. Recruiting and Retention Strategies Webinar (10/19)

Oct 17, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Join Family Enterprise USA’s Pat Soldano when she interviews Linda C. Mack about recruiting and retention strategies, best practices in recruiting and retaining top talent, a proven process for recruiting and retaining top leadership, and more. Linda is the...
Save 15% When You Register Now: Transitions Fall 2022

Save 15% When You Register Now: Transitions Fall 2022

Oct 17, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News

Family Business Transitions Fall 2022 November 2-4Marriott Marina del Rey, CA Connect with other multigenerational family businesses and experts in a “safe harbor” environment to openly share real-life issues and challenges with other families. The past 40...
How To’s – Protecting a Lifetime of Savings

How To’s – Protecting a Lifetime of Savings

Oct 14, 2022 | Blog, Family Enterprise USA, In The News

What Washington Needs to Know and Benefits of Businesses Owning Their Own Real Estate Thursday, October 20, 2022 | 8:00 – 10:00 a.m. Join John Gugliada, Family Enterprise USA’s (FEUSA) Director of Strategic Partnerships & Business Development, who will set...
[WEBINAR] Business Owners 2022 Family Enterprise USA Survey Review (10/25)

[WEBINAR] Business Owners 2022 Family Enterprise USA Survey Review (10/25)

Oct 13, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Business Owners 2022 Family Enterprise USA Survey Review 1:00 PM – 2:00 PM ET / 10:00 AM – 11:00 AM PT Family Enterprise USA invites you to join us for a webinar with special guest speakers Ben McGloin, CFA, Head of Advice, Planning and Fiduciary Services...
You Are Invited to Register. Recruiting and Retention Strategies Webinar (10/19)

You Are Invited to Register. Recruiting and Retention Strategies Webinar (10/19)

Oct 12, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Join Family Enterprise USA’s Pat Soldano when she interviews Linda C. Mack about recruiting and retention strategies, best practices in recruiting and retaining top talent, a proven process for recruiting and retaining top leadership, and more. Linda is the...
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Policy and Taxation Group is the best way for families, companies and individuals to support and impact the direction of the movement for estate tax relief. For information regarding contributions, please contact us.

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Death Tax & Estate Tax News

  • Don’t Miss This: Family Business Success Strategies Revealed Live
  • Saying It Out Loud June 2025, By Pat Soldano
  • FEUSA Featured in New Videos by Tamarind Learning and YouTube’s ‘The Vault’
  • 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
  • Better Together: Strengthening Family Enterprise Teams with CFAR, Inc.
  • Quick Poll: Taxed More of Less Due to OBBB

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