Taxation & Representation Update: Tax Relief Package Update
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...
Elevate Your Board’s Performance: Join Us at 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...
Would You Like More Income Every Year?
This webcast discusses incorporating dividend growth investing into the investment picture which is often utilized in several ways: Portfolio Stability: Dividend growth investments serve as a stable portion of their portfolio, providing consistent and steady...
Uncover the Power of Active Management with Fenimore Asset Management
Active Management - A Different Perspective Fenimore Asset Management, manager of the FAM Funds, is dedicated to protecting and growing capital over the long term. To accomplish this, we focus on independent, in-depth research; it’s this due diligence that we...
Join the Conversation: Unveiling the Latest Family Office Trends – Register Now!
‘Trends of Family Offices’ Talk Kicks Off 18th Annual Family Office Symposium with Family Enterprise USA’s Pat Soldano and Lido Consulting’s Greg Kushner The 18th Annual Family Office Investment Symposium this year will start with a discussion on the “Trends of...
Legacy and Succession: Navigating Generational Transitions in Business
The video delves into the complexities of transitioning ownership and leadership, detailing the challenges of planning for succession and ensuring the company's stability and values endure across generations. Discussions include the implementation of Evergreen...
Act Now! Get Registered for April Supporters Webcast
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...
New Video on Family Business ‘Workforce Challenges’ Premieres
New Video on Family Business ‘Workforce Challenges’ Premieres from Family Enterprise USA Family Business Executives Tell Their Stories on the Challenges of Finding, Hiring, and Keeping Employees A new video from Family Enterprise USA focused on...
Coy Martin Named to Policy and Taxation Group Board of Directors
Coy Martin, General Counsel, ELD Associates, LLC, Named to Board of Directors, Policy and Taxation Group Martin, Expert in Intellectual Property Law, Provides Guidance for Nashville-based Family Office Coy Martin, in-house general counsel for family...
Secure Your Spot! Join Exclusive April Webcast
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...
Dive into Effective Investment Strategies. Register for Our Webcast!
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...
Get to Know the Congressional Family Business Caucus in New Video
Get to Know the Congressional Family Business Caucus in New Video from Family Enterprise USA If you are just hearing about the bipartisan Congressional Family Business Caucus for the first time a new, 60-second video from Family Enterprise USA is now available. The...
Workforce Issues Highlight Latest Family Business Caucus with Co-Chairs Schneider, Tenney, & Arrington Speaking at Event
'Workforce’ Issues Highlight Latest Congressional Family Business Caucus with House Member Co-Chairs Schneider, Tenney, and Arrington Speaking at Event Preliminary Findings of New Family Enterprise USA Annual Family Business Survey Unveiled; Federal Debt, Taxes...
Weekly Washington Update: Congress Nears FY 2024 Funding Finish Line: Details Inside
Congress on Track to Conclude FY 2024 Funding Efforts: Congress is set to conclude its work on fiscal year (FY) 2024 appropriations by passing the remaining six funding bills; this follows nearly six months of temporary spending measures keeping the government open....
Would You Like More Income Every Year? Don’t Miss Our Webcast!
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...
Saying It Out Loud, By Pat Soldano. March 2024.
The Results Are In! We’re Back to Budget Deficits and Personal Tax Rates as Top Concerns Taxes, Market Conditions, and Workforce Issues Rank High in New Family Enterprise USA Family Business Survey By Pat Soldano Each year we conduct a survey among...
Calif. State University, Fullerton Inducts Seven Into Family Business Hall of Fame
Honoring ‘Excellence and Legacy,’ 6th Annual Family Business Hall of Fame Awards Brings 250 Southern California Family Business Members, Leaders Together California State University, Fullerton’s (CSUF) Center for Family Business celebrated its much-anticipated 6th...
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...
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[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...