Elections Edge: A 2024 Elections Weekly Snapshot. October 8.
In one month, on November 5, Americans will head to the polls, concluding the race to send Vice President Kamala Harris or former President Donald Trump to the White House. With the presidential and vice presidential debates complete, the Harris and Trump...
Preserve Your Family’s Legacy at the Transitions Fall Event!
Family Business USA is a proud sponsor of the upcoming Family Business Transitions Fall event on November 6-8, 2024, in Newport Beach, CA. Join us to learn how to preserve your family’s legacy while continuing to evolve and innovate. Join other...
Leadership Building at Family Offices Require a ‘Blueprint,’ says Linda Mack in New Webcast
Leadership Building at Family Offices Require a ‘Blueprint,’ says Mack International Founder Linda Mack in New Webcast Leadership Expert Details How Best to Hire C-Suite Leaders in New Policy and Taxation Group Webcast with Host Pat Soldano Family Business expert...
Elections Edge: A 2024 Elections Weekly Snapshot. September 2024
Members of Congress have returned to their home states and districts for the final weeks of the 2024 campaign with future control of Congress still up for grabs. Pivotal House and Senate races across the country will determine whether former President Trump or...
Summary of September Family Business Caucus Roundtable
Pat Soldano opened the roundtable by thanking Members of Congress, congressional staff, and family-owned businesses for joining the third Family Enterprise USA (FEUSA) event of 2024 and sixth event total in coordination with the Congressional Family Business Caucus....
Post-Election Tax ‘Armageddon’ Policies Dissected in New Podcast Airing Now
Post-Election Tax ‘Armageddon’ Policies Dissected by Brownstein Bipartisan Experts in New Policy and Taxation Group Podcast Airing Now Next Administration ‘Will Bring New Tax Bill,’ According Brownstein Tax Pros With a new administration and a potential “tax...
Family Businesses & the CTA: What You Need to Know Before It’s Too Late
Register Now for the October 1 Webcast: Starting at 12:00 PM Pacific Time "Corporate Transparency Act: Rationale, Key Considerations for Family Businesses, and What Comes Next"Join us for an insightful webcast on the Corporate Transparency Act, hosted by...
Elections Edge: A 2024 Elections Weekly Snapshot. September 2024
Candidates for the US Senate and House of Representatives will soon depart Washington, DC, for the final campaign sprint, eager to secure undecided votes that will shape the 2024 elections. Seven pivotal battleground states—Arizona, Georgia, Michigan, Nevada,...
Wealth Tax Proposals Proliferate
The insightful article titled "Wealth Tax Proposals Proliferate" was recently published in Family Business Magazine. In the article, Pat discusses the rising concerns surrounding wealth tax proposals and the upcoming expiration of the 2017 Trump-era tax cuts....
Saying It Out Loud, By Pat Soldano. September 2024.
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupPriorities Being Set as Tax Teams Focus on 2025 Tax Bill New Tax Family Business Tax Survey Gives Focus for Capitol Hill Tax Teams It’s looking more and more like a salvage operation...
![[WEBCAST] Stay Ahead of Corporate Transparency Regulations: Key Insights for Family Businesses](https://policyandtaxationgroup.com/wp-content/uploads/2024/09/Instagram-brown-streza-webcast3-400x250.jpg "Content")
[WEBCAST] Stay Ahead of Corporate Transparency Regulations: Key Insights for Family Businesses
Register Now for the October 1 Webcast: Starting at 12:00 PM Pacific Time "Corporate Transparency Act: Rationale, Key Considerations for Family Businesses, and What Comes Next"Join us for an insightful webcast on the Corporate Transparency Act, hosted by...
Family First: Navigating Success and Succession in Business
Supporting Family Businesses Since 1975 For nearly five decades, our attorneys have partnered with family businesses to bring clarity and order to the complexities of business. We specialize in integrated tax and legal solutions that help family businesses...
Capitol Hill Tax Teams focus on salvaging key Tax Cuts and Jobs Act provisions
Pat Soldano's latest article, published by Family Business Magazine, sheds light on the pressing tax issues family businesses face as the expiration of the 2017 Tax Cuts and Jobs Act (TCJA) approaches in 2025. With the House Ways and Means Committee's 10 Tax...
EY Experts Tackle Long-term Capital Funding Strategies in New Podcast
EY Family Enterprise Experts Tackle Long-term Capital Funding Strategies in New Podcast from Family Enterprise USA Balanced Planning Positions Family Businesses for the Long-Haul, Next Generation Transitions A new podcast featuring experts from EY’s Family...
