Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Reducing the Tax Impact on the Sale of Your Business
Thank you to BNY Mellon Wealth Management for this report. Thoughtful estate planning and business succession strategies provide the greatest opportunity to maximize wealth for business owners. When it comes time for a business owner to transition or sell their...
Last Chance to Register. Recruiting and Retention Strategies Webinar (10/19)
Thank you to the Orange County Business Journal for publishing this article.Join Family Enterprise USA's Pat Soldano when she interviews Linda C. Mack about recruiting and retention strategies, best practices in recruiting and retaining top talent, a proven process...
Save 15% When You Register Now: Transitions Fall 2022
Family Business Transitions Fall 2022 November 2-4Marriott Marina del Rey, CA Connect with other multigenerational family businesses and experts in a "safe harbor" environment to openly share real-life issues and challenges with other families. The past 40 years have...
How To’s – Protecting a Lifetime of Savings
What Washington Needs to Know and Benefits of Businesses Owning Their Own Real Estate Thursday, October 20, 2022 | 8:00 - 10:00 a.m. Join John Gugliada, Family Enterprise USA’s (FEUSA) Director of Strategic Partnerships & Business Development, who will set the...
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[WEBINAR] Business Owners 2022 Family Enterprise USA Survey Review (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...
You Are Invited to Register. Recruiting and Retention Strategies Webinar (10/19)
Thank you to the Orange County Business Journal for publishing this article.Join Family Enterprise USA's Pat Soldano when she interviews Linda C. Mack about recruiting and retention strategies, best practices in recruiting and retaining top talent, a proven process...
Chubb Insurance & USI Insurance Join FEUSA as New Sponsors
Chubb, USI Insurance Join Family Enterprise USA as New Sponsors Supporting Family Businesses Two major insurance companies focused on wealth management and family businesses, Chubb Insurance and USI Insurance, have joined Family Enterprise USA as new sponsors. Chubb...
Whittier Trust & Homrich Berg Join Family Enterprise USA as New Sponsors
Wealth Management Firms Whittier Trust, Homrich Berg Join Family Enterprise USA as New Sponsors Supporting Family Businesses Two large family business wealth management firms, Whittier Trust and Homrich Berg, have joined Family Enterprise USA as sponsors. Whittier...
Meet Our Keynote Speakers: 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...
Join Other Family Companies at Transitions Fall 2022
Family Business Transitions Fall 2022 November 2-4Marriott Marina del Rey, CA Connect with other multigenerational family businesses and experts in a "safe harbor" environment to openly share real-life issues and challenges with other families. The past 40 years have...
Annual Awards Presented to Best Family-Owned Businesses
22nd Annual Maine Family Business Awards Presented to State’s Best Family-Owned Businesses Awards Livestreamed by Family Enterprise USA, Wednesday, October 12, 6:15 – 8PM EST Maine’s Institute for Family-Owned Business will host its annual Maine Family Business Awards...
Successful Succession Planning
By Whittier Trust, Private Wealth ManagementWe've all heard horror stories of bad things that happened to a business that didn't plan for succession. An owner suddenly falls ill, and the company has trouble meeting its obligations to clients, who are forced to go...
You’re Invited to Business Owners 2022 Family Enterprise USA 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...
Learn About Recruiting and Retention Challenges & Successes
Thank you to the Orange County Business Journal for publishing this article.Join Family Enterprise USA's Pat Soldano when she interviews Linda C. Mack about recruiting and retention strategies, best practices in recruiting and retaining top talent, a proven process...
Legislative Lowdown. Congress Advances Towards CR as Deadline Approaches.
Yesterday, Senate Democrats proposed legislation to fund the federal government through Dec. 16 with the use of a continuing resolution (CR). The proposal would fund each agency at current FY 2022 levels until the December deadline, by which point lawmakers would need...
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[Webinar] Get Ahead of the Curve: How Recruitment and Retention Strategies Are Changing Everything
Thank you to the Orange County Business Journal for publishing this article.Join Family Enterprise USA's Pat Soldano when she interviews Linda C. Mack about recruiting and retention strategies, best practices in recruiting and retaining top talent, a proven process...
