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Keep an eye on Small Cap

Keep an eye on Small Cap

Sep 4, 2024 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families

Is your family office thinking about Small-Cap portfolios? Fenimore Asset Management’s small-cap strategy benefits from an investment philosophy and process that has been market-tested for 50 years.   Fenimore’s FAM Small Cap Fund (FAMFX): The difference is in...
New Video Short Available: How Pass-Through Entities Are Unfairly Disadvantaged by Tax Policy.

New Video Short Available: How Pass-Through Entities Are Unfairly Disadvantaged by Tax Policy.

Aug 30, 2024 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Video Post

Speak Up! How Tax Laws Affect Your Business Matters Now's your chance to share your story. Use the new Comment Portal to connect with the House Ways & Means Committee. Do you ever wonder how and why your “Pass-Through Entity” family business...
Saying It Out Loud, By Pat Soldano. August 2024.

Saying It Out Loud, By Pat Soldano. August 2024.

Aug 23, 2024 | Family Businesses, Family Offices, Generationally Owned Business, Pat Soldano, Successful Families

Speak Up! How Tax Laws Affect Your Business Matters Now's your chance to share your story. Use the new Comment Portal to connect with the House Ways & Means Committee. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Watch Out Family...
Questions to consider before hiring C-Suite talent for a Family Office. Mack International Webcast Replay.

Questions to consider before hiring C-Suite talent for a Family Office. Mack International Webcast Replay.

Aug 22, 2024 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Video Post, Webcast Replays

Speak Up! How Tax Laws Affect Your Business Matters Now's your chance to share your story. Use the new Comment Portal to connect with the House Ways & Means Committee. Hear the most frequently asked questions of this prominent search and consultant for Family...
[ONLY 24 HOURS LEFT TO REGISTER – WEBCAST] Engage with Industry Leaders

[ONLY 24 HOURS LEFT TO REGISTER – WEBCAST] Engage with Industry Leaders

Aug 14, 2024 | Family Offices, Family Businesses, Family Enterprise USA, Generationally Owned Business, Successful Families

Register Now for this August 15 Event:   Starting at 12:00 PM Pacific Time   “Questions to consider before hiring C-Suite talent for a Family Office” In our webcast, we will feature, Linda Mack of Mack International, a premier executive search...
Four National Associations Join with FEUSA to Advocate for America’s Family Businesses

Four National Associations Join with FEUSA to Advocate for America’s Family Businesses

Aug 13, 2024 | Family Offices, Family Businesses, Family Enterprise USA, Generationally Owned Business, Successful Families

Four National Associations Join with Family Enterprise USA to Advocate for America’s Family Businesses   NAMA, Fertilizer Institute, National Pest Management Association, Global Cold Chain Alliance added to Growing List of Associations Looking to Create Better...
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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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