Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Mark Your Calendar! Join Us on the Road in Fort Smith, Denver, Dallas, Brea, Nashville, and Portland
Policy and Taxation Group is pleased to share some exciting news about our upcoming events and presentations. We are committed to supporting family businesses and enterprises across the country, and we have a lineup of events designed to inform, inspire, and...
Tax Cuts Expiring; What Is Most Important To You; One Question Survey
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 Out: Exclusive Wealth Protection Events in NC & AR
New ‘Protecting Wealth in Today’s Legislative Environment’ Events: North Carolina & Arkansas Family Enterprise USA Events Held at Wake Forest Center for Private Business and University of Arkansas Jim Walcott Family Enterprise Center Event Focus:...
Your Invitation: Sept. 18 Family Business Caucus Focused on Tax Challenges
Sign-up for Fall Congressional Family Business Caucus Meeting Set for Sept. 18; Focus on Family Enterprise Structure, Expiring Taxes Longworth Building Meeting Features Caucus Co-Chairs, Panel of Family Business, Family Office and Center Executives on Tax...
Learn, Connect, and Grow: Family Business Transitions Fall 2024
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...
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[ONLY 24 HOURS LEFT TO REGISTER – WEBCAST] Engage with Industry Leaders
Register Now for this August 15 Event: Starting at 12:00 PM Pacific Time "Questions to consider before hiring C-Suite talent for a Family Office"In our webcast, we will feature, Linda Mack of Mack International, a premier executive search and consulting...
Four National Associations Join with FEUSA to Advocate for America’s Family Businesses
Four National Associations Join with Family Enterprise USA to Advocate for America’s Family Businesses NAMA, Fertilizer Institute, National Pest Management Association, Global Cold Chain Alliance added to Growing List of Associations Looking to Create Better...
Prepare for the Future of Your Family Office
Register Now for this August 15 Event: Starting at 12:00 PM Pacific Time "Questions to consider before hiring C-Suite talent for a Family Office"In our webcast, we will feature, Linda Mack of Mack International, a premier executive search and consulting...
2025 Tax Armageddon: Taxes After the Election
The 2024 election cycle has seen a lot of twists and turns. With so much uncertainty, our tax policy team invites bipartisan members of our Government Relations team to discuss how Tax Policy might look if either party sweeps the elections or if there is split...
Your Voice Matters: Influence Tax Policy Through New Portal
The House Ways and Means Committee has launched a new Comment Portal where family business stakeholders and members of the public can share information on the impact tax policies will have on their families, businesses, and communities. The new portal allows...
Join the Movement: Support Policy and Taxation Group and Impact Legislation
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...
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[WEBCAST] Avoid Common Hiring Mistakes
Register Now for this August 15 Event: Starting at 12:00 PM Pacific Time "Questions to consider before hiring C-Suite talent for a Family Office"In our webcast, we will feature, Linda Mack of Mack International, a premier executive search and consulting...
First and Second Generation Owners Dominate America’s Family Businesses, Says Annual Family Business Survey
First and Second Generation Owners Dominate America’s Family Businesses, Says Family Enterprise USA’s Family Business Survey Cornell University Study Cites Better Communications Needed with Next Generation of Leaders America’s family businesses are...
Taxation & Representation: Critical Tax Relief Package Heads to Senate Vote – See What’s Inside
Schumer Files Cloture on Wyden-Smith Tax Package: On July 29, Senate Majority Leader Chuck Schumer (D-NY) filed cloture on the Tax Relief for American Families and Workers Act (H.R. 7024), a tax package negotiated by Senate Finance Committee Chairman Ron Wyden (D-OR)...
Register Now for Expert C-Suite Hiring Insights!
Register Now for this August 15 Event: Starting at 12:00 PM Pacific Time "Questions to consider before hiring C-Suite talent for a Family Office"In our webcast, we will feature, Linda Mack of Mack International, a premier executive search and consulting...
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...
![[ONLY 36 HOURS LEFT] Estate Planning Essentials: Begin with Family Vision and Values](https://policyandtaxationgroup.com/wp-content/uploads/2024/07/Instagram-pathstone-webcast5-400x250.jpg "Content")
[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....