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Estate Planning for High-Net-Worth Families: Beyond the Basics

Estate Planning for High-Net-Worth Families: Beyond the Basics

Apr 29, 2025 | Family Offices, Family Businesses, Successful Families

Register Now May 30, 2025 | 10:00 AM – 11:00 AM PDT “Estate Planning for High-Net-Worth Families: Beyond the Basics”   When it comes to estate planning for high-net-worth and ultra-high-net-worth families, the basics are just the beginning. Join us...
Million Dollar Question: Will the Top 1% See a Tax Increase in 2026

Million Dollar Question: Will the Top 1% See a Tax Increase in 2026

Apr 28, 2025 | Family Businesses, Generationally Owned Business, Podcast, 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. With the reconciliation framework in place, congressional Republicans face the...
Saying It Out Loud, By Pat Soldano. April 2025.

Saying It Out Loud, By Pat Soldano. April 2025.

Apr 26, 2025 | Family Businesses, Family Business Caucus, Family Offices, Income Tax, Pat Soldano, 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. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group House,...
2 Days Left to Register: How Parallel Governance Can Guide Generational Transition

2 Days Left to Register: How Parallel Governance Can Guide Generational Transition

Apr 23, 2025 | Family Offices, Family Businesses, Successful Families

Register Now for the April 25 Webcast: Starting at 10:00 AM Pacific Time “How Parallel Governance Can Guide Generational Transition”   Complex family and business dynamics can derail the generational transition of a family enterprise. Addressing this risk...
Advocacy Small Business Roundtable on Anti-Competitive Regulations

Advocacy Small Business Roundtable on Anti-Competitive Regulations

Apr 23, 2025 | 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. Speak Up: Share Your Input on Regulations That Hurt Small Business   The...
FEUSA Reaches Million Member Milestone with Outreach to Associations with Family-Owned Businesses

FEUSA Reaches Million Member Milestone with Outreach to Associations with Family-Owned Businesses

Apr 23, 2025 | 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. Family Enterprise USA Reaches Million Member Milestone with Outreach to...
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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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