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...
Videos Feature CK Mondavi’s CEO Brown, Holland Equipment VP Geurink on Managing Workforce and Next Gen
New Videos Feature CK Mondavi’s CEO David Brown, Andrew Geurink, VP, Holland Equipment, on Managing Workforce, Next Generation Issues Family Enterprise USA’s President Pat Soldano Talks with Two Family Business Executives, One Family Member, One Non-Family Member on...
Congressional Family Business Caucus Roundtable Summary – May 14, 2024
Pat Soldano opened the roundtable by thanking Members of Congress and family-owned businesses for joining the second Family Enterprise USA (FEUSA) event of 2024 in coordination with the Congressional Family Business Caucus. Pat highlighted the role of FEUSA in...
EY’s Aylward Details How To ‘Stress Test’ Your Family Business & Wealth Transition Planning in New Podcast
EY’s Sean Aylward Details How To ‘Stress Test’ Your Family Business and Wealth Transition Planning in New Family Enterprise USA Podcast Podcast Host Pat Soldano Helps Unwind Complex Blueprint for Keeping Family Legacies Stress testing complex family business...
![[VIDEO] Reed Family Companies CEO, Jeff Reed, Details Difficulties Finding Qualified Workers in Tough Calif. Market](https://policyandtaxationgroup.com/wp-content/uploads/2024/05/Instagram-jeff-reed-video-400x250.jpg "Content")
[VIDEO] Reed Family Companies CEO, Jeff Reed, Details Difficulties Finding Qualified Workers in Tough Calif. Market
In New Family Enterprise USA Video, Reed Family Companies CEO, Jeff Reed, Details Difficulties Finding Qualified Workers in Tough California Market The 800-Employee Construction Company Beefs Up HR Department To Find Workers for Its Highway, Infrastructure Projects...
Discover New Tax Insights Affecting Your Family Business on June 6
Join us on June 6 in Oak Brook to hear about the latest developments in Washington, DC and their impact on family businesses. A panel of government relations professionals will present the findings of the new FEUSA 2024 Annual Family Business Survey. They will...
The Race to November: 2024 Election Preview
Summer is approaching and, right on time, the 2024 election is starting to heat up. Races for the House, Senate and the presidency are all kicking into gear as we reach the second half of primary season, and many campaigns are pivoting toward the general election....
With Focus on ‘Workforce,’ Caucus Leaders Hear Directly from Non-Family Business Employees
By Pat Soldano Founder & PresidentPolicy and Taxation GroupWith Focus on ‘Workforce,’ Congressional Family Business Caucus Leaders Hear Directly from Non-Family Business Employees in First Caucus Meeting of 2024 New Family Business Research Unveiled; Shows...
Taxation & Representation: New Disaster Relief Tax Bill Advances. Ways and Means Committee Actions.
Disaster Relief Tax Bill Passes House: On May 15, Rep. Greg Steube (R-FL) succeeded with a discharge petition for his bill, the Disaster Tax Relief Act (H.R. 5863), advancing the bill to a vote by the House. The bill broadens the definition of a qualified disaster...
Thinking Of Selling Your Family Business? Here Are Six Key Steps You Need To Take Now
By Isaac Bradley, J.D., CPA Director of Financial PlanningHomrich BergSome businesses are family-owned for generations, but keeping a business in the family is not always the right choice. Family business owners who anticipate a sale should start planning as early as...
![[WEBCAST] Is your shareholder liquidity strategy future fit to avoid disruption?](https://policyandtaxationgroup.com/wp-content/uploads/2024/05/Instagram-ey-webcast4-400x250.jpg "Content")
[WEBCAST] Is your shareholder liquidity strategy future fit to avoid disruption?
Does your family-owned business face the challenge of balancing long-term growth with the evolving needs of your shareholders? Unclear shareholder liquidity plans can create disruptions and hinder your company's full potential. We are hosting a crucial webcast...
DAC Insights – The Case for Dividend Growth Investing
By Marc D. Saurborn, CFA®Chief Investment OfficerDividend Assets Capital, LLCRegardless of how thorough the analysis or how accurate the economic forecasting, how well an investment performs on paper cannot compare to its performance in the real world. It's the...
Congressional Family Business Caucus Listens to Family Business Succession, ‘Next Gen’ Issues During Latest Meeting
Congressional Family Business Caucus Listens to Family Business Succession, ‘Next Gen’ Issues During Latest Capitol Hill Meeting Congress Members, Family Center, and Business Leaders Focus on Questions Affecting Family Businesses Transitioning to Next...
Weekly Washington Update: FAA Reauthorization and Other House Measures. Bipartisan House Bills.
