Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Washington Update: High-Impact Tax Changes Ahead – Insights Every Family Office Should Review
Kies Flags Upcoming Guidance and the 2026 Filing Season: On Nov. 20, Treasury Assistant Secretary for Tax Policy and Acting IRS Chief Counsel Ken Kies spoke at a conference where he highlighted upcoming guidance related to One Big Beautiful Bill Act (OBBBA)...
Final Reminder: Register Today – The Advocacy Webcast Begins Tuesday
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...
Quick Question: Can You Share Your Insight to Support Family-owned Businesses?
As a valued supporter of Policy and Taxation Group, your insights are essential. Each year, we conduct our Supporter Questionnaire to better understand the priorities, challenges, and successes of America’s family offices and successful families. Your perspective...
Pathstone Family Office Execs Detail How to ‘Parent Amidst Wealth’ In New Webcast
Pathstone Family Office Execs Detail How to ‘Parent Amidst Wealth’ In New Family Enterprise USA Webcast Navigating Complexity of Family Business Owners Talking to Their Children about ‘Money, Values, and Entitlement,’ with FEUSA President Pat Soldano The...
Your Giving Keeps America’s Family-owned Businesses Strong and Growing
Giving Tuesday, Dec. 2, Makes Your Voice Heard in Congress The importance of family-owned businesses in America cannot be understated. A strong voice is the only way our lawmakers will listen. Family businesses employ over 81 million people and...
Your Voice Matters More Than Ever
As a valued supporter of Policy and Taxation Group, your insights are essential. Each year, we conduct our Supporter Questionnaire to better understand the priorities, challenges, and successes of America’s family offices and successful families. Your perspective...
Become an Advocate Who Gets Results – Here’s How
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...
Rep. Correa, Rep. Tran Staff Hear Issues Facing Women Business Owners in Southern California
California House Member Rep. Correa, Rep. Tran Staff Hear Issues Facing Women Business Owners in Southern California Rep. Correa and House staff members hear challenges women-owned businesses face in a time of economic uncertainty During the latest Women’s...
Preserving Legacy Beyond the Operating Business: Evolving from Operator to Investor
By Annie ClareSenior Investor Relations AnalystBuchanan Street PartnersFor many families, the operating business is more than an enterprise, it’s a reflection of shared values, hard work, and vision. It has created opportunity, shaped identity, and united generations...
![[WEBCAST] Learn to Advocate. Step by Step. We will walk you through it.](https://policyandtaxationgroup.com/wp-content/uploads/2025/11/Instagram-advocate-webcast-3-400x250.jpg "Content")
[WEBCAST] Learn to Advocate. Step by Step. We will walk you through it.
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...
Saying It Out Loud November 2025, By Pat Soldano
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupFamily Businesses Navigate Year with Major Legislative Wins, But Advocating Still Critical to Keeping Them This year will go down as one of the best for tax legislation that helps America’s...
Quarterly Legislative and Political Update Webcast, November 2025
Pat Soldano (President, Family Enterprise USA) opened the call by welcoming participants. Pat thanked those who are supporters of Family Enterprise USA (FEUSA) and Policy and Taxation Group (PATG) and encouraged other participants to join and support the...
From Vision to Venture: An Entrepreneur’s Guide to Launching a Lasting Business
Whether you’re launching your first venture or refining a bold idea, understanding the foundation of your business is essential. Our latest article, “From Vision to Venture: An Entrepreneur’s Guide to Launching a Lasting Business,” provides a comprehensive...
Regional Banking Powerhouse, Bank OZK, Details Growth in Uncertain Landscape in New Podcast
Regional Banking Powerhouse, Bank 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 new podcast...
CR Signed, Sealed and Delivered: Government Reopens
On the evening of Nov. 12, 2025, President Trump signed H.R. 5371 – Continuing Appropriations, Agriculture, Legislative Branch, Military Construction and Veterans Affairs, and Extensions Act, 2026, ending the record-breaking 43-day government shutdown. Hours before,...
Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood webcast with Pathstone
For many families behind highly successful family-owned businesses, early parenting is centered around protection - keeping kids grounded, shielding them from entitlement, and making sure they grow up with a strong sense of values. But as kids transition into...
Your Perspective Is Critical
As a valued supporter of Policy and Taxation Group, your insights are essential. Each year, we conduct our Supporter Survey to better understand the priorities, challenges, and successes of America’s family offices and successful families. Your perspective helps...
![[PODCAST] Government Reopens… Now What? Hear the Breakdown Today](https://policyandtaxationgroup.com/wp-content/uploads/2025/11/Instagram-brownstein-podcast-111425-400x250.jpg "Content")
[PODCAST] Government Reopens… Now What? Hear the Breakdown Today
Appropriate Timing: End of Shutdown Leads to Government Funding Questions It’s been a big week on Capitol Hill for congressional appropriators. To reopen the government, the Senate has passed a legislative package that includes multiple appropriations...
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...