Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Family-Owned Businesses Essential to American Dream New Luntz Survey Shows
Family-Owned Businesses Essential to American Dream, Most Trusted Businesses in the Economy, New Luntz Survey Shows Communications Expert, Pollster Dr. Frank Luntz Surveys Voters on Family-owned Businesses, the American Dream, and Tax Fairness Family-owned...
Weekly Washington Tax Update and More: Trump, Johnson Push Back on Tax Hikes for Wealthy
Trump and Johnson Reject Proposal to Raise Taxes on Wealthy: On April 23, House Speaker Mike Johnson (R-LA) publicly stated his opposition to creating a new, higher marginal income tax rate on the most affluent taxpayers, an idea that has been floated in some...
Demystifying the Family Office: Expert Insights on Structure, Models, and Best Practices with EY
In this insightful episode of the Family Enterprise USA podcast, host Pat Soldano welcomes Catherine Fankhouser and John Fitton, Family Office Advisory executives from Ernst & Young. Together, they delve into the complex world of family offices, providing clarity...
Saying It Out Loud Special Report May 2025, By Pat Soldano
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupWho Should Pay More Taxes? Hard-Working Family-owned Businesses Are Caught in the Movement to ‘Tax the Rich’ Keeping Successful Family-Owned Businesses Strong, Creating Tax Policies to Help...
How Parallel Governance Can Guide Generational Transition with EY
Complex family and business dynamics can derail the generational transition of a family enterprise. Addressing this risk demands clear boundaries between family, ownership, governance and management. Parallel governance, or the establishment of separate governance...
Community Involvement Highlights May 14 Meeting with Members of the Congressional Family Business Caucus
Community Involvement Highlights May 14 Meeting with Members of the Congressional Family Business Caucus, Family Businesses Family-Owned Business Leaders Share Importance of Family Businesses Supporting Local Communities, Charities with House Members; Frank Luntz...
Taxation & Representation: What’s in Reconciliation?
Budget Reconciliation Outlook—Committees Schedule Markups as Congress Addresses Details of Reconciliation Measure: After the two-week recess for Easter/Passover, congressional Republicans returned to Washington looking to finalize tax and other provisions to be...
Estate Planning for High-Net-Worth Families: Beyond the Basics
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...
Million Dollar Question: Will the Top 1% See a Tax Increase in 2026
With the reconciliation framework in place, congressional Republicans face the challenge of crafting a final bill. As they aim to solidify tax provisions from the Tax Cuts and Jobs Act, deliver on promises President Trump made to working-class voters and...
Saying It Out Loud, By Pat Soldano. April 2025.
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupHouse, Senate Leave Capitol Hill as ‘One, Big, Beautiful’ Tax Bill Edges Closer to Reality for Family Offices, Successful Families Also, New Annual Survey Ranks Personal Income Taxes as...
2 Days Left to Register: How Parallel Governance Can Guide Generational Transition
Register Now for the April 25 Webcast: Starting at 10:00 AM Pacific Time "How Parallel Governance Can Guide Generational Transition" Complex family and business dynamics can derail the generational transition of a family enterprise. Addressing this risk demands...
Advocacy Small Business Roundtable on Anti-Competitive Regulations
Speak Up: Share Your Input on Regulations That Hurt Small Business The Small Business Administration (SBA) Office of Advocacy is hosting a virtual Small Business Roundtable next Wednesday, April 30 from 1-3 pm ET on “Anti-Competitive Regulations.” Are...
FEUSA Reaches Million Member Milestone with Outreach to Associations with Family-Owned Businesses
Family Enterprise USA Reaches Million Member Milestone with Outreach to Associations with Family-Owned Businesses Family Enterprise USA Attracts Wide Range of Industries, From Trucking to Restaurants, Creating a Stronger Voice on Capitol Hill for Family-owned...
Secure Your Legacy: Don’t Miss This Exclusive Webcast
Complex family and business dynamics can derail the generational transition of a family enterprise. Addressing this risk demands clear boundaries between family, ownership, governance and management. Parallel governance, or the establishment of separate...
Lido Consulting’s Annual Family Office Investment Symposium Features Soldano and Luntz
Lido Consulting’s 19th Annual Family Office Investment Symposium Features Family Enterprise USA President Pat Soldano, Communications Expert Frank Luntz Three-Day Lido Event Kicks-off April 29 with Closed-Door Family Office Roundtable with Pat Soldano; Ends May 1...
Pat Soldano and Mark Warren Highlight Family Business at Sonoma Authors Festival
Family Enterprise USA’s Pat Soldano, Brownstein’s Mark Warren Speak at Sonoma Authors Festival on Importance Family Businesses Over 25 Well-Known Authors, including Isabel Allende and Michael Connelly, Discuss Successful Writing, Business of Writing, and...
