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‘Next Gen’ Survey Highlights Lack of Communication as Concern in New Smith Family Business Initiative from Cornell

‘Next Gen’ Survey Highlights Lack of Communication as Concern in New Smith Family Business Initiative from Cornell

Jul 16, 2024 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! ‘Next Gen’ Survey Highlights Lack of Family Communication as Key Concern in New Smith Family Business Initiative from Cornell University  ...
Stay Informed: Join Our Legislative Quarterly Update Webcast!

Stay Informed: Join Our Legislative Quarterly Update Webcast!

Jul 15, 2024 | Family Offices, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Taxes

Gain exclusive insights on elections, IRS exams, and more from top experts and Members of Congress. Donate to Policy and Taxation Group to get registered Now! About Squire Patton BoggsSquire Patton Boggs is an international law firm that offers comprehensive legal and...
[REGISTER TODAY] Protecting Wealth in Today’s Legislative Environment

[REGISTER TODAY] Protecting Wealth in Today’s Legislative Environment

Jul 12, 2024 | Family Offices, Family Businesses, Family Enterprise USA, Generationally Owned Business, Successful Families

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! Register Now for this July 16 Event:   Starting at 2:30 PM Eastern Time   “Protecting Wealth in Today’s Legislative...
Evaluating Business Structures: The Pros And Cons

Evaluating Business Structures: The Pros And Cons

Jul 11, 2024 | Family Offices, Generationally Owned Business, Successful Families

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! By Isaac Bradley, J.D., CPADirector of Financial PlanningHomrich Berg Family businesses often start small with simple business and tax structures....
Family Office Workshop: What You Need To Know?

Family Office Workshop: What You Need To Know?

Jul 9, 2024 | Family Offices, Generationally Owned Business, Pat Soldano, Successful Families

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! CSUF Family Business Center Workshop; “Family Office: What You Need To Know?”   August 13, 2024   You will learn, “what is a family...
New Podcasts Focus on Top Concerns Facing Family Office Clients

New Podcasts Focus on Top Concerns Facing Family Office Clients

Jul 9, 2024 | Family Offices, Generationally Owned Business, Podcast, Successful Families

Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! Family Office Exchange, Tamarind Learning Focus on Top Concerns Facing Family Office Clients in New Podcasts   Pat Soldano, President, Policy...
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Family Enterprise USA Action is the best way for family-owned businesses, family offices, and successful individuals to support and impact critical tax, economic, and policy issues. For information regarding contributions, please contact us.

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Death Tax & Estate Tax News

  • Wealth Tax News – 5/8/2026
  • The PPLI Opportunity Affluent Families Are Exploring — Are You Missing It?
  • Winners of the Family Business Center Challenge Announced
  • Why 70% of Family Wealth Disappears by Gen 2
  • Taxation & Representation: 3 reconciliation bills? Your tax cuts hang in balance
  • PPLI Explained: A Powerful Planning Strategy for Sophisticated Families
  • The Nevada Advantage: Strategic Trust and Tax Planning for the Modern Family Business
  • Family Giving in Higher Education: A Unique Blend of Personal and Collective Philanthropy
  • Soldano to Present Survey Findings at FBA of California Conference
  • Understanding the PPLI Opportunity: The Basics and Beyond
  • Saying It Out Loud April 2026, By Pat Soldano

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