Legislative Lowdown. Democrats Prepare Another for Expanded CTC.
Democrats Prepare Another for Expanded CTC. With the year-long effort to legislate a comprehensive energy, healthcare and tax bill finally completed, many Democratic lawmakers and members of the administration have fully transitioned to campaigning for the upcoming...
Washington Policy Update
General Updates Government Funding: With Congress unable to reach a consensus on appropriations bills for fiscal year 2023, lawmakers must reach a deal on a continuing resolution (CR) this month to avoid a government shutdown on Oct. 1. The House of Representatives is...
Considerations on Establishing Family Governance
By Director, Anna Johnson and Managing Director, Rachele Bouchand, Pathstone, the modern family office.A founder of a family business is often not only the driving force behind that business, but also the steward for the family’s trusts, philanthropy, property and,...
Have You Heard the ‘Voice of Family Business on Capitol Hill’ Podcast Series?
Thank you to the Orange County Business Journal for publishing this article.Host Pat Soldano, President, Family Enterprise USA/Policy Taxation Group, Focuses Attention on Key Issues Facing Families, Their Businesses, and Legislation Dr. Frank Luntz Talks About...
‘Voice of Family Business on Capitol Hill’ Podcast Series Launched by FEUSA
Thank you to the Orange County Business Journal for publishing this article.Host Pat Soldano, President, Family Enterprise USA/Policy Taxation Group, Focuses Attention on Key Issues Facing Families, Their Businesses, and Legislation Dr. Frank Luntz Talks About...
Legislative Lowdown. Taxation & Representation.
Recess Recap: What happened over the last month in the world of tax? Congress Considers Options to Delay Impending Shutdown. With Congress unable to reach a consensus on appropriations bills for fiscal year 2023, lawmakers must reach a deal on a continuing resolution...
CSUF Offers Family Business Workshops through its Center for Family Business
California State University Fullerton Offers Family Business Workshops through its Center for Family Business Family Business Fall Series Starts October 18 with Workshop on ‘Developing Non-Family Leaders’; CSUF Center for Family Business Workshops Run Through April...
Don’t tax America’s family businesses to death
By Pat Soldano, published in the Seattle Times.It is unlikely you will see the worry on their faces. Yet, they know something is coming for them. It came for people like Casey Roscoe, a former marketing executive for family-owned Seneca, a lumber company in Oregon,...
Envisioning Life After Your Family Business Succession
By Mary Ellen Krueger and Nathan Kublank, Aspiriant directors in wealth management and partnersFor a successful family business transition, you must first visualize what your life will look like after you hand off the company. Imagine, it’s the first Monday of your...
FEUSA to Launch ‘Voice of Family Business on Capitol Hill’ Podcast Series September 15
Thank you to the Orange County Business Journal for publishing this article.Series Host, Pat Soldano, Focuses Attention on Key Issues Facing Families, Their Businesses, and Legislation First Episode Features Dr. Frank Luntz on ‘Why Language Matters’; First Episodes...
Become A Supporter & Meet Us in DC For Congressional Visits
Thank you to the Orange County Business Journal for publishing this article.Policy and Taxation Group Exclusive Supporters Only Meetings September 21, Washington, DC Events are By Invitation Only for those who have financially supported the work we do. This will be a...
The Podcast Series, ‘The Voice of Family Business on Capitol Hill’ Launches Next Week
Thank you to the Orange County Business Journal for publishing this article.Launches next week! Family Enterprise USA Podcast Series, ‘The Voice of Family Business on Capitol Hill’ Premieres First Episode Featuring Dr. Frank Luntz on Political Messaging and Why...
The Top Risks Family Businesses Face
Thank you to the Orange County Business Journal for publishing this article. Top Risks Family Businesses Face Focus on Economy, Talent, and High Taxes, Study Shows Recent Family Enterprise USA Report Reveals Multi-Generational Family Businesses Ranks High Income Taxes...
Meet Us in DC For Congressional Visits. Become A Supporter Now.
Thank you to the Orange County Business Journal for publishing this article.Policy and Taxation Group Exclusive Supporters Only Meetings September 21, Washington, DC Events are By Invitation Only for those who have financially supported the work we do. This will be a...
New Podcast Series, ‘The Voice of Family Business on Capitol Hill’ Debuts Sept. 15, Featuring Dr. Frank Luntz
Thank you to the Orange County Business Journal for publishing this article.Family Enterprise USA Debuts Podcast Series, ‘The Voice of Family Business on Capitol Hill’ Premiere Episode, Sept. 15, Features Dr. Frank Luntz on Political Messaging and Why Language Matters...
Become A Supporter & Meet Us in DC For Congressional Visits
Thank you to the Orange County Business Journal for publishing this article.Policy and Taxation Group Exclusive Supporters Only Meetings September 21, Washington, DC Events are By Invitation Only for those who have financially supported the work we do. This will be a...