Secure Your Legacy: Don’t Miss This Exclusive Webcast
Complex family and business dynamics can derail the generational transition of a family enterprise. Addressing this risk demands clear boundaries between family, ownership, governance and management. Parallel governance, or the establishment of separate...
Family Business and Successful Family Insights from John Gugliada & Pat Soldano – Watch Now
IFA’s recent webinar, Protecting the Legacy of Family Businesses & Successful Individuals in Today’s Legislative Environment, featured key insights from John Gugliada, Director of Family Business Engagement, and Pat Soldano, President of Family Enterprise USA....
California State University Fullerton’s Center for Family Business Honors Three FEUSA Long Time Supporters
ISYS SOLUTIONS INC. Wins Excellence in Social Impact Award; Hydraflow’s Cindy Ayloush Receives Lifetime Achievement Award; FORTIS Resource Partners, Inc. Receives Outstanding Family Business Catalyst Award at CSUF Family Business Hall of Fame California State...
Get Exclusive Access: Expert Tax & Policy Insights for Family Offices
Policy and Taxation Group (PATG) President Pat Soldano led an exclusive discussion on the latest tax and policy developments with insights from top experts, including Dr. Frank Luntz, Bart Reising, and Russ Sullivan. This session covered: The urgency of passing...
Taxation & Representation: Trump’s Tariffs & Global Tax Talks: What’s the Impact?
Senate Completes Vote-a-Rama to Advance Budget Resolution: On April 4 and 5, the Senate considered the FY 2025 budget resolution H.Con.Res.14, concluding in the traditional “vote-a-rama” on amendment and final passage by a vote of 51-48. Sens. Rand Paul (R-KY) and...
‘Ethical Fading,’ Women Investing Events Held at CSUF’s Center for Family Business Feature FEUSA President
‘Ethical Fading,’ Women Investing Events Held at CSUF’s Center for Family Business Feature Family Enterprise USA President FEUSA’s Pat Soldano Among Featured Speakers in April 18 Workshops Focused on Ethics and Women Investing in Security and Education (WISE)...
![[Exclusive Webcast] Register Now: Ensure a Smooth Generational Transition](https://policyandtaxationgroup.com/wp-content/uploads/2025/04/Instagram-ey-webcast-2-400x250.jpg "Content")
[Exclusive Webcast] Register Now: Ensure a Smooth Generational Transition
Complex family and business dynamics can derail the generational transition of a family enterprise. Addressing this risk demands clear boundaries between family, ownership, governance and management. Parallel governance, or the establishment of separate...
Flash Market Update: The “Liberation Day” Jolt
The “Liberation Day” Jolt Much Higher-Than-Expected New Tariffs By Jimmy C. Chang, CFA Chief Investment Officer, Rockefeller Global Family Office Jimmy C. Chang, CFA, Chief Investment Officer at Rockefeller Global Family Office, provides a critical...
Weekly Digest: “Liberation Day”, Florida Special Election, and 199A Provision
“Liberation Day”– Trump Announces Reciprocal Tariffs, Ends De Minimis Treatment for ChinaBy Samantha Carl-Yoder, Radha Mohan, Brady Howell, Annmarie Conboy-DePasquale and Daly Martorano On April 2, President Donald Trump issued a series of executive orders (EOs) to...
Taxation & Representation: Tax Cuts, Estate Taxes & Budget Updates
White House Considers Allowing Top Marginal Income Tax Rate to Revert to Pre-TCJA Levels: According to a single report, the Trump administration is considering letting the top income tax rate and the expanded bracket expire in the tax bill being developed in Congress....
![[WEBCAST] How Parallel Governance Can Guide Generational Transition](https://policyandtaxationgroup.com/wp-content/uploads/2025/04/Instagram-ey-webcast-1-400x250.jpg "Content")
[WEBCAST] How Parallel Governance Can Guide Generational Transition
Complex family and business dynamics can derail the generational transition of a family enterprise. Addressing this risk demands clear boundaries between family, ownership, governance and management. Parallel governance, or the establishment of separate...
Secure Top Talent: 2025 Family Office Hiring Trends Unveiled
The webcast discusses the evolving landscape of family offices, particularly regarding talent acquisition, outsourcing, and generational transitions, based on a 2025 talent predictions article. Key Points: Outsourcing the Chief Investment Officer (CIO) Role:...
Fenimore Asset Management Experts Discuss ‘Cost of Timing Market’ in New Webcast
Fenimore Asset Management Experts Discuss ‘Cost of Timing Market’ for Smart Investment Strategies in New Policy and Taxation Group Webcast Fenimore’s Christian Snyder and William Preston Detail Investment Philosophies with Host Pat Soldano, President of Policy and...
Engaging Next Generation Members in the Family Business and Family Enterprise
By Megan Helzner, Principal, CFAR As 76 million Baby Boomers prepare for retirement, there will be an enormous transfer of wealth to Gen X, Millennials, and Gen Z. According to estimates by Merrill Lynch, what is commonly referred to as The Great Wealth Transfer means...