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Webinar Replay: For Profit Family Office Structure – Is It Right For Your Family?

Webinar Replay: For Profit Family Office Structure – Is It Right For Your Family?

Aug 5, 2022 | Blog, Family Businesses, Family Enterprise USA, Family Offices, Generationally Owned Business, In The News, Video Post, Webcast Replays

Is there a gray line between your family office and your family business creating unnecessary risk? Have you lost deductibility for meaningful investment related expenses due to the 2018 tax law change? A For Profit Family Office structure might be the answer to...
Channellock’s DeArment Opens Up on Challenges of Multi-Generational Businesses

Channellock’s DeArment Opens Up on Challenges of Multi-Generational Businesses

Jul 21, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News, Video Post

Contact your member of Congress! Tell them NOT not to impose a net investment income tax on non passive business income. Channellock’s Jon DeArment Opens Up on Challenges of Multi-Generational ‘Made In USA’ Products in New Family Enterprise USA Video Channellock’s...
Winning The War on The Wealthy

Winning The War on The Wealthy

Jun 23, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News, Pat Soldano, Video Post

A Video Conversation with Family Enterprise USA’s Pat Soldano and Well-known Political Strategist Dr. Frank Luntz In a wide-ranging conversation, Pat Soldano, president, Family Enterprise USA, sat down with noted political strategist and messaging expert Dr. Frank...
Senator Tester of MT, Frank Luntz and COS for Rep David Scott of GA Will Be Speaking

Senator Tester of MT, Frank Luntz and COS for Rep David Scott of GA Will Be Speaking

Nov 16, 2021 | Blog, Family Businesses, In The News, Step-Up In Basis, Video Post

Policy and Taxation Group Supporters Only Update November 17 at 3pm EST; 12pm PST ZOOM WEBINARInfo provided upon registration Please donate now so you do not miss out on this important update from leaders working on these time sensitive tax policy issues. Welcome by...
Senator Tester of MT, Frank Luntz and COS for Rep David Scott of GA Will Be Speaking

PATG Supporters Attend Strategic Meetings in Washington, DC To Stop Historic Tax Increases

Oct 7, 2021 | Blog, Family Businesses, In The News, Step-Up In Basis, Video Post

Get Your Voice Heard in Congress. Please Take Action Today Last week, Policy and Taxation Group (PATG) Supporters met in Washington, DC to discuss the sweeping, historic tax increases that threaten generationally owned businesses built on hard work. It was clear from...
Webinar Replay: Introduction to Family Governance

Webinar Replay: Introduction to Family Governance

Sep 22, 2021 | Blog, Family Businesses, In The News, Step-Up In Basis, Video Post, Webcast Replays

Get Your Voice Heard in Congress. Please Take Action Today Family Business owners plan their business as a legacy to their family, their employees, and the community. To sustain and grow that legacy, estate planning is critical. Please review the white paper below...
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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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