Private Business Transition: An Approach to Optimize Success
From: Kevin MichalzukMorgan Stanley Private Wealth ManagementIn my years working with successful owners of privately held companies, I have noticed that even those who are highly strategic in their approach to growing their businesses are far less intentional in their...
Policy Update: Taxation & Representation
Kamala Harris’ Rise to the Top of the Ticket Renews Attention to Her Tax Policy Proposals: On July 21, President Joe Biden announced his withdrawal from the 2024 presidential race and endorsed Vice President Kamala Harris as the Democratic nominee for president of the...
Saying It Out Loud, By Pat Soldano. July 2024.
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupWealth Tax Talks Heat Up as Supreme Court Weighs In, New House Tax Teams Formed, and Senate Tax Bills Aimed at Successful It’s been tried, abandoned, and tried again, but Congress still toys...
Family Office of Future Will ‘Look Very Different from Today,’ According to Expert Panel at Symposium
Family Office of Future Will ‘Look Very Different from Today,’ According to Expert Panel at 18th Annual Family Office Symposium Policy and Taxation Group’s Pat Soldano and Lido Consulting’s Greg Kushner Discuss Single, Multi-Family Office Trends as $80 Trillion...
New Membership Level Offered to Non-Family Businesses by Family Enterprise USA
Join Forces to Advocate for Family Businesses on Capitol Hill New Membership Offering Allows Non-Family Businesses to Attend Congressional Family Business Caucus Meetings Three Times a Year on Capitol Hill With growing interest in supporting America’s...
Pathstone Webcast Replay: Family Vision and Values: The Starting Point of Estate Planning
In this webcast, Family Vision and Values: The Starting Point of Estate Planning, senior Pathstone executives Jim Coutré and Scott Weaver will share their insights into why estate planning should begin with a clear articulation of family vision and values, how this...
Congressional Family Business Caucus Signs 49th House Member
The bi-partisan Congressional Family Business Caucus saw its 49th member sign on to its mission to listen and learn from America’s largest private employer, family businesses. With the Congressional Family Business Caucus approaching a milestone of 50 members,...
‘Next Gen’ Survey Highlights Lack of Communication as Concern in New Smith Family Business Initiative from Cornell
‘Next Gen’ Survey Highlights Lack of Family Communication as Key Concern in New Smith Family Business Initiative from Cornell University Survey Designed to ‘Give Voice to the Next Generation’ of Family Business Leaders Lack of family communication ranks as a...
Stay Informed: Join Our Legislative Quarterly Update Webcast!
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...
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[REGISTER TODAY] Protecting Wealth in Today’s Legislative Environment
Register Now for this July 16 Event: Starting at 2:30 PM Eastern Time "Protecting Wealth in Today’s Legislative Environment"Meet Our SpeakersPat SoldanoPresidentFamily Enterprise USA Russ SullivanShareholderBrownstein, Hyatt, Farber, SchreckJohn...
Evaluating Business Structures: The Pros And Cons
By Isaac Bradley, J.D., CPADirector of Financial PlanningHomrich BergFamily businesses often start small with simple business and tax structures. However, as businesses expand, they sometimes outgrow their initial structures. It is important for business owners to...
Family Office Workshop: What You Need To Know?
CSUF Family Business Center Workshop; “Family Office: What You Need To Know?” August 13, 2024 You will learn, “what is a family office”, the different models of family offices, and the services they provide. We will help you answer the question; do you...
New Podcasts Focus on Top Concerns Facing Family Office Clients
Family Office Exchange, Tamarind Learning Focus on Top Concerns Facing Family Office Clients in New Podcasts Pat Soldano, President, Policy and Taxation Group, Talks with Both Family Office-based Organizations About Capitol Hill Policies Affecting Family...
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[ONLY 36 HOURS LEFT] Estate Planning Essentials: Begin with Family Vision and Values
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...
