Board Building 101: Don’t Miss the Private Company Governance Summit
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...
Family Business Caucus Meets with Business Leaders and Employees on Capitol Hill
Summary of March 12 Congressional Family Business Caucus Pat Soldano opened the roundtable by thanking Members of Congress and family-owned businesses for joining the fourth event in coordination with the Congressional Family Business Caucus. Pat highlighted...
Discover 3D Investing: Join Our Webcast for Proven Strategies!
Register Now for the April 3 Webcast: Starting at 12:00 PM Pacific Time "Would You Like More Income Every Year?" Dividend Growth of Double Digits over a Decade or More, or what we refer to as 3D Investing, provides a more dependable, repeatable...
White House FY2025 Budget Request: Key Tax Takeaways
On Monday, March 11, President Joe Biden released his Budget request to Congress (“Budget”) and various accompanying documents. Separately, the Treasury Department released its General Explanations of the Administration’s Fiscal Year 2025 Revenue Proposals, commonly...
White House Releases FY 2025 Budget Tax Priorities
The White House released its fiscal year (FY) 2025 budget request to Congress. Overall, it proposes $7.3 trillion in total spending, including a proposed $895 billion for defense and approximately $621 billion in non-defense base discretionary spending. The request is...
Taxation & Representation: Biden’s Tax Agenda Unveiled: What You Need to Know. Government Funding Update.
Tax Bill Update – Package Remains in Limbo: Almost two months after the Tax Relief for American Families and Workers Act (H.R. 7024) passed the House with an overwhelming 357-70 vote, committee leaders are still considering the process for advancing the bill with or...
Core-Satellite Approach To Estate Planning. Safeguarding Wealth, Empowering the Next Generation.
The webcast introduces the concept of the core-satellite approach to estate planning, which combines a core model (trusts to protect assets) with a satellite model (individual autonomy), aiming to balance flexibility with asset protection. Pat Soldano,...
PATG Names Peterson New Board Chairman as Longtime Chairman Rousch Retires
Policy and Taxation Group Names Kip Peterson New Board Chairman as Longtime Chairman Brett Rousch Retires from Post Advocates for Family Office Clients, Successful Individuals, and Family Businesses See 2024 Election Year as Important Tax, Workforce, and Regulation...
HindlePower CEO Discusses Family Business, Manufacturing Challenges, and Succession Planning
HindlePower’s President, Nic Hindle, Discusses Employee Focus, Re-Investing in a Family-owned Manufacturing Business in New Family Enterprise USA VideoHead of Pennsylvania Battery Power Supplier, HindlePower, Talks with Family Enterprise USA’s President Pat Soldano...
![[WEBCAST] Would You Like More Income Every Year?](https://policyandtaxationgroup.com/wp-content/uploads/2024/03/Instagram-DAC-webcast-1-400x250.jpg "Content")
[WEBCAST] Would You Like More Income Every Year?
Register Now for the April 3 Webcast: Starting at 12:00 PM Pacific Time "Would You Like More Income Every Year?" Dividend Growth of Double Digits over a Decade or More, or what we refer to as 3D Investing, provides a more dependable, repeatable pattern of...
Members of Congress Set to Attend Bipartisan Congressional Family Business March 12 on Capitol Hill
First of Three Meetings Will Discuss Workforce Issues Affecting Family Businesses, with Non-Family Employees Speaking on Behalf of Generationally-owned Family Businesses The first bipartisan Congressional Family Business Caucus meeting of 2024 will see nearly a...
Taxation & Representation: IRS Crackdown: Unveiling Wealthy Non-Filers Initiative
Tax Package Update—Crapo Goes Public: On Feb. 28, Senate Finance Committee Ranking Member Mike Crapo (R-ID) issued a public statement regarding his current stance on the Tax Relief for American Families and Workers Act (H.R. 7024), his first formal comment since the...
Power of Partnership: FEUSA Thanks Collaborators for Record 789 Survey Responses
Family Enterprise USA (FEUSA) extends its sincere gratitude to all organizations who partnered with us in our recent Annual Family Business Survey. Your commitment to fostering awareness and generating interest in this crucial initiative has been instrumental in...
Weekly Washington Update: Michigan Primary Surprises: What the Biden & Trump Wins Reveal
Congress Averts a Shutdown Yet Again: Following intense negotiations and a high-profile White House meeting early this week, congressional leaders and appropriators came to an agreement to avoid a partial government shutdown. The agreement contains a short-term...
Learn how to navigate generational wealth transfer with hybrid ownership strategies. Register today.
Register Now for the March 5 Webcast: Starting at 12:00 PM Pacific Time "Core-Satellite Approach To Estate Planning" Why Attend? Strategic Wealth Management: Learn about innovative hybrid core-satellite business structures designed to sustain and support...
