Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Taxation & Representation: Senate Gears Up to Rewrite House Tax Package – Here’s What’s Changing
House Passes Reconciliation Package, with Senate Expected to Make Changes: On May 22, the House of Representatives passed H.R. 1, “The One, Big, Beautiful Bill Act,” legislation authorized under the FY 2025 concurrent budget resolution (H. Con. Res. 14). The bill...
Register Now to Strengthen Your Family Business Teams
Register Now June 27, 2025 | 10:00 AM – 11:00 AM PDT "Better Together: Strengthening Family Enterprise Teams" Join us for a webcast featuring Eliza Orleans, Senior Manager at CFAR. How can family business leaders design and motivate teams across the...
{PODCAST} Top 10 Tax Changes the Senate Will Make to the One Big Beautiful House Bill
Before heading into the Memorial Day recess, House Republicans met their self-imposed deadline by narrowly passing the One Big Beautiful Bill Act. Now, the reconciliation package moves to the Senate, where it faces criticism from both fiscal conservatives and...
Award Winning Youth Video Filmmaker Tackles Importance of Family-Owned Businesses
Award Winning Youth Video Filmmaker Tackles Importance of Family-Owned Businesses; Family Enterprise USA Annual Family Business Survey 2025 Data Used, Previewed at Recent Congressional Family Business Caucus Ava Skye Barton, an internationally award-winning student...
Take Action: Help Family-Owned Businesses Thrive. Support Extension of TCJA
The Tax Cuts and Jobs Act (TCJA) is set to expire at the end of 2025, putting key tax provisions that support America’s family-owned businesses at risk. These businesses generate nearly 60% of U.S. jobs and contribute 54% of the nation’s GDP. Your voice matters. Urge...
Estate Planning for High-Net-Worth Families: Beyond the Basics with Brown & Streza
This webcast, hosted by Pat Soldano of Family Enterprise USA and Policy and Taxation Group, features Michael Offenheiser from Brown & Streza discussing fundamental estate planning for high net worth families. Michael explains that effective estate planning for...
![[WEBINAR] Top Priorities for Family Enterprises in 2025: Income Taxes, Policy Shifts, and What Comes Next](https://policyandtaxationgroup.com/wp-content/uploads/2025/06/Instagram-Tamarind-webinar-400x250.jpg "Content")
[WEBINAR] Top Priorities for Family Enterprises in 2025: Income Taxes, Policy Shifts, and What Comes Next
In a year marked by political transition, economic unpredictability, and the looming sunset of the 2017 Tax Cuts and Jobs Act, family enterprises are navigating a uniquely uncertain tax landscape. Join Tamarind Learning's Chief Learning Officer, Torri Hawley,...
Snapshots of Family-Owned Businesses Show 80% are Pass Through Entities, Pay Higher Taxes, According to Survey
Snapshots of America’s Family-Owned Businesses Show 80% are Pass Through Entities, Pay Higher Taxes, According to Family Enterprise USA Survey Manufacturing is No. 1 Family Business Industry; 81% in Business for 20 Years or More If you own a family business today...
The One Big Beautiful Bill (HR 1): A Deep Dive for Family Businesses
This podcast features a discussion with tax policy experts Russ Sullivan of Brownstein Law Firm and Michael Hawthorne of Squire Patton Boggs about the "One Big Beautiful Bill" (HR 1), an anticipated extension and modification of the 2017 Tax Cuts and Jobs Act. ...
White House Releases Additional FY26 Budget Details
On Friday, May 30, the Trump administration released the Technical Supplement to the 2026 Budget (“Appendix”). The appendix follows the May 2 release of the president’s recommendations on discretionary funding levels for fiscal year (FY) 2026 (“Skinny Budget”). ...
Quick Poll: Share Your Thoughts on Income Tax Policy
We’d love to hear from you! Please take a moment to participate in our quick poll on income tax policy. Your input helps us better understand and represent the interests of family owned businesses across the country. Click here to vote. Thank you for...
Saying It Out Loud Special Report on Tariffs May 2025, By Pat Soldano
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupFamily-Owned Businesses Feel the Impact of New Tariffs, ‘Weight of Uncertainty’ Family-owned businesses across America are keeping their fingers crossed they will survive the cost and...
Weekly Digest: House OKs Major GOP Tax Bill, H.R. 1 Advances Health Reforms, and more.
DOJ Issues New Guidance on White-Collar Prosecutions and Corporate MonitorsBy Greg Brower, Evan Corcoran, Jason Dunn and Will Moschella On May 12, 2025, the current head of the Department of Justice’s (DOJ) Criminal Division issued fresh guidance to all personnel...
Are Tariffs Helping or Hurting? New Spot Survey Shows Family Business Leaders Split
Family Enterprise USA recently conducted a “Spot Poll” among family-owned businesses leaders on the Trump Administration’s tariff strategy. Over 60 family-owned business leaders replied to the survey asking if they “are affected by tariffs?” The survey found...
