Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Give it away now? Today’s favorable estate tax is set to expire after 2025
Paulina MejiaNational Fiduciary CounselFiduciary Trust InternationalUnder current tax law, individuals can transfer up to $13.61 million and married couples can transfer up to $27.22 million tax free. But that lifetime estate tax exemption amount is set to be cut in...
Saying It Out Loud, By Pat Soldano. February 2024.
How Do You Talk to The Next Generation About Capitalism vs. Socialism? Answer: It Ain’t Easy By Pat Soldano Maybe we can thank Bernie Sanders for those awkward, maddening, head-shaking family conversations around the dining table. Perhaps you know them all...
Prenups and Postnups: Safeguarding Your Business Amidst Love and Marriage
Importance of Preparing for Business and Personal Relationship Challenges: The video emphasizes the necessity for business owners to consider the potential impact of personal relationships, particularly marriage, on their businesses. It stresses the importance of...
Would You Like More Income Every Year?
Using An Investment Philosophy That is Repeatable, Predictable, and Proven to Deliver Both Capital Appreciation and Rising Income. Dividend Growth of Double Digits over a Decade or More, or what we refer to as 3D Investing, provides a more dependable,...
Taxation & Representation: IRS Commissioner to Face Possible Grilling
Internal Revenue Service (IRS) Commissioner Daniel Werfel will return to Capitol Hill on Thursday to testify before the House Ways and Means Committee. What topics will generate discussion—and criticism? Below are Brownstein’s top five areas where members are most...
Family Businesses Lag Behind Protecting Against Cyber Security Threats, Say EY Cyber and Family Business Experts
Family Businesses Lag Behind Protecting Against Cyber Security Threats, Say EY Cyber and Family Business Experts in New Family Enterprise USA Podcast EY’s Bobby Stover and Dave Burg See Uptick in Cyber Security Threats, Ransom Attacks; Offer Strategies for...
Insights from C Mondavi: Navigating Workforce Challenges in Family Businesses
This video features Pat Soldano, President of Family Enterprise USA, discussing the advocacy work for multigenerational family businesses in Washington DC. She interviews David Brown, CEO of C Mondavi, who provides insights into the history of the family-owned winery...
Challenges and Successes of Family Business: Insights from Reed Family Companies CEO
Join Pat Soldano, President of Family Enterprise USA, in a candid conversation with Jeff Reed, President and CEO of Reed Family Companies. Discover the rich history and operations of Reed Family Companies, spanning heavy highway construction, aggregates, and...
24 Hours to Register for Live Webcast: Safeguard Love & Business – Essential Planning Ahead.
Register Now for the February 14 Webcast: Starting at 10:00 AM Pacific Time "Love Is In The Air Now; Protect Your Family Business Later" Why Attend?With statistics showing that at least half of all marriages end in divorce, married family business owners need...
Nurturing Family and Work: The Tradition of Multigenerational Employment
Unsung Heroes: Workforce Issues of Family Business The Unsung Heroes Video Series Sponsored by Family Enterprise USA Tackles Struggles and Triumphs Family Businesses Face Daily, including Hurtful Policies, Taxes, and SuccessionThe video discusses how family...
LIVE WEBCAST: Discover critical steps to shield your family business from the unforeseen challenges
Register Now for the February 14 Webcast: Starting at 10:00 AM Pacific Time "Love Is In The Air Now; Protect Your Family Business Later" Why Attend?With statistics showing that at least half of all marriages end in divorce, married family business owners need...
FEUSA Named New Regional Sponsor of Family Business Association of Calif.
Family Enterprise USA Named New Regional Sponsor of Family Business Association of Calif. Combined Efforts ‘Will Create Louder Voice’ for Family Businesses in both Sacramento and on Capitol Hill Family Enterprise USA, a bipartisan advocate for...
Tax Implications for Family Business Succession Planning in 2024 and Beyond
Tax Implications for Family Business Succession Planning in 2024 and Beyond By Brian Bissell Just like individual family dynamics, every family business is unique, with different needs and requirements, necessitating bespoke solutions and approaches to...
Join Our Webcast for Vital Steps in Business Planning to Withstand Unexpected Challenges
Register Now for the February 14 Webcast: Starting at 10:00 AM Pacific Time "Love Is In The Air Now; Protect Your Family Business Later" On Valentine’s Day, we focus on those we love by buying chocolates and flowers, making dinner reservations, visiting...
Wealthy Tax Evaders, New Tech Top IRS’s Agenda This Tax Season
IRS Commissioner Danny Werfel explains how the agency is focusing on wealthy tax dodgers and corporate compliance this year while working to improve online, telephone, and in-person assistance for taxpayers. It’s tax season, the time when hundreds of millions...
Business Love Blueprint: Guard Your Legacy. Ensure your place for this enlightening webcast by clicking here.
