Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Pass-Through Entities Explained
80% of family businesses and generationally owned businesses, are organized as a Pass-Through Entity such as Limited liability company (LLC), Limited Partnership (LP), or S-corporation. Pass-through entities are businesses that aren't subject to the corporate income...
Happy Holidays From Policy and Taxation Group
Policy and Taxation Group is the leading information, education and advocacy organization working for the reduction and ultimate elimination of estate, gift, and generation skipping transfer taxes, and other taxes that punish hard work and success. Our Mission is to...
Looking Ahead: State Policy Trends for 2023
In 2023, all 50 state legislatures will convene, including biennial legislatures. Nationwide, state legislatures will spend months grappling with policies that will impact their state and constituents. And although each state legislature’s political makeup differs,...
Trends in the Overall Family Business Enterprise Market
by Linda C. Mack, Mack International An intensely competitive market and increased access to information are requiring Family Business Enterprises to keep pace in the recruiting, compensation, and retention arenas. As the New Year approaches, the office of the future...
It’s All Relative; Family Matters in Business Succession
By: Wealth Strategist – Family Office, Abbey Flaum, J.D., LL.M. Parenting and running a business are, in many ways, parallel experiences. From the time a baby is conceived, we plan to ensure the child enters this world under optimal circumstances. We consult...
2023 Will Be a Year of Uncertainty for Family Businesses
Complicating factors include inflation, interest rates and midterm election fallout. By Pat Soldano Over the past two years, the virus on everyone’s mind was COVID. Today, the virus is inflation. As the cost of goods and wages rise, the country’s biggest...
Washington Updates – Rail Strike, Health Care, Tax, & More
General Updates Congress Acts to Avert Freight Rail Strike: Congress passed a bill this week to implement the terms of a contract between freight rail carriers and workers, averting a nationwide rail strike next week that would have kept one-third of U.S. cargo from...
Bipartisan Group of Congressional Members Launch Congressional Family Business Caucus Focused on Family-Owned Businesses
Bipartisan Group of Congressional Members Launch New Congressional Family Business Caucus Focused on Concerns of America’s Largest Private Employer, Family-Owned Businesses Family Enterprise USA Applauds, Supports New Family-Focused Caucus Today,...
The Use Of Defined Value Gift Clauses
The last several years have seen an unprecedented level of wealth transfer transactions, including interests in privately held operating companies. Effectuating those transactions so close to the end of the year when it involves a complex appraisal, such as a...
118th Congress Tax Agenda. Taxation & Representation.
Election Results Update: With the results of the midterm election almost final, control of the House and the Senate in the 118th Congress is clear. On the House side, Republicans are poised to win the remaining two outstanding congressional races, giving the GOP a...
Saying It Out Loud, By Pat Soldano. November 2022.
Consequences of Midterms: Compromise The “red wave” never came and so Capitol Hill watchers are scratching their heads about what’s next for our new divided Congress. Against the blur of talking heads one thing has crystalized: compromise is the future. Whether on...
New Videos Reveal Difficulties, Successes in Transitioning to Next Generation, & Giving Back
New Family Business Videos Reveal Difficulties, Successes in Transitioning to Next Generation, Giving Back to Community Family Enterprise USA’s President Pat Soldano Interviews Leaders of Thompson Realty Group and Lippow Development Co. The struggles and successes...
Post-Midterms Analysis
As votes continue to be counted, it is clear the election was unexpectedly tighter—and better for Democrats—than most observers expected. While a handful of House races remain undecided, our current view is while Republicans will take control of the House, they will...
PODCAST: “What Happened?” Midterm Elections – Winners and Losers
Listen to Our Podcast: Voice of Family Business on Capitol Hill with Pat Soldano "What Happened?" Midterm Elections – Winners and Losers Listen in to our newest podcast, “The Voice of Family Business on Capitol Hill,” with host Pat Soldano. This new...
PODCAST: 2022 Midterm Panel Post-Election Follow Up
Nov. 8 has come and gone, but control of Congress is still up in the air. While the predicted “red wave” failed to materialize, Republicans may yet take control of both chambers from the Democrats. Policy Directors Will Dunham, Nadeam Elshami, Brian McGuire and...
Is a For-Profit Family Office Right for You?
