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...
Family Business Survey, Execs Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
Family Business Survey, Execs 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, Charities ...
Navigating Generational Success: An Interview with David Brown, CEO of Wyo- Ben
This interview captures a deep dive into the operations, history, and challenges faced by Wyo- Ben, a family-owned and managed mining and manufacturing company based in Wyoming. Pat Soldano, the president of Family Enterprise USA, conducts the interview with David...
Taxation & Representation Update: Tax Teams Unveiled: Shape Tomorrow’s Tax Policy!
Ways and Means Republicans Announce Formation of Committee Tax Teams in Preparation for 2025: On April 24, House Ways and Means Committee Chairman Jason Smith (R-MO) and Tax Subcommittee Chairman Mike Kelly (R-PA) announced the formation of 10 “Tax Teams,” intended to...
Pat Soldano to Speak at IVYFON’s LA Family Office Forum
Policy and Taxation Group’s Pat Soldano to Speak on New Family Office ‘Mindset’ at IVYFON’s Los Angeles Family Office Forum The Century City Live and Online Event Features a Deep Dive into Family Office Issues and Trends at This Year’s Two-Day Forum, May 8-9 ...
Join Our 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...
The Michalzuk Group Joins Family Enterprise USA as Sponsor
The Michalzuk Group, at Morgan Stanley Private Wealth Management, Joins Family Enterprise USA as Sponsor The Michalzuk Group Becomes Family Enterprise USA Sponsor to Help Raise Awareness, Educate Congress on Critical Family Business Issues The Michalzuk...
Common-Sense Bill to Reduce Federal Estate Tax Introduced by Rep. Arrington
Common-Sense Bill to Reduce Federal Estate Tax Introduced by Rep. Arrington; Rate Cut by Half Congressional Family Business Caucus Co-Chair Proposal Lauded by Generationally-owned Family Businesses, Entrepreneurs, Advocacy GroupsNew Federal estate tax legislation...
Private Company Governance Summit and Capital Hill Visits
There are no shortcuts to building and maintaining an effective board. It requires constant input from all stakeholders. But the result brings big benefits to the board and ensures the success of the company. The Private Company Governance Summit is an ideal place to...
Business Succession – The Essentials
By David L. Keligian, JD, MBA, CPAPartnerBrown & Streza LLP“Family owned, operated, and argued over”—Logo on Sierra Nevada Brewing Company Products THE PROBLEM Most people are familiar with the numbers - 80% of family businesses don’t successfully pass to the...
April 17 Members Update Call Summary. Discover potential tax policy shifts under a second Trump term or Biden presidency.
Pat Soldano (President, Family Enterprise USA) opened the call by welcoming supporters and participants. Pat thanked those on the call who are supporters of Family Enterprise USA (FEUSA) and Policy and Taxation Group (PATG) and encouraged other participants to join...
Early Look at 2024 Elections, Legislation with Former Capitol Hill Leaders Mark Begich and Jack Kingston
Early Look at 2024 Elections, Legislation with Former Capitol Hill Leaders Mark Begich and Jack Kingston in New Family Enterprise USA Podcast With Host Pat Soldano, Former Senator Begich (D-Alaska) and House Representative Kingston (R-Georgia) Discuss...
Execs Say Estate Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
Family Business Survey, Execs Say Estate 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 Reinvest Investment, WorkforceFunds...
Saying It Out Loud, By Pat Soldano. April 2024.
Next Gen is Counting on Us to Slow Impact of High Taxes By Pat Soldano 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...
Taxation & Representation Update: PROTECT Coalition – Dedicated to Preserving the 199A Deduction
Tax Package Update—Senate Likely to Punt Consideration to Following Week: The Senate returned to Capitol Hill on Monday, and while consideration of the Tax Relief for American Families and Workers Act (H.R. 7024) was included on Senate Majority Leader Chuck Schumer’s...
2024 Growth Predicted for 74% of Family Businesses, National Debt Concerns Revealed in FEUSA’s Latest Survey
2024 Growth Predicted for 74% of Family Businesses, National Debt Concerns Revealed in Family Enterprise USA’s Latest Family Business Survey Annual Survey Highlights State of Family Business, Barriers to Growth, and Top Tax Worries Family Enterprise USA has...
You’re invited to an unparalleled opportunity brought to you by Policy and Taxation Group
Register Now for April Supporters WebcastApr 17, 2024 - 12:00 PM Pacific Time This is a Policy and Taxation Group Exclusive Supporters Only Webcast. PLEASE NOTE: If you are already a Policy and Taxation Group Supporter you will get a personal email from John Marino on...