Leadership Insights: Ken Monroe & Kevin Hancock Share Employee Inspiration
Holt of California President, Ken Monroe, and Kevin Hancock, CEO, of Maine’s Hancock Lumber Detail How They Inspire Employees, Leadership Issues in New Family Enterprise USA Videos Pennsylvania’s Hancock Lumber Chief and Central California Caterpillar Dealer...
Deep Dive into IRS CCA 202152018 & Strategies for Minority Stock Valuation
Register Now for the January 17 Webcast: "Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications for Private Company Sales" Why Attend? You'll gain valuable knowledge and insights that can help you navigate the complex and evolving landscape of...
Shape the Future: Your Voice Matters for Family Businesses
At Family Enterprise USA, we are on a mission to champion the cause of American generationally owned family businesses, and we believe that your perspective is invaluable in this endeavor. Why Your Voice Matters: Our advocacy for family businesses at a national...
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[WEBCAST] Valuation Mastery: Mark Lingerfield’s Exclusive Insights
Register Now for the January 17 Webcast: "Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications for Private Company Sales" Why Attend? You'll gain valuable knowledge and insights that can help you navigate the complex and evolving landscape of...
Homrich Berg, Whittier Trust Wealth Management Firms Support Family Businesses with New FEUSA Sponsorships
Two large family business wealth management firms, Whittier Trust and Homrich Berg, have joined Family Enterprise USA as sponsors. Whittier Trust, based in South Pasadena, is one of California’s largest private wealth management firms offering family office and...
Soldano Addresses Tax Issues at Associated Equipment Distributors’ Conference in DC
Family Enterprise USA’s Pat Soldano Addresses Critical Tax Issues at Associated Equipment Distributors’ Annual Policy Conference in Washington, DC AED’s Annual Policy Conference and Advocacy Day Spotlights Taxes, Workforce Issues, and Immigration Policies that...
Policy Update – Taxation & Representation: Tax Bill Talks Extend Into 2024 – What’s Next?
Lawmakers’ Discussions on Tax Bill Continue, with Timing Slipping into 2024. With the possibility of a year-end tax package having all but evaporated, lawmakers on the House Ways and Means and Senate Finance committees will have to look to potential opportunities...
Holiday Message from Policy and Taxation Group
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 asking you to consider becoming a supporter. The need for fact-based reporting of issues important to family...
Family Offices Must Adapt. Next Gen of Family Businesses Take Center Stage.
Family Offices Must Adapt as Next Generation of Family Businesses Take Center Stage, Experts Say in New Family Enterprise USA Podcast Family Office Exchange (FOX) Founder Sara Hamilton and The Family Office Pro Newsletter Editor Margaret Steen Discuss Trends,...
Future-Proofing Family Offices: Navigating Generational Shifts
Family Offices Must Adapt as Next Generation of Family Businesses Take Center Stage, Experts Say in New Family Enterprise USA Podcast Family Office Exchange (FOX) Founder Sara Hamilton and The Family Office Pro Newsletter Editor Margaret Steen Discuss Trends,...
Webcast Replay: Private Family Trust Companies: What? Why? How?
Key Points of the Webcast: Private Family Trust Companies: What? Why? How? 1. Private Trust Companies Defined: Business entities formed by families to act as trustees for their trusts. Serve family financial and planning goals. Offer efficient and effective...
Unlock Success: Navigate Your Business Transition Strategically
By Director of Financial Planning, Isaac Bradley, J.D., CPA As A Family Business Owner, It’s Important To Know All Of Your Options As You Plan For Your Business Transition Family business owners spend years working to build and maintain their businesses...
Breaking News: Five Key Associations Rally Behind America’s Largest Private Employer
Five Major Associations Join Congressional Family Business Caucus in Support of Family Businesses, America’s Largest Private Employer Associated Equipment Dealers, National Federation of Independent Business, American Farm Bureau Federation, National Restaurant...
Taxation & Representation Update For You. Supreme Court Tax Drama Unveiled: Will It Impact Your Finances?
Supreme Court Justices Signal Narrow Ruling in Repatriation Tax Case. On Dec. 5, the U.S. Supreme Court heard oral arguments in Moore v. United States, a case relating to the mandatory repatriation tax (MRT) from the Tax Cuts and Jobs Act (TCJA, Pub. L. 115-97). The...
Last Chance. PTCs Webcast Starts In a Few Hours. Your Blueprint for Family Financial Triumph
Register Now for the December 6 Webcast: "Private Family Trust Companies: What? Why? How?" Why Attend? Private family trust companies (PTCs) are business entities established by families to serve as the trustee for their trusts in furtherance of family, financial,...
