Last Chance: Have Your Say on Key Expiring Tax Policies
Some of the provisions of the The Tax Cuts and Job Act will expire on 12/31/25 and some have already expired. We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask… As we prepare for what promises to be a pivotal year for America, we’re...
Taxation & Representation. Senate Finance Committee in Flux
By Jan. 3, 2025, four of the 14 Democrats on the Senate Finance Committee will have departed. In contrast, all 13 Republicans will return to the Senate in 2025. How the Senate handles committee assignments will depend on the election results, who wins the race for...
How Your Shareholder Liquidity Strategy Can Be Made Future-Proof
Meeting the liquidity needs of the family and the business is a balancing act that can help continue growing the enterprise. One of the biggest disruptions to the continued growth of family-owned companies can be disagreement over how to satisfy shareholder...
‘Succession Stories’ Podcast Keys in On Succession Planning and Advocacy
‘Succession Stories’ Podcast Keys in On Succession Planning, Advocacy with Family Enterprise USA President Pat Soldano Podcast Host Laurie Barkman Discusses Next Generation Business Transitioning with Leading Voice on Capitol Hill for Family Business,...
Quick Poll: What Tax Policies Are Most Important to You?
Some of the provisions of the The Tax Cuts and Job Act will expire on 12/31/25 and some have already expired. We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask… As we prepare for what promises to be a pivotal year for America, we’re...
![[WEBCAST] Is Your Family Business Ready for the Corporate Transparency Act?](https://policyandtaxationgroup.com/wp-content/uploads/2024/09/Instagram-brown-streza-webcast-400x250.jpg "Content")
[WEBCAST] Is Your Family Business Ready for the Corporate Transparency Act?
Register Now for the October 1 Webcast: Starting at 12:00 PM Pacific Time "Corporate Transparency Act: Rationale, Key Considerations for Family Businesses, and What Comes Next"Join us for an insightful webcast on the Corporate Transparency Act, hosted by...
On the Road with Pat Soldano & Dave Nemo. Listen to Their Podcast on SiriusXM.
Pat recently appeared on the The Dave Nemo Show on Road Dog Trucking, SiriusXM, Channel 146. The Dave Nemo Show keeps over a million professional drivers and industry stakeholders informed of current and pending issues affecting the trucking industry, ranging...
Your Voice Matters: Tell Us Which Tax Policies Concern You Most
Some of the provisions of the The Tax Cuts and Job Act will expire on 12/31/25 and some have already expired. We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask… As we prepare for what promises to be a pivotal year for America, we’re...
Don’t Miss the Fall Congressional Caucus Meeting on Family Business & Taxes
Public Invited: Attend the Fall Congressional Family Business Caucus Meeting, Sept. 18; Focus on Family Enterprise Structure, Expiring Taxes The public is welcome to attend the bi-partisan Congressional Family Business Caucus Meetings, Sept. 18, held in the...
Keep an eye on Small Cap
Is your family office thinking about Small-Cap portfolios? Fenimore Asset Management’s small-cap strategy benefits from an investment philosophy and process that has been market-tested for 50 years. Fenimore’s FAM Small Cap Fund (FAMFX): The difference is in...
Vast Majority of Family Businesses Are ‘Pass Through’ Entities, Get Taxed More, Says National Survey from FEUSA
Vast Majority of Family Businesses Are ‘Pass Through’ Entities, Get Taxed More, Says National Survey from Family Enterprise USA Survey Says 78% of Family Businesses Pay Higher Taxes; Over 85% Are Majority Owners The vast majority of America’s family...
New Video Short Available: How Pass-Through Entities Are Unfairly Disadvantaged by Tax Policy.
Do you ever wonder how and why your "Pass-Through Entity" family business structure is disadvantaged by IRS tax policy? Or, how corporations pay less in taxes versus a typical family business? This new, short, animated video explains it all in simple language....
Tax-Policy Legislative Priorities for the 119th Congress
1. Preserve the current tax rates and brackets enacted under the Tax Cuts and Jobs Act Family-owned businesses rely on the consistency of tax rates more than corporate businesses due to the increased complexity in succession planning. In addition, family businesses...
Public Invited: Attend the Fall Congressional Family Business Caucus Meeting
Public Invited: Attend the Fall Congressional Family Business Caucus Meeting, Sept. 18; Focus on Family Enterprise Structure, Expiring Taxes The public is welcome to attend the bi-partisan Congressional Family Business Caucus Meetings, Sept. 18, held in the...
Urgent: Share Your Top Concerns About Expiring Tax Policies
Some of the provisions of the The Tax Cuts and Job Act will expire on 12/31/25 and some have already expired. We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask… As we prepare for what promises to be a pivotal year for America, we’re...
