From Generation to Generation
By Erika Karp, Executive Managing Director, Chief Impact Officer, PathstoneIt has been said that one’s legacy is not merely leaving something for people, but rather leaving something in people. This seems even more apropos and urgent than ever given the extraordinary...
Race to Replace Brady: New Challenger. Taxation & Representation and Tax Tidbit
Race to Replace Brady: New Challenger. Rep. Jason Smith (R-MO) is the latest Republican seeking to replace the retiring House Ways and Means Committee ranking member and former chair, Kevin Brady (R-TX), as the top Republican on the tax writing panel. A Ways and Means...
Want To Protect Your Multi-Generational Business?
Each year, Family Enterprise USA surveys business owners across the country to learn about their challenges and ensure that their voices are heard on Capitol Hill. The 2022 Family Enterprise USA Annual Family Business Survey takes just a few minutes to complete and...
The Lifecycle of the Entrepreneurial Business: Wonder . . . Blunder . . . Thunder . . . Plunder
By Matt Brown, Partner, Brown & Streza LLPThere are four stages of entrepreneurial business growth: wonder, blunder, thunder, and plunder. Each stage has its own opportunities and challenges. And each stage brings with it the need for one or more attorneys as a...
Build Back Better Reboot. Taxation & Representation and Tax Tidbit
Build Back Better Reboot. Rep. Richard Neal (D-MA), the House Ways and Means Committee chair, and Sen. Ron Wyden (D-OR), chair of Senate Finance Committee, are cautiously optimistic negotiations over the Build Back Better Act (BBBA) can resume after Sen. Joe Manchin...
Protect Lifetime Of Savings
Each year, Family Enterprise USA surveys business owners across the country to learn about their challenges and ensure that their voices are heard on Capitol Hill. The 2022 Family Enterprise USA Annual Family Business Survey takes just a few minutes to complete and...
Latest BBBA Update: SALT and CTC: Taxation & Representation and Tax Tidbit
Latest BBBA Update: SALT and CTC. In addition to the American Rescue Plan Act and the Infrastructure Investment and Jobs Act, the Build Back Better Act (BBBA) was the primary legislative focus in 2021. In the new year, however, the package has been pushed aside in...
Join The Movement Supporting Multi-Generational Businesses
The 2022 Family Enterprise USA Annual Family Business Survey takes just a few minutes to complete and all survey responses are completely confidential. Family Enterprise USA is the only organization of its kind because we advocate for the families of family businesses...
Historic Tax Increases Threaten The Fidelity Of Your Business
Family Enterprise USA is the only organization of its kind because we advocate for the families of family businesses across all industries on the issues they face every day in running their businesses. Your support fuels our efforts and gives you a voice in the US...
Join Today to Attend Invitation Only Feb 8th Zoom Addressing Latest Tax & Policy Outlook
Policy and Taxation Group Supporters Only Zoom Meeting - February 8 at 12PM PT / 3PM EST To receive the Zoom information and to be invited, your membership with PATG needs to be paid and current. There is a link below to securely donate now. This will be a time...
We’re Fighting For The Future Of Family Businesses
Your support fuels our efforts and gives you a voice in the US Congress to counter the war being waged against family businesses. Anyone concerned about step-up in basis elimination, the estate tax exemption, increased income and capital gain taxes, and the creation...
February 8th PATG Zoom Addressing Latest Tax Legislation – By Invitation Only
Policy and Taxation Group Supporters Only Zoom Meeting - February 8 at 12PM PT / 3PM EST To receive the Zoom information and to be invited, your membership with PATG needs to be paid and current. There is a link below to securely donate now. This will be a time...
Do You Have 5 Minutes To Help Your Business?
Family Enterprise USA is the only organization of its kind because we advocate for the families of family businesses across all industries on the issues they face every day in running their businesses. Take the 5-minute survey to show legislators how essential family...
U.S. Federal Labor Report. Labor Updates From Washington, D.C.
The U.S. Congress was in session this week. Democrats in the U.S. Senate fell short in their effort to approve voting rights legislation. Facing unified Republican opposition, Majority Leader Schumer (D-New York) sought to change the filibuster rules to allow for...
Join The Fight. Take 5-minute survey and we will do the rest.
Each year, Family Enterprise USA surveys business owners across the country to learn about their challenges and ensure that their voices are heard on Capitol Hill. We are reaching out today to request your help by completing the 2022 Family Enterprise USA Annual...