Federal Court Partially Halts Noncompete Rule
On July 3, 2024, United States District Court Judge Ada Brown ruled against the Federal Trade Commission (FTC) and issued a preliminary injunction postponing the implementation of the agency’s controversial rule banning noncompete clauses. The decision, in Ryan vs....
WEBCAST ALERT: Integrating Family Vision into Your Estate Planning
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...
Family Offices Need ‘Wealth 3.0 Mindset’ to Succeed in Future, Says Ultra High Net Worth Institute Founder
Family Offices Need ‘Wealth 3.0 Mindset’ to Succeed in Future, Says Ultra High Net Worth Institute Founder Steve Prostano, in New Policy and Taxation Group Podcast With Host Pat Soldano, Conversation Delves into ‘Holistic Approach’ and the ‘10 Domains of Family...
Transform Your Estate Planning: Embrace Family Vision and Values
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...
Weekly Washington Update: Policy Highlights from the First 2024 Presidential Debate
2025 Outlook—Democrats Setting Battle Lines as 2024 Elections Loom: Though much of the attention on the expiration of key tax provisions of the Tax Cuts and Jobs Act (TCJA, Pub. L. 115-97) has been focused on the variety of options congressional Republicans could...
Plan Now for The Expiration of the Tax Cut and Jobs Act Says Brown & Streza Legal Expert Matt Brown
Plan Now for The Expiration of the Tax Cut and Jobs Act Says Brown & Streza Legal Expert Matt Brown in New Family Enterprise USA Podcast With Host Pat Soldano, Brown Explains Steps to Take in Advance of Expiring Tax Laws in New ‘Voice of Family Business on...
Don’t Miss Our Legislative Update Webcast – Register Today!
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...
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[LIVE EVENT] Secure Your Legacy: Start Estate Planning with Family Vision and Values
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...
Handing Over the Keys—The Challenges of Reaching Gen Z
By By Linda MackFounder and PresidentMack InternationalIn a recent FEUSA podcast Pat Soldano was joined by Dr. Frank Luntz, communications expert and researcher, on “How to ‘Decode Language’ to reach Gen Z (18-29)” Why is this considered a critical issue? Because in...
Immediate Implications of Recent Supreme Court Ruling on Moore v. United States
Recently, the Supreme Court ruled seven to two in favor of the constitutionality of the Mandatory Repatriation Tax (MRT) as a valid exercise of Congress's power to tax shareholders on the undistributed income of corporations in Moore v. United States. Potential...
U.S. Family Businesses Grow Despite Challenges of Inflation, Labor, and Taxes Says Latest Family Business Survey
U.S. Family Businesses Grow Despite Challenges of Inflation, Labor, and Taxes Says Family Enterprise USA’s Latest Family Business Survey Survey Highlights Generationally-owned Family Businesses Strengths, with Two-Thirds Expecting Strong Growth in 2024 ...
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[WEBCAST] Unlock Effective Estate Planning: Focus on Family Vision and Values
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...
Weekly Washington Update: Senate Advances Nuclear Permitting Bill, Hearing on COVID-19 Origins, 2025 Outlook.
Senate Advances Nuclear Permitting Bill: The Senate returned this week and the House will be back in session on June 25. The upper chamber advanced a bill (S. 870) by an 88-2 vote that would require the Nuclear Regulatory Commission (NRC) to streamline permitting for...
Saying It Out Loud, By Pat Soldano. June 2024.
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupCommunication is the X Factor When It Comes to Bringing Up ‘Next Gen’ Leadership When it comes to the developing the next round of leaders for America’s family businesses simple...
‘Congressional Family Business Update’ Story Featured in Trusts & Estates Magazine
‘Congressional Family Business Update’ Story Featured in New Issue of Trusts & Estates Magazine Family Enterprise USA’s Pat Soldano Details How ‘Voices Are Breaking Through the Noise’ “Making the voice of family business heard” is the loud statement in...
Focus on the future with these four strategies
Enduring family enterprises focus on four key strategies for long-term success. Learn how these strategies are key to planning for the future: Generational transition strategy: Avoid disruption and create a sustainable generational transition. Shareholder...