Largest Family-Owned Businesses Use Single-Family Offices over Multi-Family Offices, FEUSA Survey Finds
Largest Family-Owned Businesses Use Single-Family Offices over Multi-Family Offices, Family Enterprise USA Survey Finds Accounting, Administrative, Household Services Rank as Highest Needs America’s largest and most successful family businesses prefer to...
Saying It Out Loud, By Pat Soldano. August 2024.
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupWatch Out Family Business Pass-Throughs, The IRS Is Flexing Its Muscle with New Funding and Big Targets The Internal Revenue Service is not fooling around. With its billions in new funding,...
Fall Congressional Family Business Caucus Meeting Set With Focus on Family Enterprise Structure, Expiring Taxes
Fall Congressional Family Business Caucus Meeting Set for Sept. 18 With Focus on Family Enterprise Structure, Expiring Taxes Capitol’s Longworth Building Meeting Plans to Feature Caucus Co-Chairs, such as Brad Schneider (D-Ill), a Panel of Family Business and Family...
We Need Your Input: What Tax Policies Matter Most to You?
Some of the provisions of the The Tax Cuts and Job Act will expire on 12/31/25 and some have already expired. We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask… As we prepare for what promises to be a pivotal year for America, we’re...
Questions to consider before hiring C-Suite talent for a Family Office. Mack International Webcast Replay.
Hear the most frequently asked questions of this prominent search and consultant for Family Offices around the subject of recruiting C-Suite talent. Discover the most common recruiting mistakes and how to avoid them. Listen as the challenges of dealing with the rising...
Rep. Bishop Signs on to HR 7993 as Co-Sponsor, Giving Bipartisan Support for Reduction in Estate Tax Rates
Democrat Rep. Sanford Bishop of Georgia Signs on to Estate Tax Rate Reduction Act as Co-Sponsor, Giving Bipartisan Support for Reduction in Estate Tax Rates The proposed legislation (H.R. 7993) designed to help families pay less on estate, gift, and...
Quick Survey: Which Tax Policies Are Your Top Priority?
Some of the provisions of the The Tax Cuts and Job Act will expire on 12/31/25 and some have already expired. We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask… As we prepare for what promises to be a pivotal year for America, we’re...
Mark Your Calendar! Join Us on the Road in Fort Smith, Denver, Dallas, Brea, Nashville, and Portland
Policy and Taxation Group is pleased to share some exciting news about our upcoming events and presentations. We are committed to supporting family businesses and enterprises across the country, and we have a lineup of events designed to inform, inspire, and...
Tax Cuts Expiring; What Is Most Important To You; One Question Survey
Some of the provisions of the The Tax Cuts and Job Act will expire on 12/31/25 and some have already expired. We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask… As we prepare for what promises to be a pivotal year for America, we’re...
Don’t Miss Out: Exclusive Wealth Protection Events in NC & AR
New ‘Protecting Wealth in Today’s Legislative Environment’ Events: North Carolina & Arkansas Family Enterprise USA Events Held at Wake Forest Center for Private Business and University of Arkansas Jim Walcott Family Enterprise Center Event Focus:...
Your Invitation: Sept. 18 Family Business Caucus Focused on Tax Challenges
Sign-up for Fall Congressional Family Business Caucus Meeting Set for Sept. 18; Focus on Family Enterprise Structure, Expiring Taxes Longworth Building Meeting Features Caucus Co-Chairs, Panel of Family Business, Family Office and Center Executives on Tax...
Learn, Connect, and Grow: Family Business Transitions Fall 2024
Family Business USA is a proud sponsor of the upcoming Family Business Transitions Fall event on November 6-8, 2024, in Newport Beach, CA. Join us to learn how to preserve your family’s legacy while continuing to evolve and innovate. Join other...
![[ONLY 24 HOURS LEFT TO REGISTER – WEBCAST] Engage with Industry Leaders](https://policyandtaxationgroup.com/wp-content/uploads/2024/08/Instagram-mack-webcast-6-400x250.jpg "Content")
[ONLY 24 HOURS LEFT TO REGISTER – WEBCAST] Engage with Industry Leaders
Register Now for this August 15 Event: Starting at 12:00 PM Pacific Time "Questions to consider before hiring C-Suite talent for a Family Office"In our webcast, we will feature, Linda Mack of Mack International, a premier executive search and consulting...
Four National Associations Join with FEUSA to Advocate for America’s Family Businesses
Four National Associations Join with Family Enterprise USA to Advocate for America’s Family Businesses NAMA, Fertilizer Institute, National Pest Management Association, Global Cold Chain Alliance added to Growing List of Associations Looking to Create Better...
Prepare for the Future of Your Family Office
Register Now for this August 15 Event: Starting at 12:00 PM Pacific Time "Questions to consider before hiring C-Suite talent for a Family Office"In our webcast, we will feature, Linda Mack of Mack International, a premier executive search and consulting...