Protect Your Lifetime Of Savings
Each year, Family Enterprise USA surveys business owners across the country to learn about their challenges and ensure that their voices are heard on Capitol Hill. We are reaching out today to request your help by completing the 2022 Family Enterprise USA Annual...
The best thing you can do for your family business is …
We are reaching out today to request your help by completing the 2022 Family Enterprise USA Annual Family Business Survey. The 2022 Family Enterprise USA Annual Family Business Survey takes just a few minutes to complete and all survey responses are completely...
Budget Reconciliation: By the Numbers: Taxation & Representation and Tax Tidbit
Tax Tidbit Budget Reconciliation: By the Numbers. Since 1980, Congress has passed 26 budget reconciliation bills, 22 of which have become law. During 11 of those 41 years, Congress did not pass any budget reconciliation at all. Below is a breakdown of the budget...
Attn Family Business Owners: Use This Today To Get Your Opinions Heard
We are reaching out today to request your help by completing the 2022 Family Enterprise USA Annual Family Business Survey. The 2022 Family Enterprise USA Annual Family Business Survey takes just a few minutes to complete and all survey responses are completely...
Want To Protect Your Multi-Generational Business?
We are reaching out today to request your help by completing the 2022 Family Enterprise USA Annual Family Business Survey. The 2022 Family Enterprise USA Annual Family Business Survey takes just a few minutes to complete and all survey responses are completely...
Key Dates to Watch Early This Year: Taxation & Representation and Tax Tidbit
Tax Tidbit Key Dates to Watch Early This Year. Welcome to 2022! We may have welcomed a new year, but Democrats’ policy goals remain largely the same as last year. The top focus continues to be the Build Back Better Act (BBBA), which, despite passing the House last...
Do This And Be The First To Get The DC Legislators To Help You!
We are reaching out today to request your help by completing the 2022 Family Enterprise USA Annual Family Business Survey. The 2022 Family Enterprise USA Annual Family Business Survey takes just a few minutes to complete and all survey responses are completely...
Taxation & Representation and Tax Tidbit
Tax Tidbit Senate Finance Committee Democrats Update Build Back Better. On Saturday afternoon, Senate Finance Committee Chair Ron Wyden (D-OR) released legislative text for the committee’s portion of the Build Back Better Act. The text includes both technical...
Taxation & Representation and Tax Tidbit
Tax Tidbit Build Back Better Timeline. Senate Majority Leader Chuck Schumer (D-NY) has consistently said for months that he wants the Senate to approve the Build Back Better Act before Christmas. He now faces multiple competing legislative priorities and ongoing...
Tax & Financial Services Week Ahead
The House and Senate will reconvene Tuesday at noon and Monday at 3 p.m., respectively. The House and Senate are scheduled to leave Washington after this week for the holiday season, though they will likely stay in session longer to approve multiple must-pass items....
Infrastructure Update – Week of November 29 – December 3
As inflation concerns rise, Senators Manchin (D-WV) and Sinema (D-AZ) will not commit to voting for the Build Back Better (BBB) Act before Christmas – Senate Majority Leader Schumer’s target timeline. What the White House Is Saying Federal Reserve: risk of higher...
Build Back Better Act Passed By House! Details…
Today the House voted 220-213, along party lines to pass the Build Back Better Act. Yesterday Congressional Budget Office (CBO) released its highly anticipated score of the Build Back Better Act. According to the CBO, the $1.75 trillion legislation will add $367...
Help Us Take Action – Contact Congress: Stop New Tax on Individuals and Trusts and Estates
We should NOT punish success, taking a lifetime of savings from multi generational businesses, farmers, restaurant owners, and small business owners. Call to Action! There Is A New Additional Tax For Individuals And Trusts And Estates. Despite the progress we’ve made...
Taxation & Representation & Tax Tidbit
Tax Tidbit Bipartisan Infrastructure Bill Becomes Law. On Monday, President Joe Biden signed into law the Infrastructure Investment and Jobs Act, which contains $1.2 trillion in funding for traditional infrastructure projects likes roads, bridges, highways, public...
Senator Tester of MT, Frank Luntz and COS for Rep David Scott of GA Will Be Speaking
Policy and Taxation Group Supporters Only Update November 17 at 3pm EST; 12pm PST ZOOM WEBINARInfo provided upon registration Please donate now so you do not miss out on this important update from leaders working on these time sensitive tax policy issues. Welcome by...