Evaluating Business Structures: The Pros And Cons
By Isaac Bradley, J.D., CPADirector of Financial PlanningHomrich BergFamily businesses often start small with simple business and tax structures. However, as businesses expand, they sometimes outgrow their initial structures. It is important for business owners to...
Family Office Workshop: What You Need To Know?
CSUF Family Business Center Workshop; “Family Office: What You Need To Know?” August 13, 2024 You will learn, “what is a family office”, the different models of family offices, and the services they provide. We will help you answer the question; do you...
New Podcasts Focus on Top Concerns Facing Family Office Clients
Family Office Exchange, Tamarind Learning Focus on Top Concerns Facing Family Office Clients in New Podcasts Pat Soldano, President, Policy and Taxation Group, Talks with Both Family Office-based Organizations About Capitol Hill Policies Affecting Family...
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[ONLY 36 HOURS LEFT] Estate Planning Essentials: Begin with Family Vision and Values
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point of Estate Planning" Why attend? With the federal tax exemptions to sunset at the end of 2025, estate planning has become a pressing issue for...
Federal Court Partially Halts Noncompete Rule
On July 3, 2024, United States District Court Judge Ada Brown ruled against the Federal Trade Commission (FTC) and issued a preliminary injunction postponing the implementation of the agency’s controversial rule banning noncompete clauses. The decision, in Ryan vs....
WEBCAST ALERT: Integrating Family Vision into Your Estate Planning
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point of Estate Planning" Why attend? With the federal tax exemptions to sunset at the end of 2025, estate planning has become a pressing issue for...
Family Offices Need ‘Wealth 3.0 Mindset’ to Succeed in Future, Says Ultra High Net Worth Institute Founder
Family Offices Need ‘Wealth 3.0 Mindset’ to Succeed in Future, Says Ultra High Net Worth Institute Founder Steve Prostano, in New Policy and Taxation Group Podcast With Host Pat Soldano, Conversation Delves into ‘Holistic Approach’ and the ‘10 Domains of Family...
Transform Your Estate Planning: Embrace Family Vision and Values
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point of Estate Planning" Why attend? With the federal tax exemptions to sunset at the end of 2025, estate planning has become a pressing issue for...
Weekly Washington Update: Policy Highlights from the First 2024 Presidential Debate
2025 Outlook—Democrats Setting Battle Lines as 2024 Elections Loom: Though much of the attention on the expiration of key tax provisions of the Tax Cuts and Jobs Act (TCJA, Pub. L. 115-97) has been focused on the variety of options congressional Republicans could...
Plan Now for The Expiration of the Tax Cut and Jobs Act Says Brown & Streza Legal Expert Matt Brown
Plan Now for The Expiration of the Tax Cut and Jobs Act Says Brown & Streza Legal Expert Matt Brown in New Family Enterprise USA Podcast With Host Pat Soldano, Brown Explains Steps to Take in Advance of Expiring Tax Laws in New ‘Voice of Family Business on...
Don’t Miss Our Legislative Update Webcast – Register Today!
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point of Estate Planning" Why attend? With the federal tax exemptions to sunset at the end of 2025, estate planning has become a pressing issue for...
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[LIVE EVENT] Secure Your Legacy: Start Estate Planning with Family Vision and Values
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point of Estate Planning" Why attend? With the federal tax exemptions to sunset at the end of 2025, estate planning has become a pressing issue for...
Handing Over the Keys—The Challenges of Reaching Gen Z
By By Linda MackFounder and PresidentMack InternationalIn a recent FEUSA podcast Pat Soldano was joined by Dr. Frank Luntz, communications expert and researcher, on “How to ‘Decode Language’ to reach Gen Z (18-29)” Why is this considered a critical issue? Because in...
Immediate Implications of Recent Supreme Court Ruling on Moore v. United States
Recently, the Supreme Court ruled seven to two in favor of the constitutionality of the Mandatory Repatriation Tax (MRT) as a valid exercise of Congress's power to tax shareholders on the undistributed income of corporations in Moore v. United States. Potential...
U.S. Family Businesses Grow Despite Challenges of Inflation, Labor, and Taxes Says Latest Family Business Survey
U.S. Family Businesses Grow Despite Challenges of Inflation, Labor, and Taxes Says Family Enterprise USA’s Latest Family Business Survey Survey Highlights Generationally-owned Family Businesses Strengths, with Two-Thirds Expecting Strong Growth in 2024 ...
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[WEBCAST] Unlock Effective Estate Planning: Focus on Family Vision and Values
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point of Estate Planning" Why attend? With the federal tax exemptions to sunset at the end of 2025, estate planning has become a pressing issue for...
