Don’t Miss Our Live Event: 2023 Family Business Survey Results and Voter Attitudes Towards Elections
We are pleased to invite you to be our guest for a presentation addressing the State of Family Business and the Critical Tax Issues Impacting the Wealthy in the New Congress on March 30 in Atlanta, GA. It is being hosted by Homrich Berg, in conjunction with the Policy...
Biden Budget Proposal, Committee Updates, IRS Leak Investigations, and More
Tax Tidbit Biden to Release 2024 Budget Proposal Later this Week. On March 9, President Joe Biden will send his updated budget proposal to Congress, outlining the administration’s policy priorities for fiscal year 2024. Biden is expected to officially unveil...
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[Last chance] Register For the March 8th Legislative and Political Updates Webinar
Policy and Taxation Group ExclusiveSupporters Only Webinar March 8, 2023 Policy and Taxation Group provides these exclusive webinars as a benefit to our Supporters. These Supporters Only webinars include the latest public policy intelligence and...
Succession Planning is Important For a Variety of Reasons, Particularly for Family-Owned Businesses
When planning for your family, you prepare, consult with experts, save, and make plans for your child’s future. The same is true in running your business; they are, in many ways, parallel experiences. In this webinar, Abbey Flaum, Managing Director –...
Caucus Spotlights Education, Representatives’ Experiences with Family Business
First Congressional Family Business Caucus Spotlights Education, Representatives’ Experiences with Family-Owned Business Caucus Co-Chairs Henry Cuellar (D-TX) and Claudia Tenney (R-NY), and Other Congressional Representatives, Speak on Key Issues Facing Family...
Family Business Caucus, Legislative and Political Updates. March 8th Webcast – By Invitation Only
Policy and Taxation Group ExclusiveSupporters Only Webinar March 8, 2023 Policy and Taxation Group provides these exclusive webinars as a benefit to our Supporters. These Supporters Only webinars include the latest public policy intelligence and...
Taxation & Representation, Senate Confirmation, House Set to Vote, and More
Tax Tidbit Werfel Faces IRS Funding Questions on Route to Likely Senate Confirmation. On Wednesday, Feb. 15, the Senate Finance Committee held a hearing to consider the nomination of Danny Werfel to be commissioner of the IRS. This is the first step in the nomination...
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[VIA ZOOM] It’s All Relative; Family Matters in Business Succession
When planning for your family, you prepare, consult with experts, save, and make plans for your child’s future. The same is true in running your business; they are, in many ways, parallel experiences. In this webinar, Abbey Flaum, Managing Director –...
Avoid ‘Shirtsleeves to Shirtsleeves’ by Shifting Inheritance Vision to Private Capital
Avoid ‘Shirtsleeves to Shirtsleeves’ in Three Generations by Shifting Inheritance Vision to Private Capital, Says The Madison Group Report New Madison Group Report at Family Enterprise USA Shifts Family Business Inheritance Strategy to Values and Private...
Save The Date: March 8th Webinar. Family Business Caucus, Legislative and Political Updates
Policy and Taxation Group ExclusiveSupporters Only Webinar March 8, 2023 Policy and Taxation Group provides these exclusive webinars as a benefit to our Supporters. These Supporters Only webinars include the latest public policy intelligence and...
New Congressional Family Business Caucus Co-Chairs Ready for First Meeting Feb. 28
First Meeting of Bipartisan Caucus Will Set Framework for New Group Focused on Educating Congress on Power of America’s Largest Private Employer, Family Businesses After many years in development, the newly formed bipartisan Congressional Family Business Caucus...
[LIVE EVENT] 2023 Survey Results; Legislative Possibilities and Election Voter Attitudes
About Homrich BergOne of the 50 largest registered investment advisor firms in the country, HB was a pioneer when we founded our firm in 1989 with a focus on serving clients with a fiduciary approach. We have grown to serve clients in over 46 states from our home base...
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[VIDEO] New Video Tells The Incredible Story of David Ellen’s Equipment Corp
‘You’re Number One’ Service Mantra Takes David Ellen’s Equipment Corp. From Zero to $56 million in 8 Years; New Family Enterprise USA Video Tells The Incredible StorySouth African entrepreneur David Ellen fled his homeland, landed in Albuquerque, New Mexico, and in...
Still Thinking About Participating in Transitions Spring 2023?
As a sponsor of Transitions Spring 2023, Family Enterprise USA is pleased to offer a 15% discount to you and your family members when you register using the code: FEUSA15. This year’s event, https://events.familybusinessmagazine.com/TS23 will explore some of the...
Inheritance VS. Private Capital
by Mark J. Richards, The Madison Group Sometimes our perceptions are formed by the words that are chosen. An example is the renaming of the estate tax as the “death tax,” which had the impact of reframing the whole argument to the advantage of those advocating for the...
