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The Surprising Facts of What America’s Family Businesses Look Like

The Surprising Facts of What America’s Family Businesses Look Like

May 9, 2022 | Blog, Family Businesses, Family Enterprise USA, In The News, Multi Generational Business, Policy And Taxation Group

54 Percent of America’s Family Businesses Added Jobs, New Research Shows America’s family businesses is one of the country’s greatest hidden forces and they are driving the U.S. economy, according to recent research. A contributor of more the $7.7 trillion dollars to...
Full Slate of Events Scheduled for Family Businesses This Month

Full Slate of Events Scheduled for Family Businesses This Month

May 4, 2022 | Blog, Family Businesses, Family Enterprise USA, In The News, Multi Generational Business, Policy And Taxation Group

Denver Family Business Center, Family Business Association of California May Events Key for Family Businesses Family Businesses in America are in the spotlight this month, with eight family business conferences or events scheduled with Family Enterprise USA president...
2022 Family Office Trends

2022 Family Office Trends

Apr 29, 2022 | Blog, Family Businesses, Family Enterprise USA, In The News, Multi Generational Business

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...
Considerations in Making a Gift of a Business Interest to a Public Charity

Considerations in Making a Gift of a Business Interest to a Public Charity

Apr 22, 2022 | Blog, Family Businesses, Family Enterprise USA, In The News, Multi Generational Business

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...

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Death Tax & Estate Tax News

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Call to Action! There Is A New Additional Tax For Individuals And Trusts And Estates.

A 5% surtax on individuals who make over $10 million, but that surtax would apply at ONLY $200,000 of income FOR TRUSTS AND ESTATES! And the additional 3% surtax on those making more than $25 million would apply at ONLY $500,000 of income FOR TRUSTS AND ESTATES!!

Congressional offices DO LISTEN TO YOU! LET YOUR VOICE BE HEARD!!! CONTACT YOUR MEMBER OF CONGRESS WITH CLICK ON THE BUTTON BELOW!

Please Take Action Today!!!