Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Saying It Out Loud, By Pat Soldano. August 2022.
The Importance of Actions Not Taken Sometimes the results of advocacy are invisible. But make no mistake: Advocacy works! It looks like the Senate may have cut a deal with Senator Manchin that is going to raise taxes, but thankfully not on family businesses. Rest...
WEBINAR REPLAY – Business Valuation: From Estate Planning to Exit Planning
Thank you to the Orange County Business Journal for publishing this article.The Five Critical Steps in Understanding a Business Valuation:From Estate Planning to Exit Planning A webinar hosted by Pat Soldano, with keynote speaker Mark E. Lingerfield, MPI. Business...
Above the Line Planning
Thank you to The Madison Group for this email.Twenty years ago at The Madison Group we wrote a book that said, “Status quo planning perpetuates the belief system – that numbers and documents are all there is, all there can be. How can these tools alone be the...
Register Now: ‘More Than Just Money’ Family Business Legacy & Wealth Conference
Thank you to the Orange County Business Journal for publishing this article.‘More Than Just Money’ -- Family Business Legacy & Wealth Conference Runs Sept. 21-23 at JW Marriott, Chicago Generational wealth is about more than just money — and, given the current...
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[Last chance] Register For Our August 18th Webinar
Thank you to the Orange County Business Journal for publishing this article.How Butterball Farms Used ‘The Source’ to Harness the Power of Collaboration to Stabilize a Workforce A webinar hosted by Pat Soldano, with keynote speaker Mark Peters, CEO, Butterball Farms....
House Passes Inflation Reduction Act
The House of Representatives passed the $740 billion Inflation Reduction Act (H.R. 5376) in a party-line 220 to 207 vote (four Republicans did not vote). There were no changes made to the bill in the House ahead of passage. Republicans submitted 179 amendments to the...
How Butterball Farms Harnessed the Power of Collaboration to Stabilize a Workforce
Thank you to the Orange County Business Journal for publishing this article.How Butterball Farms Used ‘The Source’ to Harness the Power of Collaboration to Stabilize a Workforce A webinar hosted by Pat Soldano, with keynote speaker Mark Peters, CEO, Butterball Farms....
Join Us in DC for September Meetings & Hill Visits
Thank you to the Orange County Business Journal for publishing this article.Policy and Taxation Group Exclusive Supporters Only Meetings September 21, Washington, DC Events are By Invitation Only for those who have financially supported the work we do. This will be a...
Reconciliation Update. Taxation & Representation.
The Senate voted to pass the $750 billion Inflation Reduction Act (IRA) on Aug. 7, concluding a marathon session that began the night before. Passage of the bill in the Senate all but ensures a conclusion to Democrats’ year-long efforts to pass a comprehensive health...
‘More Than Just Money’ Family Business Legacy & Wealth Conference
Thank you to the Orange County Business Journal for publishing this article.‘More Than Just Money’ -- Family Business Legacy & Wealth Conference Runs Sept. 21-23 at JW Marriott, Chicago Generational wealth is about more than just money — and, given the current...
Peters Speaks with Soldano About Keeping a Multi-Generational Family Business Growing
Thank you to the Orange County Business Journal for publishing this article.Mark Peters, CEO Butterball Farms, Speaks with Pat Soldano About Keeping a Multi-Generational Family Business Growing, Fighting Taxes, and Harnessing the Power of Collaboration to Stabilize a...
YOU’RE INVITED To Join Us For An Exciting Webinar
Thank you to the Orange County Business Journal for publishing this article.How Butterball Farms Used ‘The Source’ to Harness the Power of Collaboration to Stabilize a Workforce A webinar hosted by Pat Soldano, with keynote speaker Mark Peters, CEO, Butterball Farms....
Senate Concludes Vote-a-Rama, Passes Inflation Reduction Act. Taxation & Representation.
The Senate voted to pass the $750 billion Inflation Reduction Act (H.R. 5376) along party lines (51-50) this afternoon, concluding a marathon session that began Saturday evening. As expected, Vice President Kamala Harris cast the tie-breaking vote to approve the bill....
Webinar Replay: For Profit Family Office Structure – Is It Right For Your Family?
Thank you to the Orange County Business Journal for publishing this article.Is there a gray line between your family office and your family business creating unnecessary risk? Have you lost deductibility for meaningful investment related expenses due to the 2018 tax...
Employees at America’s Family Businesses Are Doing Better
Despite Labor Turmoil, Employees at America’s Family Businesses Are Doing Better, New Research Shows ‘Great Resignation’ Less of an Issue, Pay Better, Options at Family Businesses If you are one of the 83 million employed by America’s family businesses you are...
