Women Family Business Leaders Discuss Challenges, Opportunities of Running Generationally-Owned Family Businesses
Women Family Business Leaders Discuss Challenges, Opportunities of Running Generationally-Owned Family Businesses in New Family Enterprise USA Podcast New Two-Part Series on Women in Family Business Now Available on Spotify How women navigate the challenges and...
Strengthen Your Family Business with Proven Risk Solutions
Protect your family's wealth: Family Enterprise USA has partnered with USI to help our members and supporters to make informed insurance decisions maximizing asset protection. To learn how you can prevent claims before they happen, ask USI’s team to walk you...
Will New Tax Policies Protect Your Family Business?
Pat Soldano’s latest article, "Family business-friendly policies a likely priority in new administration’s first 100 days", published by Family Business Magazine, takes an in-depth look at the up-coming tax landscape and its potential impact on family-owned...
Holiday Message from Policy and Taxation Group
Policy and Taxation Group is the Voice for Family Offices and Successful Individuals in Washington, DC focused exclusively on the critical tax and economic policies that impact them. Since 1995, Policy and Taxation Group has been the leading advocacy group working to...
Taxation & Representation: CBO Breaks Down TCJA Impact—What You Need to Know
CBO Explains TCJA Extension Estimates, Rebuts Lawmakers’ Concerns: On Dec. 4, the Congressional Budget Office (CBO) published a blog post explaining the agency’s methodology for modeling economic effects of the changes in incentives stemming from the expiration of tax...
Active Management for your Family Office
ACTIVE MANAGEMENT: A DIFFERENT APPROACH Over Fenimore Asset Management’s 50 years of investing, experience shows that a strategy focused on active research and high-conviction investments in quality businesses is more effective than trading activity. In...
2024 Elections: Trump Administration’s Key Policy Positions and Post-Election Analysis
Former President Donald Trump and Sen. JD Vance (R-OH) were elected president and vice president, respectively, on Nov. 5. Republicans also secured majorities in both the House and Senate, setting up a Republican trifecta for at least the next two years. Ahead of...
Corporate Transparency Act Compliance Suspended
On December 3, 2024, the U.S. District Court for the Eastern District of Texas issued a nationwide preliminary injunction temporarily halting enforcement of the Corporate Transparency Act (CTA) and the Treasury Department’s Financial Crimes Enforcement Network’s...
How to Discover and Stay Informed About Policy and Taxation Group
Policy and Taxation Group is dedicated to supporting and being the voice for Family Offices and Successful Individuals in Washington, DC focused exclusively on the critical tax and economic policies that impact them. Staying informed about the work and insights...
The Congressional Review Act: What It Is and How It Might Be Used in the 119th Congress
Republicans will soon find themselves in in control of the entire federal government—the White House, the Senate and the House of Representatives—for the first time since 2018. This new power dynamic in Washington has already generated some discussion about how a law...
Mark Your Calendar! Join Us on the Road in Burlington, Los Angeles, Hilton Head, Menlo Park, and Washington, DC
Policy and Taxation Group is pleased to share some exciting news about our upcoming events and presentations. We are committed to supporting family businesses and enterprises across the country, and we have a lineup of events designed to inform, inspire, and...
Saying It Out Loud, By Pat Soldano. November 2024.
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupNew Chapter Begins for Family Businesses as President-Elect Trump, New Congress Tackle Economic Policies, Taxes, and Growth in 2025 We start a new chapter after this month’s Presidential...
In Case You Did Not Know: Our Evolving Mission
You may not be aware, but our Mission at Policy and Taxation Group has expanded in 2023. We’re sending this message to you to make you’re aware of this important change, in case you did not know. The Mission of Policy and Taxation Group Since 1995, PATG...
Elections Create ‘Rare Opportunity’ to Make TCJA Tax Bill Permanent, Says Rep. Greg Steube
Elections Create ‘Rare Opportunity’ to Make TCJA Tax Bill Permanent, Says Rep. Steube in New Podcast from Family Enterprise USA Main Street Tax Team Co-Chair Sees House Passing New Tax Plan in First QuarterAll the favorable tax provisions for family businesses in...
Weekly Washington Update: GOP to Reevaluate Energy-Tax Credits: What’s Next?
