Sitemap

Pages

Posts by category

Category: Blog
- Taxation & Representation Update: PROTECT Coalition – Dedicated to Preserving the 199A Deduction
- Taxation & Representation Update: Tax Relief Package Update
- Elevate Your Board’s Performance: Join Us at the Private Company Governance Summit
- Would You Like More Income Every Year?
- Uncover the Power of Active Management with Fenimore Asset Management
- Join the Conversation: Unveiling the Latest Family Office Trends – Register Now!
- Act Now! Get Registered for April Supporters Webcast
- New Video on Family Business ‘Workforce Challenges’ Premieres
- Coy Martin Named to Policy and Taxation Group Board of Directors
- Secure Your Spot! Join Exclusive April Webcast
- Dive into Effective Investment Strategies. Register for Our Webcast!
- Get to Know the Congressional Family Business Caucus in New Video
- Workforce Issues Highlight Latest Family Business Caucus with Co-Chairs Schneider, Tenney, & Arrington Speaking at Event
- Weekly Washington Update: Congress Nears FY 2024 Funding Finish Line: Details Inside
- Would You Like More Income Every Year? Don’t Miss Our Webcast!
- Saying It Out Loud, By Pat Soldano. March 2024.
- Calif. State University, Fullerton Inducts Seven Into Family Business Hall of Fame
- Board Building 101: Don’t Miss the Private Company Governance Summit
- Family Business Caucus Meets with Business Leaders and Employees on Capitol Hill
- Discover 3D Investing: Join Our Webcast for Proven Strategies!
- White House FY2025 Budget Request: Key Tax Takeaways
- White House Releases FY 2025 Budget Tax Priorities
- Taxation & Representation: Biden’s Tax Agenda Unveiled: What You Need to Know. Government Funding Update.
- Core-Satellite Approach To Estate Planning. Safeguarding Wealth, Empowering the Next Generation.
- PATG Names Peterson New Board Chairman as Longtime Chairman Rousch Retires
- HindlePower CEO Discusses Family Business, Manufacturing Challenges, and Succession Planning
- [WEBCAST] Would You Like More Income Every Year?
- Members of Congress Set to Attend Bipartisan Congressional Family Business March 12 on Capitol Hill
- Taxation & Representation: IRS Crackdown: Unveiling Wealthy Non-Filers Initiative
- Power of Partnership: FEUSA Thanks Collaborators for Record 789 Survey Responses
- Weekly Washington Update: Michigan Primary Surprises: What the Biden & Trump Wins Reveal
- Learn how to navigate generational wealth transfer with hybrid ownership strategies. Register today.
- FAQs Posed to this C-Suite Executive Search and Family Office Consulting Firm
- Join Us on March 12: Family Business Workforce Issues Hear personal stories & crucial research findings. RSVP now!
- Explore innovative hybrid models to safeguard wealth and empower entrepreneurial goals. Don’t miss this opportunity.
- Unlock Success: Save 25% on Transitions Spring 2024 for Policy and Taxation Group Supporters
- Congressional Family Business Caucus Sets Meeting Schedule for 2024
- WEBCAST: Hybrid Ownership Strategies Unveiled
- Give it away now? Today’s favorable estate tax is set to expire after 2025
- Saying It Out Loud, By Pat Soldano. February 2024.
- Prenups and Postnups: Safeguarding Your Business Amidst Love and Marriage
- Would You Like More Income Every Year?
- Taxation & Representation: IRS Commissioner to Face Possible Grilling
- Family Businesses Lag Behind Protecting Against Cyber Security Threats, Say EY Cyber and Family Business Experts
- Insights from C Mondavi: Navigating Workforce Challenges in Family Businesses
- Challenges and Successes of Family Business: Insights from Reed Family Companies CEO
- 24 Hours to Register for Live Webcast: Safeguard Love & Business – Essential Planning Ahead.
- Nurturing Family and Work: The Tradition of Multigenerational Employment
- LIVE WEBCAST: Discover critical steps to shield your family business from the unforeseen challenges
- FEUSA Named New Regional Sponsor of Family Business Association of Calif.
- Tax Implications for Family Business Succession Planning in 2024 and Beyond
- Join Our Webcast for Vital Steps in Business Planning to Withstand Unexpected Challenges
- Wealthy Tax Evaders, New Tech Top IRS’s Agenda This Tax Season
- Business Love Blueprint: Guard Your Legacy. Ensure your place for this enlightening webcast by clicking here.
- Make Your Voice Heard. Share Your Thoughts in the Survey. Click to Start!
- Matt Nielsen Elected to Family Enterprise USA Board of Directors
- Register for Live Webcast: Safeguard Love & Business – Essential Planning Ahead.
- 7 Capital Planning Questions For Family Businesses
- Taxation & Representation: Exclusive Update – Tax Bill’s Rollercoaster Ride
- Secure Your Spot: Frank Luntz Unveils Presidential Election Insights on Feb 7 Webcast!
- Webcast Replay: Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications for Private Company Sales
- Big Tax Changes Ahead: It’s Not Too Early to Think About the Coming 2025 Tax Cliff
- Taxation & Representation: Ways and Means Committee Overwhelmingly Passes Tax Package
- EMA and NFDA Join Family Enterprise USA to Advocate for Family Businesses
- Advocate for Change: Your Voice, Your Family Businesses
- FEUSA Applauds Passage of Bipartisan Legislation Supporting Family-Owned Businesses
- Taxation & Representation: Unveiling the $78B Tax Game-Changer
- Watch Now: Video Overview of Sen. Wyden’s Tax Act for Successful Individuals
- Starting at 12:00 PM Pacific Time. Register Now for Valuable IRS CCA 202152018 Insights.
- Weekly Washington Update: Congress Returns with Government Funding at the Forefront
- 24 Hours Left. Unlock Valuation Secrets: Register for Mark Lingerfield’s Webcast Now!
- Make Your Voice Count: Start the 5-Minute Anonymous Survey Here!
- Saying It Out Loud, By Pat Soldano. January 2024.
- Bipartisan Support Sees 35 Members Sign on to Growing CFBC
- Reality Check: U.S. Department of Labor Finalizes Worker Classification Rule
- [WEBCAST] Secrets Revealed with Valuation Expert Mark Lingerfield!
- Be Heard, Be Seen: Propel Generational Businesses to the Forefront
- Explore CCA 202152018 & Strategies for Closely Held Securities. Register Today.
- Leadership Insights: Ken Monroe & Kevin Hancock Share Employee Inspiration
- Deep Dive into IRS CCA 202152018 & Strategies for Minority Stock Valuation
- Shape the Future: Your Voice Matters for Family Businesses
- [WEBCAST] Valuation Mastery: Mark Lingerfield’s Exclusive Insights
- Homrich Berg, Whittier Trust Wealth Management Firms Support Family Businesses with New FEUSA Sponsorships
- Soldano Addresses Tax Issues at Associated Equipment Distributors’ Conference in DC
- Policy Update – Taxation & Representation: Tax Bill Talks Extend Into 2024 – What’s Next?
- Holiday Message from Policy and Taxation Group
- Family Offices Must Adapt. Next Gen of Family Businesses Take Center Stage.
- Future-Proofing Family Offices: Navigating Generational Shifts
- Webcast Replay: Private Family Trust Companies: What? Why? How?
- Unlock Success: Navigate Your Business Transition Strategically
- Breaking News: Five Key Associations Rally Behind America’s Largest Private Employer
- Taxation & Representation Update For You. Supreme Court Tax Drama Unveiled: Will It Impact Your Finances?
- Last Chance. PTCs Webcast Starts In a Few Hours. Your Blueprint for Family Financial Triumph
- ACCA Partners with FEUSA to Boost America’s Family Businesses
- Beyond Business: Hancock Lumber’s Commitment to Community and Employees
- 24 Hours Left – Unlock Prosperity: PTC Strategies for Family Success
- A Webcast Replay: Year-End Strategies to Maximize Your Charitable Giving
- Ken Monroe of Holt: Mastering Next Gen and Workforce Challenges
- Join Us for an Exclusive Webcast on Private Family Trust Companies
- A Taxation & Representation Update For You
- Upstate NY Events Highlight Family Businesses
- Explore the What, Why, and How of Private Family Trust Companies
- Family Businesses: 74% Thrive 30+ Years, Reveals Research
- Join the Movement: Rally for Family Businesses by Contacting Congress Now
- Saying It Out Loud, By Pat Soldano. December 2023.
- Bush Beans’ Chairman Drew Everett Details 100-Year Commitment to Workforce, Community in New Podcast
- Uncover PTC Secrets: Transform Your Family’s Wealth Journey
- Family Business Hydraflow Shines in Orange County Register
- Championing Family Businesses: CRST’s John Smith and FEUSA’s Pat Soldano Take Center Stage
- Your Weekly Washington Updates
- PTCs Unleashed: Elevate Family Wealth Now
- Stand Up for Family Businesses: Take Action Now.
- Policy and Taxation Group Meeting Highlights: Tax Policies, Bipartisanship, and Growth
- Three Steps to Survive a Generational Transition of the Family Business
- EY Joins Family Enterprise USA as Platinum Sponsor
- Facts About Family Business
- The Importance of Pre-Sale Planning for Your Family Business
- Empowering Family Businesses: Homrich Berg & Whittier Trust Renew Sponsorships!
- You’re invited to an unparalleled opportunity brought to you by Policy and Taxation Group
- Last Call: Only a Few Hours Left – Act Now! Year-End Charitable Giving: What You Need to Know
- Hurry, Clock’s Ticking – 24 Hours Left. Giving Back, Moving Forward: Your Guide to Impactful Giving.
- Saying It Out Loud, By Pat Soldano. November 2023.
- Stay Ahead on Policy Updates. Week in Review: Power Shifts, Funding Battles, and Cryptocurrency Rules.
- How to Make the Most of Your Charitable Giving. Maximize Your Impact: Charitable Giving Strategies Unveiled!
- What a 2023 Survey Found Re: Family Office Compensation and Talent
- Breaking Barriers: CEO Sherri Bovino Reveals Secrets to Women’s Success in Male-Dominated Industries!
- Secure Your Spot: Frank Luntz Unveils Congress Insights on Nov 9 Webcast!
- Unlock the Secrets of Smart Giving in 2023! Reserve Your Spot Now!
- Exclusive Insights Await: Join Our Supporters-Only Webcast on Nov 9!
- Charitable Giving in 2023 and Beyond: Tax-Smart Strategies and More
- Private Family Trust Companies for Family Enterprises
- Policy Updates: In-depth Analysis of Hydrogen, Taxes, and Power Struggles
- New Pathstone Wealth Management Report Focuses on AI’s Transformative Potential
- Stay Informed: Dive Deeper into Congress with this Weekly Washington Update
- Year-End Charitable Giving Strategies: Learn from the Experts
- Policy Update, Legislative Lowdown, and Tax Worldview
- 2023 Annual Family Business Report
- Webcast Replay: South Dakota Trusts’ Game-Changing Tactics in Family Business Planning
- Exclusive Webcast Alert: Dive Into Congress’ Future with Frank Luntz on Nov 9!
