Webcast Replay: Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications for Private Company Sales
A webcast featuring Mark Lingerfield, ASA a Partner and Managing Director at MPI, hosted by Pat Soldano, President, Family Enterprise USA. Valuation in Estate Planning Context: Mark Lingerfeldt, an expert on business valuation, discusses the IRS Chief Council's...
Big Tax Changes Ahead: It’s Not Too Early to Think About the Coming 2025 Tax Cliff
By Pat Soldano As we get used to the idea of 2024, it is not too early to start planning, and fighting, for what’s coming in the way of tax changes in 2025. This year will be critical in many ways for family-business owners, not only to fend off damaging proposals,...
Taxation & Representation: Ways and Means Committee Overwhelmingly Passes Tax Package
Ways and Means Committee Overwhelmingly Passes Tax Package. On Jan. 19, the House Ways and Means Committee completed a markup of the Tax Relief for American Families and Workers Act of 2024 (H.R. 7024), which was favorably reported by a vote of 40-3. The bill was...
EMA and NFDA Join Family Enterprise USA to Advocate for Family Businesses
Energy Marketers of America, National Funeral Directors Assn. Join Family Enterprise USA to Advocate for Family Businesses Industries Will Have a Stronger Voice in Congress as they Join Family Enterprise USA to Address Negative Tax Proposals, Regulations Two large...
Advocate for Change: Your Voice, Your Family Businesses
At Family Enterprise USA, we are on a mission to champion the cause of American generationally owned family businesses, and we believe that your perspective is invaluable in this endeavor. Why Your Voice Matters: Our advocacy for family businesses at a national...
FEUSA Applauds Passage of Bipartisan Legislation Supporting Family-Owned Businesses
Family Enterprise USA Applauds Passage of Bipartisan Legislation Supporting Family-Owned Businesses Earlier today, the House Ways and Means Committee advanced the Tax Relief for American Families and Workers Act, the first step to reinstate and expand several tax...
Taxation & Representation: Unveiling the $78B Tax Game-Changer
Tax-Writing Committees Unveil Tax Package Framework. On Jan. 16, House Ways and Means Committee Chairman Jason Smith (R-MO) and Senate Finance Committee Chairman Ron Wyden (D-OR) unveiled the framework for a $78 billion tax package, the product of months of...
Watch Now: Video Overview of Sen. Wyden’s Tax Act for Successful Individuals
Tax Watch! New Video Unpacks Sen. Wyden’s New ‘Wealthy’ Income Tax Act Aimed at Entrepreneurs, Successful Individuals, and Family Business Intended to Close Loopholes, the Act will Likely Hurt More Than it will Help New Video with Brownstein Tax Expert...
Starting at 12:00 PM Pacific Time. Register Now for Valuable IRS CCA 202152018 Insights.
Register Now for the January 17 Webcast: 12:00 PM Pacific Time "Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications for Private Company Sales" Why Attend? You'll gain valuable knowledge and insights that can help you navigate the complex...
Weekly Washington Update: Congress Returns with Government Funding at the Forefront
Congress Returns with Government Funding at the Forefront: As both chambers returned to Washington following the holidays, government funding is set to lapse in two separate tranches, with four appropriations bills expiring on Jan. 19 and eight bills expiring on Feb....
24 Hours Left. Unlock Valuation Secrets: Register for Mark Lingerfield’s Webcast Now!
Register Now for the January 17 Webcast: "Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications for Private Company Sales" Why Attend? You'll gain valuable knowledge and insights that can help you navigate the complex and evolving landscape of...
Make Your Voice Count: Start the 5-Minute Anonymous Survey Here!
At Family Enterprise USA, we are on a mission to champion the cause of American generationally owned family businesses, and we believe that your perspective is invaluable in this endeavor. Why Your Voice Matters: Our advocacy for family businesses at a national...
Saying It Out Loud, By Pat Soldano. January 2024.
Our Actions Are Loud, But Your 2024 Actions Make Us Louder By Pat Soldano Maybe you’ve noticed, there’s not much action on Capitol Hill, but certainly a lot of talk. The next podcast or media interview sometimes seems more important than helping the 59 percent...
Bipartisan Support Sees 35 Members Sign on to Growing CFBC
Bipartisan Support Sees 35 Members Sign on to Growing Congressional Family Business Caucus House Legislators Voice Support for Family Businesses, America’s Largest Private Employer; Caucus Educates Capitol Hill Leaders on Key Issues Facing Family Business In...
Reality Check: U.S. Department of Labor Finalizes Worker Classification Rule
On Jan. 9, 2024, the U.S. Department of Labor’s (DOL) Wage and Hour Division announced its final rule on Employee or Independent Contractor Classification. The announcement marks the end of a rulemaking process that started with the DOL’s Oct. 22 notice of proposed...
