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Chubb Insurance & USI Insurance Join FEUSA as New Sponsors

Chubb Insurance & USI Insurance Join FEUSA as New Sponsors

Oct 11, 2022 | Blog, Family Enterprise USA, In The News

Join other hard-working American taxpayers in asking Congress NOT to punish success, taking a lifetime of savings. Chubb, USI Insurance Join Family Enterprise USA as New Sponsors Supporting Family Businesses Two major insurance companies focused on wealth management...
Whittier Trust & Homrich Berg Join Family Enterprise USA as New Sponsors

Whittier Trust & Homrich Berg Join Family Enterprise USA as New Sponsors

Oct 10, 2022 | Blog, Family Enterprise USA, In The News

Join other hard-working American taxpayers in asking Congress NOT to punish success, taking a lifetime of savings. Wealth Management Firms Whittier Trust, Homrich Berg Join Family Enterprise USA as New Sponsors Supporting Family Businesses Two large family business...
Meet Our Keynote Speakers: 2022 Family Business Survey Review Webinar

Meet Our Keynote Speakers: 2022 Family Business Survey Review Webinar

Oct 10, 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...
Join Other Family Companies at Transitions Fall 2022

Join Other Family Companies at Transitions Fall 2022

Oct 7, 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...
Annual Awards Presented to Best Family-Owned Businesses

Annual Awards Presented to Best Family-Owned Businesses

Oct 5, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

22nd Annual Maine Family Business Awards Presented to State’s Best Family-Owned Businesses Awards Livestreamed by Family Enterprise USA, Wednesday, October 12, 6:15 – 8PM EST Maine’s Institute for Family-Owned Business will host its annual Maine Family Business Awards...
Successful Succession Planning

Successful Succession Planning

Oct 4, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

By Whittier Trust, Private Wealth Management We’ve all heard horror stories of bad things that happened to a business that didn’t plan for succession. An owner suddenly falls ill, and the company has trouble meeting its obligations to clients, who are...
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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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