Common-Sense Bill to Reduce Federal Estate Tax Introduced by Rep. Arrington
Common-Sense Bill to Reduce Federal Estate Tax Introduced by Rep. Arrington; Rate Cut by Half Congressional Family Business Caucus Co-Chair Proposal Lauded by Generationally-owned Family Businesses, Entrepreneurs, Advocacy Groups New Federal estate tax...
Private Company Governance Summit and Capital Hill Visits
There are no shortcuts to building and maintaining an effective board. It requires constant input from all stakeholders. But the result brings big benefits to the board and ensures the success of the company. The Private Company Governance Summit is an ideal place to...
Business Succession – The Essentials
“Family owned, operated, and argued over”—Logo on Sierra Nevada Brewing Company Products THE PROBLEM Most people are familiar with the numbers - 80% of family businesses don’t successfully pass to the second generation. Of the 20% that do, 80% of them do not...
April 17 Members Update Call Summary. Discover potential tax policy shifts under a second Trump term or Biden presidency.
Pat Soldano (President, Family Enterprise USA) opened the call by welcoming supporters and participants. Pat thanked those on the call who are supporters of Family Enterprise USA (FEUSA) and Policy and Taxation Group (PATG) and encouraged other participants to join...
Early Look at 2024 Elections, Legislation with Former Capitol Hill Leaders Mark Begich and Jack Kingston
Early Look at 2024 Elections, Legislation with Former Capitol Hill Leaders Mark Begich and Jack Kingston in New Family Enterprise USA Podcast With Host Pat Soldano, Former Senator Begich (D-Alaska) and House Representative Kingston (R-Georgia) Discuss...
Execs Say Estate Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
Family Business Survey, Execs Say Estate Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities Latest Survey Results, Execs Speak Out at Congressional Family Business Caucus; Saved Money Will Go Toward Reinvest Investment, WorkforceFunds...
Saying It Out Loud, By Pat Soldano. April 2024.
Next Gen is Counting on Us to Slow Impact of High Taxes By Pat Soldano With 85.5% of family businesses having majority or sole ownership by family members the questions of who, when, and how a family business is transitioned to the “Next Gen” is a persistent...
Taxation & Representation Update: PROTECT Coalition – Dedicated to Preserving the 199A Deduction
Tax Package Update—Senate Likely to Punt Consideration to Following Week: The Senate returned to Capitol Hill on Monday, and while consideration of the Tax Relief for American Families and Workers Act (H.R. 7024) was included on Senate Majority Leader Chuck Schumer’s...
2024 Growth Predicted for 74% of Family Businesses, National Debt Concerns Revealed in FEUSA’s Latest Survey
2024 Growth Predicted for 74% of Family Businesses, National Debt Concerns Revealed in Family Enterprise USA’s Latest Family Business Survey Annual Survey Highlights State of Family Business, Barriers to Growth, and Top Tax Worries Family Enterprise USA has...
You’re invited to an unparalleled opportunity brought to you by Policy and Taxation Group
Register Now for April Supporters WebcastApr 17, 2024 - 12:00 PM Pacific Time This is a Policy and Taxation Group Exclusive Supporters Only Webcast. PLEASE NOTE: If you are already a Policy and Taxation Group Supporter you will get a personal email from John Marino on...
Taxation & Representation Update: Tax Relief Package Update
Tax Package Update—Senate Likely to Punt Consideration to Following Week: The Senate returned to Capitol Hill on Monday, and while consideration of the Tax Relief for American Families and Workers Act (H.R. 7024) was included on Senate Majority Leader Chuck Schumer’s...
Elevate Your Board’s Performance: Join Us at the Private Company Governance Summit
There are no shortcuts to building and maintaining an effective board. It requires constant input from all stakeholders. But the result brings big benefits to the board and ensures the success of the company. The Private Company Governance Summit is an ideal place to...
Would You Like More Income Every Year?
This webcast discusses incorporating dividend growth investing into the investment picture which is often utilized in several ways: Portfolio Stability: Dividend growth investments serve as a stable portion of their portfolio, providing consistent and steady...
Uncover the Power of Active Management with Fenimore Asset Management
Active Management - A Different Perspective Fenimore Asset Management, manager of the FAM Funds, is dedicated to protecting and growing capital over the long term. To accomplish this, we focus on independent, in-depth research; it’s this due diligence that we...
Join the Conversation: Unveiling the Latest Family Office Trends – Register Now!
‘Trends of Family Offices’ Talk Kicks Off 18th Annual Family Office Symposium with Family Enterprise USA’s Pat Soldano and Lido Consulting’s Greg Kushner The 18th Annual Family Office Investment Symposium this year will start with a discussion on the “Trends of...