Register Now for the February 14 Webcast: Starting at 10:00 AM Pacific Time "Love Is In The Air Now; Protect Your Family Business Later" On Valentine’s Day, we focus on those we love by buying chocolates and flowers, making dinner reservations, visiting...
Make Your Voice Heard. Share Your Thoughts in the Survey. Click to Start!
At Family Enterprise USA, we are on a mission to champion the cause of American generationally owned family businesses, and we believe that your perspective is invaluable in this endeavor. Why Your Voice Matters: Our advocacy for family businesses at a national...
Matt Nielsen Elected to Family Enterprise USA Board of Directors
Matt Nielsen, International Managing Director, Nielsen-Massey Vanillas, Elected to Board of Directors, Family Enterprise USA Nielsen, Third Generation Executive of 100-plus Year-Old Vanilla Extracts Company, Brings Food Regulation Expertise to Help America’s...
Register for Live Webcast: Safeguard Love & Business – Essential Planning Ahead.
Register Now for the February 14 Webcast: Starting at 10:00 AM Pacific Time "Love Is In The Air Now; Protect Your Family Business Later" On Valentine’s Day, we focus on those we love by buying chocolates and flowers, making dinner reservations, visiting...
7 Capital Planning Questions For Family Businesses
Growing family companies need to be adequately capitalized to fund their current operating needs, future growth and development, and the periodic liquidity requirements of their shareholders. But after nearly two decades of historically low cost of capital and...
Taxation & Representation: Exclusive Update – Tax Bill’s Rollercoaster Ride
Tax Package Update: Bill Awaits Further Action in Congress: The House is expected to vote on the Tax Relief for American Families and Workers Act of 2024 (H.R. 7024) under suspension of the rules on Wednesday evening. Bringing a bill under suspension allows the bill...
Secure Your Spot: Frank Luntz Unveils Presidential Election Insights on Feb 7 Webcast!
Register Now for February 7 Supporters Webcast: Listen to Dr. Frank Luntz on "The Presidential Election" This is a Policy and Taxation Group Exclusive Supporters Only Webcast. Don’t miss out on this important and interesting Supporters Only Policy and Taxation...
Webcast Replay: Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications for Private Company Sales
A webcast featuring Mark Lingerfield, ASA a Partner and Managing Director at MPI, hosted by Pat Soldano, President, Family Enterprise USA. Valuation in Estate Planning Context: Mark Lingerfeldt, an expert on business valuation, discusses the IRS Chief Council's...
Big Tax Changes Ahead: It’s Not Too Early to Think About the Coming 2025 Tax Cliff
By Pat Soldano As we get used to the idea of 2024, it is not too early to start planning, and fighting, for what’s coming in the way of tax changes in 2025. This year will be critical in many ways for family-business owners, not only to fend off damaging proposals,...
Taxation & Representation: Ways and Means Committee Overwhelmingly Passes Tax Package
Ways and Means Committee Overwhelmingly Passes Tax Package. On Jan. 19, the House Ways and Means Committee completed a markup of the Tax Relief for American Families and Workers Act of 2024 (H.R. 7024), which was favorably reported by a vote of 40-3. The bill was...
EMA and NFDA Join Family Enterprise USA to Advocate for Family Businesses
Energy Marketers of America, National Funeral Directors Assn. Join Family Enterprise USA to Advocate for Family Businesses Industries Will Have a Stronger Voice in Congress as they Join Family Enterprise USA to Address Negative Tax Proposals, Regulations Two large...
Advocate for Change: Your Voice, Your Family Businesses
At Family Enterprise USA, we are on a mission to champion the cause of American generationally owned family businesses, and we believe that your perspective is invaluable in this endeavor. Why Your Voice Matters: Our advocacy for family businesses at a national...
FEUSA Applauds Passage of Bipartisan Legislation Supporting Family-Owned Businesses
Family Enterprise USA Applauds Passage of Bipartisan Legislation Supporting Family-Owned Businesses Earlier today, the House Ways and Means Committee advanced the Tax Relief for American Families and Workers Act, the first step to reinstate and expand several tax...
Taxation & Representation: Unveiling the $78B Tax Game-Changer
Tax-Writing Committees Unveil Tax Package Framework. On Jan. 16, House Ways and Means Committee Chairman Jason Smith (R-MO) and Senate Finance Committee Chairman Ron Wyden (D-OR) unveiled the framework for a $78 billion tax package, the product of months of...
Watch Now: Video Overview of Sen. Wyden’s Tax Act for Successful Individuals
Tax Watch! New Video Unpacks Sen. Wyden’s New ‘Wealthy’ Income Tax Act Aimed at Entrepreneurs, Successful Individuals, and Family Business Intended to Close Loopholes, the Act will Likely Hurt More Than it will Help New Video with Brownstein Tax Expert...