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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,...
Register Now to Strengthen Your Family Business Teams

Register Now to Strengthen Your Family Business Teams

Jun 7, 2025 | Family Offices, Family Businesses, Successful Families

Register Now June 27, 2025  | 10:00 AM – 11:00 AM PDT “Better Together: Strengthening Family Enterprise Teams”   Join us for a webcast featuring Eliza Orleans, Senior Manager at CFAR. How can family business leaders design and motivate teams across...
{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...
Award Winning Youth Video Filmmaker Tackles Importance of Family-Owned Businesses

Award Winning Youth Video Filmmaker Tackles Importance of Family-Owned Businesses

Jun 5, 2025 | Family Businesses, Family Offices, Successful Families, Video Post

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. Award Winning Youth Video Filmmaker Tackles Importance of Family-Owned Businesses; Family Enterprise USA Annual Family Business Survey 2025 Data...
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...
[WEBINAR] Top Priorities for Family Enterprises in 2025: Income Taxes, Policy Shifts, and What Comes Next

[WEBINAR] Top Priorities for Family Enterprises in 2025: Income Taxes, Policy Shifts, and What Comes Next

Jun 4, 2025 | Family Businesses, Family Offices, 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. In a year marked by political transition, economic unpredictability, and the...
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Death Tax & Estate Tax News

  • Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events
  • Taxation & Representation: What Family Offices and Successful Families Must Know: FY26 Appropriations and OBBBA Updates
  • Is Your Family Office or Successful Family Protected from Discord? Learn How Sept. 26
  • Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy
  • Navigating Uncharted Waters in the Insurance Industry with USI
  • Safeguard Your Family Owned Business: Build Governance That Lasts Generations
  • Taxation & Representation: Wealth at risk? Congress debates IRS cuts, OECD exit & new tax credits
  • How Family Governance Protects Generational Wealth
  • Autumn Transitions: Navigating Family Enterprise Challenges with Head and Heart
  • Women’s Business Owners Group Gets Bipartisan Congressional Support
  • Saying It Out Loud September 2025, By Pat Soldano

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