Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Corporate Transparency Act Filing Deadline Delayed Again
The Treasury Department’s Financial Crimes Enforcement Network (FinCEN) announced on February 27 that no fines nor penalties would be imposed on companies required to report beneficial ownership under the Corporate Transparency Act (CTA), effectively delaying the...
Make Your Impact: Survey for Family Business Advocacy
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....
2025 Talent Predictions for Family Offices – Exclusive 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...
Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood
By, Jim Coutre, Managing Director, Head of Wealth Planning, Pathstone Raising children to become healthy, responsible adults is as much of an evolving journey as it is a daunting task. And when financial wealth—realized or yet-to-be realized based on the life stage of...
Rockefeller Global Family Office, CFAR, Mack International Join FEUSA to Support Family Businesses
Rockefeller Global Family Office, CFAR, Mack International Join Family Enterprise USA to Support Family Businesses Three Gold Membership Supporters Help Give Voice to America’s Family Businesses The Rockefeller Global Family Office, CFAR, and Mack International...
Corporate Transparency Act Reinstated; Filing Deadline Extended
Corporate Transparency Act Reinstated; Filing Deadline Extended to March 21, 2025 On February 18, 2025, the U.S. District Court for the Eastern District of Texas lifted the remaining injunction against the implementation of the Corporate Transparency Act (CTA) –...
Saying It Out Loud, By Pat Soldano. February 2025.
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupFasten Your Seat Belts for Bumpy Ride as New Tax, Government Funding Bills Make Their Way on Capitol Hill March 11 Congressional Family Business Caucus Gives Family Business Leaders a Front Row...
Senate Begins Vote-a-Rama
On Wednesday Feb. 12, the Senate Budget Committee advanced a fiscal year (FY) 2025 budget resolution by a vote of 11-10. The Senate voted to move forward with debate on the resolution on Tuesday, Feb. 18, triggering a statutorily required 50 hours of debate. Once...
Taxation & Representation: Estate Tax Repeal on the Table — Tell Congress Your View
Senate Budget Committee Marks Up FY 2025 Budget Resolution: On Feb. 12, the Senate Budget Committee advanced a fiscal year (FY) 2025 budget resolution by a party-line vote of 11-10. The resolution includes the following spending instructions, mirrored for the...
Family Businesses Crave Consistency and Permanency in New Tax Legislation
Pat Soldano’s latest article, “Family businesses crave consistency and permanency in new tax legislation“, published by Family Business Magazine, explores the latest tax policy developments, including the potential extension of the 2017 Tax Cuts and Jobs Act (TCJA),...
An Appropriate Valentine: House and Senate Stake Budget Positions
Republicans in Congress this week continue to discuss ways to move forward President Trump’s legislative agenda through budget reconciliation. The House and Senate Budget committees passed budget resolutions that completely differ in their path forward. This is all...
Make Your Impact: Survey for Family Business Advocacy
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: Reconciliation Bill Update: Key Issues to Watch
Reconciliation Update – Senate Tees Up Budget Resolution Markup While House Remains Deadlocked: On Feb. 7, Senate Budget Committee Chairman Lindsey Graham (R-SC) released an initial Fiscal Year (FY) 2025 Budget Resolution, as well as summary tables, as the committee...
National Restaurant Association, Wine & Spirits Wholesalers of America Join to Advocate for Family Businesses
National Restaurant Association, Wine & Spirits Wholesalers of America Join with Family Enterprise USA to Advocate for Family Businesses Major Food and Beverage Associations, representing 15.6 million Employees, Support Family Enterprise USA’s Work in...
Capitol Hill Experts Take Fresh Look at Congress’ First 100 Days in New Podcast
Capitol Hill Experts Take Fresh Look at Congress’ First 100 Days in New ‘Voice of Family Business’ Podcast from Family Enterprise USA, Policy Taxation Group Caren Street, Principal and Legal Expert, at Squire Patton Boggs, and Mark Warren, Shareholder and Legal...
Senate Budget Committee Releases Budget Resolution
Senate Budget Committee Chairman Lindsey Graham (R-SC) released a draft budget resolution to provide for consideration of a national security, immigration, and energy spending package. The Senate Budget Committee is expected to consider the budget resolution on...
Your Feedback Matters: 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....
Smucker and Daines Re-Introduce Bills to Permanently Extend 199A in IRS Code to Keep Pass-Through Entities Competitive
Rep. Lloyd Smucker, Sen. Steve Daines Re-Introduce Bills to Permanently Extend Section 199A in IRS Code to Keep Pass-Through Entities Competitive Bipartisan legislation Supported by 152 House Members, Most Co-Sponsored Bill This Season House Member Rep. Lloyd...
How Parallel Governance Can Guide Generational Transition
Clear communication and strategy between the family and the business creates capable shareholders alongside a sustainable enterprise. In brief A family business transition is vulnerable to disruption, from an expanding shareholder base to unclear boundaries...
Help Shape Family Business Advocacy in Washington, DC
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....
Trump Uses IEEPA to Impose Tariffs on China, Mexico and Canada—Analysis and Summary
On Saturday Feb. 1, President Donald Trump issued three executive orders (EOs) to impose tariffs on imports from China, Mexico and Canada effective 12:01 a.m. eastern time on Feb. 4, 2025. The EO targeting China imposes a 10% tariff on all goods. It applies on top of...
Act Now! Get Registered for February Supporters Webcast
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point of Estate Planning" Why attend? With the federal tax exemptions to sunset at the end of 2025, estate planning has become a pressing issue for...
Your Voice Matters for Family Businesses! Take this 5-Minute Survey
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: Tax Cuts & Business Deductions—Congress Takes Action
Budget Committee Document Detailing Potential Tax Bill Provisions Circulated: A leaked list of policy options purported to have been developed by the House Budget Committee details potential revenue and policy options for a 2025 tax bill. The document includes limited...
Bipartisan Bill Seeks to Cut Estate Tax—See What It Means for You
Rep. Jodey Arrington Introduces House Bill to Amend IRS Code to Reduce Rate of Tax on Estates, Gifts, and Generation-Skipping Transfers H.R. 601 was introduced on January 22 and Referred to House Ways and Means, Budget Committees; Democrat Rep. Sanford D....
Key Tax Policy Updates from the Ways and Means Committee Hearing (January 22, 2025)
On January 22, 2025, the House Ways and Means Committee hosted a Member Day Hearing featuring testimony from 55 Members of Congress. The hearing addressed critical tax policy priorities for the 119th Congress, including: The extension of the Tax Cuts and Jobs...
Exclusive New Administration and New Congress Insights: Join Our Supporters-Only Webcast on February 4.
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point of Estate Planning" Why attend? With the federal tax exemptions to sunset at the end of 2025, estate planning has become a pressing issue for...
Saying It Out Loud, By Pat Soldano. January 2025.
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupFamily Offices, Successful Individuals Get Down to Work as New Year Offers Optimism, Skepticism, and Hope for a Strong 2025 A New Year is typically a time for reflection and goal setting, but...
Your Opinion Matters to Congress: Take this 5-Minute Survey
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....
What’s Next for Family Business? Join Q1 Events to Find Out
First Quarter Sees Multiple Regional, Virtual Events Set for Family Enterprise USA, Policy and Taxation Group in 2025 Event Attendees Hear from Tax Policy Experts on Challenges Facing Family Businesses, Family Offices, and Successful Individuals; New Research...