Act Now! Get Registered for April Supporters Webcast
Register Now for April Supporters WebcastApr 17, 2024 - 12:00 PM Pacific Time This is a Policy and Taxation Group Exclusive Supporters Only Webcast. PLEASE NOTE: If you are already a Policy and Taxation Group Supporter you will get a personal email from John Marino on...
New Video on Family Business ‘Workforce Challenges’ Premieres
New Video on Family Business ‘Workforce Challenges’ Premieres from Family Enterprise USA Family Business Executives Tell Their Stories on the Challenges of Finding, Hiring, and Keeping Employees A new video from Family Enterprise USA focused on...
Coy Martin Named to Policy and Taxation Group Board of Directors
Coy Martin, General Counsel, ELD Associates, LLC, Named to Board of Directors, Policy and Taxation Group Martin, Expert in Intellectual Property Law, Provides Guidance for Nashville-based Family Office Coy Martin, in-house general counsel for family...
Secure Your Spot! Join Exclusive April Webcast
Register Now for April Supporters WebcastApr 17, 2024 - 12:00 PM Pacific Time This is a Policy and Taxation Group Exclusive Supporters Only Webcast. PLEASE NOTE: If you are already a Policy and Taxation Group Supporter you will get a personal email from John Marino on...
Dive into Effective Investment Strategies. Register for Our Webcast!
Register Now for the April 3 Webcast: Starting at 12:00 PM Pacific Time "Would You Like More Income Every Year?" Dividend Growth of Double Digits over a Decade or More, or what we refer to as 3D Investing, provides a more dependable, repeatable...
Get to Know the Congressional Family Business Caucus in New Video
Get to Know the Congressional Family Business Caucus in New Video from Family Enterprise USA If you are just hearing about the bipartisan Congressional Family Business Caucus for the first time a new, 60-second video from Family Enterprise USA is now available. The...
Workforce Issues Highlight Latest Family Business Caucus with Co-Chairs Schneider, Tenney, & Arrington Speaking at Event
'Workforce’ Issues Highlight Latest Congressional Family Business Caucus with House Member Co-Chairs Schneider, Tenney, and Arrington Speaking at Event Preliminary Findings of New Family Enterprise USA Annual Family Business Survey Unveiled; Federal Debt, Taxes...
Weekly Washington Update: Congress Nears FY 2024 Funding Finish Line: Details Inside
Congress on Track to Conclude FY 2024 Funding Efforts: Congress is set to conclude its work on fiscal year (FY) 2024 appropriations by passing the remaining six funding bills; this follows nearly six months of temporary spending measures keeping the government open....
Would You Like More Income Every Year? Don’t Miss Our Webcast!
Register Now for the April 3 Webcast: Starting at 12:00 PM Pacific Time "Would You Like More Income Every Year?" Dividend Growth of Double Digits over a Decade or More, or what we refer to as 3D Investing, provides a more dependable, repeatable...
Saying It Out Loud, By Pat Soldano. March 2024.
The Results Are In! We’re Back to Budget Deficits and Personal Tax Rates as Top Concerns Taxes, Market Conditions, and Workforce Issues Rank High in New Family Enterprise USA Family Business Survey By Pat Soldano Each year we conduct a survey among...
Calif. State University, Fullerton Inducts Seven Into Family Business Hall of Fame
Honoring ‘Excellence and Legacy,’ 6th Annual Family Business Hall of Fame Awards Brings 250 Southern California Family Business Members, Leaders Together California State University, Fullerton’s (CSUF) Center for Family Business celebrated its much-anticipated 6th...
Board Building 101: Don’t Miss the Private Company Governance Summit
There are no shortcuts to building and maintaining an effective board. It requires constant input from all stakeholders. But the result brings big benefits to the board and ensures the success of the company. The Private Company Governance Summit is an ideal place to...
Family Business Caucus Meets with Business Leaders and Employees on Capitol Hill
Summary of March 12 Congressional Family Business Caucus Pat Soldano opened the roundtable by thanking Members of Congress and family-owned businesses for joining the fourth event in coordination with the Congressional Family Business Caucus. Pat highlighted...
Discover 3D Investing: Join Our Webcast for Proven Strategies!
Register Now for the April 3 Webcast: Starting at 12:00 PM Pacific Time "Would You Like More Income Every Year?" Dividend Growth of Double Digits over a Decade or More, or what we refer to as 3D Investing, provides a more dependable, repeatable...
White House FY2025 Budget Request: Key Tax Takeaways
On Monday, March 11, President Joe Biden released his Budget request to Congress (“Budget”) and various accompanying documents. Separately, the Treasury Department released its General Explanations of the Administration’s Fiscal Year 2025 Revenue Proposals, commonly...