Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Study Finds High Personal Tax Levels Concern Largest US Private Employer: Family Businesses
High Personal Tax Levels Top Concerns of America’s Largest Private Employer, Family Businesses, New Study Finds New Data from Family Enterprise USA Annual Family Business Survey 2023 Show Taxes, Both Personal and Business, Are Biggest Worries Sky-high income and...
Senators Kennedy, Thune Introduce New Death Tax Repeal Act of 2023
Senators John Kennedy of Louisiana and John Thune of South Dakota, along with dozens of other Republican senators, have introduced the Death Tax Repeal Act of 2023. The act aims to permanently repeal the federal estate tax, commonly known as the “death tax,” a...
WEBCAST REPLAY: It’s All Relative; Family Matters in Business Succession
Thank you to the Orange County Business Journal for publishing this article.Leadership Compensation, Hybrid Work Accelerate in Family Businesses, Family Business Offices Says Expert Linda MackOne of the 50 largest registered investment advisor firms in the country,...
Debt Ceiling Negotiation, FY2024 Budget Hearings, Lower Energy Costs Act, and More
General Updates Programming Update: This newsletter will be taking a hiatus during the congressional recess. We will resume publishing on Friday, April 21. Debt Ceiling Negotiation Update: Earlier this week, House Speaker Kevin McCarthy (R-CA) called for...
South Dakota Trust Co. Joins as New Sponsors Supporting Family Businesses
South Dakota Trust Co. Joins Family Enterprise USA as New Sponsors Supporting Family Businesses South Dakota Trust Company has joined Family Enterprise USA as a new sponsor. As a sponsor, South Dakota Trust Company will work with Family Enterprise USA in...
Treasury Department, Eliminate OECD Funding, Bipartisan Group Rebuffs Biden and More
Treasury Department and IRS Release Preliminary Guidance on Semiconductor Tax Credit. On March 23, the Treasury Department and IRS published proposed regulations for implementing the new section 48D advanced manufacturing investment tax credit (ITC) enacted through...
New York Times Spotlights Family Businesses, Family Enterprise USA Research in Sunday Business Section
The New York Times writer Martha White looks into five different family businesses and how they are dealing with transitioning their enterprises to the next generation. The businesses range from a gas equipment company to jewelry company to a construction services...
Join Us for a Discussion on Family Business, Legislation, and Voter Attitudes: 2023 Survey Results Live Event
We are pleased to invite you to be our guest for a presentation addressing the State of Family Business and the Critical Tax Issues Impacting the Wealthy in the New Congress on March 30 in Atlanta, GA. It is being hosted by Homrich Berg, in conjunction with the Policy...
Senators Renew Efforts, Yellen Defends 2024 Budget Proposals, CBO Report, and More
Senators Renew Efforts to Reverse R&D Tax Modification. Last Friday, a bipartisan coalition of 12 senators introduced the American Innovation and Jobs Act to increase incentives for businesses that invest in domestic research and development (R&D). Spearheaded...
PODCAST: Rep. Schneider Spotlights Importance of Educating Congress on Power of Family Businesses in New Podcast
Rep. Brad Schneider Spotlights Importance of Educating Congress on Power of Family Businesses in New ‘Voice of Family Business on Capitol Hill’ Podcast Rep. Schneider Talks with Podcast Host Pat Soldano, Family Enterprise USA, on Goals of New Congressional...
Keeping It in the Family: Why Succession Planning Matters
When planning for your family, you prepare, consult with experts, save, and make plans for your child’s future. The same is true in running your business; they are, in many ways, parallel experiences. March 22, 2023 11:00 AM Pacific Time / 2:00 PM...
Saying It Out Loud, By Pat Soldano. March 2023.
For Happier Workers, Businesses Need to Take a Chapter Out of Family Business Employee Handbook By Pat Soldano The findings are clear: family businesses treat their employees better, pay them better, and keep them longer. In our latest research report, The...
Future-Proof Your Business: The Importance of Succession Planning
When planning for your family, you prepare, consult with experts, save, and make plans for your child’s future. The same is true in running your business; they are, in many ways, parallel experiences. March 22, 2023 11:00 AM Pacific Time / 2:00 PM...
Family Businesses in America Sound the Alarm on Tax and Labor Challenges in 2023 Survey
Tax, Labor Issues Top Concerns of America’s Private Largest Employer, Family Businesses, Says New 2023 Family Business Survey Just Released Family Enterprise USA Annual Family Business Survey 2023Also Cites Supply Chain Issues, Inflation Damaging Business...
FY2024 Budget Request Includes Tax Proposals for Wealthy Americans. Summary and Analysis.
On Thursday, March 9, President Joe Biden released his $6.9 trillion Budget and various accompanying documents. Separately, the Treasury Department released its Green Book, which provides more detailed descriptions of the tax proposals in the budget along with...
