Reality Check: U.S. Department of Labor Finalizes Worker Classification Rule

Reality Check: U.S. Department of Labor Finalizes Worker Classification Rule

On Jan. 9, 2024, the U.S. Department of Labor’s (DOL) Wage and Hour Division announced its final rule on Employee or Independent Contractor Classification. The announcement marks the end of a rulemaking process that started with the DOL’s Oct. 22 notice of proposed...

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Homrich Berg, Whittier Trust Wealth Management Firms Support Family Businesses with New FEUSA Sponsorships

Homrich Berg, Whittier Trust Wealth Management Firms Support Family Businesses with New FEUSA Sponsorships

Two large family business wealth management firms, Whittier Trust and Homrich Berg, have joined Family Enterprise USA as sponsors.   Whittier Trust, based in South Pasadena, is one of California’s largest private wealth management firms offering family office and...

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Policy Update – Taxation & Representation: Tax Bill Talks Extend Into 2024 – What’s Next?

Policy Update – Taxation & Representation: Tax Bill Talks Extend Into 2024 – What’s Next?

Lawmakers’ Discussions on Tax Bill Continue, with Timing Slipping into 2024. With the possibility of a year-end tax package having all but evaporated, lawmakers on the House Ways and Means and Senate Finance committees will have to look to potential opportunities...

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Webcast Replay: Private Family Trust Companies: What? Why? How?

Webcast Replay: Private Family Trust Companies: What? Why? How?

Key Points of the Webcast: Private Family Trust Companies: What? Why? How?   1. Private Trust Companies Defined: Business entities formed by families to act as trustees for their trusts. Serve family financial and planning goals. Offer efficient and effective...

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Taxation & Representation Update For You. Supreme Court Tax Drama Unveiled: Will It Impact Your Finances?

Taxation & Representation Update For You. Supreme Court Tax Drama Unveiled: Will It Impact Your Finances?

Supreme Court Justices Signal Narrow Ruling in Repatriation Tax Case. On Dec. 5, the U.S. Supreme Court heard oral arguments in Moore v. United States, a case relating to the mandatory repatriation tax (MRT) from the Tax Cuts and Jobs Act (TCJA, Pub. L. 115-97). The...

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A Webcast Replay: Year-End Strategies to Maximize Your Charitable Giving

A Webcast Replay: Year-End Strategies to Maximize Your Charitable Giving

In this video, Pat Soldano, president of Family Enterprise USA, hosts a discussion on year-end strategies to maximize charitable giving. She is joined by Abby Axelrod Wonderman and Brian Kirk of Fiduciary Trust International.   The speakers discuss a variety of...

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