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WEBINAR REPLAY: Business Owners 2022 Family Business Survey Review

WEBINAR REPLAY: Business Owners 2022 Family Business Survey Review

Nov 7, 2022 | Blog, Family Businesses, In The News, Multi Generational Business, Video Post, Webinar Replays

We will review the results of the Family Enterprise USA 2022 Family Business Survey and discuss concerns and impacts that potential legislation may have on family-owned businesses across the United States. For more than two centuries, BNY Mellon Wealth Management has...
WEBINAR REPLAY: Linda C. Mack of Mack International Talks About Recruiting and Retention Strategies

WEBINAR REPLAY: Linda C. Mack of Mack International Talks About Recruiting and Retention Strategies

Oct 27, 2022 | Blog, Family Businesses, In The News, Multi Generational Business, Video Post, Webinar Replays

Recruiting the best leadership and keeping them is no longer “a winging it” proposition for family businesses and family business offices, according to Linda C. Mack, founder and president of strategic recruitment firm, Mack International. In a new webinar video with...

WEBINAR REPLAY: How Butterball Farms Harnessed the Power of Collaboration to Stabilize a Workforce

Aug 22, 2022 | Blog, Family Businesses, In The News, Multi Generational Business, Video Post, Webinar Replays

A webinar hosted by Pat Soldano, with keynote speaker Mark Peters, CEO, Butterball Farms. Butterball CEO Mark Peters’ New Book ‘The Source’ Details How This Revolutionary Concept Can Change The Workplace Forever Too many of our workers walk a financial tightrope, with...
WEBINAR REPLAY – Business Valuation: From Estate Planning to Exit Planning

WEBINAR REPLAY – Business Valuation: From Estate Planning to Exit Planning

Aug 18, 2022 | Blog, Family Businesses, Family Enterprise USA, In The News, Multi Generational Business, Video Post, Webinar Replays

The Five Critical Steps in Understanding a Business Valuation:From Estate Planning to Exit Planning A webinar hosted by Pat Soldano, with keynote speaker Mark E. Lingerfield, MPI. Business Valuation Expert Mark E. Lingerfield of MPI Details The Five Most Important...
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, In The News, Multi Generational Business, Video Post, Webinar 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...
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, Webinar 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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Policy and Taxation Group is the best way for families, companies and individuals to support and impact the direction of the movement for estate tax relief. For information regarding contributions, please contact us.

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Death Tax & Estate Tax News

  • 118th Congress Tax Agenda. Taxation & Representation.
  • Saying It Out Loud, By Pat Soldano. November 2022.
  • New Videos Reveal Difficulties, Successes in Transitioning to Next Generation, & Giving Back
  • Post-Midterms Analysis
  • PODCAST: “What Happened?” Midterm Elections – Winners and Losers
  • PODCAST: 2022 Midterm Panel Post-Election Follow Up
  • Is a For-Profit Family Office Right for You?
  • Analysis of the Mid-Term Elections
  • 2022 Midterms Post-Election Outlook and Analysis
  • Save The Date: November 16th Webinar Talking About The Impact of Midterm Results – By Invitation Only
  • WEBINAR REPLAY: Business Owners 2022 Family Business Survey Review

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