Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Navigating Tax Challenges for Family Businesses: Insights with Pat Soldano
"Protecting the Wealth of Family Businesses in a Volatile Tax Environment" A presentation by Pat Soldano; President; PATG; President FEUSA The proposed Congressional tax and economic policies would hurt successful individuals, family offices and family...
Free Webcast: 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 &...
Congressional Family Business Caucus to Join Discussion on Capitol Hill Focused on Supporting Family Businesses
Caucus Members Participating in Roundtable Discussion Moderated by Dr. Frank Luntz, Family Business Executives Speaking on Key Issues Facing Family Business The bipartisan Congressional Family Business Caucus will for the third time this year meet with family...
Brownstein’s Tax Team Discusses the Future of Taxes
Brownstein’s Tax team discusses how to read the topography of the tax landscape as we come out of Congress’s summer recess and approach the final months of 2023. Bipartisan support for renewing or extending various tax provisions has shown promise for new...
Navigating Today’s Job Market: Smart Recruiting and Retention Strategies for Family Businesses
In an increasingly competitive market for sophisticated and experienced professional and investment talent, family offices are seeking and applying new approaches to attract and retain top level executives. The Family Business Enterprise of the future will be very...
Learn from Experts How to Make Your 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...
Meet Frank Luntz at the Family Business Roundtable
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 asking you to consider becoming a supporter. The need for fact-based reporting of issues important to family...
Urgent Alert: Family Businesses Misunderstood by Congress – Insights from Luntz & Mulvaney
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...
RSVP for Family Business Roundtable with Special Guest Frank Luntz
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 asking you to consider becoming a supporter. The need for fact-based reporting of issues important to family...
3 Tools to Help You Make a Bigger Impact
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...
Insights on NextGen Leadership Challenges: Stephanie Larscheid in New Family Enterprise USA Video!
Stephanie Larscheid, Executive Director, Prairie Family Business Association, Discusses Next Generation Leadership Challenges in New Family Enterprise USA Video Ongoing Series, ‘Family Business Stories,’ Prairie Family Business Association Featured in Video...
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...