- High Growth for Family Businesses Despite Inflation, Labor, and Recession
- Exclusive Invitation: State of Family Business & Critical Tax Issues Presentation!
- Weekly Washington Policy Updates
- Legislative Update and long awaited Tres and IRS Priority Guidance Plan
- Navigating Company Valuation Amidst Sales & Mergers: IRS Insight
- 2023: Family Businesses Flourish Despite Challenges!
- Key Industry Leaders Gather: Congressional Family Business Caucus
- Weekly Washington Update: Taxes, Health Care, Immigration, and More
- Register Today – Ensure Your Family’s Financial Security with a Trust
- Transform Your Family’s Financial Future with Modern Trust Designs
- Census Report Fuels Child Tax Credit Debate and More Updates
- Saying It Out Loud, By Pat Soldano. September 2023.
- Chris Thorkelson Provides Insights into Post-Covid Growth, Succession Planning, in New Video
- Discover the Secrets to Safeguarding Your Family’s Financial Future – Join Our Webcast!
- Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus!
- Comprehensive Updates: Government, Health Care, and Immigration
- How Can Philanthropy Build the Next Generation’s Financial Skills?
- Nasser Watar Joins Family Enterprise USA Board of Directors
- Cybersecurity is No Longer Optional, It’s a Necessity
- Congressional Deadline Looms: What to Expect for Fiscal Year 2024
- Register Now for Webcast Starting at 12P PT: Philanthropic Strategies for Successful Families
- 24 Hours Left: Don’t Miss This Opportunity to Learn How to Make Your Giving More Effective
- Unlocking Success: Join us for a Family Business Roundtable with Frank Luntz
- Your Voice Matters: Contact Your Representatives in Congress Today!
- Trucking Industry and Family Businesses Unite to Fight Tax Hikes
- Navigating Tax Challenges for Family Businesses: Insights with Pat Soldano
- Free Webcast: How to Make Your Charitable Giving More Effective
- Congressional Family Business Caucus to Join Discussion on Capitol Hill Focused on Supporting Family Businesses
- Brownstein’s Tax Team Discusses the Future of Taxes
- Navigating Today’s Job Market: Smart Recruiting and Retention Strategies for Family Businesses
- Learn from Experts How to Make Your Giving More Effective
- Meet Frank Luntz at the Family Business Roundtable
- Urgent Alert: Family Businesses Misunderstood by Congress – Insights from Luntz & Mulvaney
- RSVP for Family Business Roundtable with Special Guest Frank Luntz
- 3 Tools to Help You Make a Bigger Impact
- Insights on NextGen Leadership Challenges: Stephanie Larscheid in New Family Enterprise USA Video!
- Stand Up for Change: Urge Your Representatives to Halt Harmful Policies and Excessive Regulation!
- Family Business Interests as a Trust Asset and the South Dakota Directed Trust
- Learn How To Make Your Charitable Giving More Effective
- Decoding Philanthropic Designs: DAFs, Foundations, Support Orgs
- Navigating Policy: Transportation Insights in New Podcast
- Last Chance to Join Free Webcast – Discover the Future of Insurance & Risk Management
- Register Today for Wednesday Webinar – The Latest Risk Management Solutions That Are Creating a Positive Impact
- New Strategic Partnership Between Dividend Assets Capital and Policy and Taxation Group
- Adapting to Unprecedented Challenges: Register Now for Our Insurance Market Webcast!
- The Future of Hardworking Taxpayers Depends on You! Contact Your Representatives Today!
- Take One Minute to Make an Impact. Support Hardworking Taxpayers.
- Discover the Future of Insurance: Join Our Webcast on August 16th!
- Unsung Heroes: Taxes & Family Businesses – A Must-Watch Video
- Webcast Alert: Insurance Market Trends and Risk Solutions – Register Now!
- Time is Running Out! Contact Your Representatives Now to Support Family Businesses!
- Legislative Lowdown: IRS Whistleblowers, Tax Credits, and More
- Frank Luntz and Mick Mulvaney Sound the Alarm on Congress’ Lack of Understanding of Family Businesses
- Potential ‘Audit Storm’ Brewing for High Net-Worth Individuals, Says Business Evaluation Expert MPI
- Don’t Let Family Businesses Down! Support the Congressional Family Business Caucus!
- Family Businesses Need Your Help! Contact Your Representatives Today!
- Contingency Planning For Business Owners
- New Video Series Highlights the Importance of Community to Family Businesses
- Supreme Court to Hear Landmark Case on Constitutionality of Taxes on Unrealized Gains
- Join Our Webcast: Expert Tips on Retaining Top Talent & Managing Independent Contractors
- Make Your Voice Count: Engage with Your Local Representatives for Change
- Saying It Out Loud, By Pat Soldano. July 2023.
- AI’s Transformative Potential: Rational Interest vs Irrational Exuberance
- Peter Latta of A. Duie Pyle Discusses Common Sense Policy Making in Family Enterprise USA Video
- Weekly Washington Update: Impeachment, Dobbs Anniversary, Economic Bills, and More
- House Approves GOP Tax Package, But SALT Relief Still in Limbo
- Luntz and Mulvaney Ask: ‘Is Democracy at Risk?’ in New Video
- Attention Entrepreneurs: Help Shape the Future of Family Businesses – Contact Your Representatives Today!
- Calling All Supporters of Family Businesses: Act Now to Support the Congressional Family Business Caucus!
- Selecting Modern Trust Structures Based on a Family’s Assets
- Family Business Leaders Hear From Pollster Frank Luntz
- Family Business Leaders Share Insights at Congressional Caucus Meeting
- Tax Policy Updates, Tax-Reform Proposal, Proposed Rules, and More
- Protecting What You’ve Spent a Lifetime Building
- Register Now for Frank Luntz’s June 7 Webcast on the State of the Union
- Last Chance: Register Now for June 7 Supporters Webcast: See Frank Luntz on “Where Are We Now?”
- Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness
- Is the IRS Preparing for Audit Storm Among High Net-Worth Individuals?
- Debt-Ceiling Deal Proposes Adjustment to IRS Funding and More
- Debt-Ceiling Deal Update, Bipartisan 1099-K Proposal, Supreme Court Ruling, and More
- Family Business Caucus Holds 2nd Meeting in House Budget Committee Room, May 2023
- Make Your Voice Heard: Contact Your Representatives Now
- Saying It Out Loud, By Pat Soldano. May 2023.
- June 2nd Event: Important Tax Issues Affecting Successful Individuals, Family Offices and Family Businesses
- Labor Worries Among Major Issues Facing America’s Family Businesses, New Study Finds
- Treasury and IRS Issue Guidance, Senate Scrutinize Tax Practices, Tax Writers Assert Jurisdiction Over Agreement
- June 1st Event: Critical Tax Issues Impacting Successful Individuals, Family Offices and Family Businesses
- It’s Time to Speak Up: Contact Your Representatives Now
- Your Voice Matters! Contact Your Representatives Today.
- Debt-Limit Increase Discussions, Taiwan Tax-Treaty, Energy & Solar, and More
- The Most Difficult Challenge Our Business Clients Face
- We Need Your Help! Contact Your Representatives in Congress. Do It Now!
- The Future of the Successful Businesses: What to Expect with Tax Reform
- High Hopes for New Congressional Family Business Caucus
- May 16th Event: Tax Reform and Family Businesses Under Congressional Review
- Laird Coatings Founder Ed Laird Hands Over Reigns to Next Generation
- How the New Tax Law Will Affect Family Businesses: A Congressional Perspective
- House Passes GOP Debt-Ceiling Bill, With Cuts to Spending and Green Energy Incentives
- Profile of the Family Office Leader of the Future
- Green-Energy Tax Credits, Proposal Faces Rejection, Business Tax-Incentive, and More
- PODCAST: Congresswoman Tenney Advocates for Family Businesses in New Podcast
- May 10th Tax Policy Event Focuses On Family Businesses
- Treasury and IRS Under the Spotlight, SALT New Proposal, FedEx Court Victory, and More
- Cornell Professor on How to Prepare the Next Generation for Leadership in Family Businesses
- The Power of America’s Family Businesses is All in the Numbers
- Saying It Out Loud, By Pat Soldano. April 2023.
- What Every Family Business Owner Needs to Know About Succession Planning
- Family Business Expert Pat Soldano Shares Valuable Insights in Latest Publication
- Pat Soldano is Speaking at the 11th Annual FBA Capitol Conference
- SECURE 2.0 Act Changes Affecting Family Business Owners
- Study Finds High Personal Tax Levels Concern Largest US Private Employer: Family Businesses
- Senators Kennedy, Thune Introduce New Death Tax Repeal Act of 2023
- WEBCAST REPLAY: It’s All Relative; Family Matters in Business Succession
- Debt Ceiling Negotiation, FY2024 Budget Hearings, Lower Energy Costs Act, and More
- South Dakota Trust Co. Joins as New Sponsors Supporting Family Businesses
- Treasury Department, Eliminate OECD Funding, Bipartisan Group Rebuffs Biden and More
- New York Times Spotlights Family Businesses, Family Enterprise USA Research in Sunday Business Section
- Join Us for a Discussion on Family Business, Legislation, and Voter Attitudes: 2023 Survey Results Live Event
- Senators Renew Efforts, Yellen Defends 2024 Budget Proposals, CBO Report, and More
- PODCAST: Rep. Schneider Spotlights Importance of Educating Congress on Power of Family Businesses in New Podcast
- Keeping It in the Family: Why Succession Planning Matters
- Saying It Out Loud, By Pat Soldano. March 2023.
- Future-Proof Your Business: The Importance of Succession Planning
- Family Businesses in America Sound the Alarm on Tax and Labor Challenges in 2023 Survey
- FY2024 Budget Request Includes Tax Proposals for Wealthy Americans. Summary and Analysis.
- The Benefits of Succession Planning: Family Matters in Business Succession
- Family Businesses Receive a Boost in Representation with New Caucus
- Don’t Miss Our Live Event: 2023 Family Business Survey Results and Voter Attitudes Towards Elections
- Biden Budget Proposal, Committee Updates, IRS Leak Investigations, and More
- [Last chance] Register For the March 8th Legislative and Political Updates Webinar
- Succession Planning is Important For a Variety of Reasons, Particularly for Family-Owned Businesses
- Caucus Spotlights Education, Representatives’ Experiences with Family Business
- Family Business Caucus, Legislative and Political Updates. March 8th Webcast – By Invitation Only
- Taxation & Representation, Senate Confirmation, House Set to Vote, and More
- [VIA ZOOM] It’s All Relative; Family Matters in Business Succession
- Avoid ‘Shirtsleeves to Shirtsleeves’ by Shifting Inheritance Vision to Private Capital
- Save The Date: March 8th Webinar. Family Business Caucus, Legislative and Political Updates
- New Congressional Family Business Caucus Co-Chairs Ready for First Meeting Feb. 28
- [LIVE EVENT] 2023 Survey Results; Legislative Possibilities and Election Voter Attitudes
- [VIDEO] New Video Tells The Incredible Story of David Ellen’s Equipment Corp
- Still Thinking About Participating in Transitions Spring 2023?
