Transform Your Family’s Financial Future with Modern Trust Designs
We are excited to invite you to an exclusive webcast that could transform the way you protect your family's assets and financial future. Mark your calendar for: Event: Powerful Trust Designs and Structures for Family Enterprises: The Need for Flexibility Date: October...
Census Report Fuels Child Tax Credit Debate and More Updates
Legislative Lowdown Census Poverty Report Renews Democratic Push for Child Tax Credit Expansion. The fight for a year-end tax deal may have just gotten a boost. On Sept. 12, the U.S. Census Bureau released three new reports including the Official Poverty...
Saying It Out Loud, By Pat Soldano. September 2023.
Trust is Everything When Saving America By Pat Soldano Family businesses may have to save America. Let me explain. Not so long ago, a more innocent time, we trusted the future would be brighter than the past. The world was not without trouble, but the...
Discover the Secrets to Safeguarding Your Family’s Financial Future – Join Our Webcast!
We are excited to invite you to an exclusive webcast that could transform the way you protect your family's assets and financial future. Mark your calendar for: Event: Powerful Trust Designs and Structures for Family Enterprises: The Need for Flexibility Date: October...
Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus!
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The Congressional Family Business Caucus is a bipartisan group of lawmakers who are committed to supporting family businesses, and we need your help to get...
Comprehensive Updates: Government, Health Care, and Immigration
Government Funding Bills Stall in House and Senate: The odds of a government shutdown gradually increased over the course of this week. In the Senate, consideration of the first appropriations minibus was delayed after Sen. Ron Johnson (R-WI) objected to a procedural...
How Can Philanthropy Build the Next Generation’s Financial Skills?
For family business owners, preparing the next generation to someday join your business is an important goal. Teaching children the financial skills required is a key first step. Our partners at Fiduciary Trust International understand the benefits of educating...
Nasser Watar Joins Family Enterprise USA Board of Directors
Nasser Watar, Chairman & CEO of Trophy Automotive Dealer Group Elected to Board of Directors, Family Enterprise USA Philanthropist working with Bill and Melinda Gates Foundation and Co-Founder Nasser & Rula Watar Foundation, Watar Brings Expertise to Help...
Cybersecurity is No Longer Optional, It’s a Necessity
By Bonnie Ohlinger JD, CPRIA, USI-National Content Manager No one is immune from cybercrime. Large corporations, government facilities, family businesses and individuals are all prey for hackers. In 2022, Americans lost $10.3 billion to a wide variety of...
Congressional Deadline Looms: What to Expect for Fiscal Year 2024
28th Time’s the Charm? For 27 years in a row Congress has failed to pass its 12 spending bills by the Sept. 30 deadline. Will this year bring more of the same? Or will the streak finally be broken? Short-Term CR to Avert a Government Shutdown Likely in...
Register Now for Webcast Starting at 12P PT: Philanthropic Strategies for Successful Families
Are you interested in learning how to make your charitable giving more effective? If so, we encourage you to register for the upcoming webcast "Philanthropic Strategies for Successful Families".In this webcast, Casey Hale and John Peiffer, partners at Brown &...
24 Hours Left: Don’t Miss This Opportunity to Learn How to Make Your Giving More Effective
Are you interested in learning how to make your charitable giving more effective? If so, we encourage you to register for the upcoming webcast "Philanthropic Strategies for Successful Families".In this webcast, Casey Hale and John Peiffer, partners at Brown &...
Unlocking Success: Join us for a Family Business Roundtable with Frank Luntz
We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask… As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a supporter. The need for fact-based reporting of issues important to family...
Your Voice Matters: Contact Your Representatives in Congress Today!
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The Congressional Family Business Caucus is a bipartisan group of lawmakers who are committed to supporting family businesses, and we need your help to get...
Trucking Industry and Family Businesses Unite to Fight Tax Hikes
American Trucking Associations and Family Enterprise USA Form New Strategic Partnership to Advocate Jointly on Capitol Hill The Voice of America’s Truckers Team Family Enterprise USA to Fight Negative Tax Proposals Aimed at Hurting Truckers, Family Businesses The...