Pomp and Positioning: The State of the Union Address, 2023
Earlier in the week, President Joe Biden stood before a joint session of the 118th Congress to give his State of the Union address. The President set forth his vision for the coming two years, and he tried again to appeal to those who disagree with his policies or are...
Family Business Caucus Begins Work with First Meeting on February 28
New Congressional Family Business Caucus Formed, Begins Work with First Meeting on February 28 American Farm Bureau, Winegrape Growers of America, National Restaurant Association Are Among Groups Added in Support of New Congressional Family Business Caucus The...
Introduction to the New Members of the Ways and Means Committee
On Jan. 27, House Ways and Means Committee Chair Jason Smith (R-MO) announced the GOP rosters of the six subcommittees for the 118th Congress. Notably, the two other former contenders for committee chair, Reps. Vern Buchanan (R-FL) and Adrian Smith (R-NE), are...
Legislative Wins and New Congressional Caucus Help Put Positive Spotlight on Importance of Family Businesses
A Year of Tax and Policy Wins Helps Family Businesses Remain Strongest Source of Private Employment Legislative Wins, with Support of Policy and Taxation Group, and New Congressional Family Business Caucus Help Put Positive Spotlight on Importance of Family...
Saying It Out Loud, By Pat Soldano. February 2023.
Ax Falls on Exemptions in 2026; Planning Right Now Will Save Your Family Business Millions By Pat Soldano This is as good as it gets. Today, family businesses have never had it better when it comes to the estate tax lifetime exemption. But it all changes...
UHNW Institute Taps Soldano and Marino for Advisory Board, Faculty Posts
UHNW Institute Taps Policy and Taxation Executives Pat Soldano and John Marino for Advisory Board, Faculty Posts UHNW Institute, the nonprofit think tank and learning exchange for ultra-high wealth families and family offices that serve them, has brought into its...
Urgent Message From Pat Soldano. Survey Closing in 24 Hours. Please Help Now.
Thank you for helping us find the most critical issues facing family businesses right now, and in the coming year. Your important feedback will help us make our family business-friendly policy efforts with Congress even better in 2023. The survey takes five minutes...
Impact of Supply Chain Disruptions in 2023
Supply chain disruptions are expected to continue in 2023. Geopolitical conflicts, inflation, extreme weather events, and the recessionary environment are expected to impact access to goods, flow of goods to and from destinations, port holdups, container and freight...
Survey Closing in 4 Days. Join The Battle Against Increasing Tax Hikes.
Thank you for helping us find the most critical issues facing family businesses right now, and in the coming year. Your important feedback will help us make our family business-friendly policy efforts with Congress even better in 2023. The survey takes five minutes...
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[VIDEO] ‘You’re Number One’ Service Mantra Takes Ellen Equipment Corp. to $56 million in 8 Years
‘You’re Number One’ Service Mantra Takes David Ellen’s Equipment Corp. From Zero to $56 million in 8 Years, New Video Reveals In New Video, Family Enterprise USA’s Pat Soldano Interviews South African-native David Ellen on his American Family Business Journey...
Ways and Means Potential Legislative Agenda
Ways and Means Chair Jason Smith’s Potential Legislative Agenda Following two rounds of votes, the House Republican Steering Committee elected Rep. Jason Smith (R-MO) to serve as the chair of the House Ways and Means Committee for the 118th Congress. Smith has...
U.S. Debt Limit: Current Landscape and Key Takeaways
On Jan. 19, 2023, the United States government reached its $31.4 trillion borrowing limit, which was signed into law (P.L. 117-73) by President Joe Biden on Dec. 16, 2021. Last week, Treasury Secretary Janet Yellen wrote to congressional leadership notifying...
We Need Your Help & Input As We Work With Congress To Fight For Multi-Generational Small Businesses
Thank you for helping us find the most critical issues facing family businesses right now, and in the coming year. Your important feedback will help us make our family business-friendly policy efforts with Congress even better in 2023. The survey takes five minutes...
New Congressional Family Business Caucus Helps Focus Attention on Survey
New Congressional Family Business Caucus Helps Focus Attention on Annual Family Business National Survey Family Enterprise USA’s Annual Survey Gets Added Boost from Formation of Bi-Partisan Congressional Caucus Focused on Family Business Each year, Family...
Help Us In The Battle To Save Small Business Owners From Unfair Tax Hikes – Take A Short Survey
Thank you for helping us find the most critical issues facing family businesses right now, and in the coming year. Your important feedback will help us make our family business-friendly policy efforts with Congress even better in 2023. The survey takes five minutes...