ACCA Partners with FEUSA to Boost America’s Family Businesses
Air Conditioning Contractors of America Join Family Enterprise USA to Support America’s Largest Private Employer, Family Business ACCA’s, with its 3,000 Members, Will Support Efforts Focused on Understanding the Challenges of Family Businesses, Fighting Taxes,...
Beyond Business: Hancock Lumber’s Commitment to Community and Employees
Pat Soldano, the president of Family Enterprise USA, interviews Kevin Hancock, the chairman of Hancock Lumber, a multigenerational family business. Hancock Lumber, located in Maine, is one of the oldest family businesses in America, dating back to 1848. The company is...
24 Hours Left – Unlock Prosperity: PTC Strategies for Family Success
Register Now for the December 6 Webcast: "Private Family Trust Companies: What? Why? How?" Why Attend? Private family trust companies (PTCs) are business entities established by families to serve as the trustee for their trusts in furtherance of family, financial,...
A Webcast Replay: Year-End Strategies to Maximize Your Charitable Giving
In this video, Pat Soldano, president of Family Enterprise USA, hosts a discussion on year-end strategies to maximize charitable giving. She is joined by Abby Axelrod Wonderman and Brian Kirk of Fiduciary Trust International. The speakers discuss a variety of...
Ken Monroe of Holt: Mastering Next Gen and Workforce Challenges
Ken Monroe, President of Multi-Family Owned Caterpillar Dealer, Holt of Calif., Discusses Navigating Next Generation, Workforce Issues In New Family Enterprise USA Video A new Family Enterprise USA video featuring Ken Monroe, President of Holt of California, an...
Join Us for an Exclusive Webcast on Private Family Trust Companies
Register Now for the December 6 Webcast: "Private Family Trust Companies: What? Why? How?" Why Attend? Private family trust companies (PTCs) are business entities established by families to serve as the trustee for their trusts in furtherance of family, financial,...
A Taxation & Representation Update For You
Biden Signs Two-Step Continuing Resolution into 2024. On Nov. 15, Congress staved off a government shutdown by passing a “laddered” continuing resolution (CR) with strong bipartisan support—the House passed the measure in a 336-95 vote and the Senate passed it in an...
Upstate NY Events Highlight Family Businesses
Family Enterprise USA’s Pat Soldano Speaks at Two Upstate New York Events on Crucial Role Family Businesses Play in U.S. Economy Syracuse’s American Food & Vending Hosts Event at Century Club; Cornell University’s Smith Family Business Initiative Holds ‘Families...
Explore the What, Why, and How of Private Family Trust Companies
Register Now for the December 6 Webcast: "Private Family Trust Companies: What? Why? How?" Why Attend? Private family trust companies (PTCs) are business entities established by families to serve as the trustee for their trusts in furtherance of family, financial,...
Family Businesses: 74% Thrive 30+ Years, Reveals Research
Family Businesses Prove Their Staying Power, with 74% in Operation for 30 Years or Longer, Research Shows America’s Largest Private Employer, Family Businesses Show Stability, Higher Wages, Better Community Giving Family businesses may well be the...
Join the Movement: Rally for Family Businesses by Contacting Congress Now
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The Congressional Family Business Caucus is a bipartisan group of lawmakers who are committed to supporting family businesses, and we need your help to get them...
Saying It Out Loud, By Pat Soldano. December 2023.
Wins Create More Wins, Let’s Keep the Momentum Strong for Family Businesses In 2024 By Pat Soldano Momentum created by success has a way of creating more success. It’s a hypothesis as old as Aristotle and its goes something like this: small, random wins lead...
Bush Beans’ Chairman Drew Everett Details 100-Year Commitment to Workforce, Community in New Podcast
Bush Beans’ Chairman Drew Everett Details Company’s 100-Year Commitment to Workforce, Community in New Family Enterprise USA Podcast Everett Details How Bush Brothers and Company, Makers of the famous Bush Beans, Manages a Family Business Going into its Sixth...
Uncover PTC Secrets: Transform Your Family’s Wealth Journey
Register Now for the December 6 Webcast: "Private Family Trust Companies: What? Why? How?" Private family trust companies (PTCs) are business entities established by families to serve as the trustee for their trusts in furtherance of family, financial, and planning...
Family Business Hydraflow Shines in Orange County Register
Family Enterprise USA Supporter Hydraflow Spotlighted in Orange County Register, with Focus on Former Hughes 174,000 Sq. Ft. Facility in Fullerton The southern California-based Orange County Register’s real estate reporter, Allen Buchanan, recently wrote a story on...