Harness the Power of Collaboration to Stabilize a Workforce
Thank you to the Orange County Business Journal for publishing this article.How Butterball Farms Used ‘The Source’ to Harness the Power of Collaboration to Stabilize a Workforce Butterball CEO Mark Peters’ New Book ‘The Source’ Details How This Revolutionary Concept...
Special Reconciliation Edition. Taxation & Representation.
In an unexpected statement last Wednesday, Sen. Joe Manchin (D-WV) and Senate Majority Leader Chuck Schumer (D-NY) jointly announced that they had reached a preliminary agreement on a roughly $750 billion budget reconciliation framework. This news came as a surprise...
2 Days Left to Register For Profit Family Office Structure Webinar
Thank you to the Orange County Business Journal for publishing this article.Is there a gray line between your family office and your family business creating unnecessary risk? Have you lost deductibility for meaningful investment related expenses due to the 2018 tax...
Meet Our Keynote Speaker | For Profit Family Office Structure Webinar
Thank you to the Orange County Business Journal for publishing this article.Is there a gray line between your family office and your family business creating unnecessary risk? Have you lost deductibility for meaningful investment related expenses due to the 2018 tax...
Article Focuses on Tax Issues, Labor, and Inflation Findings from Recent Survey
‘Future of Family Business’ Article Focuses on Tax Issues, Labor, and Inflation Findings from Recent Family Enterprise USA Survey Survey Insights Detail Passing Ownership, Charitable Giving, Employee Retention in Family Business Magazine Story The threat of additional...
Manchin-Schumer Reconciliation Framework Agreement
Sens. Schumer (D-NY) and Manchin (D-WV) released a joint statement (included below) and one-page summary for a new reconciliation bill framework that includes a three-year extension of the premium ACA subsidies and $369 billion in funding for energy security and...
YOU’RE INVITED: For Profit Family Office Structure – Is It Right For Your Family?
Thank you to the Orange County Business Journal for publishing this article.Is there a gray line between your family office and your family business creating unnecessary risk? Have you lost deductibility for meaningful investment related expenses due to the 2018 tax...
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[Last chance] Register For the July 27th Webinar
Thank you to the Orange County Business Journal for publishing this article.Policy and Taxation Group Exclusive Supporters Only Zoom Meeting, Including Former U.S. Senator Mark Begich July 27 at 12PM PT / 3PM EST To receive the Zoom information and to be invited, your...
Register now: For Profit Family Office Structure – Is It Right For Your Family?
Thank you to the Orange County Business Journal for publishing this article.Is there a gray line between your family office and your family business creating unnecessary risk? Have you lost deductibility for meaningful investment related expenses due to the 2018 tax...
Visits & Caucus Get Private Company Director Spotlight
Capitol Hill Visits, Congressional Caucus Get Private Company Director Spotlight Our recent series of successful Capitol Hill visits caught the attention of Private Company Director Magazine earlier this month. The family business-based publication featured the 33...
Reconciliation Realignment. Taxation & Representation.
Late last week, citing high inflation, Sen. Joe Manchin (D-WV) announced his hesitation to move forward with a budget reconciliation package that includes climate and energy spending and changes to the tax code. Manchin said during a radio interview that he is willing...
Channellock’s DeArment Opens Up on Challenges of Multi-Generational Businesses
Channellock’s Jon DeArment Opens Up on Challenges of Multi-Generational ‘Made In USA’ Products in New Family Enterprise USA Video Channellock’s President and COO Describes Pandemic Worries, Labor Issues, and Overseas Competition in Discussion with Family Enterprise...
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[Reminder] July 27th Webinar Addressing Latest Tax Legislation – By Invitation Only
Thank you to the Orange County Business Journal for publishing this article.Policy and Taxation Group Exclusive Supporters Only Zoom MeetingJuly 27 at 12PM PT / 3PM EST To receive the Zoom information and to be invited, your support with Policy and Taxation Group...
Shifting News About Reconciliation
There’s been a lot of shifting news about reconciliation. July 14th, The Washington Post put out a (now-revised) article claiming that a Democratic aid had knowledge that Senator Joe Manchin planned on totally scrapping the large reconciliation deal. The aide claimed...
Webinar Subjects Include What’s Happening at the IRS & Audit Triggers
Thank you to the Orange County Business Journal for publishing this article.The Five Critical Steps in Understanding a Business Valuation:From Estate Planning to Exit Planning Business Valuation Expert Mark E. Lingerfield of MPI Details The Five Most Important Things...