- Inheritance VS. Private Capital
- Pomp and Positioning: The State of the Union Address, 2023
- Family Business Caucus Begins Work with First Meeting on February 28
- Introduction to the New Members of the Ways and Means Committee
- Legislative Wins and New Congressional Caucus Help Put Positive Spotlight on Importance of Family Businesses
- Saying It Out Loud, By Pat Soldano. February 2023.
- UHNW Institute Taps Soldano and Marino for Advisory Board, Faculty Posts
- Urgent Message From Pat Soldano. Survey Closing in 24 Hours. Please Help Now.
- Impact of Supply Chain Disruptions in 2023
- Survey Closing in 4 Days. Join The Battle Against Increasing Tax Hikes.
- [VIDEO] ‘You’re Number One’ Service Mantra Takes Ellen Equipment Corp. to $56 million in 8 Years
- Ways and Means Potential Legislative Agenda
- U.S. Debt Limit: Current Landscape and Key Takeaways
- We Need Your Help & Input As We Work With Congress To Fight For Multi-Generational Small Businesses
- New Congressional Family Business Caucus Helps Focus Attention on Survey
- Help Us In The Battle To Save Small Business Owners From Unfair Tax Hikes – Take A Short Survey
- ATA Supports Formation of New Congressional Family Business Caucus
- Take A Short Survey To Help Save Local Businesses From Historic Tax Increases
- Jason Smith to Chair House Ways and Means Committee
- [VIDEO] Transitioning For the Future, Cutting Red Tape Is Key to Success for GoodFellow Bros.
- [VIDEO] Family Trust Agreements, Community Giving Spotlighted in New Video with Thompson Realty
- State of Family Business Annual National Survey Launched
- Lawmakers Look to 2023 for Tax Priorities Following Omnibus Passage
- [VIDEO] Not Waiting for the Government, IRC’s CEO Creates Company Training Center
- Training the Next Generation is Key to Success for California’s Lippow Development
- Omnibus Funding Bill Scraps Most Tax Provisions; Includes Retirement Savings Bill
- A Year of Tax and Policy Wins Helps Family Businesses Remain Strongest Source of Private Employment
- Government Gridlock or Season of Compromise? Washington Experts Warren & Soldano Discuss Congress’ Agenda & Priorities
- Saying It Out Loud, By Pat Soldano. December 2022.
- Pass-Through Entities Explained
- Happy Holidays From Policy and Taxation Group
- Looking Ahead: State Policy Trends for 2023
- Trends in the Overall Family Business Enterprise Market
- It’s All Relative; Family Matters in Business Succession
- 2023 Will Be a Year of Uncertainty for Family Businesses
- Washington Updates – Rail Strike, Health Care, Tax, & More
- Bipartisan Group of Congressional Members Launch Congressional Family Business Caucus Focused on Family-Owned Businesses
- The Use Of Defined Value Gift Clauses
- 118th Congress Tax Agenda. Taxation & Representation.
- Saying It Out Loud, By Pat Soldano. November 2022.
- New Videos Reveal Difficulties, Successes in Transitioning to Next Generation, & Giving Back
- Post-Midterms Analysis
- PODCAST: “What Happened?” Midterm Elections – Winners and Losers
- PODCAST: 2022 Midterm Panel Post-Election Follow Up
- Is a For-Profit Family Office Right for You?
- Analysis of the Mid-Term Elections
- 2022 Midterms Post-Election Outlook and Analysis
- Save The Date: November 16th Webinar Talking About The Impact of Midterm Results – By Invitation Only
- WEBINAR REPLAY: Business Owners 2022 Family Business Survey Review
- WEBINAR REPLAY: Business Owners 2022 Family Business Survey Review
- Midterms State of Play. Less Than a Week Out From Election Day.
- Soldano Speaks at ATA’s Recent Global Management Conference in San Diego
- PODCAST: Across the Aisle: Upcoming Midterms
- Midterms State of Play. Less Than Two Weeks To Go Until Election Day.
- WEBINAR REPLAY: Linda C. Mack of Mack International Talks About Recruiting and Retention Strategies
- Mid-Term Election Fallout Critical to Tax Policies for Family Businesses
- Tax and Economic Legislative Concerns for Families and Family Business
- Saying It Out Loud, By Pat Soldano. October 2022.
- Last Chance to Register. 2022 Family Business Survey Review Webinar (10/25)
- Only 5 Days Left to Register For The 2022 Family Business Survey Review Webinar
- WEBINAR REPLAY: Linda C. Mack of Mack International Talks About Recruiting and Retention Strategies
- Reducing the Tax Impact on the Sale of Your Business
- Last Chance to Register. Recruiting and Retention Strategies Webinar (10/19)
- Save 15% When You Register Now: Transitions Fall 2022
- How To’s – Protecting a Lifetime of Savings
- [WEBINAR] Business Owners 2022 Family Enterprise USA Survey Review (10/25)
- You Are Invited to Register. Recruiting and Retention Strategies Webinar (10/19)
- Chubb Insurance & USI Insurance Join FEUSA as New Sponsors
- Whittier Trust & Homrich Berg Join Family Enterprise USA as New Sponsors
- Meet Our Keynote Speakers: 2022 Family Business Survey Review Webinar
- Join Other Family Companies at Transitions Fall 2022
- Annual Awards Presented to Best Family-Owned Businesses
- Successful Succession Planning
- You’re Invited to Business Owners 2022 Family Enterprise USA Survey Review Webinar (10/25)
- Learn About Recruiting and Retention Challenges & Successes
- Legislative Lowdown. Congress Advances Towards CR as Deadline Approaches.
- [Webinar] Get Ahead of the Curve: How Recruitment and Retention Strategies Are Changing Everything
- Join Us For The ‘Voice of Family Business on Capitol Hill’ Podcast Series
- Summary of PATG Supporters Meeting Conducted in Washington DC On 9/21/22
- Podcast: A Family Business Boosts its Health by Making a MD its CEO
- [Webinar] Recruiting and Retention Strategies That Actually Work
- Legislative Lowdown. Democrats Prepare Another for Expanded CTC.
- Washington Policy Update
- Considerations on Establishing Family Governance
- Have You Heard the ‘Voice of Family Business on Capitol Hill’ Podcast Series?
- ‘Voice of Family Business on Capitol Hill’ Podcast Series Launched by FEUSA
- Legislative Lowdown. Taxation & Representation.
- CSUF Offers Family Business Workshops through its Center for Family Business
- Don’t tax America’s family businesses to death
- Envisioning Life After Your Family Business Succession
- FEUSA to Launch ‘Voice of Family Business on Capitol Hill’ Podcast Series September 15
- Become A Supporter & Meet Us in DC For Congressional Visits
- The Podcast Series, ‘The Voice of Family Business on Capitol Hill’ Launches Next Week
- The Top Risks Family Businesses Face
- Meet Us in DC For Congressional Visits. Become A Supporter Now.
- New Podcast Series, ‘The Voice of Family Business on Capitol Hill’ Debuts Sept. 15, Featuring Dr. Frank Luntz
- Become A Supporter & Meet Us in DC For Congressional Visits
- Dave Henderson Joins FEUSA Board; Skip Fox Named Treasurer of FEUSA & PATG
- WEBINAR REPLAY: How Butterball Farms Harnessed the Power of Collaboration to Stabilize a Workforce
- Saying It Out Loud, By Pat Soldano. August 2022.
- WEBINAR REPLAY – Business Valuation: From Estate Planning to Exit Planning
- Above the Line Planning
- Register Now: ‘More Than Just Money’ Family Business Legacy & Wealth Conference
- [Last chance] Register For Our August 18th Webinar
- House Passes Inflation Reduction Act
- How Butterball Farms Harnessed the Power of Collaboration to Stabilize a Workforce
- Join Us in DC for September Meetings & Hill Visits
- Reconciliation Update. Taxation & Representation.
- ‘More Than Just Money’ Family Business Legacy & Wealth Conference
- Peters Speaks with Soldano About Keeping a Multi-Generational Family Business Growing
- YOU’RE INVITED To Join Us For An Exciting Webinar
- Senate Concludes Vote-a-Rama, Passes Inflation Reduction Act. Taxation & Representation.
- Webinar Replay: For Profit Family Office Structure – Is It Right For Your Family?
- Employees at America’s Family Businesses Are Doing Better
- Harness the Power of Collaboration to Stabilize a Workforce
- Special Reconciliation Edition. Taxation & Representation.
- 2 Days Left to Register For Profit Family Office Structure Webinar
- Meet Our Keynote Speaker | For Profit Family Office Structure Webinar
- Article Focuses on Tax Issues, Labor, and Inflation Findings from Recent Survey
- Manchin-Schumer Reconciliation Framework Agreement
- YOU’RE INVITED: For Profit Family Office Structure – Is It Right For Your Family?
- [Last chance] Register For the July 27th Webinar
- Register now: For Profit Family Office Structure – Is It Right For Your Family?
- Visits & Caucus Get Private Company Director Spotlight
- Reconciliation Realignment. Taxation & Representation.
- Channellock’s DeArment Opens Up on Challenges of Multi-Generational Businesses
- [Reminder] July 27th Webinar Addressing Latest Tax Legislation – By Invitation Only
- Shifting News About Reconciliation
- Webinar Subjects Include What’s Happening at the IRS & Audit Triggers
- INOLEX & Employees Help Ukraine
- Saying It Out Loud, By Pat Soldano. July 2022.
- New Webinar: ‘How Much Is My Family Business Worth?’
- Raise Taxes On Small Businesses? Net Investment Income Tax (NIIT).
- Reconciliation Revival? Taxation & Representation.
- Join Us For July 27th Webinar Addressing Latest Tax Legislation
- Business Valuation Webinar: From Estate Planning to Exit Planning
- Register Now to Attend July 27th Webinar Addressing Latest Tax Legislation
- Save The Date: July 27th Webinar Addressing Latest Tax Legislation – By Invitation Only
- Family Business Centers, Family Businesses Meet Capitol Hill Representatives
- [LAST CHANCE] Business Owner Survey
- Build Back Better Outlook. Taxation & Representation.
- Winning The War on The Wealthy
- How to Get the Most from Your Board
- Danger Ahead: Need to Watch Tax Proposals Damaging to Families, Family Enterprises
- [Survey] How Do You Hold Ownership of Your Family Business?
- A Proven Process for Recruiting and Retaining Top Family Enterprise Leadership Talent
- Saying It Out Loud, By Pat Soldano. June 2022.
- PODCAST: The Power of The U.S. Family Business: A Conversation with Pat Soldano
- Treasury Department Fiscal Year 2023 Budget. Tax Policy Update.
- One Question; Business Owner Survey
- The one you’ve been waiting for… the Private Company Governance 2.0 Summit, June 15-17
- Tax & Financial Services Week Ahead. Tax Policy Update.
- How do you hold ownership of your family business or family office?
- Local Charities Rely on Family Businesses For Survival in Tough Times, Research Shows
- Family Business Stories Come to Life in YouTube Video Series
- Embrace Your Role as Future Family Business Leader
- Repealing the Death Tax
- Meet Members of Congress at the Private Company Governance 2.0 Summit in DC, June 15-17
- Taxpayer Fairness Across the IRS. Tax Policy Update.
