Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
The One, Big, Beautiful Bill Act – Summary and Analysis
On July 3, the House adopted the Senate substitute to H.R. 1, the One, Big, Beautiful Bill Act (OBBBA) by a vote of 218-214. The bill was signed into law on July 4, 2025. To read a breakdown of the full bill, please click here. About Brownstein Hyatt Farber...
Join Pat Soldano, Russ Sullivan & John Gugliada at FOX’s 2025 Family Office Forum
Join Pat Soldano, Russ Sullivan, and John Gugliada at the 2025 FOX Family Office & Wealth Advisor Forum, where leading family office executives and advisors come together to tackle the most pressing challenges in the UHNW space. This premier event offers...
Wealth, Complexity & The One Big Beautiful Bill: Time for a Family Office?
By Elizabeth M. Anderson, CEPAVice PresidentWhittier Trust | Wealth Management ServicesFamily-owned businesses are successful because the principals care deeply about their family name. Whittier Trust creates and executes plans to sustain the legacy of these...
Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies
Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies Affecting America’s Family-owned Businesses Four Member Group Offers Government Affairs, Community Relations, Entrepreneur, and Regulatory Insights Family...
Better Together: Strengthening Family Enterprise Teams with CFAR, Inc.
Pat Soldano, President of Family Enterprise USA and Policy and Taxation Group, hosted a webcast featuring Eliza Orleans, a Principle at CFAR. The webcast, titled "Better Together: Strengthening Family Enterprise Teams," aimed to teach family business leaders how to...
Quick Poll: Taxed More of Less Due to OBBB
We’d love to hear from you! Please take a moment to participate in our quick poll on The One Big Beautiful Bill .Your input helps us better understand and represent the interests of family owned businesses across the country.We hope...
Tax Update: House Approves Senate Reconciliation Package
Today, the House approved the Senate’s version of Republicans’ multi-trillion-dollar reconciliation package, known as the One Big Beautiful Bill Act (H.R. 1), by a vote of 218-214, with Reps. Brian Fitzpatrick (R-PA) and Thomas Massie (R-KY) joining all Democrats in...
PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses
Policy and Taxation Group Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses Five Member Group Offers Private Equity, Entrepreneur, and Legal Insights Policy and Taxation Group, advocates on...
Senate Concludes OBBBA Vote-a-Rama
The Senate approved a revised version of the One Big Beautiful Bill Act (OBBBA) (H.R. 1) on July 1, concluding a vote-a-rama that began the morning of June 30 and lasted over 24 hours. Consideration was further delayed after Sen. Thom Tillis (R-NC) announced his...
Tax Update: Senate Passes Reconciliation Package
Moments ago, the Senate passed Republicans’ multi-trillion-dollar reconciliation package, known as the One Big Beautiful Bill Act (H.R. 1), by a vote of 51-50, with Vice President J.D. Vance casting a tie-breaking vote in favor of passage. Sens. Susan Collins...
Contact Congress. Ask your Representative to vote for the OBBB as it is passed by the Senate.
Senate’s ‘Vote-A-Rama’ Keeps Family Business-related Amendments on the Line Today, Senate voting continues on numerous filed amendments affecting family-owned businesses. Called the “vote-a-rama,” Republicans and Democrats are finalizing their votes on amendments to...
Saying It Out Loud June 2025, By Pat Soldano
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupNew Study Says College Students Ponder ‘Legacy,’ ‘Succession,’ and ‘Generating Revenue’ When Considering Joining the Family-owned Business But Family Communication Still Ranks High as Major...
2024-25 Family Business Rising Gen Survey: Communication is Still Key
The 2025 Rising Gen Survey probed current college students enrolled in family business or entrepreneurship courses about what was most important to them as it related to their family business. Not surprisingly, communication is king. Conducted in partnership...
Contact your representatives in Congress and urge them to Oppose the Elimination of NOL Treatment in Section 461(l)
Your Voice Can Help Stop a $9 Billion Small Business Tax Hike Currently Secction 461(l) of the tax code currently says pass-through taxpayers cannot deduct “excess business losses” (i.e., losses above a cap of $250k for individuals and $500k for couples) in the...
Why Every Family Office Needs an ‘Expert Generalist’
By Linda C. MackFounder and PresidentMack InternationalWhy Every Family Office Needs an ‘Expert Generalist’ And How to Become the Ideal Family Office Leader of the Future Conventional wisdom suggests that success is associated with the ability to...