![[WEBCAST] Secrets Revealed with Valuation Expert Mark Lingerfield!](https://policyandtaxationgroup.com/wp-content/uploads/2024/01/Instagram-mpi-webcast-4-400x250.jpg "Content")
[WEBCAST] Secrets Revealed with Valuation Expert Mark Lingerfield!
Register Now for the January 17 Webcast: "Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications for Private Company Sales" Why Attend? You'll gain valuable knowledge and insights that can help you navigate the complex and evolving landscape of...
Be Heard, Be Seen: Propel Generational Businesses to the Forefront
At Family Enterprise USA, we are on a mission to champion the cause of American generationally owned family businesses, and we believe that your perspective is invaluable in this endeavor. Why Your Voice Matters: Our advocacy for family businesses at a national...
Explore CCA 202152018 & Strategies for Closely Held Securities. Register Today.
Register Now for the January 17 Webcast: "Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications for Private Company Sales" Why Attend? You'll gain valuable knowledge and insights that can help you navigate the complex and evolving landscape of...
Leadership Insights: Ken Monroe & Kevin Hancock Share Employee Inspiration
Holt of California President, Ken Monroe, and Kevin Hancock, CEO, of Maine’s Hancock Lumber Detail How They Inspire Employees, Leadership Issues in New Family Enterprise USA Videos Pennsylvania’s Hancock Lumber Chief and Central California Caterpillar Dealer...
Deep Dive into IRS CCA 202152018 & Strategies for Minority Stock Valuation
Register Now for the January 17 Webcast: "Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications for Private Company Sales" Why Attend? You'll gain valuable knowledge and insights that can help you navigate the complex and evolving landscape of...
Shape the Future: Your Voice Matters for Family Businesses
At Family Enterprise USA, we are on a mission to champion the cause of American generationally owned family businesses, and we believe that your perspective is invaluable in this endeavor. Why Your Voice Matters: Our advocacy for family businesses at a national...
![[WEBCAST] Valuation Mastery: Mark Lingerfield’s Exclusive Insights](https://policyandtaxationgroup.com/wp-content/uploads/2023/12/Instagram-MPI-webcast-400x250.jpg "Content")
[WEBCAST] Valuation Mastery: Mark Lingerfield’s Exclusive Insights
Register Now for the January 17 Webcast: "Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications for Private Company Sales" Why Attend? You'll gain valuable knowledge and insights that can help you navigate the complex and evolving landscape of...
Homrich Berg, Whittier Trust Wealth Management Firms Support Family Businesses with New FEUSA Sponsorships
Two large family business wealth management firms, Whittier Trust and Homrich Berg, have joined Family Enterprise USA as sponsors. Whittier Trust, based in South Pasadena, is one of California’s largest private wealth management firms offering family office and...
Soldano Addresses Tax Issues at Associated Equipment Distributors’ Conference in DC
Family Enterprise USA’s Pat Soldano Addresses Critical Tax Issues at Associated Equipment Distributors’ Annual Policy Conference in Washington, DC AED’s Annual Policy Conference and Advocacy Day Spotlights Taxes, Workforce Issues, and Immigration Policies that...
Policy Update – Taxation & Representation: Tax Bill Talks Extend Into 2024 – What’s Next?
Lawmakers’ Discussions on Tax Bill Continue, with Timing Slipping into 2024. With the possibility of a year-end tax package having all but evaporated, lawmakers on the House Ways and Means and Senate Finance committees will have to look to potential opportunities...
Holiday Message from Policy and Taxation Group
We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask… As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a supporter. The need for fact-based reporting of issues important to family...
Family Offices Must Adapt. Next Gen of Family Businesses Take Center Stage.
Family Offices Must Adapt as Next Generation of Family Businesses Take Center Stage, Experts Say in New Family Enterprise USA Podcast Family Office Exchange (FOX) Founder Sara Hamilton and The Family Office Pro Newsletter Editor Margaret Steen Discuss Trends,...
Future-Proofing Family Offices: Navigating Generational Shifts
Family Offices Must Adapt as Next Generation of Family Businesses Take Center Stage, Experts Say in New Family Enterprise USA Podcast Family Office Exchange (FOX) Founder Sara Hamilton and The Family Office Pro Newsletter Editor Margaret Steen Discuss Trends,...
Webcast Replay: Private Family Trust Companies: What? Why? How?
Key Points of the Webcast: Private Family Trust Companies: What? Why? How? 1. Private Trust Companies Defined: Business entities formed by families to act as trustees for their trusts. Serve family financial and planning goals. Offer efficient and effective...
Unlock Success: Navigate Your Business Transition Strategically
By Director of Financial Planning, Isaac Bradley, J.D., CPA As A Family Business Owner, It’s Important To Know All Of Your Options As You Plan For Your Business Transition Family business owners spend years working to build and maintain their businesses...