- Johnston Ranch: Personal Experiences Show Impact Of Estate Tax
- Meet Members of Congress at 10th Anniversary Private Company Governance 2.0 Summit in Washington DC, June 15-17
- Policy and Taxation Group Names Kip Peterson to Board of Directors
- Truboy Ranch: Personal Experiences Show Impact Of Estate Tax
- Why Congress is Choking Family Businesses
- Private Placement Insurance Products
- Congressional Tax Staffers Outline Agenda. Taxation & Representation and Tax Tidbit
- Wayne Vineyard: Personal Experiences Show Impact Of Estate Tax
- The Surprising Facts of What America’s Family Businesses Look Like
- Full Slate of Events Scheduled for Family Businesses This Month
- Bipartisan Innovation Act: More Tax Talk. Taxation & Representation and Tax Tidbit
- 2022 Family Office Trends
- Navigating “Company Value” in Times of Choppy Market Activity
- Bartels Family: Personal Experiences Show Impact Of Estate Tax
- You Are Invited To Hear Frank Luntz & Karl Rove Speaking May 11
- Considerations in Making a Gift of a Business Interest to a Public Charity
- Countries With Or Without An Estate Or Inheritance Tax
- Hear Frank Luntz and Pat Soldano. We Can’t Continue This Fight Without You.
- By Invitation Only – May 11th Zoom Addressing Latest Tax Legislation
- Weekly Washington Update. General, Health Care, Tax, and More.
- A Conversation with Frank Luntz and Pat Soldano
- Ruddick Family: Personal Experiences Show Impact Of Estate Tax
- Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium
- Family’s Ranching Heritage at Stake in Inheritance Tax Battle
- An Opportunity to Save on Income Taxes
- Summary and Analysis: White House FY 2023 Budget Request
- Multi Generational Business Owners See Growth Despite Pandemic, Taxes, Government Regulation
- Senate Reconvenes. What to Watch. Taxation & Representation and Tax Tidbit
- COVID Relief Package in Flux. Taxation & Representation and Tax Tidbit
- Build Back Better Act Comeback? Taxation & Representation and Tax Tidbit
- Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium
- Family Enterprise USA Adds Two New Members to the Board of Directors
- Last Chance To Participate
- Policy and Taxation Group Welcomes Two New Board Members
- Want To Protect Your Multi-Generational Business?
- Do This And Be The First To Get The DC Legislators To Help You!
- From Generation to Generation
- Race to Replace Brady: New Challenger. Taxation & Representation and Tax Tidbit
- Want To Protect Your Multi-Generational Business?
- The Lifecycle of the Entrepreneurial Business: Wonder . . . Blunder . . . Thunder . . . Plunder
- Build Back Better Reboot. Taxation & Representation and Tax Tidbit
- Protect Lifetime Of Savings
- Latest BBBA Update: SALT and CTC: Taxation & Representation and Tax Tidbit
- Join The Movement Supporting Multi-Generational Businesses
- Historic Tax Increases Threaten The Fidelity Of Your Business
- Join Today to Attend Invitation Only Feb 8th Zoom Addressing Latest Tax & Policy Outlook
- We’re Fighting For The Future Of Family Businesses
- February 8th PATG Zoom Addressing Latest Tax Legislation – By Invitation Only
- Do You Have 5 Minutes To Help Your Business?
- U.S. Federal Labor Report. Labor Updates From Washington, D.C.
- Join The Fight. Take 5-minute survey and we will do the rest.
- Protect Your Lifetime Of Savings
- The best thing you can do for your family business is …
- Budget Reconciliation: By the Numbers: Taxation & Representation and Tax Tidbit
- Attn Family Business Owners: Use This Today To Get Your Opinions Heard
- Want To Protect Your Multi-Generational Business?
- Key Dates to Watch Early This Year: Taxation & Representation and Tax Tidbit
- Do This And Be The First To Get The DC Legislators To Help You!
- Taxation & Representation and Tax Tidbit
- Taxation & Representation and Tax Tidbit
- Tax & Financial Services Week Ahead
- Infrastructure Update – Week of November 29 – December 3
- Build Back Better Act Passed By House! Details…
- Help Us Take Action – Contact Congress: Stop New Tax on Individuals and Trusts and Estates
- Taxation & Representation & Tax Tidbit
- Senator Tester of MT, Frank Luntz and COS for Rep David Scott of GA Will Be Speaking
- We Can’t Continue This Fight Without Your Help
- Update on the Bipartisan Infrastructure Deal
- Save the Date: Year-End Legislative Updates and Tips
- Possible Solutions For Life Insurance Policies “Aging Out”
- Taxation & Representation & Tax Tidbit, October 19, 2021
- National Poll Results: What Biden Tax Policy Is Important To You?
- PATG Supporters Attend Strategic Meetings in Washington, DC To Stop Historic Tax Increases
- Taxation & Representation, October 5, 2021
- Family Business Under Attack; What Budget Reconciliation Includes
- Webinar Replay: Introduction to Family Governance
- PATG Zoom on 9/22 Addressing Latest Tax Legislation – PATG Supporters Only
- IMPORTANT NEWS: Ways and Means Propose tax increases on Family Business and High Income Individuals
- Estate Tax Projects Within the Treasury’s 2021-2022 Priority Guidance Plan
- Senator Wyden Released Legislation: “Significant Changes To The Taxation Of Partnership Distributions, Allocations, And Gain Recognition Rules”
- Plan to Attend – Introduction to Family Governance Webinar
- Family Businesses Face Pandemic Challenges and Legislative Concerns
- Poll: How Long is Your Longest-Term Employee?
- National Poll Results: Do Legislators Listen to You?
- Register Now to Attend “Introduction to Family Governance” Webinar
- WATCH: Is Life Insurance A Solution For The Estate Tax?
- Join Us For Introduction to Family Governance
- How Biden’s Tax Proposals Will Affect 3rd Generation Women Owned Business
- Poll: How Long is Your Longest-Term Employee?
- National Survey Results: Biden’s New Tax Policies – Help or Hindrance?
- Poll: What Biden Tax Policy is Important to You?
- UPDATE: Thune Proposed Amendment to Budget Resolution. Don’t Eliminate Step Up!
- NEWS: Thune Proposed Amendment to Budget Resolution; DON’T ELIMINATE STEP UP!
- NEW Section 199A Bill Update; Taxing Pass Through Entities
- 2021 State by State Tax Chart Updated
- Infrastructure Update – Week of August 2-6
- WATCH; Steve Wells, Founding Partner of American Food and Vending Corp: How Will Bidens Tax Proposals Impact His Family Business
- State by State Death Tax Chart Update July 26, 2021
- Poll Question: What Biden Tax Policy is important to you?
- All Republican Senators Urge President to Keep Step UP
- Frank Luntz to be on Supporters Update Call – Plan To Attend – Register Now!
- Tax and Legislative Polices & The Impact on You – PATG Supporters Call
- Hearings Review: Tax and Financial Services Committees
- Podcast – Hear Pat Soldano: The Importance of Family Businesses in the US
- WATCH; Casey Roscoe 3rd Generation, Seneca, Eugene, OR; The Impact Of The Estate Tax (Death Tax)
- Death Should Not Be a Taxable Event
- WATCH; David Plimpton; Inolex CEO; impact of Bidens tax proposal
- How Much Tax Will You Pay With Biden’s Tax Plan?
- Pat Soldano Speaking at Family Firm Institute July 12
- PLEASE! Watch short video; Destruction Of Family Businesses; Elimination Of Step Up In Basis!
- ALERT: Elimination of Step Up in Basis Could Destroy Your Business!
- Job Loss Example Due to Repeal of Step-Up Of Basis
- Economic Impact from Repeal of Step-up in Basis
- Champion Women Profiles: Pat Soldano
- Reach Out To Congress: Ask Them To Sponsor The Estate Tax Rate Reduction Act of 2021
- Update on Biden Administration FY22 Budget Request & Treasury “Green Book”
- Warning; Elimination of Step Up in Basis could destroy your business!
- Estate Tax Overview
- Contact Congress Asking Them To Sponsor The Estate Tax Rate Reduction Act of 2021
- Steve Wells, Founding Partner Of American Food And Vending Corporation Joined The Board Of Family Enterprise USA
- House Ways & Means Select Revenue Measures Subcommittee Hearing on Taxing the Wealthy
- BREAKING NEWS!! Bipartisan Estate Tax Rate Reduction Bill introduced in both House and Senate today!
- Pat Soldano Speaking at LIDO LIVE Webinar May 19
- Importance of Family Businesses’ Contribution to the U.S. Economy
- Family Business Survey Highlights Estate Tax As The #1 Economic Public Policy Priority Issue
- Last Chance To Register to Hear About Current Legislative Agendas
- An Inside Look at Seven Family-Owned Businesses
- Biden Administration Tax Proposals Included in the American Jobs Plan and American Families Plan
- What is the House and Senate Step Up In Basis Elimination Legislation?
- Biden to Propose Capital Gains Tax as High as 43.4% for Wealthy
- Save The Date: May 6 PATG Supporters Call
- Results Are In: 2021 Family Business Survey Report Highlights
- White House Releases Topline Spending Proposal
- Hiring: Director, Business Development Non- Profit
- Connected Conversations – Family Businesses Contribution to the U.S. Economy: A Closer Look on April 14
- Labor Updates From Washington, D.C.