Congress Passes Full-Year FAA, Various Measures: Following a months-long stalemate on the Federal Aviation Administration (FAA) reauthorization, the House passed the compromise measure ahead of the May 17 deadline and sent the bill to President Biden for his...
Saying It Out Loud, By Pat Soldano. May 2024.
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupMaybe you’ve heard a new Estate Tax bill has been introduced by House member Representative Jodey Arrington (R-TX). Maybe you’re thinking this is déjà vu all over again. Rep. Arrington has some...
Taxation & Representation: GOP Shifts Stance: Will Corporate Tax Rates Rise? What It Means for You.
CBO Report Finds Steep Cost of Extending TCJA Tax Provisions: On May 8, the Congressional Budget Office (CBO) released a report at the request of Senate Finance Committee Chairman Ron Wyden (D-OR) and Budget Committee Chairman Sheldon Whitehouse (D-RI) titled...
Next Gen Tells Leaders What They Think of Capitalism, Socialism, and More
Next Generation Tells Leaders What They Think of Capitalism, Socialism, and the Health of Democracy Frank Luntz Focus Group Video on CNBC’s ‘Squawk Box’ and CNN Reveal Insights into What Future Challenges Need to Be Addressed Conversations with the next...
Strategic Liquidity Planning for Family Businesses: Don’t Miss Out! – Gain invaluable insights to ensure your business’s longevity.
Does your family-owned business face the challenge of balancing long-term growth with the evolving needs of your shareholders? Unclear shareholder liquidity plans can create disruptions and hinder your company's full potential. We are hosting a crucial webcast...
Topics of Succession and Workforce are 2024 Focuses on Leadership Issues Affecting Family Businesses
Congressional Family Business Caucus Starts With Topics of ‘Succession’ and ‘Workforce,’ as 2024 Focuses on Leadership Issues Affecting Family Businesses The second bipartisan Congressional Family Business Caucus meeting of 2024 will focus on how to best manage...
Next Gen is Counting on Us to Slow Impact of High Taxes
With 85.5% of family businesses having majority or sole ownership by family members the questions of who, when, and how a family business is transitioned to the “Next Gen” is a persistent conversation, and a difficult one. The real goal of a transition is much...
Survey and Executives Both Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
A New Family Business Survey and Executives Both Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities Latest Survey Results, Execs Speak Out at Congressional Family Business Caucus; Saved Money Will Go Toward Reinvestment, Workforce,...
Next-Gen Family Business Survey
87% of Americans go to work every day for a family business, and around the world, family businesses play an enormous role in local and global economies. The Smith Family Business Initiative at Cornell University, in cooperation with Family Enterprise USA and The...
Whittier Trust Executives Detail ‘Core-Satellite’ Estate Planning Technique in Webcast Replay
Whittier Trust Executives Detail ‘Core-Satellite’ Estate Planning Technique in New Webcast by Family Enterprise USA ‘Core-Satellite Planning’ Discussion Reveals Dual Strategy of Safeguarding Family Legacies, While Providing Autonomy for Next Generation In a new...
Unlock Growth: Mastering Family Business Liquidity Strategies – Learn to balance short and long-term capital needs.
Does your family-owned business face the challenge of balancing long-term growth with the evolving needs of your shareholders? Unclear shareholder liquidity plans can create disruptions and hinder your company's full potential. We are hosting a crucial webcast...
Contact your representatives in Congress and urge them to support H.R. 7993, the Estate Tax Rate Reduction Act
Take action now to support H.R. 7993 and advocate for the interests of family businesses! Contact your representatives, spread awareness, and join the movement to enact legislation that promotes the growth and success of family enterprises. Together, we can make a...
Taxation & Representation Update: Yellen’s Tax Agenda Unveiled: Dive into IRA Credits & Global Tax Talks.
Yellen Discusses IRA Credits, Global Minimum Tax and More Before Ways and Means Committee: On April 30, Treasury Secretary Janet Yellen appeared before the House Ways and Means Committee to discuss President Biden’s Fiscal Year 2025 Budget Request. As is typical of...
Family Business ‘Succession’ Is Topic Set for Congressional Family Business Caucus May 14
Family Business ‘Succession’ Is Topic Set for Congressional Family Business Caucus May 14 on Capitol Hill Second Meeting of 2024 Focuses on Leadership Issues Affecting Family Businesses Transitioning to Next Gen LeadershipThe second bipartisan Congressional...
Six Best Practices to Keep Your Business Sale-Ready
By Elizabeth M. AndersonVice President, Business DevelopmentWhittier Trust CompanyHow hot is your company? Would you give it a solid 10 out of 10? What rating would others give it? Even if selling your company is the furthest thing from your mind, assessing its...