Tax Update: Congressional Republicans Racing to Complete Tax Package
House and Senate Republicans are charging toward their self-imposed July 4 deadline for passage of their multi-trillion-dollar reconciliation package, the One Big Beautiful Bill Act (H.R. 1), with Senate Majority Leader John Thune (R-SD) pledging to bring the Senate...
Senate Finance Committee Tax Title – Summary and Analysis
On June 16, Senate Finance Committee Chairman Mike Crapo (R-ID) released text of the committee’s tax title for the Senate’s fiscal year (FY) 2025 budget reconciliation bill. The Finance Committee’s tax title (Title VII) makes several modifications to the...
Reserve Your Spot – Build Teams That Drive Legacy and Results
Register Now June 27, 2025 | 10:00 AM – 11:00 AM PDT "Better Together: Strengthening Family Enterprise Teams" Join us for a webcast featuring Eliza Orleans, Principal at CFAR. How can family business leaders design and motivate teams across the...
Quick Poll: Share Your Thoughts on The One Big Beautiful Bill
We’d love to hear from you! Please take a moment to participate in our quick poll on The One Big Beautiful Bill . Your input helps us better understand and represent the interests of family owned businesses across the country. Click here to vote. Thank...
Family-Owned Businesses Succeed 20 Years Plus, While Fostering Generations of Employees, According to Survey
America’s Family-Owned Businesses Succeed 20 Years Plus, While Fostering Generations of Employees, According to Family Enterprise USA Survey Study Shows 66% of “Next Generation” Work in Their Family Businesses, While Employee Family Members Also Stay for...
Taxation & Representation: Senate Unveils Tax Package That Could Reshape 2025 Policy – Read the Highlights
Senate Finance Committee Releases Full Text of Tax Package: On June 16, Senate Finance Committee Chairman Mike Crapo (R-ID) released text of the committee’s tax title for the Senate’s fiscal year (FY) 2025 budget reconciliation bill, as well as a section-by-section...
Controlling Risk and Maximizing Protection Through Consultation and State of The Art Technology
Family Enterprise USA has partnered with USI to help our members make informed insurance decisions while maximizing protection for their businesses. PATH is USI’s game-changing platform that guides you through the entire risk control process, from identifying...
Family Business Governance
In this episode of “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA speaks with Bill Rock, CEO of MLR Media, a media and events company that publishes Family Business, Directors & Boards, FO Pro, and Private Company Director...
Tax Update: Senate Republicans Release Tax Text
We’ve completed our initial analysis of the Senate Finance Committee’s legislative text. Below is a detailed summary along with key supporting documents. TCJA Extension – As with the House-passed bill, the legislation makes permanent or extends several...
Stronger Teams. Stronger Legacy.
Register Now June 27, 2025 | 10:00 AM – 11:00 AM PDT "Better Together: Strengthening Family Enterprise Teams" Join us for a webcast featuring Eliza Orleans, Principal at CFAR. How can family business leaders design and motivate teams across the...
Will “The One Big Beautiful Bill” Deliver for Family Offices? Pat Soldano breaks it down.
‘Big Beautiful’ tax bill gets Senate review as family businesses anticipate tariff impactBy Pat Soldano | Family Business Magazine As the “One Big Beautiful Bill Act” winds through Congress, family-owned businesses are watching closely. The bill includes...
Tax Update: Senate Republicans Finalizing Tax Bill Changes
Senate Republicans continue to weigh counterproposals to key provisions of the House-passed reconciliation package, the One Big Beautiful Bill Act (H.R. 1), this week as the Senate races to pass the tax and spending bill by July 4. On Wednesday, Senate Finance...
Taxation & Representation: Senate Eyes Major Changes to H.R. 1 – What’s at Stake for Family Offices and Successful Individuals
The Senate Republicans continue to meet internally and with stakeholders regarding the provisions of a reconciliation package (H.R. 1). Senate Majority Leader John Thune (R-SD) made it clear that the Senate will make modifications to the bill in the next two...
Discover What Makes Great Family Enterprise Teams Tick
Register Now June 27, 2025 | 10:00 AM – 11:00 AM PDT "Better Together: Strengthening Family Enterprise Teams" Join us for a webcast featuring Eliza Orleans, Principal at CFAR. How can family business leaders design and motivate teams across the...
Women’s Business Owners Group Gains Momentum
Women’s Business Owners Group Gains Momentum, While Power of Women Entrepreneurs Gets Noticed in Congressional Record Family Enterprise USA Organized Women Business Events Getting Heard by Senate, House Leaders; Top Women Business Owners Get Recorded in...