- Tax and Financial Services Week Ahead
- A Tough Road Ahead for Democrats’ Ambitious Policy Agenda
- Hydraflow: Operating Business During Pandemic
- Colette’s Catering: Managing Business During Pandemic
- Loutech: Dealing with COVID-19
- Root Family of Florida and COVID-19
- Pomerleau Real Estate Supports Local Community During COVID19
- Give a Voice to Family Business Concerns
- Ways and Means Releases Budget Reconciliation Text
- Tax and Financial Services Week Ahead
- Analysis of Legislative/Administrative Developments in the 117th Congress
- Taxation & Representation
- January 28th Members Call Recap
- Join Us for the First 2021 Supporters Call on January 28th
- Summary of COVID-19 Relief Provisions Relevant to Local Governments
- Family Office Outlook 2021 Silicon Valley / Virtual Forum
- #FamilyFirst webcast with Pat Soldano
- A Family Business Tragedy
- Congress Passes Omnibus, COVID-19 Relief
- Taxation & Representation
- IRS Releases Priority Guidance Plan
- Alan Hirschfeld joins the Board of Directors of Policy and Taxation Group
- Results of FEUSA 2020 COVID- 19 survey and impact on Family Businesses
- VIDEO: Watch 6-minute video with Pat Soldano; “Tax Legislation Issues for Family Businesses”
- 2020 Election Results and Key Dates to Watch
- Neal and Brady Introduce Retirement Legislation
- VIDEO: Election 2020: Presidential Candidates’ Positions on Individual Tax Policies
- VIDEO: Election 2020 – Presidential Candidates’ Positions on Estate and Wealth Tax Policies
- VIDEO: Election 2020 – Safety and Healthy Workplace Tax Credit
- VIDEO: Corporate Transparency Act
- VIDEO: Pass Through and Small Business Legislation Under Trump or Biden
- VIDEO: Pass Through and Small Business Legislation Under Trump or Biden
- Status Of The November Election, Potential Tax Policy Opportunities, and Additional COVID-19 Relief Legislation
- C&S Provides PTO, Bonuses To Employees For Covid-19 Challenges
- Publix deploys contactless payment for extra COVID-19 safety
- IRS Clarifies Payroll Tax Deferral Is at Employer’s Discretion
- Bechtel Group Foundation Establishes Bechtel COVID-19 Relief Fund in Partnership with GlobalGiving
- Tyson Foods adopts weekly coronavirus testing for workers
- This Is The Problem With Life Insurance As A Solution To The Estate Tax Issue
- Lee Company pivots to aid ventilator-making effort
- This approach helps e-commerce company thrive during COVID
- Ford Will Provide COVID-19 Testing for Employees As Plants Reopen
- Comcast employees reactivate their service to aid in COVID-19 response
- President Trump’s Aug. 8 Tax Executive Orders
- News Corp campaign thanks front-line retail staff for their work during COVID-19
- Walmart is considering testing its employees for the novel coronavirus and COVID-19 antibodies
- Saturno and Plimpton Join The Board of Directors of Family Enterprise USA
- HEALS Act Safe and Healthy Workplace Tax Credit Guide for Employers
- HEALS Act Comparison to HEROES Act and Current Law
- Family Business Report Presented to BNY Mellon Wealth Management Group
- Survey of Family Enterprises Reveals COVID-19 Is Still a Big Concern
- When cupcakes met COVID: How one family business pivoted to sweet success
- Business is ‘popping’ during the pandemic for fifth-generation popcorn company
- Trump Visits Guilford, Maine to Thank Puritan Employees
- Mother-daughter team draws on ‘wealth of experience’ to help clients through uncertain times
- Family business owners weigh in on taxes, regulation
- State News – Illinois
- COVID-19 & Capital Hill
- Getting America Open Again
- The Virus Is Vaporizing Tax Revenues, Putting States in a Bind
- Congress Moved Quickly to Pass Costly Aid Package
- How Did You Help During the Great Pandemic?
- State News – Georgia Republicans
- Campaign Trail – Joe Biden and Bernie Sanders
- Stimulus Bills Were Focused On Government, Hospitals, And US Businesses
- State News – Ohio & New York
- Campaign Trail – Who Runs Against Donald Trump
- Coronavirus Trillion Dollar Emergency Relief Bill
- DeFazio Wants Double Spending on the IRS
- Senate Passed The House’s Coronavirus Relief Bill
- Capital Hill Visits With Representatives Reed, Schweikert, & Walberg
- State News – Massachusetts: It’s A Minimum Tax
- Race To The White House – Joe Biden & Bernie Sanders
- Campaign Trail – Donald Trump
- Full Death Tax Repeal Legislation
- Democratic Delegate Selection
- We Need Your Help – Family Businesses Survey
- State News – Idaho, Kentucky, & More
- What Is Going On At Capitol Hill
- Estate Tax Might Get Reinstated In Virginia
- Campaign Trail – Iowa & New Hampshire
- State News – More Revenue to Spend in 2020
- The Campaign Trail – Michael Bloomberg
- PATG Applauds Introduction of Legislation to Halve Estate Tax Rate
- Estate Tax Rate Reduction Act of 2020
- Budget Deficit Update & CBO
- The Campaign Trail – Michael Bennet
- Pat Soldano Speaking at IvyFON – 9/17/19
- The War on Capitalism – The Whole Story.
- The War on Capitalism – Part 1 of 3
- Pat Soldano – Speaking at FON – Family Office Network
- Oprah Winfrey Attacking Taxes on the Rich
- 2019 – Family Business USA Survey
- Our Work is NOT Complete – The Estate Tax has NOT been repealed.
- Elizabeth Warren Proposes New Wealth Tax
- Update on S. 3638 from Pat Soldano
- Frank Luntz: Death Tax Election Night Polling
- Urgent: Support Bill S-3638
- Pat Soldano Interview on Exit Coach Radio
- Analysis of Proposed Tax Regulations for “Pass-Through” Entities
- 2018 Family Businesses Survey Commitments, Challenges, & Concerns
- H.R. 6228 Would Permanently Increase Estate Tax & Gift Tax Exemption
- Anthony Timberlands
- My Estate Tax Experience
- Why White Castle Supports Repealing the Death Tax
- Family Operating 100 Hardware Stores
- More Than One Bill in Tax Cut 2.0 Package
- Chairman Would Like The House Vote In July 2018
- State Death Tax Chart Update July 9, 2018
- Chairman Brady Hopes to Have New Tax Bill by August to Pass in September or October
- The Politics Of It All. Minneapolis Luncheon and Discussion
- White House Plans to Release Phase 2 Tax Package by Summer’s End
- Family Businesses; Jobs, Economic Growth and Charitable Giving
- Policy And Taxation Group Visits The Hill May 2018
- Jobs and Opportunity: Legislative Options to Address the Jobs Gap
- Family Businesses – Jobs, Economic Activity and Charity
- Estate Tax Repeal And Impact Discussion
- HR 5422 Death Tax Repeal Bill Introduced
- Update and Extend Earlier Estimates of Proposals to Modify The Estate Tax
- Individual Tax Cut Extension to Get Vote This Year, Ryan Says
- Get Estate Tax Relief Updates
- Tax Cuts, Round 2 In 2018
- Chairman Brady Announces Intention To Have Another Tax Bill In 2018
- State Death Tax Chart Update March 18, 2018
- A Letter for Ways and Means Tax Policy Subcommittee Hearing
- Update On Activities Of PATG, FEUSA, And More
- Senate Democrats Pitch Repeal Of Tax Cuts To Fund Infrastructure (Back)
- Tax Policy; The Politics Of It All
- Drive to Kill Estate Tax Isn’t Dead, Despite Doubled Exemption
- Wishing You All The Very Happiest Of New Years
- Summary of Tax Cuts and Jobs Act of 2017
- Trump Signs Tax Reform Bill Into Law
- House and Senate Pass HR 1; on to President
- Approval of Conference Committee Report
- Estate Tax Is Hurdle For Minority American Business Owners
- Conference Committee Meets on Wednesday This Week
- Full List of Conference Committee Members
- Supporters Update on Estate Tax; Time is of the Essence!
- Tax Reform Qualitative Research Findings
- Soldano Is The Invisible Leader In Killing Estate Tax
- WATCH: The Estate Tax: The Politics of It All
- House Ways and Means Committee Markup of H.R. 1
- UPDATE: Senate Markup Bill
- Revenue Analysis of Options to Reform the Federal Estate, Gift and Generation Skipping Transfer Taxes
- House to Release Tax Bill Text
- We’re Pleased That The President’s Tax Reform Framework Includes Repeal Of The Death Tax!
- Summary of PATG Supporters Meeting
- Revenue Analysis Of Options To Reform The Estate Tax
- Estate Tax Will Be Impossible To Pay Off Forcing Sale
- Estate Tax Causes In-ability To Contribute Clean Water, Clean Air, And Wildlife Habitat
- Death Tax Forced Lay Off Of Seasonal Workers
- Selling Everything To Pay Estate Tax
- Sacrificing Land To Pay The Death Tax
- Investments At Risk If The Tax Exemption Is Reduced
- Federal Transfer Taxation: A Study In Social Cost
- Statement of Terry Neese: Distinguished fellow, National Center Of Policy Analysis Family Policy Center.
- Policy Analysis: Grave Robbers, The Moral Case Against The Death Tax
- Let The Death Tax Rest In Peace
- Family Businesses In The US Economy
- Our Story – California Family Farm At High Risk
- An Analysis Of The Descent Distance Into The Defects Of The Estate Tax On Entrepreneurship
- A Declaration Of Independence From Death Taxation: A Bipartisan View
- Death Tax Chronicle
- Survey Of The Impact Of The Federal Estate Tax on NAWBO Member Businesses
- Spending A Lifetime Building To Pay Estate Tax
- United States Thrives Because Of The Entrepreneurial Spirit
- Death Tax End Needed For Business
- Estate Tax Must Be Repealed
- The Estate Tax Kills Jobs
- The Additional Costs Of Estate Tax
- Had To Sell Business Due To Estate Tax
- Possibility Of Loss From Estate Tax
- Selling Nearly Half Of The Estate To “Pay For” The Other Half
- Unfair Tax On The Dead And The Living
- Land Owner Impacted In Major Way Upon The Death Of The Patriach
- Congress Should Reduce Or Repeal Death Tax
- Post-Election Survey Results, Groundbreaking Data On The Efforts Of The Death Tax
- American Voter Attitudes On Estate, Gift, And Generation-Skipping Taxes
- State Death Tax Chart Update July 17, 2017
- Family Businesses Survey Reveals Strengths, Challenges Ahead
- As Congress debates repeal of the estate tax, why not consider ending the gift tax?
- PROPOSED: Trump’s 2017 Tax Reform
- Bipartisan Estate Tax Repeal Bill Introduced
- Treasury Unlikely to Finalize Sec. 2704 Regs Before Inauguration
- 2017 State Death Tax Chart
- Sen. Thune announces intention to repeal the estate tax next year
- House leaders urge gov agencies to halt regulations
- The ACTEC comments on proposed regulations under Section 2704
- Thousands Ask Treasury To Kill Estate Transfer Proposal
- Lawmakers Targeting Spending Bill to Block Estate Tax Rules
- Proposed Changes to Section 2704; FOX webinar replay access
- Hillary Clinton Proposes 65% Top Rate for Estate Tax
- Letter to the Treasury; Let Your Voice Be Heard!
- Trump’s Estate Tax Plan Good for Wealthy, Bad for Charities
- A Stealth Death Tax Increase
- McGuire Woods LLP Alert
- Changes in Treasury Regulations, Section 2704 will harm families!
- IRS Expected to Face Pushback Against New Estate Tax Rules
- Treasury Releases Long Awaited Regs on Family/LP’s!
