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FY2024 Budget Request Includes Tax Proposals for Wealthy Americans. Summary and Analysis.

FY2024 Budget Request Includes Tax Proposals for Wealthy Americans. Summary and Analysis.

Mar 14, 2023 | Blog, Family Businesses, In The News, Income Tax, Multi Generational Business, Tax Cuts, Taxes

Read about the 2023 Family Business Survey Results & Summary. On Thursday, March 9, President Joe Biden released his $6.9 trillion Budget and various accompanying documents. Separately, the Treasury Department released its Green Book, which provides more detailed...
Biden Budget Proposal, Committee Updates, IRS Leak Investigations, and More

Biden Budget Proposal, Committee Updates, IRS Leak Investigations, and More

Mar 8, 2023 | Blog, Budget Deficit, Estate Tax, In The News, Income Tax, Tax Cuts, Taxes

Read about the 2023 Family Business Survey Results & Summary. Tax Tidbit   Biden to Release 2024 Budget Proposal Later this Week. On March 9, President Joe Biden will send his updated budget proposal to Congress, outlining the administration’s policy...
Taxation & Representation, Senate Confirmation, House Set to Vote, and More

Taxation & Representation, Senate Confirmation, House Set to Vote, and More

Mar 2, 2023 | Blog, Budget Deficit, Estate Tax, In The News, Income Tax, Tax Cuts, Taxes

The 2023 Family Business Survey is closed. Check back soon for summary of results. Tax Tidbit Werfel Faces IRS Funding Questions on Route to Likely Senate Confirmation. On Wednesday, Feb. 15, the Senate Finance Committee held a hearing to consider the nomination of...
Why Congress is Choking Family Businesses

Why Congress is Choking Family Businesses

May 12, 2022 | Blog, Death Tax, Family Enterprise USA, In The News, Tax Cuts, Taxes

Thank you to the Orange County Business Journal for publishing this article. It’s hard to imagine our legislators working to undermine the largest economic engine in this country, an engine that generates $7.7 trillion of GDP a year and accounts for 54% of the private...
Private Placement Insurance Products

Private Placement Insurance Products

May 12, 2022 | Blog, Death Tax, Family Enterprise USA, In The News, Tax Cuts, Taxes

Thank you to The Madison Group for this M Financial Whitepaper Many family businesses and multigenerational businesses use private placement insurance. This article may help those businesses to understand private placement insurance better. This White Paper is to...
Congressional Tax Staffers Outline Agenda. Taxation & Representation and Tax Tidbit

Congressional Tax Staffers Outline Agenda. Taxation & Representation and Tax Tidbit

May 11, 2022 | Blog, In The News, Tax Cuts, Taxes

Congressional Tax Staffers Outline Agenda. Several senior staffers on the House Ways and Means Committee and the Senate Finance Committee—Andrew Grossman, Courtney Connell, Derek Theurer and Tiffany Smith—participated in a conference on tax legislation and regulatory...
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Death Tax & Estate Tax News

  • Treasury Department, Eliminate OECD Funding, Bipartisan Group Rebuffs Biden and More
  • New York Times Spotlights Family Businesses, Family Enterprise USA Research in Sunday Business Section
  • Join Us for a Discussion on Family Business, Legislation, and Voter Attitudes: 2023 Survey Results Live Event
  • Senators Renew Efforts, Yellen Defends 2024 Budget Proposals, CBO Report, and More
  • PODCAST: Rep. Schneider Spotlights Importance of Educating Congress on Power of Family Businesses in New Podcast
  • Keeping It in the Family: Why Succession Planning Matters
  • Saying It Out Loud, By Pat Soldano. March 2023.
  • Future-Proof Your Business: The Importance of Succession Planning
  • Family Businesses in America Sound the Alarm on Tax and Labor Challenges in 2023 Survey
  • FY2024 Budget Request Includes Tax Proposals for Wealthy Americans. Summary and Analysis.
  • The Benefits of Succession Planning: Family Matters in Business Succession

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