May 22, 2024 | Family Offices, Successful Families
Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! By Marc D. Saurborn, CFA®Chief Investment OfficerDividend Assets Capital, LLC Regardless of how thorough the...
May 21, 2024 | Family Offices, Family Business Caucus, Generationally Owned Business, Successful Families
Raise your voice! Reach out to your Congressional representatives and push for meaningful change. Click to get involved! Congressional Family Business Caucus Listens to Family Business Succession, ‘Next Gen’ Issues During Latest Capitol Hill Meeting Congress...
May 20, 2024 | Family Offices, Income Tax, Successful Families, Taxes
Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! Congress Passes Full-Year FAA, Various Measures: Following a months-long stalemate on the Federal Aviation...
May 17, 2024 | Family Businesses, Family Offices, Generationally Owned Business, Pat Soldano, Successful Families
Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Maybe you’ve heard a new Estate Tax...
May 16, 2024 | Family Offices, Income Tax, Successful Families, Taxes
Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! CBO Report Finds Steep Cost of Extending TCJA Tax Provisions: On May 8, the Congressional Budget Office (CBO)...
May 16, 2024 | Family Offices, Generationally Owned Business, Successful Families
Unlock Growth: Optimize Your Shareholder Liquidity Strategy Discover essential tactics to safeguard your family business's future. Reserve your seat now! Next Generation Tells Leaders What They Think of Capitalism, Socialism, and the Health of Democracy ...