Join Us For The ‘Voice of Family Business on Capitol Hill’ Podcast Series
Thank you to the Orange County Business Journal for publishing this article.Host Pat Soldano, President, Family Enterprise USA/Policy Taxation Group, Focuses Attention on Key Issues Facing Families, Their Businesses, and Legislation Dr. Frank Luntz Talks About...
Summary of PATG Supporters Meeting Conducted in Washington DC On 9/21/22
Pat Soldano opened the meeting by providing an update on the work that Policy and Taxation Group (PATG) and Family Enterprise USA (FEUSA), is doing in Washington. Specifically, she provided an update on the Congressional Family Business Caucus, highlighting that...
Podcast: A Family Business Boosts its Health by Making a MD its CEO
Why did Dr. Varish Goyal turn in his white lab coat and join his family’s business? Find out on a recent episode of BNY Mellon Wealth Mangement’s Your Active Wealth business owner podcast series. As the president and CEO of a collection of family-operated businesses,...
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[Webinar] Recruiting and Retention Strategies That Actually Work
Thank you to the Orange County Business Journal for publishing this article.Join Family Enterprise USA's Pat Soldano when she interviews Linda C. Mack about recruiting and retention strategies, best practices in recruiting and retaining top talent, a proven process...
Legislative Lowdown. Democrats Prepare Another for Expanded CTC.
Democrats Prepare Another for Expanded CTC. With the year-long effort to legislate a comprehensive energy, healthcare and tax bill finally completed, many Democratic lawmakers and members of the administration have fully transitioned to campaigning for the upcoming...
Washington Policy Update
General Updates Government Funding: With Congress unable to reach a consensus on appropriations bills for fiscal year 2023, lawmakers must reach a deal on a continuing resolution (CR) this month to avoid a government shutdown on Oct. 1. The House of Representatives is...
Considerations on Establishing Family Governance
By Director, Anna Johnson and Managing Director, Rachele Bouchand, Pathstone, the modern family office.A founder of a family business is often not only the driving force behind that business, but also the steward for the family’s trusts, philanthropy, property and,...
Have You Heard the ‘Voice of Family Business on Capitol Hill’ Podcast Series?
Thank you to the Orange County Business Journal for publishing this article.Host Pat Soldano, President, Family Enterprise USA/Policy Taxation Group, Focuses Attention on Key Issues Facing Families, Their Businesses, and Legislation Dr. Frank Luntz Talks About...
‘Voice of Family Business on Capitol Hill’ Podcast Series Launched by FEUSA
Thank you to the Orange County Business Journal for publishing this article.Host Pat Soldano, President, Family Enterprise USA/Policy Taxation Group, Focuses Attention on Key Issues Facing Families, Their Businesses, and Legislation Dr. Frank Luntz Talks About...
Legislative Lowdown. Taxation & Representation.
Recess Recap: What happened over the last month in the world of tax? Congress Considers Options to Delay Impending Shutdown. With Congress unable to reach a consensus on appropriations bills for fiscal year 2023, lawmakers must reach a deal on a continuing resolution...
CSUF Offers Family Business Workshops through its Center for Family Business
California State University Fullerton Offers Family Business Workshops through its Center for Family Business Family Business Fall Series Starts October 18 with Workshop on ‘Developing Non-Family Leaders’; CSUF Center for Family Business Workshops Run Through April...
Don’t tax America’s family businesses to death
By Pat Soldano, published in the Seattle Times.It is unlikely you will see the worry on their faces. Yet, they know something is coming for them. It came for people like Casey Roscoe, a former marketing executive for family-owned Seneca, a lumber company in Oregon,...
Envisioning Life After Your Family Business Succession
By Mary Ellen Krueger and Nathan Kublank, Aspiriant directors in wealth management and partnersFor a successful family business transition, you must first visualize what your life will look like after you hand off the company. Imagine, it’s the first Monday of your...
FEUSA to Launch ‘Voice of Family Business on Capitol Hill’ Podcast Series September 15
Thank you to the Orange County Business Journal for publishing this article.Series Host, Pat Soldano, Focuses Attention on Key Issues Facing Families, Their Businesses, and Legislation First Episode Features Dr. Frank Luntz on ‘Why Language Matters’; First Episodes...