Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Become A Supporter & Meet Us in DC For Congressional 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...
The Podcast Series, ‘The Voice of Family Business on Capitol Hill’ Launches Next Week
Thank you to the Orange County Business Journal for publishing this article.Launches next week! Family Enterprise USA Podcast Series, ‘The Voice of Family Business on Capitol Hill’ Premieres First Episode Featuring Dr. Frank Luntz on Political Messaging and Why...
The Top Risks Family Businesses Face
Thank you to the Orange County Business Journal for publishing this article. Top Risks Family Businesses Face Focus on Economy, Talent, and High Taxes, Study Shows Recent Family Enterprise USA Report Reveals Multi-Generational Family Businesses Ranks High Income Taxes...
Meet Us in DC For Congressional Visits. Become A Supporter Now.
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...
New Podcast Series, ‘The Voice of Family Business on Capitol Hill’ Debuts Sept. 15, Featuring Dr. Frank Luntz
Thank you to the Orange County Business Journal for publishing this article.Family Enterprise USA Debuts Podcast Series, ‘The Voice of Family Business on Capitol Hill’ Premiere Episode, Sept. 15, Features Dr. Frank Luntz on Political Messaging and Why Language Matters...
Become A Supporter & Meet Us in DC For Congressional 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...
Dave Henderson Joins FEUSA Board; Skip Fox Named Treasurer of FEUSA & PATG
Thank you to the Orange County Business Journal for publishing this article.Healthcare Executive Dave Henderson Joins Family Enterprise USA Board; Former McGuire Woods Tax Expert, Skip Fox, Named Treasurer, Assistant Secretary of Family Enterprise USA, Policy and...
WEBINAR REPLAY: How Butterball Farms Harnessed the Power of Collaboration to Stabilize a Workforce
Thank you to the Orange County Business Journal for publishing this article.A webinar hosted by Pat Soldano, with keynote speaker Mark Peters, CEO, Butterball Farms. Butterball CEO Mark Peters’ New Book ‘The Source’ Details How This Revolutionary Concept Can Change...
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...
![[Last chance] Register For Our August 18th Webinar](https://policyandtaxationgroup.com/wp-content/uploads/2022/08/Instagram-zoom8-400x250.jpg "Content")
[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...