Republicans to Scrutinize Energy-Tax Credits with Trifecta: As Republicans head into January with control over the presidency and both chambers of Congress, discussion over what to include in a tax package will invariably delve into whether to repeal some of the...
Need Your Help! Take a 1 1/2 Minutes Survey on Family Business
This Family Business Pulse Survey will only take two minutes to complete!!! Please take a moment to help us gather important research on the state of family businesses, the largest employer in the country. Your information is confidential and your...
Taxation & Representation: Leadership Shifts on Capitol Hill: What It Means for You
Trump Wins the Presidency, Allowing Him to Bring Signature Tax Policy Proposals to the Table: On Nov. 6, 2024, Donald Trump was declared the winner of the 2024 presidential election, sweeping all seven battleground states (Arizona, Georgia, Michigan, Nevada, North...
Attention to Seven Tax Priorities Are Critical To Protect Family Businesses
Next Congress’ Attention to Seven Tax Priorities Are Critical To Protect Family Businesses, Say Polls and Experts Preserving Current Tax Rates and Brackets Is No. 1 Priority, as Family Businesses Invest More Back into Their Businesses As the Tax Cuts and Jobs...
Weekly Washington Update: Leadership Votes Shape 119th Congress: What You Need to Know
Congress Returns with a Focus on 119th Leadership: The House and Senate returned this week, kicking off a two-week legislative session before the Thanksgiving recess. Republican leadership elections in the House and Senate were the main focus, as Congress prepares for...
Help Shape Family Business Policy in 2 Minutes!
This Family Business Pulse Survey will only take two minutes to complete!!! Please take a moment to help us gather important research on the state of family businesses, the largest employer in the country. Your information is confidential and your...
Taxation & Representation: From tax cuts to tariffs, get insights on the future of U.S. policy
Trump Wins the Presidency, Allowing Him to Bring Signature Tax Policy Proposals to the Table: On Nov. 6, 2024, Donald Trump was declared the winner of the 2024 presidential election, sweeping all seven battleground states (Arizona, Georgia, Michigan, Nevada, North...
2024 Post-Election Outlook and Analysis
President-elect Donald Trump declared victory overnight after convincing wins in Georgia, North Carolina and Pennsylvania; further electoral gains this morning could preview a true red wave this cycle, pending results in additional House races. Senate Republicans...
Make a Difference Today! Complete Our Pulse Survey
This Family Business Pulse Survey will only take two minutes to complete!!! Please take a moment to help us gather important research on the state of family businesses, the largest employer in the country. Your information is confidential and your...
Elections Edge: A 2024 Elections Weekly Snapshot. Week of November 5.
Today, Americans from coast to coast are heading to the polls to bring the 2024 election cycle to a close. While the final outcomes for the presidency and congressional control may take a few days to confirm, attention is already centered on critical swing...
Exclusive Briefing: Election Impact & Family Business Strategies Ahead
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point of Estate Planning" Why attend? With the federal tax exemptions to sunset at the end of 2025, estate planning has become a pressing issue for...
Need Your Help! Take a 1 1/2 Minutes Survey on Family Business
This Family Business Pulse Survey will only take two minutes to complete!!! Please take a moment to help us gather important research on the state of family businesses, the largest employer in the country. Your information is confidential and your...
Final Update 2024 Elections: Key Candidate Policy Positions and Post-Election Scenario Analysis
The November elections are less than a week away, and the outcome will have wide-ranging impacts. Former President Donald Trump and Sen. JD Vance (R-OH) were formally nominated for president and vice president, respectively, at the Republican National Convention in...
Ways to Protect Pass-Through Businesses After Tax Cuts and Jobs Act Expiration Is Focus of New Podcast Airing Now
Ways to Protect Pass-Through Businesses After Tax Cuts and Jobs Act Expiration Is Focus of New Policy and Taxation Group Podcast Airing Now Tax Experts from Brownstein, including former Sen. Mark Pryor take a deep look at the Expiring TCJA, 199-A Provisions for...
Exclusive Webcast for Supporters: Insights on Election Impacts & Strategy
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point of Estate Planning" Why attend? With the federal tax exemptions to sunset at the end of 2025, estate planning has become a pressing issue for...
Take Our 2-Minute Family Business Survey Now
This Family Business Pulse Survey will only take two minutes to complete!!! Please take a moment to help us gather important research on the state of family businesses, the largest employer in the country. Your information is confidential and your...