- Tax Policy: Key Differentiator Between Presidential Candidates
- Estate Tax Draft Instructions Cover Basis Reporting, Marriage
- Trump, Clinton Estate Tax Plans Diverge on Budget Impact
- Millionaires lobby to raise their own taxes
- Impact of 2016 Elections on GRATs and Estate Tax
- Final Rules on Family Limited Partnership Valuation – Estate Tax
- The Estate Tax Turns 100
- Rep. Sander Levin introduces bill to increase the estate tax
- Update on Release of Valuation Discount Regulations
- $1.15 Trillion Spending Deal Passes with Provisions to Gift Tax
- Rep. Kevin Brady named chairman of Ways and Means Committee
- Family Enterprise USA 2015 Annual Survey
- Each American Dream Hispanic Survey
- Each American Dream Op-Ed featured in The Hill
- Each American Dream Hispanic Research Project
- British Proposal to Reduce Estate Tax a Reminder of International Competition
- Sen. Sanders introduces “Responsible Estate Tax Act” to raise the estate tax to 65%
- President Proposes Over $400 Billion in New Estate Taxes
- Treasury Response re: Estate Tax
- Exciting Changes at Policy and Taxation Group
- State of the Union Recap
- Thune Sends Letter to IRS Defending Family Businesses
- Frank Luntz Presentation on Women Voters
- Frank Luntz Presentation on Income Inequality & Taxes
- Election Results Create New Dynamic for Fiscal Cliff Talks
- Election Results Create New Dynamic for Fiscal Cliff Talks
- Tax Talk Heats Up in Election
- Policy and Taxation Group Welcomes New Team Member
- House Passes Tax Extension Package
- House Prepares for Action Affecting Estate Taxes
- House Prepares for Action Affecting Estate Taxes
- House Passes Tax Extension Package
- Estate Tax Action on the Senate Floor
- Senate Completes Tax Votes for Now
- Estate Tax Action on the Senate Floor
- Senate Completes Tax Votes for Now
- Congress and President Quickly Adopt Payroll Extension
- Congress and President Quickly Adopt Payroll Extension
- Congress Seeks Offset for Payroll Tax Relief
- Congress Seeks Offset for Payroll Tax Relief
- Parties Exchange Rhetoric on Joint Committee and Congressman Introduces Harmful Estate Tax Bill
- After the Joint Committee
- President Lays Out Deficit Reduction Plan
- President Releases American Jobs Act
- New Challenges on Exemption
- President Addresses Estate Tax on Bus Tour
- Historic Debt Deal and Its Potential Impact on Tax Reform
- House and Senate Pursuing Separate Strategies on Deficit and Debt Limit
- Leaders Address Nation as Congress Readies Competing Plans
- Debt Fight Enters Critical Week
- Update from Washington, Estate Tax Questions Remain
- Update on Tax Increases Envisioned By Administration
- President Steps Up Call for Tax Increases as Part of Deficit Reduction
- Deficit Reduction Talks Take Detour
- Bipartisan Estate Tax Repeal Bill Introduced
- Senate Rejects Limits on GRATs
- Congress Adjourns, Tax Reform on Agenda for Lame Duck Session
- Tax Reform Unlikely Before Elections
- Growth Consequences of Estate Tax Reform: Impacts on Family and Small Businesses
- Update from Capitol Hill
- Ways and Means Committee Moves GRAT Provision Forward
- House Adjourns; Senate Makes Final Attempt on Small Business Bill
- Update from Washington
- Recess Begins, Congress Plans for Busy September on Taxes
- Senate to Begin Consideration of Small Business Bill
- Senate Passes PAYGO Amendment Affecting Estate Tax Offsets
- Political Landscape Changing in Washington
- In Context of Jobs, Parties Negotiate Timeline of Estate Tax Reform
- Partisan Reactions to S&P Downgrade Foreshadow Coming Tax Debate
- House Plans for Permanence over Temporary Freeze
- House Passes Permanence Instead of One-Year Freeze
- Kyl Pledges to Push for Estate Tax Relief on Small Business Bill
- Latest from Capitol Hill on Estate Tax Reform
- House Likely to Consider Another Bill Including GRAT Limitations
- House Passes GRAT Revenue Raiser
- House Returning This Week without Plan for Estate Tax
- House Makes Fourth Attempt at GRATs
- Grassley Makes Case for Congress To Pass Estate Tax Reform This Year
- House Passes Bill with GRAT Provision Included
- Congress Prepares for Fall Battle on Estate Tax Reform
- Baucus to Introduce Bipartisan Tax Reform Framework
- Baucus and Reid on Estate Tax Expectations
- Berkley Introduced Bill Solidifying Estate Tax Gains
- Disagreement on Amendments Slows Small Business Bill
- Senate Small Business Bill Does Not Include GRAT Provision
- Update on Deficit Reduction and Tax Policy
- House Clears Health Care Bills, Estate Tax Questions Remain
- The Fight Over Estate Tax Reform Once Again is Heating Up in Washington
- Berkley Bill Introduced, House Leaders Consider Estate Tax Approach
- Estate Tax Reform Likely Postponed Until 2010
- Major Legislative Victory for Families! Estate Tax Relief on the Way
- Afro American Newspapers: Families need a permanent, certain fix of Estate Tax
- Death Tax Squeezes Smaller Companies
- PATG 100+ Executive Interviews of Hispanic Family-Owned Businesses
- The Effects on Government Revenues from Repealing the Federal Estate Tax and Limiting the Step-Up in Basis for Taxing Capital Gains
- Women & The Death Tax
- The Death Tax & Gay and Lesbian Americans
Category: Budget Deficit
- Biden Budget Proposal, Committee Updates, IRS Leak Investigations, and More
- Taxation & Representation, Senate Confirmation, House Set to Vote, and More
- Summary and Analysis: White House FY 2023 Budget Request
- Build Back Better Reboot. Taxation & Representation and Tax Tidbit
- Taxation & Representation & Tax Tidbit
- Taxation & Representation, October 5, 2021
- Family Business Under Attack; What Budget Reconciliation Includes
- Infrastructure Update – Week of August 2-6
- COVID-19 & Capital Hill
- Congress Moved Quickly to Pass Costly Aid Package
- Budget Deficit Update & CBO
Category: Death Tax
- Tax Update: House Budget Committee Blocks Reconciliation Bill
- House Ways and Means Committee Budget Completes Reconciliation Markup
- Translating the Initial Ways and Means Legislative Language Ahead of Tuesday’s Markup
- Taxation & Representation: Tax Cuts, Estate Taxes & Budget Updates
- Weekly Washington Update: Congress Pushes for Budget Resolution Before Easter—What’s Next?
- Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at FMB’s Transitions Spring
- House Tax Teams Work to Extend TCJA and Ensure Long-Term Tax Stability
- Taxation & Representation: Will Congress Avert a Government Shutdown by March 14?
- Taxation & Representation: Estate Tax Repeal on the Table — Tell Congress Your View
- Family Businesses Crave Consistency and Permanency in New Tax Legislation
- An Appropriate Valentine: House and Senate Stake Budget Positions
- Taxation & Representation: Reconciliation Bill Update: Key Issues to Watch
- Taxation & Representation: Tax Cuts & Business Deductions—Congress Takes Action
- Bipartisan Bill Seeks to Cut Estate Tax—See What It Means for You
- Key Tax Policy Updates from the Ways and Means Committee Hearing (January 22, 2025)
- Taxation & Representation: Budget Committee Document Detailing Potential Tax Bill Provisions Circulated
- Taxation & Representation: Navigating the Final Biden Treasury/IRS Guidance
- Taxation & Representation: 2025’s Tax-Writers
- Important Update: Corporate Transparency Act Enforcement Again Suspended
- Update: Corporate Transparency Act Reinstated; Filing Deadline Extended
- Will New Tax Policies Protect Your Family Business?
- Taxation & Representation: CBO Breaks Down TCJA Impact—What You Need to Know
- Corporate Transparency Act Compliance Suspended
- How to Discover and Stay Informed About Policy and Taxation Group
- The Congressional Review Act: What It Is and How It Might Be Used in the 119th Congress
- In Case You Did Not Know: Our Evolving Mission
- Weekly Washington Update: GOP to Reevaluate Energy-Tax Credits: What’s Next?
- Taxation & Representation: Leadership Shifts on Capitol Hill: What It Means for You
- Attention to Seven Tax Priorities Are Critical To Protect Family Businesses
- Weekly Washington Update: Leadership Votes Shape 119th Congress: What You Need to Know
- Taxation & Representation: From tax cuts to tariffs, get insights on the future of U.S. policy
- Wealth Tax Proposals Proliferate
- Capitol Hill Tax Teams focus on salvaging key Tax Cuts and Jobs Act provisions
- Tax-Policy Legislative Priorities for the 119th Congress
- Family Business ‘Succession’ Is Topic Set for Congressional Family Business Caucus May 14
- Join the Movement: Rally for Family Businesses by Contacting Congress Now
- Stand Up for Family Businesses: Take Action Now.
- Stand Up for Change: Urge Your Representatives to Halt Harmful Policies and Excessive Regulation!
- Last Chance to Join Free Webcast – Discover the Future of Insurance & Risk Management
- Register Today for Wednesday Webinar – The Latest Risk Management Solutions That Are Creating a Positive Impact
- Adapting to Unprecedented Challenges: Register Now for Our Insurance Market Webcast!
- The Future of Hardworking Taxpayers Depends on You! Contact Your Representatives Today!
- Take One Minute to Make an Impact. Support Hardworking Taxpayers.
- Discover the Future of Insurance: Join Our Webcast on August 16th!
- Webcast Alert: Insurance Market Trends and Risk Solutions – Register Now!
- Time is Running Out! Contact Your Representatives Now to Support Family Businesses!
- Legislative Lowdown: IRS Whistleblowers, Tax Credits, and More
- Potential ‘Audit Storm’ Brewing for High Net-Worth Individuals, Says Business Evaluation Expert MPI
- Don’t Let Family Businesses Down! Support the Congressional Family Business Caucus!
- Family Businesses Need Your Help! Contact Your Representatives Today!
- Supreme Court to Hear Landmark Case on Constitutionality of Taxes on Unrealized Gains
- Make Your Voice Count: Engage with Your Local Representatives for Change
- Weekly Washington Update: Impeachment, Dobbs Anniversary, Economic Bills, and More
- House Approves GOP Tax Package, But SALT Relief Still in Limbo
- Attention Entrepreneurs: Help Shape the Future of Family Businesses – Contact Your Representatives Today!
- Calling All Supporters of Family Businesses: Act Now to Support the Congressional Family Business Caucus!
- Tax Policy Updates, Tax-Reform Proposal, Proposed Rules, and More
- Is the IRS Preparing for Audit Storm Among High Net-Worth Individuals?
- Debt-Ceiling Deal Proposes Adjustment to IRS Funding and More
- Debt-Ceiling Deal Update, Bipartisan 1099-K Proposal, Supreme Court Ruling, and More
- Make Your Voice Heard: Contact Your Representatives Now
- Treasury and IRS Issue Guidance, Senate Scrutinize Tax Practices, Tax Writers Assert Jurisdiction Over Agreement
- It’s Time to Speak Up: Contact Your Representatives Now
- Your Voice Matters! Contact Your Representatives Today.
- Debt-Limit Increase Discussions, Taiwan Tax-Treaty, Energy & Solar, and More
- We Need Your Help! Contact Your Representatives in Congress. Do It Now!
- The Power of America’s Family Businesses is All in the Numbers
- Study Finds High Personal Tax Levels Concern Largest US Private Employer: Family Businesses
- Senators Kennedy, Thune Introduce New Death Tax Repeal Act of 2023
- Looking Ahead: State Policy Trends for 2023
- Legislative Lowdown. Congress Advances Towards CR as Deadline Approaches.
- Legislative Lowdown. Democrats Prepare Another for Expanded CTC.
- Washington Policy Update
- Legislative Lowdown. Taxation & Representation.
