Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
![[VIA ZOOM] It’s All Relative; Family Matters in Business Succession](https://policyandtaxationgroup.com/wp-content/uploads/2023/03/Instagram-hb-webinar-400x250.png "Content")
[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](https://policyandtaxationgroup.com/wp-content/uploads/2023/02/HB-State-of-Family-Business-and-Tax-Issues-Event_033023-header-400x250.jpg "Content")
[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...
![[VIDEO] New Video Tells The Incredible Story of David Ellen’s Equipment Corp](https://policyandtaxationgroup.com/wp-content/uploads/2023/02/Instagram-eec-400x250.png "Content")
[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...
Still Thinking About Participating in Transitions Spring 2023?
As a sponsor of Transitions Spring 2023, Family Enterprise USA is pleased to offer a 15% discount to you and your family members when you register using the code: FEUSA15. This year’s event, https://events.familybusinessmagazine.com/TS23 will explore some of the...
Inheritance VS. Private Capital
by Mark J. Richards, The Madison Group Sometimes our perceptions are formed by the words that are chosen. An example is the renaming of the estate tax as the “death tax,” which had the impact of reframing the whole argument to the advantage of those advocating for the...
Pomp and Positioning: The State of the Union Address, 2023
Earlier in the week, President Joe Biden stood before a joint session of the 118th Congress to give his State of the Union address. The President set forth his vision for the coming two years, and he tried again to appeal to those who disagree with his policies or are...
Family Business Caucus Begins Work with First Meeting on February 28
New Congressional Family Business Caucus Formed, Begins Work with First Meeting on February 28 American Farm Bureau, Winegrape Growers of America, National Restaurant Association Are Among Groups Added in Support of New Congressional Family Business Caucus The...
Introduction to the New Members of the Ways and Means Committee
On Jan. 27, House Ways and Means Committee Chair Jason Smith (R-MO) announced the GOP rosters of the six subcommittees for the 118th Congress. Notably, the two other former contenders for committee chair, Reps. Vern Buchanan (R-FL) and Adrian Smith (R-NE), are...
Legislative Wins and New Congressional Caucus Help Put Positive Spotlight on Importance of Family Businesses
A Year of Tax and Policy Wins Helps Family Businesses Remain Strongest Source of Private Employment Legislative Wins, with Support of Policy and Taxation Group, and New Congressional Family Business Caucus Help Put Positive Spotlight on Importance of Family...
Saying It Out Loud, By Pat Soldano. February 2023.
Ax Falls on Exemptions in 2026; Planning Right Now Will Save Your Family Business Millions By Pat Soldano This is as good as it gets. Today, family businesses have never had it better when it comes to the estate tax lifetime exemption. But it all changes...
UHNW Institute Taps Soldano and Marino for Advisory Board, Faculty Posts
UHNW Institute Taps Policy and Taxation Executives Pat Soldano and John Marino for Advisory Board, Faculty Posts UHNW Institute, the nonprofit think tank and learning exchange for ultra-high wealth families and family offices that serve them, has brought into its...
Urgent Message From Pat Soldano. Survey Closing in 24 Hours. Please Help Now.
Thank you for helping us find the most critical issues facing family businesses right now, and in the coming year. Your important feedback will help us make our family business-friendly policy efforts with Congress even better in 2023. The survey takes five minutes...
Impact of Supply Chain Disruptions in 2023
Supply chain disruptions are expected to continue in 2023. Geopolitical conflicts, inflation, extreme weather events, and the recessionary environment are expected to impact access to goods, flow of goods to and from destinations, port holdups, container and freight...
Survey Closing in 4 Days. Join The Battle Against Increasing Tax Hikes.
Thank you for helping us find the most critical issues facing family businesses right now, and in the coming year. Your important feedback will help us make our family business-friendly policy efforts with Congress even better in 2023. The survey takes five minutes...
![[VIDEO] ‘You’re Number One’ Service Mantra Takes Ellen Equipment Corp. to $56 million in 8 Years](https://policyandtaxationgroup.com/wp-content/uploads/2023/01/Instagram-ellen-corp-400x250.png "Content")
[VIDEO] ‘You’re Number One’ Service Mantra Takes Ellen Equipment Corp. to $56 million in 8 Years
‘You’re Number One’ Service Mantra Takes David Ellen’s Equipment Corp. From Zero to $56 million in 8 Years, New Video Reveals In New Video, Family Enterprise USA’s Pat Soldano Interviews South African-native David Ellen on his American Family Business Journey...
