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Saying It Out Loud December 2025, By Pat Soldano

Saying It Out Loud December 2025, By Pat Soldano

Dec 12, 2025 | Family Businesses, Family Offices, Pat Soldano, Successful Families

Tell Us What Matters Most to Your Family-Owned Business Help us better represent your family-owned business by sharing what matters most to you on tax and economic issues. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group State ‘Wealth Tax’...
Rep. Correa, Rep. Tran Staff Hear Issues Facing Women Business Owners in Southern California

Rep. Correa, Rep. Tran Staff Hear Issues Facing Women Business Owners in Southern California

Nov 24, 2025 | Family Offices, Family Businesses, Pat Soldano, Successful Families, Video Post

California House Member Rep. Correa, Rep. Tran Staff Hear Issues Facing Women Business Owners in Southern California   Rep. Correa and House staff members hear challenges women-owned businesses face in a time of economic uncertainty   During the latest Women’s...
Saying It Out Loud November 2025, By Pat Soldano

Saying It Out Loud November 2025, By Pat Soldano

Nov 21, 2025 | Family Businesses, Family Offices, Pat Soldano, Successful Families

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Family Businesses Navigate Year...
Are You Ready for What’s Coming Next? Pat Soldano Shares What to Expect

Are You Ready for What’s Coming Next? Pat Soldano Shares What to Expect

Oct 31, 2025 | Family Offices, Family Businesses, Family Enterprise USA, Pat Soldano, Successful Families

Family Enterprise USA President Pat Soldano continues to bring clarity to the complex issues shaping the future of family-owned businesses.   Her latest articles explore the growing impact of tariffs on family businesses, the positive outcomes from the newly...
2025 Annual Family Business Report

2025 Annual Family Business Report

Oct 29, 2025 | Family Offices, Family Businesses, Family Enterprise USA, Pat Soldano, Successful Families

Family businesses experienced unique headwinds and tailwinds in 2025. This year, the most significant challenge for family businesses across the nation has been uncertainty – including uncertainty over inflation and new economic policies like tariffs. The most...
Saying It Out Loud October 2025, By Pat Soldano

Saying It Out Loud October 2025, By Pat Soldano

Oct 15, 2025 | Family Businesses, Family Offices, Pat Soldano, Successful Families

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Where There’s Smoke…New Wealth,...
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Death Tax & Estate Tax News

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  • Saying It Out Loud April 2026, By Pat Soldano
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  • The Investor-Ready Paradox: How To Balance The Personal And Procedural

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