Weekly Washington Update: Senate Advances Nuclear Permitting Bill, Hearing on COVID-19 Origins, 2025 Outlook.
Senate Advances Nuclear Permitting Bill: The Senate returned this week and the House will be back in session on June 25. The upper chamber advanced a bill (S. 870) by an 88-2 vote that would require the Nuclear Regulatory Commission (NRC) to streamline permitting for...
Saying It Out Loud, By Pat Soldano. June 2024.
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupCommunication is the X Factor When It Comes to Bringing Up ‘Next Gen’ Leadership When it comes to the developing the next round of leaders for America’s family businesses simple...
‘Congressional Family Business Update’ Story Featured in Trusts & Estates Magazine
‘Congressional Family Business Update’ Story Featured in New Issue of Trusts & Estates Magazine Family Enterprise USA’s Pat Soldano Details How ‘Voices Are Breaking Through the Noise’ “Making the voice of family business heard” is the loud statement in...
Focus on the future with these four strategies
Enduring family enterprises focus on four key strategies for long-term success. Learn how these strategies are key to planning for the future: Generational transition strategy: Avoid disruption and create a sustainable generational transition. Shareholder...
Ten Family Business Leaders Spotlight Succession Issues in Video
Ten Family Business Leaders Spotlight Succession Issues in New Family Enterprise USA Video In a new video, ten generationally-owned family business leaders from around the country discuss concerns they face with succession planning and how it will affect their...
Family Vision and Values: The Starting Point of Estate Planning
By Jim CoutréHead of Wealth PlanningPathstoneBy Scott Weaver, JDChief Fiduciary OfficerPathstoneEstate planning has become a pressing issue for many families as the federal tax exemptions are set to sunset at the end of 2025. While tax implications are often the...
Business Owners Discuss Transition Plans and Estate Tax Issues in New Video
Three Family Business Owners Discuss Transition Plans, Estate Tax Issues in Video During Latest Congressional Family Business Caucus in Washington, D.C. Leaders from Vollrath Manufacturing, American Food & Vending, and Goodhart Sons Tell Stories of Transitioning...
EY Family Business Experts Explain How to ‘Future Fit’ Shareholder Equity To Avoid Disruption in New Webcast
EY Family Business Experts Explain How to ‘Future Fit’ Shareholder Equity To Avoid Disruption in New Family Enterprise USA Webcast EY’s Sean Aylward, Dominic Venditti Detail Distribution Policies, Wealth Preservation with Host Pat Soldano at Family Enterprise USA...
New Caucus Video Shows Family Businesses, Family Center Execs Discuss ‘Next Gen’ Issues
New Video of Congressional Family Business Caucus Shows Family Businesses, Family Center Execs Discuss ‘Next Gen’ Issues New Video Captures Congress Members, Family Center, and Business Leaders Discussing Critical Issues Affecting Family Businesses in...
Tax Update: Prepare for 2025 Tax Changes! Senate Forms New Working Groups
Senate Finance Committee Republicans Form Working Groups in Preparation for 2025: Following the April 24 formation of Tax Teams by House Ways and Means Committee Republicans, Senate Finance Committee Republicans created their own working groups on May 23. The groups...
How Do You Future Fit Your Shareholder Liquidity Strategy To Avoid Disruption?
One of the biggest disruptions to family-owned companies is a lack of clarity regarding shareholder liquidity. This webcast will examine leading practices for creating a liquidity strategy and plan that balances the short-and long-term capital needs of your...
Distrust By Next Generations Makes Communication with Future Family Business Leaders a Challenge on Key Issues
New Podcast with Dr. Frank Luntz and Pat Soldano Addresses How to ‘Decode Language’ to Reach Generation Z and X As Generation Z and X begin to inherent trillions from Baby Boomers, the communication gap between old guard and new guard has never been wider or...
Democracy in Action – Our visit to the Congressional Family Business Caucus
By Allen EsrockFounderNxtGen NexusBy Tim SchultzCenter for Family Business at Cal State FullertonThe Congressional Family Business Caucus held its second meeting of the year on May 14 in the Longworth House Office Building. The Bi-Partisan Caucus includes 45 House...
Taxation & Representation. Prepare for 2025: Senate GOP Creates Tax Working Groups
Senate Finance Committee Republicans Form Working Groups in Preparation for 2025: Following the April 24 formation of Tax Teams by House Ways and Means Committee Republicans, Senate Finance Committee Republicans created their own working groups on May 23. The groups...