Family Business Leaders Share Insights at Congressional Caucus Meeting
Second Congressional Family Business Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness Capitol Building’s House Budget Committee Room Holds Caucus Co-Chairs Brad Schneider (D-Ill), Henry Cuellar (D-TX) and Executives Speak on Key...
Tax Policy Updates, Tax-Reform Proposal, Proposed Rules, and More
GOP Lawmakers Prepare Expansive Tax-Reform Proposal. House Republicans are expected to unveil an economic-growth package in the coming weeks that will encompass tax provisions relevant to a broad cross-section of the U.S. economy. Last month, House Ways and Means...
Protecting What You’ve Spent a Lifetime Building
Is your limit sufficient to protect your assets and lifestyle? You’ve worked hard for your success. You deserve an insurance partner who recognizes that. The more your assets grow, the higher your liability risks are. No matter how well you’ve covered your...
Register Now for Frank Luntz’s June 7 Webcast on the State of the Union
Last Chance: Register Now for June 7 Supporters Webcast: See Frank Luntz on “Where Are We Now?” and New Legislation Affecting Family Businesses. This is a Family Enterprise USA and Policy and Taxation Group Exclusive Supporters Only Webcast June 7, 2023. ...
Last Chance: Register Now for June 7 Supporters Webcast: See Frank Luntz on “Where Are We Now?”
Last Chance: Register Now for June 7 Supporters Webcast: See Frank Luntz on “Where Are We Now?” and New Legislation Affecting Family Businesses. This is a Family Enterprise USA and Policy and Taxation Group Exclusive Supporters Only Webcast June 7, 2023. ...
Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness
Second Congressional Family Business Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness Capitol Building’s House Budget Committee Room Holds Caucus Co-Chairs Brad Schneider (D-Ill), Henry Cuellar (D-TX) and Executives Speak on Key...
Is the IRS Preparing for Audit Storm Among High Net-Worth Individuals?
by Thomas C. Berg, JR., CFA, ASA, CVA & David M. Eckstein, CFA IRS Releases Inflation Reduction Act Strategic Operating Plan: Is an Audit Storm Brewing for High Net-Worth Individuals? In early April, the IRS released its long-anticipated Inflation Reduction...
Debt-Ceiling Deal Proposes Adjustment to IRS Funding and More
On Saturday, May 27, House Speaker Kevin McCarthy (R-CA) and President Joe Biden reached an agreement to suspend the debt ceiling until January 2025 in conjunction with new spending reforms intended to reduce the federal deficit. Text of the 99-page bill,...
Debt-Ceiling Deal Update, Bipartisan 1099-K Proposal, Supreme Court Ruling, and More
Negotiators Highlight Progress on Debt-Ceiling Deal Despite Lack of Public Agreement on Legislative Framework. President Joe Biden and House Speaker Kevin McCarthy (R-CA) emerged from the latest round of negotiations last night still without a deal to raise the debt...
Family Business Caucus Holds 2nd Meeting in House Budget Committee Room, May 2023
Pat Soldano opened the meeting by introducing representatives from family businesses and Family Business Centers in attendance. She then provided an overview of the Congressional Family Business Caucus, highlighting its unique role as a bipartisan Caucus aimed at...
Make Your Voice Heard: Contact Your Representatives Now
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional Family Business Caucus Now! There are many reasons why you should contact your representative in Congress to support the Congressional Family Business...
Saying It Out Loud, By Pat Soldano. May 2023.
Danger Lurks in Debt Reduction Battle By Pat Soldano In the debt ceiling struggle between the Republican-led House and the Biden Administration I never figured higher taxes as a likely result. But beware, danger lurks. In speaking with my good friend, and...
June 2nd Event: Important Tax Issues Affecting Successful Individuals, Family Offices and Family Businesses
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 multi...
Labor Worries Among Major Issues Facing America’s Family Businesses, New Study Finds
Finding, Keeping, and Training Labor Are Among Critical Issues Family Businesses Face, according to New Data in Family Enterprise USA Annual Survey Finding and holding on to workers are key issues facing America’s largest private employer, Family Business,...
