Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
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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...
INOLEX & Employees Help Ukraine
Thank you to the Orange County Business Journal for publishing this article.INOLEX, Family EnterpriseUSA Member, Helps UkraineEmployees Provide Relief to War Victims INOLEX Works with American Ukraine Relief Association (AURA) to Ship Needed Medical Supplies, Food,...
Saying It Out Loud, By Pat Soldano. July 2022.
Thank you to the Orange County Business Journal for publishing this article.It’s Slow, Frustrating, But Talking to Congress Works Last month we took a group of family business members, CEOs of family business centers, and directors of family offices to Capitol Hill....
New Webinar: ‘How Much Is My Family Business Worth?’
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...
Raise Taxes On Small Businesses? Net Investment Income Tax (NIIT).
Earlier this week, Democratic staff indicated that an expansion of the NIIT to apply to nonpassive business income would be included in budget reconciliation. The news is primarily attributed to a statement from Sam Runyon, a spokesperson for Manchin, who was quoted...
Reconciliation Revival? Taxation & Representation.
Ever since Sen. Joe Manchin (D-WV) publicly renounced his support of the House-passed Build Back Better Act (BBBA) in December of last year, the prospects of a reconciliation bill have appeared grim for Democrats. In the wake of this setback, Senate Majority Leader...
Join Us For July 27th Webinar Addressing Latest Tax Legislation
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...
Business Valuation Webinar: From Estate Planning to Exit Planning
Thank you to the Orange County Business Journal for publishing this article.Hosted by Family Enterprise USA, our presenter is Mark E. Lingerfield, MPI. Mark is a Partner at MPI and is based in the firm’s Princeton office. He is responsible for client service and...
Register Now to Attend July 27th Webinar Addressing Latest Tax Legislation
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...
Save The Date: 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...
Family Business Centers, Family Businesses Meet Capitol Hill Representatives
Thank you to the Orange County Business Journal for publishing this article.Family Business Centers, Family Businesses Meet Capitol Hill Representatives to Discuss Critical Issues Face-to-Face Families Air Views on Legislation, Formation of New Family Business...
![[LAST CHANCE] Business Owner Survey](https://policyandtaxationgroup.com/wp-content/uploads/2022/06/Instagram-survey2-400x250.jpg "Content")
[LAST CHANCE] Business Owner Survey
Thank you to the Orange County Business Journal for publishing this article.We're running a survey and would love your input.Thank you for participating! How do you hold ownership of your family business? [gravityform id="14" title="false" description="false"...
Build Back Better Outlook. Taxation & Representation.
Congressional Democrats are still hoping they can pass some version of the Build Back Better Act (BBBA), the budget reconciliation vehicle to advance some of President Joe Biden’s legislative policies, prior to the August recess. Due to Sen. Joe Manchin’s (D-WV)...
Winning The War on The Wealthy
Thank you to the Orange County Business Journal for publishing this article.A Video Conversation with Family Enterprise USA’s Pat Soldano and Well-known Political Strategist Dr. Frank Luntz In a wide-ranging conversation, Pat Soldano, president, Family Enterprise USA,...
How to Get the Most from Your Board
Thank you to BNY Mellon Wealth Management for this report. A high-quality board of directors with a range of talents and experiences can be a powerful resource for your company. Taking steps to ensure your board is well-designed, well-informed and properly engaged...
Danger Ahead: Need to Watch Tax Proposals Damaging to Families, Family Enterprises
Thank you to the Orange County Business Journal for publishing this article.Increased Taxes for Individuals, Corporations, Capital Gains Still “Very Much Alive,” According to National Tax Experts Several key legislative proposals are on Congress’ table in the next 60...
![[Survey] How Do You Hold Ownership of Your Family Business?](https://policyandtaxationgroup.com/wp-content/uploads/2022/06/Instagram-feedback2-400x250.jpg "Content")
[Survey] How Do You Hold Ownership of Your Family Business?
Thank you to the Orange County Business Journal for publishing this article.We're running a survey and would love your input.Thank you for participating! How do you hold ownership of your family business? [gravityform id="14" title="false" description="false"...
A Proven Process for Recruiting and Retaining Top Family Enterprise Leadership Talent
By Linda Mack, Mack InternationalThere is a strong consensus among Family Enterprises that successfully attracting and retaining the right leadership talent to enable them to achieve their long-term goals and objectives and to strengthen family sustainability is...
Saying It Out Loud, By Pat Soldano. June 2022.
Thank you to the Orange County Business Journal for publishing this article.Maybe We Knew This All Along: Workers Find Family Enterprises Better Places to Work, Earn Maybe there is something intuitive about it, but workers generally do better at family enterprises...
PODCAST: The Power of The U.S. Family Business: A Conversation with Pat Soldano
Thank you to the Orange County Business Journal for publishing this article.Real Assets Advisor Podcast: The Power of The U.S. Family Business: A Conversation with Pat Soldano and Michael Consol, Real Assets Advisor The business of advocating for America’s family...
Treasury Department Fiscal Year 2023 Budget. Tax Policy Update.
Treasury Secretary Janet Yellen testified before the Senate Finance Committee and the House Ways and Means Committee this week to discuss the Biden administration's fiscal year 2023 budget proposal for the Treasury Department. She appeared first before the Senate...
One Question; Business Owner Survey
Thank you to the Orange County Business Journal for publishing this article.We're running a survey and would love your input. Thank you for participating! How do you hold ownership of your family business or family office? [gravityform id="14" title="false"...
The one you’ve been waiting for… the Private Company Governance 2.0 Summit, June 15-17
Thank you to the Orange County Business Journal for publishing this article.New this year! Capitol Hill Visits, Sponsored by Family Enterprise USA/Policy and Taxation Group; Meet with members of Congress and tell them your family/private business storyCreation of New...
Tax & Financial Services Week Ahead. Tax Policy Update.
The House and the Senate reconvene Tuesday at 2 p.m. and Monday at 3 a.m., respectively. What to Watch Both chambers will be in session this week. The August district work period and the subsequent midterm elections are on the horizon, which means that legislative...
How do you hold ownership of your family business or family office?
Thank you to the Orange County Business Journal for publishing this article.We're running a survey and would love your input. Thank you for participating! How do you hold ownership of your family business or family office? [gravityform id="14" title="false"...
Local Charities Rely on Family Businesses For Survival in Tough Times, Research Shows
Thank you to the Orange County Business Journal for publishing this article.Increased Pressure on Local Charities to Rely on Family Business Giving Ensures Survival During Pandemics, Inflation, Market Downturns The survival of America’s local charities is tied...
Family Business Stories Come to Life in YouTube Video Series
Thank you to the Orange County Business Journal for publishing this article.Expert Communicator Dr. Frank Luntz, Family Business Owners Describe Challenges of Running Family Businesses Today The plight of America’s family businesses are alive on YouTube with a video...
Embrace Your Role as Future Family Business Leader
By Nathan Kublank and Mary Ellen Krueger, Aspiriant directors in wealth management and partnersThe statistics on family business succession are striking. Only 3% survive to a fourth generation or beyond, according to Cornell SC Johnson College of Business. If you have...