Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
In Case You Did Not Know: Our Evolving Mission
You may not be aware, but our Mission at Policy and Taxation Group has expanded in 2023. We’re sending this message to you to make you’re aware of this important change, in case you did not know. The Mission of Policy and Taxation Group Since 1995, PATG...
Elections Create ‘Rare Opportunity’ to Make TCJA Tax Bill Permanent, Says Rep. Greg Steube
Elections Create ‘Rare Opportunity’ to Make TCJA Tax Bill Permanent, Says Rep. Steube in New Podcast from Family Enterprise USA Main Street Tax Team Co-Chair Sees House Passing New Tax Plan in First QuarterAll the favorable tax provisions for family businesses in...
Weekly Washington Update: GOP to Reevaluate Energy-Tax Credits: What’s Next?
Republicans to Scrutinize Energy-Tax Credits with Trifecta: As Republicans head into January with control over the presidency and both chambers of Congress, discussion over what to include in a tax package will invariably delve into whether to repeal some of the...
Need Your Help! Take a 1 1/2 Minutes Survey on Family Business
This Family Business Pulse Survey will only take two minutes to complete!!! Please take a moment to help us gather important research on the state of family businesses, the largest employer in the country. Your information is confidential and your...
Taxation & Representation: Leadership Shifts on Capitol Hill: What It Means for You
Trump Wins the Presidency, Allowing Him to Bring Signature Tax Policy Proposals to the Table: On Nov. 6, 2024, Donald Trump was declared the winner of the 2024 presidential election, sweeping all seven battleground states (Arizona, Georgia, Michigan, Nevada, North...
Attention to Seven Tax Priorities Are Critical To Protect Family Businesses
Next Congress’ Attention to Seven Tax Priorities Are Critical To Protect Family Businesses, Say Polls and Experts Preserving Current Tax Rates and Brackets Is No. 1 Priority, as Family Businesses Invest More Back into Their Businesses As the Tax Cuts and Jobs...
Weekly Washington Update: Leadership Votes Shape 119th Congress: What You Need to Know
Congress Returns with a Focus on 119th Leadership: The House and Senate returned this week, kicking off a two-week legislative session before the Thanksgiving recess. Republican leadership elections in the House and Senate were the main focus, as Congress prepares for...
Help Shape Family Business Policy in 2 Minutes!
This Family Business Pulse Survey will only take two minutes to complete!!! Please take a moment to help us gather important research on the state of family businesses, the largest employer in the country. Your information is confidential and your...
Taxation & Representation: From tax cuts to tariffs, get insights on the future of U.S. policy
Trump Wins the Presidency, Allowing Him to Bring Signature Tax Policy Proposals to the Table: On Nov. 6, 2024, Donald Trump was declared the winner of the 2024 presidential election, sweeping all seven battleground states (Arizona, Georgia, Michigan, Nevada, North...
2024 Post-Election Outlook and Analysis
President-elect Donald Trump declared victory overnight after convincing wins in Georgia, North Carolina and Pennsylvania; further electoral gains this morning could preview a true red wave this cycle, pending results in additional House races. Senate Republicans...
Make a Difference Today! Complete Our Pulse Survey
This Family Business Pulse Survey will only take two minutes to complete!!! Please take a moment to help us gather important research on the state of family businesses, the largest employer in the country. Your information is confidential and your...
Elections Edge: A 2024 Elections Weekly Snapshot. Week of November 5.
Today, Americans from coast to coast are heading to the polls to bring the 2024 election cycle to a close. While the final outcomes for the presidency and congressional control may take a few days to confirm, attention is already centered on critical swing...
Exclusive Briefing: Election Impact & Family Business Strategies Ahead
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...
Need Your Help! Take a 1 1/2 Minutes Survey on Family Business
This Family Business Pulse Survey will only take two minutes to complete!!! Please take a moment to help us gather important research on the state of family businesses, the largest employer in the country. Your information is confidential and your...
Final Update 2024 Elections: Key Candidate Policy Positions and Post-Election Scenario Analysis
The November elections are less than a week away, and the outcome will have wide-ranging impacts. Former President Donald Trump and Sen. JD Vance (R-OH) were formally nominated for president and vice president, respectively, at the Republican National Convention in...