H.R. 1 Tax Title – Summary and Analysis
On May 22, the House of Representatives passed H.R. 1, “The One, Big, Beautiful Bill Act,” legislation authorized under the FY 2025 concurrent budget resolution (H. Con. Res. 14). The bill includes a broad range of tax-and-spending provisions developed by 11...
“Charitable Giving and Community Involvement” Event and Congressional Outreach Day – May 2025
Pat Soldano opened the event by thanking Members of Congress, congressional staff, and family-owned businesses for joining the second Family Enterprise USA (FEUSA) Capitol Hill event of 2025. Pat kicked off the panel discussion by highlighting FEUSA’s mission to...
New Webcast & Podcast Explore Family Office Hiring Trends, Family Biz Research with Pat Soldano
Family Office Hiring Trends Detailed in New Mack Intl. Webcast; New Family Business Magazine Podcast Features Pat Soldano, Results from Family-owned Business Research Securing Talent, Family-owned Business Concerns Spotlighted in Two New Online Episodes Now...
Saying It Out Loud May 2025, By Pat Soldano
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupNew Coalition of Women Business Owners Empowers Women Entrepreneurs, Engages Directly with Congress In a recent meeting in Washington, D.C., with Congressional Family Business Caucus members,...
Advanced Estate Planning Tactics for Wealthy Families – Register Now
Register Now May 30, 2025 | 10:00 AM – 11:00 AM PDT "Estate Planning for High-Net-Worth Families: Beyond the Basics" When it comes to estate planning for high-net-worth and ultra-high-net-worth families, the basics are just the beginning. Join us for a live...
Tax Update: House Passes Reconciliation Package
On May 22, just before 7 am ET, the House of Representatives passed Republicans’ multi-trillion-dollar reconciliation package, the One Big Beautiful Bill Act (H.R. 1), by a vote of 215-214-1, with Reps. Warren Davidson (R-OH) and Thomas Massie (R-KY) joining all...
Build a Family Office That Works: New Podcast + Webcast with EY Experts
Building the Right Family Office, Using Parallel Governance Strategies Detailed by EY’s Family Enterprise and Office Leaders New Podcast, Webcast Hosted by Family Enterprise USA Now Available Creating the right family office and establishing separate governing...
Elevate Your Estate Plan: Strategies for High-Net-Worth Families
Register Now May 30, 2025 | 10:00 AM – 11:00 AM PDT "Estate Planning for High-Net-Worth Families: Beyond the Basics" When it comes to estate planning for high-net-worth and ultra-high-net-worth families, the basics are just the beginning. Join us for a live...
Tax Update: House Budget Committee Blocks Reconciliation Bill
Today, the House Budget Committee rejected Republicans’ multi-trillion-dollar border, energy, and tax package 16 to 21, in a likely temporary setback for the reconciliation bill over concerns from conversative Republicans over several aspects of the legislation....
House Ways and Means Committee Budget Completes Reconciliation Markup
On Tuesday afternoon, May 13, the Ways and Means Committee (“Committee”) started its markup of the tax title for the FY2025 budget reconciliation bill. The Committee favorably reported the bill on Wednesday morning, May 14, by a party-line vote of 26-19. During...
Translating the Initial Ways and Means Legislative Language Ahead of Tuesday’s Markup
Key Takeaways and Implications of this Initial Tax Language On Friday evening, Ways and Means Committee Chairman Jason Smith (R-MO) released initial legislative language for the Committee's scheduled markup on Tuesday, May 13, at 2 p.m. In general, the 28-page...
Quick Poll – Share Your Thoughts on Tariffs
We’re gathering feedback from family-owned business leaders like you on how tariffs are impacting your business. It’s just one quick question and takes less than a minute! Click here to vote now Thanks for sharing your input. We hope you’ve enjoyed this article. While...
Tax Update: Ways and Means Notices Tuesday Markup
Tax Update: House Ways and Means Committee Notices Tuesday Markup, Releases Preliminary Legislative Text On May 9, the House Ways and Means Committee noticed a markup of its portion of the House reconciliation bill to be held on Tuesday, May 13, at 2 pm ET. ...
Unlock Smarter Estate Planning for High-Net-Worth Families – May 30
Register Now May 30, 2025 | 10:00 AM – 11:00 AM PDT "Estate Planning for High-Net-Worth Families: Beyond the Basics" When it comes to estate planning for high-net-worth and ultra-high-net-worth families, the basics are just the beginning. Join us for a live...
Preserving Legacy, Building Value: Real Estate for Families
Family businesses face a unique challenge: balancing near-term needs with long-term legacy. At Buchanan Street Partners, we understand that real estate can be more than just an asset—it can be a strategic lever for multi-generational success. Whether you're evaluating...
Family Business Voices Heard on Capitol Hill – Read the Full Recap by Pat Soldano
In a time of economic uncertainty and policy shifts, family owned business leaders are stepping up to make their voices heard. In a recent article for Family Business Magazine, Pat Soldano shares highlights from the March Congressional Family Business Caucus event,...