Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Stand Up for Change: Urge Your Representatives to Halt Harmful Policies and Excessive Regulation!
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The Congressional Family Business Caucus is a bipartisan group of lawmakers who are committed to supporting family businesses, and we need your help to get them...
Family Business Interests as a Trust Asset and the South Dakota Directed Trust
Trusts have grown enormously in popularity since the mid-1990s as a result of the development of modern trust laws, the dramatic increase in wealth and evolving family needs and goals. Modern trust laws promote many key desires of a client’s estate planning, such as...
Learn How To Make Your Charitable Giving More Effective
Are you interested in learning how to make your charitable giving more effective? If so, we encourage you to register for the upcoming webcast "Philanthropic Strategies for Successful Families". In this webcast, Casey Hale and John Peiffer, partners at Brown...
Decoding Philanthropic Designs: DAFs, Foundations, Support Orgs
By John C. Peiffer II, Brown & Streza LLP Designing Your Family’s Philanthropy: DAFs, Private Foundations, and Supporting Organizations A “school of virtue” – that’s how entrepreneur and philanthropist Frank Hanna describes the role that philanthropy can...
Navigating Policy: Transportation Insights in New Podcast
How Good, and Bad, Policies Affect Transportation in America, According to New Podcast Featuring John Smith, Chairman, CRST, and David Bauer, Vice President, American Trucking Associations Leaders Offer Insights into Today’s Critical Transportation Issues in...
Last Chance to Join Free Webcast – Discover the Future of Insurance & Risk Management
The insurance industry is facing unprecedented challenges. From extreme weather to cybercrime, carriers are stretched thin. But how is the industry adapting to these challenges? Join us on August 16th at 1:00pm Eastern for a webcast on the future of insurance....
Register Today for Wednesday Webinar – The Latest Risk Management Solutions That Are Creating a Positive Impact
The insurance industry is facing unprecedented challenges. From extreme weather to cybercrime, carriers are stretched thin. But how is the industry adapting to these challenges? Join us on August 16th at 1:00pm Eastern for a webcast on the future of insurance....
New Strategic Partnership Between Dividend Assets Capital and Policy and Taxation Group
Policy and Taxation Group, Dividend Assets Capital Kick Off Strategic Partnership with Hilton Head Regional Event Event Attendees Hear from Tax Policy Experts on Challenges Facing Family Offices and Financially Successful Individuals At a South Carolina...
Adapting to Unprecedented Challenges: Register Now for Our Insurance Market Webcast!
The insurance industry is facing unprecedented challenges. From extreme weather to cybercrime, carriers are stretched thin. But how is the industry adapting to these challenges? Join us on August 16th at 1:00pm Eastern for a webcast on the future of insurance....
The Future of Hardworking Taxpayers Depends on You! Contact Your Representatives Today!
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The Congressional Family Business Caucus is a bipartisan group of lawmakers who are committed to supporting family businesses, and we need your help to get them...
Take One Minute to Make an Impact. Support Hardworking Taxpayers.
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The Congressional Family Business Caucus is a bipartisan group of lawmakers who are committed to supporting family businesses, and we need your help to get them...
Discover the Future of Insurance: Join Our Webcast on August 16th!
The insurance industry is facing unprecedented challenges. From extreme weather to cybercrime, carriers are stretched thin. But in the midst of these challenges, there are also opportunities for innovation and growth. On August 16th at 1:00pm Eastern, we will...
Unsung Heroes: Taxes & Family Businesses – A Must-Watch Video
New Family Enterprise USA Video on Taxes Depicts Painful Decisions Multi-Generation Family Businesses Make Upon Leader’s Death Video Series, ‘Unsung Heroes’, Tackles Struggles and Triumphs Family Businesses Face Daily, including Hurtful Government Policies, Taxes, and...
Webcast Alert: Insurance Market Trends and Risk Solutions – Register Now!
The insurance industry is facing unprecedented challenges. From extreme weather to cybercrime, carriers are stretched thin. But in the midst of these challenges, there are also opportunities for innovation and growth. On August 16th at 1:00pm Eastern, we will...
Time is Running Out! Contact Your Representatives Now to Support Family Businesses!
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional Family Business Caucus Now! There are many reasons why you should contact your representative in Congress to support the Congressional Family Business...
Legislative Lowdown: IRS Whistleblowers, Tax Credits, and More
House Tax Writers Debate Treasury’s Role in Global Tax Negotiations. The House Ways and Means Tax Subcommittee hearing on Wednesday highlighted lawmakers’ sharp partisan division over the merits of the Organisation for Economic Co-operation and Development (OECD)...