The Benefits of Succession Planning: Family Matters in Business Succession
When planning for your family, you prepare, consult with experts, save, and make plans for your child’s future. The same is true in running your business; they are, in many ways, parallel experiences. March 22, 2023 11:00 AM Pacific Time / 2:00 PM...
Family Businesses Receive a Boost in Representation with New Caucus
By Pat Soldano Family Business, ‘The Quiet Giant,’ Gets Leadership Voice on Capitol Hill with New Congressional Caucus You might call family businesses in America the “Quiet Giant.” “Quiet” because up until recently, the family business sector did not...
Don’t Miss Our Live Event: 2023 Family Business Survey Results and Voter Attitudes Towards Elections
We are pleased to invite you to be our guest for a presentation addressing the State of Family Business and the Critical Tax Issues Impacting the Wealthy in the New Congress on March 30 in Atlanta, GA. It is being hosted by Homrich Berg, in conjunction with the Policy...
Biden Budget Proposal, Committee Updates, IRS Leak Investigations, and More
Tax Tidbit Biden to Release 2024 Budget Proposal Later this Week. On March 9, President Joe Biden will send his updated budget proposal to Congress, outlining the administration’s policy priorities for fiscal year 2024. Biden is expected to officially unveil...
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[Last chance] Register For the March 8th Legislative and Political Updates Webinar
Policy and Taxation Group ExclusiveSupporters Only Webinar March 8, 2023 Policy and Taxation Group provides these exclusive webinars as a benefit to our Supporters. These Supporters Only webinars include the latest public policy intelligence and...
Succession Planning is Important For a Variety of Reasons, Particularly for Family-Owned Businesses
When planning for your family, you prepare, consult with experts, save, and make plans for your child’s future. The same is true in running your business; they are, in many ways, parallel experiences. In this webinar, Abbey Flaum, Managing Director –...
Caucus Spotlights Education, Representatives’ Experiences with Family Business
First Congressional Family Business Caucus Spotlights Education, Representatives’ Experiences with Family-Owned Business Caucus Co-Chairs Henry Cuellar (D-TX) and Claudia Tenney (R-NY), and Other Congressional Representatives, Speak on Key Issues Facing Family...
Family Business Caucus, Legislative and Political Updates. March 8th Webcast – By Invitation Only
Policy and Taxation Group ExclusiveSupporters Only Webinar March 8, 2023 Policy and Taxation Group provides these exclusive webinars as a benefit to our Supporters. These Supporters Only webinars include the latest public policy intelligence and...
Taxation & Representation, Senate Confirmation, House Set to Vote, and More
Tax Tidbit Werfel Faces IRS Funding Questions on Route to Likely Senate Confirmation. On Wednesday, Feb. 15, the Senate Finance Committee held a hearing to consider the nomination of Danny Werfel to be commissioner of the IRS. This is the first step in the nomination...
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[VIA ZOOM] It’s All Relative; Family Matters in Business Succession
When planning for your family, you prepare, consult with experts, save, and make plans for your child’s future. The same is true in running your business; they are, in many ways, parallel experiences. In this webinar, Abbey Flaum, Managing Director –...
Avoid ‘Shirtsleeves to Shirtsleeves’ by Shifting Inheritance Vision to Private Capital
Avoid ‘Shirtsleeves to Shirtsleeves’ in Three Generations by Shifting Inheritance Vision to Private Capital, Says The Madison Group Report New Madison Group Report at Family Enterprise USA Shifts Family Business Inheritance Strategy to Values and Private...
Save The Date: March 8th Webinar. Family Business Caucus, Legislative and Political Updates
Policy and Taxation Group ExclusiveSupporters Only Webinar March 8, 2023 Policy and Taxation Group provides these exclusive webinars as a benefit to our Supporters. These Supporters Only webinars include the latest public policy intelligence and...
New Congressional Family Business Caucus Co-Chairs Ready for First Meeting Feb. 28
First Meeting of Bipartisan Caucus Will Set Framework for New Group Focused on Educating Congress on Power of America’s Largest Private Employer, Family Businesses After many years in development, the newly formed bipartisan Congressional Family Business Caucus...
[LIVE EVENT] 2023 Survey Results; Legislative Possibilities and Election Voter Attitudes
About Homrich BergOne of the 50 largest registered investment advisor firms in the country, HB was a pioneer when we founded our firm in 1989 with a focus on serving clients with a fiduciary approach. We have grown to serve clients in over 46 states from our home base...
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[VIDEO] New Video Tells The Incredible Story of David Ellen’s Equipment Corp
‘You’re Number One’ Service Mantra Takes David Ellen’s Equipment Corp. From Zero to $56 million in 8 Years; New Family Enterprise USA Video Tells The Incredible StorySouth African entrepreneur David Ellen fled his homeland, landed in Albuquerque, New Mexico, and in...