Ways and Means Potential Legislative Agenda
Ways and Means Chair Jason Smith’s Potential Legislative Agenda Following two rounds of votes, the House Republican Steering Committee elected Rep. Jason Smith (R-MO) to serve as the chair of the House Ways and Means Committee for the 118th Congress. Smith has...
U.S. Debt Limit: Current Landscape and Key Takeaways
On Jan. 19, 2023, the United States government reached its $31.4 trillion borrowing limit, which was signed into law (P.L. 117-73) by President Joe Biden on Dec. 16, 2021. Last week, Treasury Secretary Janet Yellen wrote to congressional leadership notifying...
We Need Your Help & Input As We Work With Congress To Fight For Multi-Generational Small Businesses
Thank you for helping us find the most critical issues facing family businesses right now, and in the coming year. Your important feedback will help us make our family business-friendly policy efforts with Congress even better in 2023. The survey takes five minutes...
New Congressional Family Business Caucus Helps Focus Attention on Survey
New Congressional Family Business Caucus Helps Focus Attention on Annual Family Business National Survey Family Enterprise USA’s Annual Survey Gets Added Boost from Formation of Bi-Partisan Congressional Caucus Focused on Family Business Each year, Family...
Help Us In The Battle To Save Small Business Owners From Unfair Tax Hikes – Take A Short Survey
Thank you for helping us find the most critical issues facing family businesses right now, and in the coming year. Your important feedback will help us make our family business-friendly policy efforts with Congress even better in 2023. The survey takes five minutes...
ATA Supports Formation of New Congressional Family Business Caucus
American Trucking Associations Supports Formation of New Congressional Family Business Caucus With Majority of Trucking Firms Family-owned Businesses, ATA Sees Caucus Focused on Concerns of America’s Truckers Vital to Keeping Industry Strong America’s...
Take A Short Survey To Help Save Local Businesses From Historic Tax Increases
Thank you for helping us find the most critical issues facing family businesses right now, and in the coming year. Your important feedback will help us make our family business-friendly policy efforts with Congress even better in 2023. The survey takes five minutes...
Jason Smith to Chair House Ways and Means Committee
Earlier today, the Republican House Steering Committee selected Rep. Jason Smith (R-MO) to serve as the chair of the House Ways and Means Committee for the 118th Congress. Jason Smith ultimately defeated fellow Republican Reps. Vern Buchanan (R-FL) and Adrian Smith...
![[VIDEO] Transitioning For the Future, Cutting Red Tape Is Key to Success for GoodFellow Bros.](https://policyandtaxationgroup.com/wp-content/uploads/2023/01/Instagram-goodfellow-video-400x250.png "Content")
[VIDEO] Transitioning For the Future, Cutting Red Tape Is Key to Success for GoodFellow Bros.
Transitioning For the Future, Cutting Red Tape Is Key to Success for General Contractors GoodFellow Bros. in New Video by Family Enterprise USA’s Pat Soldano Training workers and cutting red tape are two key issues of focus for Chad Goodfellow, CEO, Goodfellow...
![[VIDEO] Family Trust Agreements, Community Giving Spotlighted in New Video with Thompson Realty](https://policyandtaxationgroup.com/wp-content/uploads/2023/01/Instagram-thompson-400x250.png "Content")
[VIDEO] Family Trust Agreements, Community Giving Spotlighted in New Video with Thompson Realty
Family Trust Agreements, Community Giving Spotlighted in New Family Enterprise USA Video with Commercial Realty Firm Thompson Realty, Lincoln, Neb. The struggles and successes of starting and transitioning a multi-generational family business, and giving back...
State of Family Business Annual National Survey Launched
Large-Scale Annual Survey Takes Pulse of Family Business Growth, Health in Challenging Year Post Covid, but Inflation and New Congress Mark 2023 America’s family businesses are being asked to tell the country how they feel about their businesses right now, in a...
Lawmakers Look to 2023 for Tax Priorities Following Omnibus Passage
On Dec. 29, President Joe Biden signed the nearly $1.7 trillion Consolidated Appropriations Act of 2022 into law, funding the federal government through fiscal year 2023. This action came just one day before the second short-term continuing resolution was set to...