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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...
Unlock Exclusive Insights at Lido Consulting’s Family Office Investment Symposium
Gain Insights, Build Connections & Secure Your Legacy We are excited to share details about Lido Consulting's Annual Family Office Investment Symposium, a top-tier event designed for legacy preservation in the family office community. Expect a...
Weekly Washington Update: Congress Pushes for Budget Resolution Before Easter—What’s Next?
House and Senate Republican Leaders Align on Reconciliation: Senate Majority Leader John Thune (R-SD) and House Speaker Mike Johnson (R-LA) agreed on key policy toplines for a compromise budget resolution following a meeting at the White House on Tuesday with Trump...
Saying It Out Loud, By Pat Soldano. March 2025.
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupCapitol Hill Caucus Meeting Gives Family-Owned Business Leaders a Chance to Talk to Directly with Policy Makers Seven House Members Meet with Attendees to Hear Critical Issues affecting...
Protecting the Legacy of Family Businesses and Family Offices in Today’s Legislative Environment
Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at Family Business Magazine’s Transitions Conference Family Enterprise USA Presents Breakout Session with Capitol Hill Policy Experts, Unveils New Family-owned Business Research Family...
House Members Speak at Event with Focus on Women-Owned Family Businesses
House Members Speak at First Event with the Congressional Family Business Caucus with Focus on Women-Owned Family Businesses Debbie McKee, of Little Debbie’s Cakes, Joins Event with Caucus Members featuring Eight Women-Owned Family Businesses; New Research Unveiled...
Family Office Executives Lomont and Brehm Join Board of Directors at PATG
Family Office Executives Bart Lomont and Andrew Brehm Join Board of Directors at Policy and Taxation Group Hallador Investment Advisors, Burwell Enterprise Execs Join to Support Advocacy for Family Offices, Successful Families on Capitol Hill Two family office...
FinCEN Exempts Domestic Companies from Corporate Transparency Act Filing
The Treasury Department’s Financial Crimes Enforcement Network (FinCEN) issued an interim final rule on March 21, 2025, that exempts domestic companies from having to report beneficial ownership information under the Corporate Transparency Act (CTA), limiting CTA...
Inside the First FEUSA Capitol Hill Event of 2025: Spotlight on Women-Owned Family Businesses
Pat Soldano opened the event by thanking Members of Congress, congressional staff, and family-owned businesses for joining the first Family Enterprise USA (FEUSA) Capitol Hill event of 2025. The event first featured a breakfast reception attended by Reps. Chuck...
EY NextGen Academy programs for next generation of family leaders
EY NextGen Academy has empowered the next generation of family enterprise and private capital leaders since 2008. Through its executive education programs, it has helped close to a thousand nextgens to prepare for positions of trust, with a transformative impact on...
Exclusive Webcast: 2025 Talent Predictions for Family Offices
The family office talent landscape is evolving rapidly. Shifting geopolitics, economic changes, and new investment strategies are redefining hiring, leadership, and retention for family offices. Join us for an exclusive webcast where industry experts will...
Family First: Navigating Success and Succession in Business
Approaching 50 Years of Dedicated Service for Family Business Since 1975, our attorneys have brought order to the complexities of business with integrated tax and legal solutions for companies, organizations, families, and individuals throughout California and beyond....
Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at FMB’s Transitions Spring
Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at Family Business Magazine’s Transitions Conference Family Enterprise USA Presents Breakout Session with Capitol Hill Policy Experts, Unveils New Family-owned Business Research Family...
Senate Passes Continuing Resolution, Avoids Shutdown
On Friday, March 14, 2025, the Senate advanced the Full-Year Continuing Appropriations and Extensions Act, 2025 (H.R. 1968), a continuing resolution (CR) that funds the federal government until Sept. 30, 2025. The House advanced the bill 217-213, and the Senate...
The First 100 Days: Appropriations/ Budget Reconciliation
Jan. 20, 2025, marked the starting line of the first 100 days of President Donald Trump’s second term. This podcast is part of a series tracking critical policy issues the White House may look to act on during the defining period of any president’s...
What’s Ahead for Family Office Talent in 2025? Join Our Webcast
The family office talent landscape is evolving rapidly. Shifting geopolitics, economic changes, and new investment strategies are redefining hiring, leadership, and retention for family offices. Join us for an exclusive webcast where industry experts will...
House Tax Teams Work to Extend TCJA and Ensure Long-Term Tax Stability
House Tax Teams Focus on TCJA Extensions, Additions While Making Sure ‘Consistency and Permanency’ Are Built-in to New Tax Bill Policy and Taxation Group Files Statement to House Tax Committee Discussions with House Ways and Means Committee Tax Team leaders...
Survey Closing in 24 Hours. Help Congress Hear Your Voice in Just 5 Minutes.
At Family Enterprise USA, we’re dedicated to advocating for generationally owned family businesses across America. Your perspective is crucial to this mission. Why Your Input Matters:Your insights help us represent family businesses effectively on Capitol Hill....
Taxation & Representation: Will Congress Avert a Government Shutdown by March 14?
House Passes Budget Resolution While Senate Republicans Work to Find Agreement: On Feb. 25, the House voted 217-215 to pass its fiscal year (FY) 2025 budget resolution (H.Con.Res. 14). Rep. Thomas Massie (R-KY) was the sole Republican to oppose the measure after...
International Franchise, National Stone, Sand & Gravel, and Calif. Hotel & Lodging Associations Join FEUSA
International Franchise, National Stone, Sand & Gravel, and Calif. Hotel & Lodging Associations Join Family Enterprise USA Associations Help Family Enterprise USA Reach Over One Million Family Businesses Three major associations, representing a large...
Secure Top Talent: 2025 Family Office Hiring Trends Unveiled
The family office talent landscape is evolving rapidly. Shifting geopolitics, economic changes, and new investment strategies are redefining hiring, leadership, and retention for family offices. Join us for an exclusive webcast where industry experts will...
Key Takeaways from President Trump’s Joint Address to Congress
President Donald Trump addressed a joint session of Congress on March 4; the first such speech of a presidency is not considered a “State of the Union” address, though it shares the same format and function. At an hour and 40 minutes, it surpassed President Bill...
Lasts Days Before Survey Closes
At Family Enterprise USA, we’re dedicated to advocating for generationally owned family businesses across America. Your perspective is crucial to this mission. Why Your Input Matters:Your insights help us represent family businesses effectively on Capitol Hill....
Unlock Exclusive Insights at Lido Consulting’s Family Office Investment Symposium
Gain Insights, Build Connections & Secure Your Legacy We are excited to share details about Lido Consulting's Annual Family Office Investment Symposium, a top-tier event designed for legacy preservation in the family office community. Expect a...