- Why Congress is Choking Family Businesses
- Private Placement Insurance Products
- Navigating “Company Value” in Times of Choppy Market Activity
- IMPORTANT NEWS: Ways and Means Propose tax increases on Family Business and High Income Individuals
- WATCH: Is Life Insurance A Solution For The Estate Tax?
- How Biden’s Tax Proposals Will Affect 3rd Generation Women Owned Business
- National Survey Results: Biden’s New Tax Policies – Help or Hindrance?
- 2021 State by State Tax Chart Updated
- Infrastructure Update – Week of August 2-6
- State by State Death Tax Chart Update July 26, 2021
- Hearings Review: Tax and Financial Services Committees
- Podcast – Hear Pat Soldano: The Importance of Family Businesses in the US
- WATCH; Casey Roscoe 3rd Generation, Seneca, Eugene, OR; The Impact Of The Estate Tax (Death Tax)
- Death Should Not Be a Taxable Event
- WATCH; David Plimpton; Inolex CEO; impact of Bidens tax proposal
- Reach Out To Congress: Ask Them To Sponsor The Estate Tax Rate Reduction Act of 2021
- Update on Biden Administration FY22 Budget Request & Treasury “Green Book”
- Estate Tax Overview
- Contact Congress Asking Them To Sponsor The Estate Tax Rate Reduction Act of 2021
- BREAKING NEWS!! Bipartisan Estate Tax Rate Reduction Bill introduced in both House and Senate today!
- Pat Soldano Speaking at LIDO LIVE Webinar May 19
- An Inside Look at Seven Family-Owned Businesses
- Biden Administration Tax Proposals Included in the American Jobs Plan and American Families Plan
- This Is The Problem With Life Insurance As A Solution To The Estate Tax Issue
- Full Death Tax Repeal Legislation
- The War on Capitalism – The Whole Story.
- Review of Reviews: Afterlife of the Death Tax
- Oprah Winfrey Attacking Taxes on the Rich
- 2019 – Family Business USA Survey
- Our Work is NOT Complete – The Estate Tax has NOT been repealed.
- Senator Kyl Again Seeks to Cut the Death Tax
- Analysis of Proposed Tax Regulations for “Pass-Through” Entities
- State Death Tax Chart Update July 9, 2018
- HR 5422 Death Tax Repeal Bill Introduced
- State Death Tax Chart Update March 18, 2018
- House and Senate Pass HR 1; on to President
- UPDATE: Senate Markup Bill
- House to Release Tax Bill Text
- We’re Pleased That The President’s Tax Reform Framework Includes Repeal Of The Death Tax!
- Estate Tax Causes In-ability To Contribute Clean Water, Clean Air, And Wildlife Habitat
- Selling Everything To Pay Estate Tax
- Sacrificing Land To Pay The Death Tax
- Policy Analysis: Grave Robbers, The Moral Case Against The Death Tax
- Let The Death Tax Rest In Peace
- A Declaration Of Independence From Death Taxation: A Bipartisan View
- Death Tax Chronicle
- Post-Election Survey Results, Groundbreaking Data On The Efforts Of The Death Tax
- State Death Tax Chart Update July 17, 2017
- As Congress debates repeal of the estate tax, why not consider ending the gift tax?
- Growth Consequences of Estate Tax Reform: Impacts on Family and Small Businesses
- Death Tax Squeezes Smaller Companies
- Women & The Death Tax
- The Death Tax & Gay and Lesbian Americans
Category: EAD
- Each American Dream Op-Ed featured in The Hill
- Views: Cut waste, fraud and abuse
- News: CBS This Morning – Frank Luntz Cites EAD Election Night Survey
- News: New York Times – The Midterms Were Not a Republican Revolution
- News: FOX News reports on EAD Poll
- Views: Sen. Jim DeMint on Income Inequality
- News: New York Times – Colorado Voters Reject $1 Billion Tax Hike
- News: Forbes – What is a Wealthy Tax Payer’s Fair Share?
- Views: Arthur Brooks on the Value of ‘Earned Success’
Category: Estate Tax
- Taxation & Representation Update: What the ongoing shutdown means for your business
- Policy and Taxation Update: IRS & Treasury Reshuffle: What It Means for Wealth Preservation
- Taxation & Representation: Shutdown & Tax Changes – Key Updates for Family Offices and Successful Families Ahead
- Weekly Digest of Alerts: What Policy Shifts Mean for Generational Wealth
- Taxation & Representation: Tax Breaks, Tip Deductions & Overtime: What Family Offices and Successful Families Must Know
- Taxation & Representation: Passthrough Deduction May Rise – What It Means for Your Family Office and Successful Families
- Tax Update: House Approves Senate Reconciliation Package
- Senate Concludes OBBBA Vote-a-Rama
- Tax Update: Senate Passes Reconciliation Package
- Tax Update: Congressional Republicans Racing to Complete Tax Package
- Senate Finance Committee Tax Title – Summary and Analysis
- Taxation & Representation: Senate Unveils Tax Package That Could Reshape 2025 Policy – Read the Highlights
- Tax Update: Senate Republicans Release Tax Text
- Will “The One Big Beautiful Bill” Deliver for Family Offices? Pat Soldano breaks it down.
- Tax Update: Senate Republicans Finalizing Tax Bill Changes
- Taxation & Representation: Senate Eyes Major Changes to H.R. 1 – What’s at Stake for Family Offices and Successful Individuals
- Tax Update: House Budget Committee Blocks Reconciliation Bill
- House Ways and Means Committee Budget Completes Reconciliation Markup
- Translating the Initial Ways and Means Legislative Language Ahead of Tuesday’s Markup
- Tax Update: Ways and Means Notices Tuesday Markup
- Taxation & Representation: What’s in Reconciliation?
- Taxation & Representation: Tax Cuts, Estate Taxes & Budget Updates
- Weekly Washington Update: Congress Pushes for Budget Resolution Before Easter—What’s Next?
- Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at FMB’s Transitions Spring
- House Tax Teams Work to Extend TCJA and Ensure Long-Term Tax Stability
- Taxation & Representation: Will Congress Avert a Government Shutdown by March 14?
- Taxation & Representation: Estate Tax Repeal on the Table — Tell Congress Your View
- Family Businesses Crave Consistency and Permanency in New Tax Legislation
- An Appropriate Valentine: House and Senate Stake Budget Positions
- Taxation & Representation: Reconciliation Bill Update: Key Issues to Watch
- Taxation & Representation: Tax Cuts & Business Deductions—Congress Takes Action
- Bipartisan Bill Seeks to Cut Estate Tax—See What It Means for You
- Key Tax Policy Updates from the Ways and Means Committee Hearing (January 22, 2025)
- Taxation & Representation: Budget Committee Document Detailing Potential Tax Bill Provisions Circulated
- Taxation & Representation: Navigating the Final Biden Treasury/IRS Guidance
- Taxation & Representation: 2025’s Tax-Writers
- Pulse Survey Shows Top 3 Tax Policies Family Businesses are Concerned about Going in 2025
- Important Update: Corporate Transparency Act Enforcement Again Suspended
- Update: Corporate Transparency Act Reinstated; Filing Deadline Extended
- Will New Tax Policies Protect Your Family Business?
- Taxation & Representation: CBO Breaks Down TCJA Impact—What You Need to Know
- Corporate Transparency Act Compliance Suspended
- How to Discover and Stay Informed About Policy and Taxation Group
- The Congressional Review Act: What It Is and How It Might Be Used in the 119th Congress
- In Case You Did Not Know: Our Evolving Mission
- Weekly Washington Update: GOP to Reevaluate Energy-Tax Credits: What’s Next?
- Taxation & Representation: Leadership Shifts on Capitol Hill: What It Means for You
- Attention to Seven Tax Priorities Are Critical To Protect Family Businesses
- Weekly Washington Update: Leadership Votes Shape 119th Congress: What You Need to Know
- Taxation & Representation: From tax cuts to tariffs, get insights on the future of U.S. policy
- 2024 Post-Election Outlook and Analysis
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of November 5.
- Final Update 2024 Elections: Key Candidate Policy Positions and Post-Election Scenario Analysis
- Ways to Protect Pass-Through Businesses After Tax Cuts and Jobs Act Expiration Is Focus of New Podcast Airing Now
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of October 29.
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of October 22.
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of October 15.
- As Congress Grapples with New Tax Bill, Family Business Tax Priorities Take Center Stage in New Survey From FEUSA
- Elections Edge: A 2024 Elections Weekly Snapshot. October 8.
- Elections Edge: A 2024 Elections Weekly Snapshot. September 2024
- Elections Edge: A 2024 Elections Weekly Snapshot. September 2024
- Wealth Tax Proposals Proliferate
- Capitol Hill Tax Teams focus on salvaging key Tax Cuts and Jobs Act provisions
- Proposals Big and Small: Policy in the September 2024 Presidential Debate
- Last Chance: Have Your Say on Key Expiring Tax Policies
- Quick Poll: What Tax Policies Are Most Important to You?
- Your Voice Matters: Tell Us Which Tax Policies Concern You Most
- Tax-Policy Legislative Priorities for the 119th Congress
- Urgent: Share Your Top Concerns About Expiring Tax Policies
- Fall Congressional Family Business Caucus Meeting Set With Focus on Family Enterprise Structure, Expiring Taxes
- We Need Your Input: What Tax Policies Matter Most to You?
- Rep. Bishop Signs on to HR 7993 as Co-Sponsor, Giving Bipartisan Support for Reduction in Estate Tax Rates
- Quick Survey: Which Tax Policies Are Your Top Priority?
- Tax Cuts Expiring; What Is Most Important To You; One Question Survey
- ‘Congressional Family Business Update’ Story Featured in Trusts & Estates Magazine
- Next Gen is Counting on Us to Slow Impact of High Taxes
- Survey and Executives Both Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
- Contact your representatives in Congress and urge them to support H.R. 7993, the Estate Tax Rate Reduction Act
- Family Business ‘Succession’ Is Topic Set for Congressional Family Business Caucus May 14
- Family Business Survey, Execs Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
- The Michalzuk Group Joins Family Enterprise USA as Sponsor
- Common-Sense Bill to Reduce Federal Estate Tax Introduced by Rep. Arrington
- Execs Say Estate Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
- Taxation & Representation Update: PROTECT Coalition – Dedicated to Preserving the 199A Deduction
- Taxation & Representation Update: Tax Relief Package Update
- Weekly Washington Update: Congress Nears FY 2024 Funding Finish Line: Details Inside
- White House FY2025 Budget Request: Key Tax Takeaways
- White House Releases FY 2025 Budget Tax Priorities
- Taxation & Representation: Biden’s Tax Agenda Unveiled: What You Need to Know. Government Funding Update.