Treasury and IRS Issue Guidance, Senate Scrutinize Tax Practices, Tax Writers Assert Jurisdiction Over Agreement
Senate Democrats Scrutinize Tax Practices of Pharmaceutical Companies, While Republicans Take Aim at Pillar Two. On Thursday, May 11, the Senate Finance Committee held a hearing that was intended to discuss the perceived tax avoidance by multinational pharmaceutical...
June 1st Event: Critical Tax Issues Impacting Successful Individuals, Family Offices and Family Businesses
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 multi...
It’s Time to Speak Up: Contact Your Representatives Now
We Need Your Help! Do It Now! The Caucus meeting is 5/16. Contact Your Representatives in Congress. We Need Them to Join the Congressional Family Business Caucus Now! Few in Congress understand the power of America’s family businesses. There are 32.4 million...
Your Voice Matters! Contact Your Representatives Today.
We Need Your Help! Do It Now! The Caucus meeting is 5/16. Contact Your Representatives in Congress. We Need Them to Join the Congressional Family Business Caucus Now! Few in Congress understand the power of America’s family businesses. There are 32.4 million...
Debt-Limit Increase Discussions, Taiwan Tax-Treaty, Energy & Solar, and More
Debt-Limit Increase Discussions Commence After Negotiators Mark Their Turf. President Joe Biden met with congressional leaders at the White House earlier this afternoon, May 9, to discuss increasing the debt limit and simultaneous legislative action on deficit...
The Most Difficult Challenge Our Business Clients Face
After many decades of counseling successful closely-held businesses, Brown and Streza knows that successfully transferring closely-held businesses is the most difficult challenge our clients face. It is far more than “positioning the business for a sale” or minimizing...
We Need Your Help! Contact Your Representatives in Congress. Do It Now!
We Need Your Help! Do It Now! The Caucus meeting is 5/16. Contact Your Representatives in Congress. We Need Them to Join the Congressional Family Business Caucus Now! Few in Congress understand the power of America’s family businesses. There are 32.4 million...
The Future of the Successful Businesses: What to Expect with Tax Reform
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 multi...
High Hopes for New Congressional Family Business Caucus
Published by Trusts & Estates Things are about to change for America’s largest private employer, the family business. The American family business is the most powerful sector of our economy, employing roughly 60% of our workers and contributing $7.7 trillion...
May 16th Event: Tax Reform and Family Businesses Under Congressional Review
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 multi...
Laird Coatings Founder Ed Laird Hands Over Reigns to Next Generation
Laird Coatings Founder Ed Laird Details Transition to New Family Leadership After 50 Years, in New Video by Family Enterprise USA Taking Advantage of Expiring Estate Tax, Gifting Laws, Coatings Founder Laird Discusses Estate Planning with Family Enterprise...
How the New Tax Law Will Affect Family Businesses: A Congressional Perspective
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 multi...
House Passes GOP Debt-Ceiling Bill, With Cuts to Spending and Green Energy Incentives
On Wednesday, April 26, the House of Representatives voted to pass the GOP proposal to avert the impending government default—the Limit, Save, Grow (LSG) Act. The measure was advanced by a margin of 217-215, with four Republican lawmakers—Reps. Tim Burchett (R-TN),...
Profile of the Family Office Leader of the Future
By Linda Mack, Mack International The Family Office of the future is evolving. Successful family offices recognize the future is now. There is a trend toward being more strategic and proactive while continuing to strengthen their value proposition. Technology is being...
Green-Energy Tax Credits, Proposal Faces Rejection, Business Tax-Incentive, and More
House GOP Offers Repeal of Green-Energy Tax Credits and Expanded IRS Funding in Initial Debt-Ceiling Proposal. On Wednesday, April 19, House Republicans released the text of their proposal to avert the impending government default—the Limit, Save, Grow Act. The...
PODCAST: Congresswoman Tenney Advocates for Family Businesses in New Podcast
Rep. Claudia Tenney Focuses on Family Business Struggles, Educating Congress on Strength of Multi-Generation Businesses in New ‘Voice of Family Business on Capitol Hill’ Podcast Rep. Tenney (R-NY) Talks with Podcast Host Pat Soldano, Family Enterprise USA, on...