FAQs Posed to this C-Suite Executive Search and Family Office Consulting Firm
by Linda MackFounder and PresidentMack InternationalFrequently Asked Questions Posed to this C-Suite Executive Search and Family Office Consulting Firm We are building a family office. Where do I start and whom do I hire first? The most important thing is to...
Join Us on March 12: Family Business Workforce Issues Hear personal stories & crucial research findings. RSVP now!
Congressional Family Business Caucus Meeting for Family Business Owners March 12 "Family Business Workforce Issues" Family Enterprise USA, in coordination with the Congressional Family Business Caucus, a bipartisan Caucus committed to raising awareness about...
Explore innovative hybrid models to safeguard wealth and empower entrepreneurial goals. Don’t miss this opportunity.
Register Now for the March 5 Webcast: Starting at 12:00 PM Pacific Time "Core-Satellite Approach To Estate Planning" Why Attend? Strategic Wealth Management: Learn about innovative hybrid core-satellite business structures designed to sustain and support...
Unlock Success: Save 25% on Transitions Spring 2024 for Policy and Taxation Group Supporters
For Policy and Taxation Group Supporters In Family-Owned Businesses Save 25% On Transitions Spring 2024 If you are working on strategies for the new year, then consider attending Transitions Spring 2024. Transitions is hosted by Family Business Magazine, and is...
Congressional Family Business Caucus Sets Meeting Schedule for 2024
Congressional Family Business Caucus Sets Meeting Schedule for 2024; First Meeting Scheduled for March 12 on Capitol Hill Three Meetings Set for 2024 with First Focused on Workforce Issues Affecting Family Businesses; House Representatives will Hear from...
WEBCAST: Hybrid Ownership Strategies Unveiled
Register Now for the March 5 Webcast: Starting at 12:00 PM Pacific Time "Core-Satellite Approach To Estate Planning" Why Attend? Strategic Wealth Management: Learn about innovative hybrid core-satellite business structures designed to sustain and support...
Give it away now? Today’s favorable estate tax is set to expire after 2025
Paulina MejiaNational Fiduciary CounselFiduciary Trust InternationalUnder current tax law, individuals can transfer up to $13.61 million and married couples can transfer up to $27.22 million tax free. But that lifetime estate tax exemption amount is set to be cut in...
Saying It Out Loud, By Pat Soldano. February 2024.
How Do You Talk to The Next Generation About Capitalism vs. Socialism? Answer: It Ain’t Easy By Pat Soldano Maybe we can thank Bernie Sanders for those awkward, maddening, head-shaking family conversations around the dining table. Perhaps you know them all...
Prenups and Postnups: Safeguarding Your Business Amidst Love and Marriage
Importance of Preparing for Business and Personal Relationship Challenges: The video emphasizes the necessity for business owners to consider the potential impact of personal relationships, particularly marriage, on their businesses. It stresses the importance of...
Would You Like More Income Every Year?
Using An Investment Philosophy That is Repeatable, Predictable, and Proven to Deliver Both Capital Appreciation and Rising Income. Dividend Growth of Double Digits over a Decade or More, or what we refer to as 3D Investing, provides a more dependable,...
Taxation & Representation: IRS Commissioner to Face Possible Grilling
Internal Revenue Service (IRS) Commissioner Daniel Werfel will return to Capitol Hill on Thursday to testify before the House Ways and Means Committee. What topics will generate discussion—and criticism? Below are Brownstein’s top five areas where members are most...
Family Businesses Lag Behind Protecting Against Cyber Security Threats, Say EY Cyber and Family Business Experts
Family Businesses Lag Behind Protecting Against Cyber Security Threats, Say EY Cyber and Family Business Experts in New Family Enterprise USA Podcast EY’s Bobby Stover and Dave Burg See Uptick in Cyber Security Threats, Ransom Attacks; Offer Strategies for...
Insights from C Mondavi: Navigating Workforce Challenges in Family Businesses
This video features Pat Soldano, President of Family Enterprise USA, discussing the advocacy work for multigenerational family businesses in Washington DC. She interviews David Brown, CEO of C Mondavi, who provides insights into the history of the family-owned winery...
Challenges and Successes of Family Business: Insights from Reed Family Companies CEO
Join Pat Soldano, President of Family Enterprise USA, in a candid conversation with Jeff Reed, President and CEO of Reed Family Companies. Discover the rich history and operations of Reed Family Companies, spanning heavy highway construction, aggregates, and...
24 Hours to Register for Live Webcast: Safeguard Love & Business – Essential Planning Ahead.
Register Now for the February 14 Webcast: Starting at 10:00 AM Pacific Time "Love Is In The Air Now; Protect Your Family Business Later" Why Attend?With statistics showing that at least half of all marriages end in divorce, married family business owners need...