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...
Luntz and Mulvaney Ask: ‘Is Democracy at Risk?’ in New Video
New Video Release: Frank Luntz and Mick Mulvaney Ask: ‘Is Democracy at Risk?’ Conversation Between Expert Pollster Luntz and Former White House Chief of Staff Mulvaney Debate Critical Political and Cultural Issues Facing America Family Enterprise USA has...
Attention Entrepreneurs: Help Shape the Future of Family Businesses – 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...
Calling All Supporters of Family Businesses: Act Now to 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...
Selecting Modern Trust Structures Based on a Family’s Assets
By Al W. King III & Pierce H. McDowell III A round-up of the available options 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...
Family Business Leaders Hear From Pollster Frank Luntz
Family Enterprise USA, Policy and Taxation Group Holds Quarterly Members and Supporters Webcast with Pollster Frank Luntz Insights On Current Political Landscape, Presidential Election Offered Along with Updates on Congressional Family Business Caucus ...
Family Business Leaders Share Insights at Congressional Caucus Meeting
Second Congressional Family Business Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness Capitol Building’s House Budget Committee Room Holds Caucus Co-Chairs Brad Schneider (D-Ill), Henry Cuellar (D-TX) and Executives Speak on Key...
Tax Policy Updates, Tax-Reform Proposal, Proposed Rules, and More
GOP Lawmakers Prepare Expansive Tax-Reform Proposal. House Republicans are expected to unveil an economic-growth package in the coming weeks that will encompass tax provisions relevant to a broad cross-section of the U.S. economy. Last month, House Ways and Means...