May 4, 2022 | Blog, In The News, Tax Cuts
Bipartisan Innovation Act: More Tax Talk. The conference committee to reconcile the House-passed America Creating Opportunities for Manufacturing, Pre-Eminence in Technology and Economic Strength Act (COMPETES, H.R.4521) and the Senate-passed U.S. Innovation and...
Apr 29, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News
Thank you to Pathstone, the modern family office, for this report. INTRODUCTION Working closely with SFOs is an important segment of Pathstone’s business and has allowed us the opportunity to understand several common and interrelated trends better. Below is an...
Apr 29, 2022 | Blog, Death Tax, Family Enterprise USA, In The News, Tax Cuts, Taxes
By Joseph C. Hassan, CFA, ASA and Mark E. Lingerfield, ASA, MPI In the uncertainty of this social distancing economy and volatile equity and debt markets, how should business owners and professionals of private companies think about company value and the impact on...
Apr 27, 2022 | Blog, California, In The News
Marjie BartelsWhen both her parents died, not only were she and her sister dealing with the sudden loss of our parents, they were now faced with a huge estate and income tax burden we weren’t sure we could pay. Eliminating or reducing the estate tax will help...
Apr 26, 2022 | Blog, Family Businesses, Family Enterprise USA Action, In The News
Policy and Taxation Group Supporters Invitation Only Zoom Meeting – May 11 at 12PM PT / 3PM EST This will be a time critical and highly informative meeting, featuring Frank Luntz, Pollster and Communication Analyst, Karl Rove, Political Analyst and Former White...
Apr 22, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News
Thank you to BNY Mellon Wealth Management for this report. One way donors can meet their philanthropic goals, while gaining some tax benefits, is through the gift of a business to a public charity. Every wealth planning discussion should include a conversation about...
