Saying It Out Loud, By Pat Soldano. February 2023.
Ax Falls on Exemptions in 2026; Planning Right Now Will Save Your Family Business Millions By Pat Soldano This is as good as it gets. Today, family businesses have never had it better when it comes to the estate tax lifetime exemption. But it all changes...
UHNW Institute Taps Soldano and Marino for Advisory Board, Faculty Posts
UHNW Institute Taps Policy and Taxation Executives Pat Soldano and John Marino for Advisory Board, Faculty Posts UHNW Institute, the nonprofit think tank and learning exchange for ultra-high wealth families and family offices that serve them, has brought into its...
Urgent Message From Pat Soldano. Survey Closing in 24 Hours. Please Help Now.
Thank you for helping us find the most critical issues facing family businesses right now, and in the coming year. Your important feedback will help us make our family business-friendly policy efforts with Congress even better in 2023. The survey takes five minutes...
Impact of Supply Chain Disruptions in 2023
Supply chain disruptions are expected to continue in 2023. Geopolitical conflicts, inflation, extreme weather events, and the recessionary environment are expected to impact access to goods, flow of goods to and from destinations, port holdups, container and freight...
Survey Closing in 4 Days. Join The Battle Against Increasing Tax Hikes.
Thank you for helping us find the most critical issues facing family businesses right now, and in the coming year. Your important feedback will help us make our family business-friendly policy efforts with Congress even better in 2023. The survey takes five minutes...
![[VIDEO] ‘You’re Number One’ Service Mantra Takes Ellen Equipment Corp. to $56 million in 8 Years](https://policyandtaxationgroup.com/wp-content/uploads/2023/01/Instagram-ellen-corp-400x250.png)
[VIDEO] ‘You’re Number One’ Service Mantra Takes Ellen Equipment Corp. to $56 million in 8 Years
‘You’re Number One’ Service Mantra Takes David Ellen’s Equipment Corp. From Zero to $56 million in 8 Years, New Video Reveals In New Video, Family Enterprise USA’s Pat Soldano Interviews South African-native David Ellen on his American Family Business Journey...
Ways and Means Potential Legislative Agenda
Ways and Means Chair Jason Smith’s Potential Legislative Agenda Following two rounds of votes, the House Republican Steering Committee elected Rep. Jason Smith (R-MO) to serve as the chair of the House Ways and Means Committee for the 118th Congress. Smith has...
U.S. Debt Limit: Current Landscape and Key Takeaways
On Jan. 19, 2023, the United States government reached its $31.4 trillion borrowing limit, which was signed into law (P.L. 117-73) by President Joe Biden on Dec. 16, 2021. Last week, Treasury Secretary Janet Yellen wrote to congressional leadership notifying...
We Need Your Help & Input As We Work With Congress To Fight For Multi-Generational Small Businesses
Thank you for helping us find the most critical issues facing family businesses right now, and in the coming year. Your important feedback will help us make our family business-friendly policy efforts with Congress even better in 2023. The survey takes five minutes...
New Congressional Family Business Caucus Helps Focus Attention on Survey
New Congressional Family Business Caucus Helps Focus Attention on Annual Family Business National Survey Family Enterprise USA’s Annual Survey Gets Added Boost from Formation of Bi-Partisan Congressional Caucus Focused on Family Business Each year, Family...
Help Us In The Battle To Save Small Business Owners From Unfair Tax Hikes – Take A Short Survey
Thank you for helping us find the most critical issues facing family businesses right now, and in the coming year. Your important feedback will help us make our family business-friendly policy efforts with Congress even better in 2023. The survey takes five minutes...
ATA Supports Formation of New Congressional Family Business Caucus
American Trucking Associations Supports Formation of New Congressional Family Business Caucus With Majority of Trucking Firms Family-owned Businesses, ATA Sees Caucus Focused on Concerns of America’s Truckers Vital to Keeping Industry Strong America’s...
Take A Short Survey To Help Save Local Businesses From Historic Tax Increases
Thank you for helping us find the most critical issues facing family businesses right now, and in the coming year. Your important feedback will help us make our family business-friendly policy efforts with Congress even better in 2023. The survey takes five minutes...
Jason Smith to Chair House Ways and Means Committee
Earlier today, the Republican House Steering Committee selected Rep. Jason Smith (R-MO) to serve as the chair of the House Ways and Means Committee for the 118th Congress. Jason Smith ultimately defeated fellow Republican Reps. Vern Buchanan (R-FL) and Adrian Smith...
![[VIDEO] Transitioning For the Future, Cutting Red Tape Is Key to Success for GoodFellow Bros.](https://policyandtaxationgroup.com/wp-content/uploads/2023/01/Instagram-goodfellow-video-400x250.png)
[VIDEO] Transitioning For the Future, Cutting Red Tape Is Key to Success for GoodFellow Bros.
Transitioning For the Future, Cutting Red Tape Is Key to Success for General Contractors GoodFellow Bros. in New Video by Family Enterprise USA’s Pat Soldano Training workers and cutting red tape are two key issues of focus for Chad Goodfellow, CEO, Goodfellow...
