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2025 Talent Predictions for Family Offices – Exclusive Webcast

2025 Talent Predictions for Family Offices – Exclusive Webcast

Feb 28, 2025 | Family Offices, Family Businesses, Successful Families

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. The family office talent landscape is evolving rapidly. Shifting geopolitics, economic changes, and new investment strategies...
Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood

Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood

Feb 27, 2025 | Family Offices, Family Businesses, Successful Families

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. By, Jim Coutre, Managing Director, Head of Wealth Planning, Pathstone Raising children to become healthy, responsible adults...
Rockefeller Global Family Office, CFAR, Mack International Join FEUSA to Support Family Businesses

Rockefeller Global Family Office, CFAR, Mack International Join FEUSA to Support Family Businesses

Feb 25, 2025 | Family Offices, Family Businesses, Pat Soldano, Successful Families

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. Rockefeller Global Family Office, CFAR, Mack International Join Family Enterprise USA to Support Family Businesses   Three...
Corporate Transparency Act Reinstated; Filing Deadline Extended

Corporate Transparency Act Reinstated; Filing Deadline Extended

Feb 24, 2025 | Family Offices, Generationally Owned Business, Successful Families

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. Corporate Transparency Act Reinstated; Filing Deadline Extended to March 21, 2025   On February 18, 2025, the U.S. District...
Saying It Out Loud, By Pat Soldano. February 2025.

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

Feb 22, 2025 | Family Businesses, Family Offices, Generationally Owned Business, Income Tax, Pat Soldano, Successful Families, Taxes

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Fasten Your Seat Belts for Bumpy Ride as New Tax,...
Senate Begins Vote-a-Rama

Senate Begins Vote-a-Rama

Feb 21, 2025 | Family Offices, Generationally Owned Business, Successful Families

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. On Wednesday Feb. 12, the Senate Budget Committee advanced a fiscal year (FY) 2025 budget resolution by a vote of 11-10.   The...
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Death Tax & Estate Tax News

  • Taxation & Representation: Urgent Tax Battle – Will YOUR Money Be Targeted?
  • What is your Top Concern: Reduce Federal Budget/Debt, Reduce Income Taxes, or Regulations?
  • Women’s Business Owners Group Discusses Advocating on Behalf Women-owned Businesses
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  • Wealth Tax News – 3/06/2026
  • Taxation & Representation: Reconciliation 2.0. Thune’s Next Big Move Revealed
  • Act Now: Influence Washington. Secure Legacy.
  • Congressional Family Business Caucus Members Meeting Set March 17
  • Taxation & Representation: Wealth Tax Gains Ground Amid GOP Tensions
  • Changing Public Markets and the Impact for Average Investors
  • Congress Is Listening – Will You Speak Up?

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