Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
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...
Repealing the Death Tax
Summary:Rep. Roger William’s dad started a car dealership in 1939 and when he died, the ownership of the business was passed along to him, and so was the death tax liability, which equaled a significant value of the business’ worth. Williams nearly declared bankruptcy...
Meet Members of Congress at the Private Company Governance 2.0 Summit in DC, 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...
Taxpayer Fairness Across the IRS. Tax Policy Update.
On Tuesday, May 18, the House Ways and Means Subcommittee on Oversight held a hearing on taxpayer fairness at the Internal Revenue Service. The following witnesses testified before the committee: Ken Corbin, Commissioner for Wage and Investment and Chief Taxpayer...
Johnston Ranch: Personal Experiences Show Impact Of Estate Tax
Andy JohnstonHis grandfather’s property was handed down to his grandmother when my grandfather passed, and more recently to him and his sister when his mom passed. Each time a member of the family passed, they had to sell a portion of the ranch to pay the inheritance...
Meet Members of Congress at 10th Anniversary Private Company Governance 2.0 Summit in Washington DC, 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...
Policy and Taxation Group Names Kip Peterson to Board of Directors
Thank you to the Orange County Business Journal for publishing this article.Kip Peterson has been named to the Policy and Taxation Group’s Board of Directors, it was announced May 12, 2022. The announcement of Peterson was made by the group’s president Pat Soldano....
Truboy Ranch: Personal Experiences Show Impact Of Estate Tax
Jeff PageHis family was hit twice by the estate tax. The first tax forced his grandmother to lease out her land for cash flow and sell all our pasturelands except the home ranch in preparation for her own passing. Location: Youtville, CABusiness: Truboy Ranch...
Why Congress is Choking Family Businesses
Thank you to the Orange County Business Journal for publishing this article.It’s hard to imagine our legislators working to undermine the largest economic engine in this country, an engine that generates $7.7 trillion of GDP a year and accounts for 54% of the private...
Private Placement Insurance Products
Thank you to The Madison Group for this M Financial WhitepaperMany family businesses and multigenerational businesses use private placement insurance. This article may help those businesses to understand private placement insurance better. This White Paper is to...
Congressional Tax Staffers Outline Agenda. Taxation & Representation and Tax Tidbit
Congressional Tax Staffers Outline Agenda. Several senior staffers on the House Ways and Means Committee and the Senate Finance Committee—Andrew Grossman, Courtney Connell, Derek Theurer and Tiffany Smith—participated in a conference on tax legislation and regulatory...
Wayne Vineyard: Personal Experiences Show Impact Of Estate Tax
Wayne VineyardIf a single partner in their rice and beef cattle operation were to perish, they would have to sell a significant part of their assets in order to stay in business. The 55% tax would basically halve the operation and the ability to continue to have a...
The Surprising Facts of What America’s Family Businesses Look Like
54 Percent of America’s Family Businesses Added Jobs, New Research Shows America’s family businesses is one of the country’s greatest hidden forces and they are driving the U.S. economy, according to recent research. A contributor of more the $7.7 trillion dollars to...
Full Slate of Events Scheduled for Family Businesses This Month
Denver Family Business Center, Family Business Association of California May Events Key for Family Businesses Family Businesses in America are in the spotlight this month, with eight family business conferences or events scheduled with Family Enterprise USA president...
Bipartisan Innovation Act: More Tax Talk. Taxation & Representation and Tax Tidbit
Bipartisan Innovation Act: More Tax Talk. The conference committee to reconcile the House-passed America Creating Opportunities for Manufacturing, Pre-Eminence in Technology and Economic Strength Act (COMPETES, H.R.4521) and the Senate-passed U.S. Innovation and...
2022 Family Office Trends
Thank you to Pathstone, the modern family office, for this report.INTRODUCTION Working closely with SFOs is an important segment of Pathstone’s business and has allowed us the opportunity to understand several common and interrelated trends better. Below is an outline...
Navigating “Company Value” in Times of Choppy Market Activity
By Joseph C. Hassan, CFA, ASA and Mark E. Lingerfield, ASA, MPI In the uncertainty of this social distancing economy and volatile equity and debt markets, how should business owners and professionals of private companies think about company value and the impact on...