Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Regional Banking Powerhouse, Bank of OZK, Details Growth in Uncertain Landscape in Podcast
Regional Banking Powerhouse, Bank of OZK, Details Growth in Uncertain Landscape in New Family Enterprise USA Podcast Bank OZK CEO George Gleason Speaks with Pat Soldano of Family Enterprise USA about Navigating Tariffs, Taxes for Family Businesses In a...
Get Your Voice Heard: How to Advocate Simply, Powerfully
Save your spot for this exclusive webcast: Register Now December 9, 2025 | 10:00 AM – 11:00 AM PDT "Get Your Voice Heard: How to Advocate Simply, Powerfully" Advocating for policies that matter can shape better laws, raise awareness, and drive real change. Your voice...
Sounding the Alarm on New ‘Wealth Tax’ Proposals
If you’re wondering how the re-introduction of a "Billionaires Income Tax Act" in Congress will affect you, this video provides easy to follow examples of the negatives and positives of this mark-to-market proposal. The bill is designed to tax the unrealized...
Three Pennsylvania Family Businesses Detail How Tariffs Are Affecting Them in New Webcast
Three Pennsylvania Family Businesses Detail How Tariffs Are Affecting Them in New Family Enterprise USA Webcast Executives from Houck, Paul Zimmerman, and Sahd Metals Explain How They Are Managing in “Uncertainty” In a new webcast from Family Enterprise...
Digest of Alerts, Articles, Podcasts, Newsletters and Other News
2025 Post-Election Outlook and AnalysisBy Doug Friednash, Blake, Melissa Kuipers, Joe Jaso, Ray Colas, Michael Stratton and Alex Remy Democrats sweep key races: Voters delivered Democrats a dominant, high-visibility boost in four major races: the governors’ races in...
Taxation & Representation Update: Shutdown’s Impact, Fast-Track Disputes, IRS Leadership, Crypto Tax
Shutdown Week 6: On Wednesday, Nov. 5, the federal government shut down that began on Oct. 1, became the longest in U.S. history. Last week, the Senate failed for the 14th time to advance a continuing resolution (CR) to keep the government funded. The impasse...
New Webcasts, Podcast Focus on Family Governance, Tax Policies, and Tariffs
New Webcasts, Podcast Focus on Family Governance, Tax Policies, Tariffs Affecting Family-owned Businesses Leaders from Whittier Trust, Family Business Magazine, UNHW Institute Speak with Family Enterprise USA’s Pat Soldano New audio and video features,...
![[Starts in 24 Hours] Raising the Next Generation of Leaders in Family Business](https://policyandtaxationgroup.com/wp-content/uploads/2025/11/Instagram-pathstone-webacst-5-400x250.jpg "Content")
[Starts in 24 Hours] Raising the Next Generation of Leaders in Family Business
Save your spot for this exclusive webcast: Register Now November 5, 2025 | 10:00 AM – 11:00 AM PDT "Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood" For many families behind highly successful family-owned businesses, early parenting is...
Inside the SCOTUS Tariff Case: What It Means for You
The US Supreme Court (SCOTUS) is scheduled to hear arguments on November 5, 2025, into President Trump’s imposition of tariffs under the International Emergency Economic Powers Act (IEEPA). We expect the court to issue its decision expeditiously, most likely...
![[WEBCAST] Parenting Amidst Wealth: Shifting from Protection to Empowerment](https://policyandtaxationgroup.com/wp-content/uploads/2025/10/Instagram-pathstone-webcast-4-400x250.jpg "Content")
[WEBCAST] Parenting Amidst Wealth: Shifting from Protection to Empowerment
Save your spot for this exclusive webcast: Register Now November 5, 2025 | 10:00 AM – 11:00 AM PDT "Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood" For many families behind highly successful family-owned businesses, early parenting is...
Are You Ready for What’s Coming Next? Pat Soldano Shares What to Expect
Family Enterprise USA President Pat Soldano continues to bring clarity to the complex issues shaping the future of family-owned businesses. Her latest articles explore the growing impact of tariffs on family businesses, the positive outcomes from the newly...
2025 Annual Family Business Report
Family businesses experienced unique headwinds and tailwinds in 2025. This year, the most significant challenge for family businesses across the nation has been uncertainty – including uncertainty over inflation and new economic policies like tariffs. The most...
Hidden Risks in Family Enterprise: Transforming Vulnerability into Strength
By: Tammie M. Sandoval, J.D., CTFAChief Fiduciary OfficerBank OZKFamily enterprises form the backbone of global commerce and community wealth. In the United States alone, they account for nearly two-thirds of employment and an estimated 60% of GDP. Yet despite their...
Parenting in a Family Business: Empowering the Next Generation
Save your spot for this exclusive webcast: Register Now November 5, 2025 | 10:00 AM – 11:00 AM PDT "Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood" For many families behind highly successful family-owned businesses, early parenting is...
Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises with EY
For family enterprises, few decisions are more consequential than choosing the right business entity. That choice drives tax reporting, cash flow, and long-term flexibility. Join EY’s Tony Nitti and Damien Martin for a practical analysis of the tax...
You’re Invited! Tariff Talk with Brownstein, Nov 11, 2025
Join us to hear more about understanding key risks in the shifting global trade and investment landscape As the U.S. tariff environment continues to evolve, businesses are facing heightened uncertainty in global trade and investment. Brownstein’s Global Risk,...
Is your business being affected by the “shut down”?
We’d love to hear from you! Please take a moment to participate in our quick poll.Your input helps us better understand and represent the interests of family offices and successful families across the country.We hope you’ve enjoyed...
Taxation & Representation Update: What the ongoing shutdown means for your business
Shutdown Week 4: The federal government shutdown that began on Oct. 1 continues without resolution. On Oct. 20, the Senate failed for the 11th time to advance a continuing resolution (CR) to fund government operations. The continuing stalemate centers on disagreement...
Family Businesses Concerned About Potential New Wealth Tax Act
Family Businesses Concerned About Potential New Wealth Tax Act Re-Introduced in Congress Bill by Sen. Wyden Gets House Support, Targets Unrealized Gains Family businesses and tax experts are taking a hard look at the new wealth tax bills recently...
Guiding Adult Children in Family Business: Join the Discussion
Save your spot for this exclusive webcast: Register Now November 5, 2025 | 10:00 AM – 11:00 AM PDT "Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood" For many families behind highly successful family-owned businesses, early parenting is...
MIND THE GAPS: Family Solutions for Insurance Risk Management
You do all you can to keep your family members safe and secure their futures. That means engaging with experts for guidance with wealth management, philanthropy, taxes, trusts and estate planning. Insurance is a significant part of managing the exposures your...
![[WEBCAST] Help the Next Generation Thrive: Parenting Amidst Wealth](https://policyandtaxationgroup.com/wp-content/uploads/2025/10/Instagram-pathstone-webcast-1-400x250.jpg "Content")
[WEBCAST] Help the Next Generation Thrive: Parenting Amidst Wealth
Save your spot for this exclusive webcast: Register Now November 5, 2025 | 10:00 AM – 11:00 AM PDT "Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood" For many families behind highly successful family-owned businesses, early parenting is...
Saying It Out Loud October 2025, By Pat Soldano
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupWhere There’s Smoke…New Wealth, Estate Tax Movements Keep Family Business Leaders Watching You never know when a spark starts a fire… or stops it. A potential fire can be found in two...
Policy and Taxation Update: IRS & Treasury Reshuffle: What It Means for Wealth Preservation
Bisignano, Koopman Join IRS Leadership: The Internal Revenue Service (IRS) has announced significant leadership changes amid ongoing agency restructurings. Secretary Bessent will remain as acting IRS commissioner, although Sen. Chuck Grassley (R-IA) said that he had...
Family Business Leaders Discuss ‘Legacy & Longevity’ During Meeting with Caucus Members, Legislative Experts
Family Business Leaders Discuss ‘Legacy & Longevity’ on Capitol Hill During Meeting with Congressional Family Business Caucus Members, Legislative Experts Rep. Carol Miller (R-West Virginia) Meets with Family Businesses; Group Meets with House Members and...
Quick Poll: Washington wants to tax unrealized wealth – do you agree?
We’d love to hear from you! Please take a moment to participate in our quick poll.Your input helps us better understand and represent the interests of family offices and successful families across the country.We hope you’ve enjoyed...
Register Today: Tax Implications of Entity Choice for Family Enterprises
Save your spot for this exclusive webcast: Register Now October 15, 2025 | 10:00 AM – 11:00 AM PDT "Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises" For family enterprises, few decisions are more consequential than choosing the right...
Charitable Giving: DAFs vs. Private Foundations
By Ashley FontanettaSenior Vice President and Client AdvisorWhittier Trust“When I speak with a client about charitable giving, the most common question is whether they should create a private foundation or use a donor-advised fund,” says Ashley Fontanetta, Senior Vice...
Don’t Miss It: Tax Trade-offs of Pass-throughs vs. Corporations Explained
Save your spot for this exclusive webcast: Register Now October 15, 2025 | 10:00 AM – 11:00 AM PDT "Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises" For family enterprises, few decisions are more consequential than choosing the right...
Legacy and Longevity: How Congress Can Support the Next Generation of Family Business
Family Enterprise USA members and family-owned business leaders gathered on Capitol Hill in Washington, D.C., on September 17th for conversations with policymakers to discuss the impact of tax policies and economic issues important to family-owned businesses...