Proposals Big and Small: Policy in the September 2024 Presidential Debate
On Sept. 10, Vice President Kamala Harris and former President Donald Trump participated in the first presidential debate since Harris became the Democratic nominee. The event took place in Philadelphia, Pennsylvania and was hosted by ABC without an in-person...
Last Chance: Have Your Say on Key Expiring Tax Policies
Some of the provisions of the The Tax Cuts and Job Act will expire on 12/31/25 and some have already expired. 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...
Taxation & Representation. Senate Finance Committee in Flux
By Jan. 3, 2025, four of the 14 Democrats on the Senate Finance Committee will have departed. In contrast, all 13 Republicans will return to the Senate in 2025. How the Senate handles committee assignments will depend on the election results, who wins the race for...
How Your Shareholder Liquidity Strategy Can Be Made Future-Proof
Meeting the liquidity needs of the family and the business is a balancing act that can help continue growing the enterprise. One of the biggest disruptions to the continued growth of family-owned companies can be disagreement over how to satisfy shareholder...
‘Succession Stories’ Podcast Keys in On Succession Planning and Advocacy
‘Succession Stories’ Podcast Keys in On Succession Planning, Advocacy with Family Enterprise USA President Pat Soldano Podcast Host Laurie Barkman Discusses Next Generation Business Transitioning with Leading Voice on Capitol Hill for Family Business,...
Quick Poll: What Tax Policies Are Most Important to You?
Some of the provisions of the The Tax Cuts and Job Act will expire on 12/31/25 and some have already expired. 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...
![[WEBCAST] Is Your Family Business Ready for the Corporate Transparency Act?](https://policyandtaxationgroup.com/wp-content/uploads/2024/09/Instagram-brown-streza-webcast-400x250.jpg "Content")
[WEBCAST] Is Your Family Business Ready for the Corporate Transparency Act?
Register Now for the October 1 Webcast: Starting at 12:00 PM Pacific Time "Corporate Transparency Act: Rationale, Key Considerations for Family Businesses, and What Comes Next"Join us for an insightful webcast on the Corporate Transparency Act, hosted by...
On the Road with Pat Soldano & Dave Nemo. Listen to Their Podcast on SiriusXM.
Pat recently appeared on the The Dave Nemo Show on Road Dog Trucking, SiriusXM, Channel 146. The Dave Nemo Show keeps over a million professional drivers and industry stakeholders informed of current and pending issues affecting the trucking industry, ranging...
Your Voice Matters: Tell Us Which Tax Policies Concern You Most
Some of the provisions of the The Tax Cuts and Job Act will expire on 12/31/25 and some have already expired. 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...
Don’t Miss the Fall Congressional Caucus Meeting on Family Business & Taxes
Public Invited: Attend the Fall Congressional Family Business Caucus Meeting, Sept. 18; Focus on Family Enterprise Structure, Expiring Taxes The public is welcome to attend the bi-partisan Congressional Family Business Caucus Meetings, Sept. 18, held in the...
Keep an eye on Small Cap
Is your family office thinking about Small-Cap portfolios? Fenimore Asset Management’s small-cap strategy benefits from an investment philosophy and process that has been market-tested for 50 years. Fenimore’s FAM Small Cap Fund (FAMFX): The difference is in...
Vast Majority of Family Businesses Are ‘Pass Through’ Entities, Get Taxed More, Says National Survey from FEUSA
Vast Majority of Family Businesses Are ‘Pass Through’ Entities, Get Taxed More, Says National Survey from Family Enterprise USA Survey Says 78% of Family Businesses Pay Higher Taxes; Over 85% Are Majority Owners The vast majority of America’s family...
New Video Short Available: How Pass-Through Entities Are Unfairly Disadvantaged by Tax Policy.
Do you ever wonder how and why your "Pass-Through Entity" family business structure is disadvantaged by IRS tax policy? Or, how corporations pay less in taxes versus a typical family business? This new, short, animated video explains it all in simple language....
Tax-Policy Legislative Priorities for the 119th Congress
1. Preserve the current tax rates and brackets enacted under the Tax Cuts and Jobs Act Family-owned businesses rely on the consistency of tax rates more than corporate businesses due to the increased complexity in succession planning. In addition, family businesses...
Public Invited: Attend the Fall Congressional Family Business Caucus Meeting
Public Invited: Attend the Fall Congressional Family Business Caucus Meeting, Sept. 18; Focus on Family Enterprise Structure, Expiring Taxes The public is welcome to attend the bi-partisan Congressional Family Business Caucus Meetings, Sept. 18, held in the...
Urgent: Share Your Top Concerns About Expiring Tax Policies
Some of the provisions of the The Tax Cuts and Job Act will expire on 12/31/25 and some have already expired. 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...