Ways to Protect Pass-Through Businesses After Tax Cuts and Jobs Act Expiration Is Focus of New Podcast Airing Now
Ways to Protect Pass-Through Businesses After Tax Cuts and Jobs Act Expiration Is Focus of New Policy and Taxation Group Podcast Airing Now Tax Experts from Brownstein, including former Sen. Mark Pryor take a deep look at the Expiring TCJA, 199-A Provisions for...
Exclusive Webcast for Supporters: Insights on Election Impacts & Strategy
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...
Take Our 2-Minute Family Business Survey Now
This Family Business Pulse Survey will only take two minutes to complete!!! Please take a moment to help us gather important research on the state of family businesses, the largest employer in the country. Your information is confidential and your...
Elections Edge: A 2024 Elections Weekly Snapshot. Week of October 29.
With just 7 days remaining until Election Day, Vice President Harris and former President Trump are crisscrossing the country and barnstorming critical swing states in their last push to become the next President of the United States. Polls continue to suggest...
Mark Your Calendar! Join Us on the Road in Portland, Des Moines, Sacramento, New York City, Newport Beach and Reno
Policy and Taxation Group is pleased to share some exciting news about our upcoming events and presentations. We are committed to supporting family businesses and enterprises across the country, and we have a lineup of events designed to inform, inspire, and...
Quick Survey: Your confidential input will shape critical discussions in D.C.
This Family Business Pulse Survey will only take two minutes to complete!!! Please take a moment to help us gather important research on the state of family businesses, the largest employer in the country. Your information is confidential and your...
Saying It Out Loud, By Pat Soldano. October 2024.
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupPersonal Taxes Take Center Stage as Congress Tackles the 2025 Tax Bill Conundrum of Lowering Deficits with Lower Tax Rates Call it what you will, the coming “Tax Cliff,” “Tax Armageddon,” or...
90 Seconds = Big Impact for Family Businesses! Take Our Survey Today
This Family Business Pulse Survey will only take two minutes to complete!!! Please take a moment to help us gather important research on the state of family businesses, the largest employer in the country. Your information is confidential and your...
Elections Edge: A 2024 Elections Weekly Snapshot. Week of October 22.
With just 14 days remaining until Election Day, both the Harris and Trump campaigns are ramping up their voter outreach efforts in critical battleground states. Over the weekend, former President Trump made headlines while working the drive-thru at a McDonald's...
Three Family Business-based Associations Join to Support Family Businesses, Create Stronger Voice on Capitol Hill
Specialty Tools & Fasteners Distributors Association, American Bakers Association, and National Shoe Retailers Association Sign on as New Family Enterprise USA Association Members Three Family Business-based Associations Join to Support Family Businesses,...
FEUSA Chairman Loumakis-Calderon Spotlighted as Family Business CEOs to Watch 2024
Alysha Loumakis-Calderon is recognized as a “Family Business CEOs to Watch 2024” by Family Business Magazine. Leading a family business requires a delicate balance of entrepreneurial vision and the ability to navigate family dynamics, especially as the company...
An Under Appreciated Risk to Family Legacies
By Robert F. MancusoCEOCapri Capital PartnersA growing segment of our population doesn’t want the American Dream to succeed. That seems like an odd statement. Policies proposed by select politicians espouse an affinity for the American Dream. Again and again, in...
Compliance with New Corporate Transparency Act Detailed in Webcast with legal Expert Matt Brown
Compliance with New Corporate Transparency Act Detailed in New Family Enterprise USA Webcast with legal Expert Matt Brown Brown & Streza Partner Explains Why 30 million Businesses are filing CTA Details This Year A little understood new law, the Corporate...
Elections Edge: A 2024 Elections Weekly Snapshot. Week of October 15.
With just 21 days until Election Day, the Harris and Trump campaigns are shifting into high gear. Vice President Kamala Harris has planned a live, televised town hall in Pennsylvania, while former President Trump declares New York is now in play for...
A Sustainably Successful Process for an Executive Search
By Linda MackFounder and PresidentMack InternationalHuman Capital Planning: Getting clarity on the “who” you are looking for… The human capital plan of any Family Enterprise should build consensus around specifically defining each position in the...