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Women’s Business Owners Group Gains Momentum

Women’s Business Owners Group Gains Momentum

Jun 10, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Taxes

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. Women’s Business Owners Group Gains Momentum, While Power of Women Entrepreneurs Gets Noticed in Congressional Record   Family Enterprise...
Taxation & Representation: Senate Gears Up to Rewrite House Tax Package – Here’s What’s Changing

Taxation & Representation: Senate Gears Up to Rewrite House Tax Package – Here’s What’s Changing

Jun 9, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Taxes

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. House Passes Reconciliation Package, with Senate Expected to Make Changes: On May 22, the House of Representatives passed H.R. 1, “The One, Big,...
{PODCAST} Top 10 Tax Changes the Senate Will Make to the One Big Beautiful House Bill

{PODCAST} Top 10 Tax Changes the Senate Will Make to the One Big Beautiful House Bill

Jun 6, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Tax Cuts, Taxes

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. Before heading into the Memorial Day recess, House Republicans met their self-imposed deadline by narrowly passing the One Big Beautiful Bill...
Estate Planning for High-Net-Worth Families: Beyond the Basics with Brown & Streza

Estate Planning for High-Net-Worth Families: Beyond the Basics with Brown & Streza

Jun 4, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Video Post, Webcast Replays

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. This webcast, hosted by Pat Soldano of Family Enterprise USA and Policy and Taxation Group, features Michael Offenheiser from Brown & Streza...
White House Releases Additional FY26 Budget Details

White House Releases Additional FY26 Budget Details

Jun 2, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. On Friday, May 30, the Trump administration released the Technical Supplement...
Weekly Digest: House OKs Major GOP Tax Bill, H.R. 1 Advances Health Reforms, and more.

Weekly Digest: House OKs Major GOP Tax Bill, H.R. 1 Advances Health Reforms, and more.

May 30, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Taxes

The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. DOJ Issues New Guidance on White-Collar Prosecutions and Corporate...
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Death Tax & Estate Tax News

  • 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
  • Quick Poll: Taxed More of Less Due to OBBB
  • Tax Update: House Approves Senate Reconciliation Package
  • PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses
  • Senate Concludes OBBBA Vote-a-Rama
  • Tax Update: Senate Passes Reconciliation Package

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