Frank Luntz and Mick Mulvaney Sound the Alarm on Congress’ Lack of Understanding of Family Businesses
Frank Luntz, Mick Mulvaney Tackle Lack of Congress’ Education on Power of America’s Family Businesses in New Family Enterprise USA Video/Audio Podcast Expert Pollster Luntz, Former Interim White House Chief of Staff Mulvaney, and Host Pat Soldano Discuss What Takes to...
Potential ‘Audit Storm’ Brewing for High Net-Worth Individuals, Says Business Evaluation Expert MPI
New White Paper Says New IRS Funding Expected to Increase Focus on Partnerships, Corporations, and High Net-Worth Earners Despite recent debt ceiling negotiations, the Internal Revenue Services’ anticipated Inflation Reduction Act Strategic Operating Plan (IRA Plan)...
Don’t Let Family Businesses Down! Support the Congressional Family Business Caucus!
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional Family Business Caucus Now! There are many reasons why you should contact your representative in Congress to support the Congressional Family Business...
Family Businesses Need Your Help! Contact Your Representatives Today!
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional Family Business Caucus Now! There are many reasons why you should contact your representative in Congress to support the Congressional Family Business...
Contingency Planning For Business Owners
By Director of Financial Planning, Isaac Bradley, J.D., CPA Successfully transitioning a family business requires time and energy above and beyond what is already required to run a business. A successful family business transition should ensure that both the business...
New Video Series Highlights the Importance of Community to Family Businesses
New Family Business Video Series, “Unsung Heroes,” Launches with Episode on Local Community Giving as Core Value of Multi-Generation Family Businesses Video Series Sponsored by Family Enterprise USA Tackles Struggles and Triumphs Family Businesses Face Daily,...
Supreme Court to Hear Landmark Case on Constitutionality of Taxes on Unrealized Gains
Supreme Court to Hear Tax Case Concerning Unrealized Gains. The Supreme Court granted a writ of certiorari on June 26 to hear a case regarding the constitutionality of a tax enacted in the Tax Cuts and Jobs Act (TCJA, Pub. L. 115-97). The case, Moore v. United States,...
Join Our Webcast: Expert Tips on Retaining Top Talent & Managing Independent Contractors
HR Experts Share Tips on Retaining Top Talent, Managing Independent Contractors, in New Webcast by Family Enterprise USA Linda Mack, Founder/President; Laura Lawless, Partner, Squire Patton Boggs; and Preston Rutledge, Strategic Consulting Advisor, Brownstein,...
Make Your Voice Count: Engage with Your Local Representatives for Change
We Need Your Help! Do It Now! Contact Your Representatives in Congress. We Need Them to Join the Congressional Family Business Caucus Now! There are many reasons why you should contact your representative in Congress to support the Congressional Family Business...
Saying It Out Loud, By Pat Soldano. July 2023.
How Family Businesses Can Change the Tune on Capitol Hill By Pat Soldano America is back on the road. Planes are full. Overhead bins are bulging. I am part of this post-COVID travel warrior surge. Every week I am somewhere meeting with multi-generational family...
AI’s Transformative Potential: Rational Interest vs Irrational Exuberance
By Alex Hart, Executive Managing Director As a wealth management and investment advisory firm, we at Pathstone are often asked about the latest developments in technology. Investors, particularly entrepreneurs, are often interested in “hot” trends. It is part of our...
Peter Latta of A. Duie Pyle Discusses Common Sense Policy Making in Family Enterprise USA Video
A. Duie Pyle CEO, Peter Latta, Talks Common Sense Policy Needed From Lawmakers in New Family Enterprise USA Video Part of Family Business Series, Latta Video Hosted by Family Enterprise USA’s President Pat Soldano Peter Latta has few good ideas about common...
Weekly Washington Update: Impeachment, Dobbs Anniversary, Economic Bills, and More
House Sends Biden Impeachment Effort to Committees: Yesterday, the House voted 219-208 to refer articles of impeachment against President Biden to the Judiciary and Homeland Security committees. Sending the measure to committees helped avoid political tensions between...
House Approves GOP Tax Package, But SALT Relief Still in Limbo
House Tax-Writing Committee Advances GOP Economic Bills. The House Ways and Means Committee approved a trio of Republican tax bills along party lines during a markup last week. The economic-growth package, which is comprised of the Tax Cuts for Working Families Act...