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Family Business Leaders Share Insights at Congressional Caucus Meeting

Family Business Leaders Share Insights at Congressional Caucus Meeting

Jun 9, 2023 | Blog, Family Business Caucus, Family Businesses, Generationally Owned Business, In The News, Video Post

Contact Your Representatives in Congress to Join the Congressional Family Business Caucus Now! Second Congressional Family Business Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness   Capitol Building’s House Budget Committee Room...
Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness

Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness

Jun 1, 2023 | Blog, Family Business Caucus, Family Businesses, Generationally Owned Business, In The News, Video Post

Contact Your Representatives in Congress to Join the Congressional Family Business Caucus Now! Second Congressional Family Business Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness   Capitol Building’s House Budget Committee Room...
Family Business Caucus Holds 2nd Meeting in House Budget Committee Room, May 2023

Family Business Caucus Holds 2nd Meeting in House Budget Committee Room, May 2023

May 24, 2023 | Blog, Family Business Caucus, Family Businesses, Generationally Owned Business, In The News, Video Post

Contact Your Representatives in Congress to Join the Congressional Family Business Caucus Now! Pat Soldano opened the meeting by introducing representatives from family businesses and Family Business Centers in attendance. She then provided an overview of the...
Laird Coatings Founder Ed Laird Hands Over Reigns to Next Generation

Laird Coatings Founder Ed Laird Hands Over Reigns to Next Generation

May 2, 2023 | Blog, Estate Tax, Family Businesses, Generationally Owned Business, In The News, Income Tax, Taxes, Video Post

Click to Read the 2023 Family Business Survey Results & Summary Laird Coatings Founder Ed Laird Details Transition to New Family Leadership After 50 Years, in New Video by Family Enterprise USA   Taking Advantage of Expiring Estate Tax, Gifting Laws, Coatings...
WEBCAST REPLAY: It’s All Relative; Family Matters in Business Succession

WEBCAST REPLAY: It’s All Relative; Family Matters in Business Succession

Apr 3, 2023 | Blog, Family Businesses, Generationally Owned Business, In The News, Video Post, Webcast Replays

One of the 50 largest registered investment advisor firms in the country, Homrich Berg was a pioneer when we founded our firm in 1989 with a focus on serving clients with a fiduciary approach. We have grown to serve clients in over 46 states from our home base in...
[VIDEO] New Video Tells The Incredible Story of David Ellen’s Equipment Corp

[VIDEO] New Video Tells The Incredible Story of David Ellen’s Equipment Corp

Feb 18, 2023 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News, Pat Soldano, Video Post

The 2023 Family Business Survey is closed. Check back soon for summary of results. ‘You’re Number One’ Service Mantra Takes David Ellen’s Equipment Corp. From Zero to $56 million in 8 Years; New Family Enterprise USA Video Tells The Incredible Story South African...
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Death Tax & Estate Tax News

  • 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
  • Contact Congress. Ask your Representative to vote for the OBBB as it is passed by the Senate.
  • Saying It Out Loud June 2025, By Pat Soldano
  • 2024-25 Family Business Rising Gen Survey: Communication is Still Key
  • Contact your representatives in Congress and urge them to Oppose the Elimination of NOL Treatment in Section 461(l)
  • Why Every Family Office Needs an ‘Expert Generalist’
  • Tax Update: Congressional Republicans Racing to Complete Tax Package
  • Senate Finance Committee Tax Title – Summary and Analysis

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