Forming a family office is often a logical step for families that have created substantial wealth. Indeed, many single-family offices emerged from family businesses created in the U.S. after World War II, where the liquidity generated by these enterprises began to...
Analysis of the Mid-Term Elections
Our thanks to Squire Patton Boggs for this report. To read more of this analysis and learn more about specific details, please click.Polarized Electorate, Divided Government: What to Expect With the 118th Congress Republicans appear to have won a narrow House of...
2022 Midterms Post-Election Outlook and Analysis
The red wave that wasn’t could be enough to shift control of the House to Republicans, whose possible narrow majority heading into next year may present new challenges for governance but no less of an oversight headache for the Biden administration. Meanwhile, for the...
Save The Date: November 16th Webinar Talking About The Impact of Midterm Results – By Invitation Only
Thank you to the Orange County Business Journal for publishing this article.Policy and Taxation Group ExclusiveSupporters Only Webinar November 16, 2022 Policy and Taxation Group provides these exclusive webinars as a benefit to our Supporters. These Supporter Only...
WEBINAR REPLAY: Business Owners 2022 Family Business Survey Review
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 MackWe will review the results of the Family Enterprise USA 2022 Family Business...
Midterms State of Play. Less Than a Week Out From Election Day.
Less than a week out from Election Day, Republicans appear to be in the driver’s seat, leading or narrowing deficits in many key House and Senate races. At present, FiveThirtyEight projects Republicans have an 85% chance to win the House and a 55% chance at earning...
Soldano Speaks at ATA’s Recent Global Management Conference in San Diego
‘Trucking Central to Economy’s Success,’ Says Family Enterprise USA’s Pat Soldano at ATA’s Recent Global Management Conference in San Diego Attendees at the American Trucking Association’s Management Conference, held in San Diego last month, heard from Family...
PODCAST: Across the Aisle: Upcoming Midterms
With the 2022 midterms fast approaching, the heads of our Washington, D.C. Technology and Telecommunications group, Al Mottur and Greta Joynes, provide perspective, and banter, from both sides of the aisle on the upcoming elections, Senate and House leadership...
Midterms State of Play. Less Than Two Weeks To Go Until Election Day.
With less than two weeks to go until Election Day, and early voting already taking place in several battleground states, recent polling results and spending trends continue to indicate that the electoral environment is shifting toward Republicans. At present, some...
WEBINAR REPLAY: Linda C. Mack of Mack International Talks About Recruiting and Retention Strategies
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 MackRecruiting the best leadership and keeping them is no longer “a winging it”...
Mid-Term Election Fallout Critical to Tax Policies for Family Businesses
Thank you to the Orange County Business Journal for publishing this article.Mid-Term Election Fallout Critical to Tax Policies for Family Businesses, New Family Enterprise USA Podcast Details Russ Sullivan, Capitol Hill tax policy veteran, and Podcast Host Pat...
Tax and Economic Legislative Concerns for Families and Family Business
Thank you to the Orange County Business Journal for publishing this article.Friday Oct 28, 2022 11:00 AM - 12:00 PM ET / 10:00 AM - 11:00 AM CDT / 8:00 AM - 9:00 AM PT Families and their businesses are under attack by Congress. The proposed Congressional tax and...
Saying It Out Loud, By Pat Soldano. October 2022.
Congress and Our New Voice We are getting very close. As you know we have been working very hard behind the scenes with Congress to finally embrace the importance of family businesses. Our goal is to give family businesses a louder, more prominent voice on Capitol...
Last Chance to Register. 2022 Family Business Survey Review Webinar (10/25)
Thank you to the Orange County Business Journal for publishing this article.Business Owners 2022 Family Enterprise USA Survey Review 1:00 PM - 2:00 PM ET / 10:00 AM - 11:00 AM PT Family Enterprise USA invites you to join us for a webinar with special guest speakers...
Only 5 Days Left to Register For The 2022 Family Business Survey Review Webinar
Thank you to the Orange County Business Journal for publishing this article.Business Owners 2022 Family Enterprise USA Survey Review 1:00 PM - 2:00 PM ET / 10:00 AM - 11:00 AM PT Family Enterprise USA invites you to join us for a webinar with special guest speakers...