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Saying It Out Loud, By Pat Soldano. October 2024.
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupPersonal Taxes Take Center Stage as Congress Tackles the 2025 Tax Bill Conundrum of Lowering Deficits with Lower Tax Rates Call it what you will, the coming “Tax Cliff,” “Tax Armageddon,” or...
90 Seconds = Big Impact for Family Businesses! Take Our Survey Today
This Family Business Pulse Survey will only take two minutes to complete!!! Please take a moment to help us gather important research on the state of family businesses, the largest employer in the country. Your information is confidential and your...
Elections Edge: A 2024 Elections Weekly Snapshot. Week of October 22.
With just 14 days remaining until Election Day, both the Harris and Trump campaigns are ramping up their voter outreach efforts in critical battleground states. Over the weekend, former President Trump made headlines while working the drive-thru at a McDonald's...
Three Family Business-based Associations Join to Support Family Businesses, Create Stronger Voice on Capitol Hill
Specialty Tools & Fasteners Distributors Association, American Bakers Association, and National Shoe Retailers Association Sign on as New Family Enterprise USA Association Members Three Family Business-based Associations Join to Support Family Businesses,...
FEUSA Chairman Loumakis-Calderon Spotlighted as Family Business CEOs to Watch 2024
Alysha Loumakis-Calderon is recognized as a “Family Business CEOs to Watch 2024” by Family Business Magazine. Leading a family business requires a delicate balance of entrepreneurial vision and the ability to navigate family dynamics, especially as the company...
An Under Appreciated Risk to Family Legacies
By Robert F. MancusoCEOCapri Capital PartnersA growing segment of our population doesn’t want the American Dream to succeed. That seems like an odd statement. Policies proposed by select politicians espouse an affinity for the American Dream. Again and again, in...
Compliance with New Corporate Transparency Act Detailed in Webcast with legal Expert Matt Brown
Compliance with New Corporate Transparency Act Detailed in New Family Enterprise USA Webcast with legal Expert Matt Brown Brown & Streza Partner Explains Why 30 million Businesses are filing CTA Details This Year A little understood new law, the Corporate...
Elections Edge: A 2024 Elections Weekly Snapshot. Week of October 15.
With just 21 days until Election Day, the Harris and Trump campaigns are shifting into high gear. Vice President Kamala Harris has planned a live, televised town hall in Pennsylvania, while former President Trump declares New York is now in play for...
A Sustainably Successful Process for an Executive Search
By Linda MackFounder and PresidentMack InternationalHuman Capital Planning: Getting clarity on the “who” you are looking for… The human capital plan of any Family Enterprise should build consensus around specifically defining each position in the...
As Congress Grapples with New Tax Bill, Family Business Tax Priorities Take Center Stage in New Survey From FEUSA
As Congress Grapples with New Tax Bill, Family Business Tax Priorities Take Center Stage in New Survey from Family Enterprise USA No Estate Tax Decrease, No Increase in Income Tax Rate Are Top Issues A new survey among family business owners has identified...
Need Your Help! Take a 1 1/2 Minutes Survey on Family Business
This Family Business Pulse Survey will only take two minutes to complete!!! Please take a moment to help us gather important research on the state of family businesses, the largest employer in the country. Your information is confidential and your...
Corporate Transparency Act Insights from Matt Brown: Watch the Replay Now
The video is an interview with Matt Brown, a partner at Brown and Streza, about the Corporate Transparency Act (CTA). The CTA is a new law that requires certain businesses to report information about their beneficial owners to the government. The goal of the CTA is to...
Elections Edge: A 2024 Elections Weekly Snapshot. October 8.
In one month, on November 5, Americans will head to the polls, concluding the race to send Vice President Kamala Harris or former President Donald Trump to the White House. With the presidential and vice presidential debates complete, the Harris and Trump...
Preserve Your Family’s Legacy at the Transitions Fall Event!
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...
Leadership Building at Family Offices Require a ‘Blueprint,’ says Linda Mack in New Webcast
Leadership Building at Family Offices Require a ‘Blueprint,’ says Mack International Founder Linda Mack in New Webcast Leadership Expert Details How Best to Hire C-Suite Leaders in New Policy and Taxation Group Webcast with Host Pat Soldano Family Business expert...
Elections Edge: A 2024 Elections Weekly Snapshot. September 2024
Members of Congress have returned to their home states and districts for the final weeks of the 2024 campaign with future control of Congress still up for grabs. Pivotal House and Senate races across the country will determine whether former President Trump or...
Summary of September Family Business Caucus Roundtable
Pat Soldano opened the roundtable by thanking Members of Congress, congressional staff, and family-owned businesses for joining the third Family Enterprise USA (FEUSA) event of 2024 and sixth event total in coordination with the Congressional Family Business Caucus....
Post-Election Tax ‘Armageddon’ Policies Dissected in New Podcast Airing Now
Post-Election Tax ‘Armageddon’ Policies Dissected by Brownstein Bipartisan Experts in New Policy and Taxation Group Podcast Airing Now Next Administration ‘Will Bring New Tax Bill,’ According Brownstein Tax Pros With a new administration and a potential “tax...
Family Businesses & the CTA: What You Need to Know Before It’s Too Late
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...
Elections Edge: A 2024 Elections Weekly Snapshot. September 2024
Candidates for the US Senate and House of Representatives will soon depart Washington, DC, for the final campaign sprint, eager to secure undecided votes that will shape the 2024 elections. Seven pivotal battleground states—Arizona, Georgia, Michigan, Nevada,...
Wealth Tax Proposals Proliferate
The insightful article titled "Wealth Tax Proposals Proliferate" was recently published in Family Business Magazine. In the article, Pat discusses the rising concerns surrounding wealth tax proposals and the upcoming expiration of the 2017 Trump-era tax cuts....
Saying It Out Loud, By Pat Soldano. September 2024.
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupPriorities Being Set as Tax Teams Focus on 2025 Tax Bill New Tax Family Business Tax Survey Gives Focus for Capitol Hill Tax Teams It’s looking more and more like a salvage operation...
![[WEBCAST] Stay Ahead of Corporate Transparency Regulations: Key Insights for Family Businesses](https://policyandtaxationgroup.com/wp-content/uploads/2024/09/Instagram-brown-streza-webcast3-400x250.jpg "Content")
[WEBCAST] Stay Ahead of Corporate Transparency Regulations: Key Insights for Family Businesses
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...
Family First: Navigating Success and Succession in Business
Supporting Family Businesses Since 1975 For nearly five decades, our attorneys have partnered with family businesses to bring clarity and order to the complexities of business. We specialize in integrated tax and legal solutions that help family businesses...
Capitol Hill Tax Teams focus on salvaging key Tax Cuts and Jobs Act provisions
Pat Soldano's latest article, published by Family Business Magazine, sheds light on the pressing tax issues family businesses face as the expiration of the 2017 Tax Cuts and Jobs Act (TCJA) approaches in 2025. With the House Ways and Means Committee's 10 Tax...
EY Experts Tackle Long-term Capital Funding Strategies in New Podcast
EY Family Enterprise Experts Tackle Long-term Capital Funding Strategies in New Podcast from Family Enterprise USA Balanced Planning Positions Family Businesses for the Long-Haul, Next Generation Transitions A new podcast featuring experts from EY’s Family...
Proposals Big and Small: Policy in the September 2024 Presidential Debate
On Sept. 10, Vice President Kamala Harris and former President Donald Trump participated in the first presidential debate since Harris became the Democratic nominee. The event took place in Philadelphia, Pennsylvania and was hosted by ABC without an in-person...
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...