![[VIDEO] Family Trust Agreements, Community Giving Spotlighted in New Video with Thompson Realty](https://policyandtaxationgroup.com/wp-content/uploads/2023/01/Instagram-thompson-400x250.png)
[VIDEO] Family Trust Agreements, Community Giving Spotlighted in New Video with Thompson Realty
Family Trust Agreements, Community Giving Spotlighted in New Family Enterprise USA Video with Commercial Realty Firm Thompson Realty, Lincoln, Neb. The struggles and successes of starting and transitioning a multi-generational family business, and giving back...
State of Family Business Annual National Survey Launched
Large-Scale Annual Survey Takes Pulse of Family Business Growth, Health in Challenging Year Post Covid, but Inflation and New Congress Mark 2023 America’s family businesses are being asked to tell the country how they feel about their businesses right now, in a...
Lawmakers Look to 2023 for Tax Priorities Following Omnibus Passage
On Dec. 29, President Joe Biden signed the nearly $1.7 trillion Consolidated Appropriations Act of 2022 into law, funding the federal government through fiscal year 2023. This action came just one day before the second short-term continuing resolution was set to...
![[VIDEO] Not Waiting for the Government, IRC’s CEO Creates Company Training Center](https://policyandtaxationgroup.com/wp-content/uploads/2023/01/Instagram-irc-video-400x250.png)
[VIDEO] Not Waiting for the Government, IRC’s CEO Creates Company Training Center
Not Waiting for the Government, Industrial Roofing Company’s CEO Mike Davis Creates Company Training Center for Skilled Workers, new Family Enterprise USA Video Details Difficulty in finding skilled workers forced Industrial Roofing Company’s CEO Mike Davis to...
Training the Next Generation is Key to Success for California’s Lippow Development
Training the Next Generation is Key to Success for California’s Lippow Development in New Family Enterprise USA Video; ‘Understanding the history is Key,’ Says CEO Lippow Development’s CEO Larry Lippow prepares the fourth next generation to take over the family...
Omnibus Funding Bill Scraps Most Tax Provisions; Includes Retirement Savings Bill
Lawmakers released the text for the $1.7 trillion fiscal year 2023 omnibus appropriations bill. The package contains 12 separate appropriations bills providing a total of $772.5 billion in nondefense spending—a $42.5 billion increase in topline funding. House and...
A Year of Tax and Policy Wins Helps Family Businesses Remain Strongest Source of Private Employment
Legislative Wins, with Support of Policy and Taxation Group, and New Congressional Family Business Caucus Help Put Positive Spotlight on Importance of Family Businesses in US Economy The year 2022 will go down as one of the strongest years of legislative...
Government Gridlock or Season of Compromise? Washington Experts Warren & Soldano Discuss Congress’ Agenda & Priorities
Government Gridlock or Season of Compromise? Washington Experts Mark Warren, Pat Soldano Discuss Congress’ Agenda, Priorities in New ‘Voice of Family Business on Capitol Hill’ Podcast Mark Warren, Veteran Capitol Hill tax policy expert, and Podcast Host Pat Soldano...
Saying It Out Loud, By Pat Soldano. December 2022.
A Beautiful Engine Called Profit Margaritas on the beach are not Kent Thompson’s idea of a good time. In fact, he doesn’t like beach vacations. On holidays, he prefers Third World countries. There, he brings his family to dig wells and build schools. ...
Pass-Through Entities Explained
80% of family businesses and generationally owned businesses, are organized as a Pass-Through Entity such as Limited liability company (LLC), Limited Partnership (LP), or S-corporation. Pass-through entities are businesses that aren't subject to the corporate income...
Happy Holidays From Policy and Taxation Group
Policy and Taxation Group is the leading information, education and advocacy organization working for the reduction and ultimate elimination of estate, gift, and generation skipping transfer taxes, and other taxes that punish hard work and success. Our Mission is to...
Looking Ahead: State Policy Trends for 2023
In 2023, all 50 state legislatures will convene, including biennial legislatures. Nationwide, state legislatures will spend months grappling with policies that will impact their state and constituents. And although each state legislature’s political makeup differs,...
Trends in the Overall Family Business Enterprise Market
by Linda C. Mack, Mack International An intensely competitive market and increased access to information are requiring Family Business Enterprises to keep pace in the recruiting, compensation, and retention arenas. As the New Year approaches, the office of the future...
It’s All Relative; Family Matters in Business Succession
By: Wealth Strategist – Family Office, Abbey Flaum, J.D., LL.M. Parenting and running a business are, in many ways, parallel experiences. From the time a baby is conceived, we plan to ensure the child enters this world under optimal circumstances. We consult...
2023 Will Be a Year of Uncertainty for Family Businesses
Complicating factors include inflation, interest rates and midterm election fallout. By Pat Soldano Over the past two years, the virus on everyone’s mind was COVID. Today, the virus is inflation. As the cost of goods and wages rise, the country’s biggest...