The Cost of Timing the Market: Insights for Smarter Investment Strategies – Fenimore Webcast Replay
The Cost of Timing the Market: Insights for Smarter Investment Strategies webcast reply with Christian Snyder and William Preston, Fenimore Asset Management. Learn more at fenimoreasset.com. Discover the critical factors influencing investment success in this...
Stay Informed: Join Our Legislative Quarterly Update Webcast for Supporters!
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...
New Coalition Forms to Amplify Voices of Women Business Owners – Learn More
First Quarter Sees Multiple Regional, Virtual Events Set for Family Enterprise USA, Policy and Taxation Group in 2025 Event Attendees Hear from Tax Policy Experts on Challenges Facing Family Businesses, Family Offices, and Successful Individuals; New Research...
Taxation & Representation: Navigating the Final Biden Treasury/IRS Guidance
Navigating the Final Biden Treasury/IRS Guidance Over the last week, the Treasury Department and Internal Revenue Service released numerous regulations and other guidance spanning multiple aspects of the tax universe. Click here to view the table listing the released...
New Coalition Forms to Amplify Voices of Women Business Owners – Learn More
Family Enterprise USA Forms Women’s Business Owners Group with Mission to Address Challenges Women-owned Businesses Face New Group will engage with Congressional Family Business Caucus on specific issues, policies affecting Women-owned businesses Family...
Take Action for the Future of Family Businesses: Take Our Survey
At Family Enterprise USA, we’re dedicated to advocating for generationally owned family businesses across America. Your perspective is crucial to this mission. Why Your Input Matters:Your insights help us represent family businesses effectively on Capitol Hill....
24 Hours to Go: Post Election Market Insights That Could Transform Your Investment Strategy
Register Now for this January 15 Webcast: Starting at 12:00 PM Pacific Time "The Cost of Timing the Market: Insights for Smarter Investment Strategies"Discover the critical factors influencing investment success in this insightful webcast. We will delve...
Taxation & Representation: 2025’s Tax-Writers
On Dec. 20, incoming Senate Majority Leader John Thune (R-SD) announced the Senate Republican Conference’s committee assignments, with incoming Senate Minority Leader Chuck Schumer (D-NY) following suit on Jan. 2 with the Senate Democratic Caucus’ committee...
Your Perspective Matters: Complete Our Family Business Survey
At Family Enterprise USA, we’re dedicated to advocating for generationally owned family businesses across America. Your perspective is crucial to this mission. Why Your Input Matters:Your insights help us represent family businesses effectively on Capitol Hill....
Buchanan Street Partners is New Family Enterprise USA Sponsor
Newport Beach Real Estate Investment Firm Helps to Support Health of Family Businesses Buchanan Street Partners, a real estate investment management firm, is a new sponsor of Family Enterprise USA, and a supporter of generationally-owned family businesses. ...
Register Now for Post Election Investing Insights!
Register Now for this January 15 Webcast: Starting at 12:00 PM Pacific Time "The Cost of Timing the Market: Insights for Smarter Investment Strategies"Discover the critical factors influencing investment success in this insightful webcast. We will delve...
Pulse Survey Shows Top 3 Tax Policies Family Businesses are Concerned about Going in 2025
New Family Enterprise USA Pulse Survey Shows Top 3 Tax Policies Family Businesses are Concerned about Going in 2025 No Increases in Income and Estate Tax Rates Top List, but Wealth Tax Worries Loom A new post-election, year-end spot survey of family...
Important Update: Corporate Transparency Act Enforcement Again Suspended
Key Information: On Thursday, December 26, the Fifth Circuit Court of Appeals restored a nationwide injunction suspending enforcement of the Corporate Transparency Act (CTA). The December 26 order reversed the Fifth Circuit’s earlier December 23 stay of the nationwide...
Saying It Out Loud, By Pat Soldano. December 2024.
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupA Year of Accomplishments Means More Hard Work Ahead in 2025 This time each year it’s always good to look back at what’s been accomplished over the last 12 months, and what work lies ahead in...
Hear Insights from Women Leading Family Businesses | Listen Now
Part Two of Podcast Series on Women Business Leaders Navigating the Challenges of Running a Family Business Released by Family Enterprise USA Episode Features Women Executives from Aggregate Resources and Blazer Industries Now Available on Spotify ...
Update: Corporate Transparency Act Reinstated; Filing Deadline Extended
Corporate Transparency Act Reinstated; Filing Deadline Extended Brownstein Client UPDATE, Dec. 24, 2024 The Firth Circuit Court of Appeals on Dec. 23, 2024, lifted the nationwide injunction that had prohibited the Treasury Department from enforcing the Corporate...
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...