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Local Charities Rely on Family Businesses For Survival in Tough Times, Research Shows

Local Charities Rely on Family Businesses For Survival in Tough Times, Research Shows

May 27, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News, Policy And Taxation Group

Increased Pressure on Local Charities to Rely on Family Business Giving Ensures Survival During Pandemics, Inflation, Market Downturns The survival of America’s local charities is tied directly to the success of the country’s family businesses, according to new...
Family Business Stories Come to Life in  YouTube Video Series

Family Business Stories Come to Life in YouTube Video Series

May 26, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News, Policy And Taxation Group

Expert Communicator Dr. Frank Luntz, Family Business Owners Describe Challenges of Running Family Businesses Today The plight of America’s family businesses are alive on YouTube with a video series created by Family Enterprise USA, a non-profit group representing the...
Policy and Taxation Group Names Kip Peterson to Board of Directors

Policy and Taxation Group Names Kip Peterson to Board of Directors

May 14, 2022 | Blog, In The News, Policy And Taxation Group

Kip Peterson has been named to the Policy and Taxation Group’s Board of Directors, it was announced May 12, 2022. The announcement of Peterson was made by the group’s president Pat Soldano. Policy and Taxation Group is the advocacy and lobbying arm of Family...
Why Congress is Choking Family Businesses

Why Congress is Choking Family Businesses

May 12, 2022 | Blog, Death Tax, Family Enterprise USA, In The News, Tax Cuts, Taxes

Thank you to the Orange County Business Journal for publishing this article. It’s hard to imagine our legislators working to undermine the largest economic engine in this country, an engine that generates $7.7 trillion of GDP a year and accounts for 54% of the private...
Congressional Tax Staffers Outline Agenda. Taxation & Representation and Tax Tidbit

Congressional Tax Staffers Outline Agenda. Taxation & Representation and Tax Tidbit

May 11, 2022 | Blog, In The News, Tax Cuts, Taxes

Congressional Tax Staffers Outline Agenda. Several senior staffers on the House Ways and Means Committee and the Senate Finance Committee—Andrew Grossman, Courtney Connell, Derek Theurer and Tiffany Smith—participated in a conference on tax legislation and regulatory...
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Death Tax & Estate Tax News

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  • Is Your Family Office or Successful Family Protected from Discord? Learn How Sept. 26
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  • Navigating Uncharted Waters in the Insurance Industry with USI
  • Safeguard Your Family Owned Business: Build Governance That Lasts Generations
  • Taxation & Representation: Wealth at risk? Congress debates IRS cuts, OECD exit & new tax credits
  • How Family Governance Protects Generational Wealth
  • Autumn Transitions: Navigating Family Enterprise Challenges with Head and Heart
  • Women’s Business Owners Group Gets Bipartisan Congressional Support
  • Saying It Out Loud September 2025, By Pat Soldano
  • Meet the Visionary Leaders Transforming Family Business in 2025

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