Navigating Tax Challenges for Family Businesses: Insights with Pat Soldano
"Protecting the Wealth of Family Businesses in a Volatile Tax Environment" A presentation by Pat Soldano; President; PATG; President FEUSA The proposed Congressional tax and economic policies would hurt successful individuals, family offices and family...
Free Webcast: How to Make Your Charitable Giving More Effective
Are you interested in learning how to make your charitable giving more effective? If so, we encourage you to register for the upcoming webcast "Philanthropic Strategies for Successful Families".In this webcast, Casey Hale and John Peiffer, partners at Brown &...
Congressional Family Business Caucus to Join Discussion on Capitol Hill Focused on Supporting Family Businesses
Caucus Members Participating in Roundtable Discussion Moderated by Dr. Frank Luntz, Family Business Executives Speaking on Key Issues Facing Family Business The bipartisan Congressional Family Business Caucus will for the third time this year meet with family...
Brownstein’s Tax Team Discusses the Future of Taxes
Brownstein’s Tax team discusses how to read the topography of the tax landscape as we come out of Congress’s summer recess and approach the final months of 2023. Bipartisan support for renewing or extending various tax provisions has shown promise for new...
Navigating Today’s Job Market: Smart Recruiting and Retention Strategies for Family Businesses
In an increasingly competitive market for sophisticated and experienced professional and investment talent, family offices are seeking and applying new approaches to attract and retain top level executives. The Family Business Enterprise of the future will be very...
Learn from Experts How to Make Your Giving More Effective
Are you interested in learning how to make your charitable giving more effective? If so, we encourage you to register for the upcoming webcast "Philanthropic Strategies for Successful Families". In this webcast, Casey Hale and John Peiffer, partners at Brown...
Meet Frank Luntz at the Family Business Roundtable
We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask… As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a supporter. The need for fact-based reporting of issues important to family...
Urgent Alert: Family Businesses Misunderstood by Congress – Insights from Luntz & Mulvaney
Frank Luntz, Mick Mulvaney Tackle Lack of Congress’ Education on Power of America’s Family Businesses in New Family Enterprise USA Video/Audio Podcast Expert Pollster Luntz, Former Interim White House Chief of Staff Mulvaney, and Host Pat Soldano Discuss What Takes to...
RSVP for Family Business Roundtable with Special Guest Frank Luntz
We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask… As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a supporter. The need for fact-based reporting of issues important to family...
3 Tools to Help You Make a Bigger Impact
Are you interested in learning how to make your charitable giving more effective? If so, we encourage you to register for the upcoming webcast "Philanthropic Strategies for Successful Families". In this webcast, Casey Hale and John Peiffer, partners at Brown...
Insights on NextGen Leadership Challenges: Stephanie Larscheid in New Family Enterprise USA Video!
Stephanie Larscheid, Executive Director, Prairie Family Business Association, Discusses Next Generation Leadership Challenges in New Family Enterprise USA Video Ongoing Series, ‘Family Business Stories,’ Prairie Family Business Association Featured in Video...
Stand Up for Change: Urge Your Representatives to Halt Harmful Policies and Excessive Regulation!
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The Congressional Family Business Caucus is a bipartisan group of lawmakers who are committed to supporting family businesses, and we need your help to get them...
Family Business Interests as a Trust Asset and the South Dakota Directed Trust
Trusts have grown enormously in popularity since the mid-1990s as a result of the development of modern trust laws, the dramatic increase in wealth and evolving family needs and goals. Modern trust laws promote many key desires of a client’s estate planning, such as...
Learn How To Make Your Charitable Giving More Effective
Are you interested in learning how to make your charitable giving more effective? If so, we encourage you to register for the upcoming webcast "Philanthropic Strategies for Successful Families". In this webcast, Casey Hale and John Peiffer, partners at Brown...
Decoding Philanthropic Designs: DAFs, Foundations, Support Orgs
By John C. Peiffer II, Brown & Streza LLP Designing Your Family’s Philanthropy: DAFs, Private Foundations, and Supporting Organizations A “school of virtue” – that’s how entrepreneur and philanthropist Frank Hanna describes the role that philanthropy can...