Dave Henderson Joins FEUSA Board; Skip Fox Named Treasurer of FEUSA & PATG
Thank you to the Orange County Business Journal for publishing this article.Healthcare Executive Dave Henderson Joins Family Enterprise USA Board; Former McGuire Woods Tax Expert, Skip Fox, Named Treasurer, Assistant Secretary of Family Enterprise USA, Policy and...
WEBINAR REPLAY: How Butterball Farms Harnessed the Power of Collaboration to Stabilize a Workforce
Thank you to the Orange County Business Journal for publishing this article.A webinar hosted by Pat Soldano, with keynote speaker Mark Peters, CEO, Butterball Farms. Butterball CEO Mark Peters’ New Book ‘The Source’ Details How This Revolutionary Concept Can Change...
Saying It Out Loud, By Pat Soldano. August 2022.
The Importance of Actions Not Taken Sometimes the results of advocacy are invisible. But make no mistake: Advocacy works! It looks like the Senate may have cut a deal with Senator Manchin that is going to raise taxes, but thankfully not on family businesses. Rest...
WEBINAR REPLAY – Business Valuation: From Estate Planning to Exit Planning
Thank you to the Orange County Business Journal for publishing this article.The Five Critical Steps in Understanding a Business Valuation:From Estate Planning to Exit Planning A webinar hosted by Pat Soldano, with keynote speaker Mark E. Lingerfield, MPI. Business...
Above the Line Planning
Thank you to The Madison Group for this email.Twenty years ago at The Madison Group we wrote a book that said, “Status quo planning perpetuates the belief system – that numbers and documents are all there is, all there can be. How can these tools alone be the...
Register Now: ‘More Than Just Money’ Family Business Legacy & Wealth Conference
Thank you to the Orange County Business Journal for publishing this article.‘More Than Just Money’ -- Family Business Legacy & Wealth Conference Runs Sept. 21-23 at JW Marriott, Chicago Generational wealth is about more than just money — and, given the current...
![[Last chance] Register For Our August 18th Webinar](https://policyandtaxationgroup.com/wp-content/uploads/2022/08/Instagram-zoom8-400x250.jpg)
[Last chance] Register For Our August 18th Webinar
Thank you to the Orange County Business Journal for publishing this article.How Butterball Farms Used ‘The Source’ to Harness the Power of Collaboration to Stabilize a Workforce A webinar hosted by Pat Soldano, with keynote speaker Mark Peters, CEO, Butterball Farms....
House Passes Inflation Reduction Act
The House of Representatives passed the $740 billion Inflation Reduction Act (H.R. 5376) in a party-line 220 to 207 vote (four Republicans did not vote). There were no changes made to the bill in the House ahead of passage. Republicans submitted 179 amendments to the...
How Butterball Farms Harnessed the Power of Collaboration to Stabilize a Workforce
Thank you to the Orange County Business Journal for publishing this article.How Butterball Farms Used ‘The Source’ to Harness the Power of Collaboration to Stabilize a Workforce A webinar hosted by Pat Soldano, with keynote speaker Mark Peters, CEO, Butterball Farms....
Join Us in DC for September Meetings & Hill Visits
Thank you to the Orange County Business Journal for publishing this article.Policy and Taxation Group Exclusive Supporters Only Meetings September 21, Washington, DC Events are By Invitation Only for those who have financially supported the work we do. This will be a...
Reconciliation Update. Taxation & Representation.
The Senate voted to pass the $750 billion Inflation Reduction Act (IRA) on Aug. 7, concluding a marathon session that began the night before. Passage of the bill in the Senate all but ensures a conclusion to Democrats’ year-long efforts to pass a comprehensive health...
‘More Than Just Money’ Family Business Legacy & Wealth Conference
Thank you to the Orange County Business Journal for publishing this article.‘More Than Just Money’ -- Family Business Legacy & Wealth Conference Runs Sept. 21-23 at JW Marriott, Chicago Generational wealth is about more than just money — and, given the current...
Peters Speaks with Soldano About Keeping a Multi-Generational Family Business Growing
Thank you to the Orange County Business Journal for publishing this article.Mark Peters, CEO Butterball Farms, Speaks with Pat Soldano About Keeping a Multi-Generational Family Business Growing, Fighting Taxes, and Harnessing the Power of Collaboration to Stabilize a...
YOU’RE INVITED To Join Us For An Exciting Webinar
Thank you to the Orange County Business Journal for publishing this article.How Butterball Farms Used ‘The Source’ to Harness the Power of Collaboration to Stabilize a Workforce A webinar hosted by Pat Soldano, with keynote speaker Mark Peters, CEO, Butterball Farms....
