Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More

Policy and Taxation Group Meeting Highlights: Tax Policies, Bipartisanship, and Growth

Policy and Taxation Group Meeting Highlights: Tax Policies, Bipartisanship, and Growth

Pat Soldano (President of Policy and Taxation Group (PATG) and Family Enterprise USA (FEUSA)) opened the call by welcoming supporters and participants and thanking them for joining. Pat also encouraged those on the call to continue supporting the important work that...

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Stay Ahead on Policy Updates. Week in Review: Power Shifts, Funding Battles, and Cryptocurrency Rules.

Stay Ahead on Policy Updates. Week in Review: Power Shifts, Funding Battles, and Cryptocurrency Rules.

Johnson Elected Speaker: Shutdown Looms, Year-End Tax Bill Remains a Possibility. After a three-week speakership vacancy following Rep. Kevin McCarthy’s (R-CA) removal from the position on Oct. 3, the House voted 220-209 along party lines to elect Rep. Mike Johnson...

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New Pathstone Wealth Management Report Focuses on AI’s Transformative Potential

New Pathstone Wealth Management Report Focuses on AI’s Transformative Potential

New Pathstone Wealth Management Report Focuses on AI’s Transformative Potential, but is it ‘Rational Interest or Irrational Exuberance?’   New White Paper, by Pathstone Partner Alex Hart, Spotlights Advancements in Artificial Intelligence and its Potential, and...

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Stay Informed: Dive Deeper into Congress with this Weekly Washington Update

Stay Informed: Dive Deeper into Congress with this Weekly Washington Update

House Continues Search for Speaker as Consequences of Vacancy Grow: The House has been without a speaker for just over two weeks following Rep. Kevin McCarthy’s (R-CA) removal from the position on Oct. 3. Rep. Patrick McHenry (R-NC) is serving as speaker pro tempore,...

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Webcast Replay: South Dakota Trusts’ Game-Changing Tactics in Family Business Planning

Webcast Replay: South Dakota Trusts’ Game-Changing Tactics in Family Business Planning

South Dakota Trust Company Execs in New Webcast Detail How Flexibility in Family Trust Design is Crucial for Family Enterprise Planning   ‘Powerful Trust Designs and Structures’ is Topic of Panel Discussion with SDTC’s Paladino, Murphy, Signori, and Family...

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High Growth for Family Businesses Despite Inflation, Labor, and Recession

High Growth for Family Businesses Despite Inflation, Labor, and Recession

Growth Continues High for Family Businesses Despite Worries of Inflation, Labor, and Recession, Study Shows   Family Enterprise USA Report Reveals 2023 Growth Is Running High for Multi-Generational Family Businesses in Face of Economic Uncertainties   Consumers may be...

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