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Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium

Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium

Apr 5, 2022 | Blog, Family Businesses, Family Enterprise USA, Family Enterprise USA Action, In The News

Please Register Now “Winning the War on the Wealthy; a Conversation with Frank Luntz and Pat Soldano” Hybrid Event: Attend In-Person or Virtually How have the voter attitudes changed toward the wealthy in this country. Can the trajectory be changed; how can that...
Family’s Ranching Heritage at Stake in Inheritance Tax Battle

Family’s Ranching Heritage at Stake in Inheritance Tax Battle

Apr 4, 2022 | Blog, In The News, Texas

The Steubings plan to leave their properties to their daughters when they pass so they can continue the family’s ranching heritage, but Biden’s tax proposals have them extremely concerned that future generations’ inheritances may be gobbled up by taxation. Through his...
An Opportunity to Save on Income Taxes

An Opportunity to Save on Income Taxes

Apr 4, 2022 | Blog, Family Businesses, Family Enterprise USA, In The News

Thank you to BNY Mellon Wealth Management for this report.   What are some of the benefits and risks in the election of the 83(b) approach? Private and public companies grant deferred equity awards as a form of compensation, which can be delivered as restricted stock,...
Summary and Analysis: White House FY 2023 Budget Request

Summary and Analysis: White House FY 2023 Budget Request

Apr 4, 2022 | Blog, Budget Deficit, In The News

The Senate will reconvene Monday at 3 p.m. The House has a district work period. What to Watch The military conflict between Russia and Ukraine remains front of mind for Congress. Shortly after hearing from Ukrainian President Volodymyr Zelenskyy last week, the House...
Multi Generational Business Owners See Growth Despite Pandemic, Taxes, Government Regulation

Multi Generational Business Owners See Growth Despite Pandemic, Taxes, Government Regulation

Mar 29, 2022 | Blog, Family Businesses, Family Enterprise USA, In The News

Despite inflation, pandemics, and tax worries, 88.5 percent of America’s family businesses expect revenues to increase in 2022, according to the Family Enterprise USA 2022 Annual Survey conducted in the first two months of 2022. The survey, responded to by 300 family...
Senate Reconvenes. What to Watch. Taxation & Representation and Tax Tidbit

Senate Reconvenes. What to Watch. Taxation & Representation and Tax Tidbit

Mar 22, 2022 | Blog, In The News, Tax Cuts

The Senate will reconvene Monday at 3 p.m. The House has a district work period. What to Watch The military conflict between Russia and Ukraine remains front of mind for Congress. Shortly after hearing from Ukrainian President Volodymyr Zelenskyy last week, the House...
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Death Tax & Estate Tax News

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  • Congressional Family Business Caucus Members Meeting Set March 17
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