- Taxation & Representation: IRS Crackdown: Unveiling Wealthy Non-Filers Initiative
- Weekly Washington Update: Michigan Primary Surprises: What the Biden & Trump Wins Reveal
- Taxation & Representation: IRS Commissioner to Face Possible Grilling
- Wealthy Tax Evaders, New Tech Top IRS’s Agenda This Tax Season
- Taxation & Representation: Exclusive Update – Tax Bill’s Rollercoaster Ride
- Big Tax Changes Ahead: It’s Not Too Early to Think About the Coming 2025 Tax Cliff
- Taxation & Representation: Ways and Means Committee Overwhelmingly Passes Tax Package
- EMA and NFDA Join Family Enterprise USA to Advocate for Family Businesses
- FEUSA Applauds Passage of Bipartisan Legislation Supporting Family-Owned Businesses
- Taxation & Representation: Unveiling the $78B Tax Game-Changer
- Reality Check: U.S. Department of Labor Finalizes Worker Classification Rule
- Soldano Addresses Tax Issues at Associated Equipment Distributors’ Conference in DC
- Policy Update – Taxation & Representation: Tax Bill Talks Extend Into 2024 – What’s Next?
- Taxation & Representation Update For You. Supreme Court Tax Drama Unveiled: Will It Impact Your Finances?
- A Taxation & Representation Update For You
- Join the Movement: Rally for Family Businesses by Contacting Congress Now
- Your Weekly Washington Updates
- Stand Up for Family Businesses: Take Action Now.
- Stay Ahead on Policy Updates. Week in Review: Power Shifts, Funding Battles, and Cryptocurrency Rules.
- Private Family Trust Companies for Family Enterprises
- Policy Updates: In-depth Analysis of Hydrogen, Taxes, and Power Struggles
- Stay Informed: Dive Deeper into Congress with this Weekly Washington Update
- Policy Update, Legislative Lowdown, and Tax Worldview
- Weekly Washington Policy Updates
- Legislative Update and long awaited Tres and IRS Priority Guidance Plan
- Weekly Washington Update: Taxes, Health Care, Immigration, and More
- Census Report Fuels Child Tax Credit Debate and More Updates
- Comprehensive Updates: Government, Health Care, and Immigration
- Congressional Deadline Looms: What to Expect for Fiscal Year 2024
- Stand Up for Change: Urge Your Representatives to Halt Harmful Policies and Excessive Regulation!
- Last Chance to Join Free Webcast – Discover the Future of Insurance & Risk Management
- Register Today for Wednesday Webinar – The Latest Risk Management Solutions That Are Creating a Positive Impact
- Adapting to Unprecedented Challenges: Register Now for Our Insurance Market Webcast!
- The Future of Hardworking Taxpayers Depends on You! Contact Your Representatives Today!
- Take One Minute to Make an Impact. Support Hardworking Taxpayers.
- Discover the Future of Insurance: Join Our Webcast on August 16th!
- Webcast Alert: Insurance Market Trends and Risk Solutions – Register Now!
- Time is Running Out! Contact Your Representatives Now to Support Family Businesses!
- Legislative Lowdown: IRS Whistleblowers, Tax Credits, and More
- Potential ‘Audit Storm’ Brewing for High Net-Worth Individuals, Says Business Evaluation Expert MPI
- Don’t Let Family Businesses Down! Support the Congressional Family Business Caucus!
- Family Businesses Need Your Help! Contact Your Representatives Today!
- Supreme Court to Hear Landmark Case on Constitutionality of Taxes on Unrealized Gains
- Make Your Voice Count: Engage with Your Local Representatives for Change
- Weekly Washington Update: Impeachment, Dobbs Anniversary, Economic Bills, and More
- House Approves GOP Tax Package, But SALT Relief Still in Limbo
- Attention Entrepreneurs: Help Shape the Future of Family Businesses – Contact Your Representatives Today!
- Calling All Supporters of Family Businesses: Act Now to Support the Congressional Family Business Caucus!
- Tax Policy Updates, Tax-Reform Proposal, Proposed Rules, and More
- Is the IRS Preparing for Audit Storm Among High Net-Worth Individuals?
- Debt-Ceiling Deal Proposes Adjustment to IRS Funding and More
- Debt-Ceiling Deal Update, Bipartisan 1099-K Proposal, Supreme Court Ruling, and More
- Make Your Voice Heard: Contact Your Representatives Now
- Treasury and IRS Issue Guidance, Senate Scrutinize Tax Practices, Tax Writers Assert Jurisdiction Over Agreement
- It’s Time to Speak Up: Contact Your Representatives Now
- Your Voice Matters! Contact Your Representatives Today.
- Debt-Limit Increase Discussions, Taiwan Tax-Treaty, Energy & Solar, and More
- We Need Your Help! Contact Your Representatives in Congress. Do It Now!
- Laird Coatings Founder Ed Laird Hands Over Reigns to Next Generation
- The Power of America’s Family Businesses is All in the Numbers
- Study Finds High Personal Tax Levels Concern Largest US Private Employer: Family Businesses
- Senators Kennedy, Thune Introduce New Death Tax Repeal Act of 2023
- Biden Budget Proposal, Committee Updates, IRS Leak Investigations, and More
- Taxation & Representation, Senate Confirmation, House Set to Vote, and More
- Looking Ahead: State Policy Trends for 2023
- New Videos Reveal Difficulties, Successes in Transitioning to Next Generation, & Giving Back
- Legislative Lowdown. Congress Advances Towards CR as Deadline Approaches.
- Legislative Lowdown. Democrats Prepare Another for Expanded CTC.
- Washington Policy Update
- Legislative Lowdown. Taxation & Representation.
- [Reminder] July 27th Webinar Addressing Latest Tax Legislation – By Invitation Only
- Shifting News About Reconciliation
- Join Us For July 27th Webinar Addressing Latest Tax Legislation
- Register Now to Attend July 27th Webinar Addressing Latest Tax Legislation
- Save The Date: July 27th Webinar Addressing Latest Tax Legislation – By Invitation Only
- Countries With Or Without An Estate Or Inheritance Tax
- Policy and Taxation Group Welcomes Two New Board Members
- Want To Protect Your Multi-Generational Business?
- Do This And Be The First To Get The DC Legislators To Help You!
- Race to Replace Brady: New Challenger. Taxation & Representation and Tax Tidbit
- Want To Protect Your Multi-Generational Business?
- Protect Lifetime Of Savings
- Join The Movement Supporting Multi-Generational Businesses
- Historic Tax Increases Threaten The Fidelity Of Your Business
- We’re Fighting For The Future Of Family Businesses
- Do You Have 5 Minutes To Help Your Business?
- U.S. Federal Labor Report. Labor Updates From Washington, D.C.
- Budget Reconciliation: By the Numbers: Taxation & Representation and Tax Tidbit
- IMPORTANT NEWS: Ways and Means Propose tax increases on Family Business and High Income Individuals
- WATCH: Is Life Insurance A Solution For The Estate Tax?
- How Biden’s Tax Proposals Will Affect 3rd Generation Women Owned Business
- National Survey Results: Biden’s New Tax Policies – Help or Hindrance?
- Infrastructure Update – Week of August 2-6
- State by State Death Tax Chart Update July 26, 2021
- Hearings Review: Tax and Financial Services Committees
- Podcast – Hear Pat Soldano: The Importance of Family Businesses in the US
- WATCH; Casey Roscoe 3rd Generation, Seneca, Eugene, OR; The Impact Of The Estate Tax (Death Tax)
- Death Should Not Be a Taxable Event
- WATCH; David Plimpton; Inolex CEO; impact of Bidens tax proposal
- Reach Out To Congress: Ask Them To Sponsor The Estate Tax Rate Reduction Act of 2021
- Update on Biden Administration FY22 Budget Request & Treasury “Green Book”
- Estate Tax Overview
- Contact Congress Asking Them To Sponsor The Estate Tax Rate Reduction Act of 2021
- House Ways & Means Select Revenue Measures Subcommittee Hearing on Taxing the Wealthy
- BREAKING NEWS!! Bipartisan Estate Tax Rate Reduction Bill introduced in both House and Senate today!
- Pat Soldano Speaking at LIDO LIVE Webinar May 19
- An Inside Look at Seven Family-Owned Businesses
- Biden Administration Tax Proposals Included in the American Jobs Plan and American Families Plan
- Tax and Financial Services Week Ahead
- Family Office Outlook 2021 Silicon Valley / Virtual Forum
- This Is The Problem With Life Insurance As A Solution To The Estate Tax Issue
- Estate Tax Might Get Reinstated In Virginia
- Estate Tax Rate Reduction Act of 2020
- Pat Soldano Speaking at IvyFON – 9/17/19
- The War on Capitalism – The Whole Story.
- Pat Soldano – Speaking at FON – Family Office Network
- Oprah Winfrey Attacking Taxes on the Rich
- 2019 – Family Business USA Survey
- Our Work is NOT Complete – The Estate Tax has NOT been repealed.
- Congressman Jason Smith (R, MO) Introduces Estate Tax Repeal Bill HR218
- Senator Thune Introduces S215; Bill to Repeal Estate and GST Taxes
- Cotton, Boozman, Blunt, and Ernst Introduce Estate Tax Rate Reduction
- Jason Smith (R-MO) Introduces Estate Tax Repeal Bill HR218
- Update on S. 3638 from Pat Soldano
- Senator Kyl Returns to Senate to Succeed Sen. John McCain
- Ways and Means to Consider Phase 2 Tax Bill Next Week
- Analysis of Proposed Tax Regulations for “Pass-Through” Entities
- Estate Tax Update August 2018
- H.R. 6228 Would Permanently Increase Estate Tax & Gift Tax Exemption
- Chairman Would Like The House Vote In July 2018
- Estate Tax Repeal And Impact Discussion
- Update and Extend Earlier Estimates of Proposals to Modify The Estate Tax
- Get Estate Tax Relief Updates
- Estate Tax Rate Reduction Legislation
- A Letter for Ways and Means Tax Policy Subcommittee Hearing
- Update On Activities Of PATG, FEUSA, And More
- Drive to Kill Estate Tax Isn’t Dead, Despite Doubled Exemption
- Wishing You All The Very Happiest Of New Years
- Summary of Tax Cuts and Jobs Act of 2017
- Approval of Conference Committee Report
- Estate Tax Is Hurdle For Minority American Business Owners
- Supporters Update on Estate Tax; Time is of the Essence!
- Soldano Is The Invisible Leader In Killing Estate Tax
- WATCH: The Estate Tax: The Politics of It All
- House Ways and Means Committee Markup of H.R. 1
- Revenue Analysis of Options to Reform the Federal Estate, Gift and Generation Skipping Transfer Taxes
- Revenue Analysis Of Options To Reform The Estate Tax
- Estate Tax Will Be Impossible To Pay Off Forcing Sale
- Death Tax Forced Lay Off Of Seasonal Workers
- Investments At Risk If The Tax Exemption Is Reduced
- Shutting Down Branches, Laying Off Workers, Or Liquidating Inventory
- Federal Transfer Taxation: A Study In Social Cost
- Statement of Terry Neese: Distinguished fellow, National Center Of Policy Analysis Family Policy Center.
- Our Story – California Family Farm At High Risk
- An Analysis Of The Descent Distance Into The Defects Of The Estate Tax On Entrepreneurship
- Survey Of The Impact Of The Federal Estate Tax on NAWBO Member Businesses
- Estate Tax Must Be Repealed
- The Estate Tax Kills Jobs
- Possibility Of Loss From Estate Tax
- Selling Nearly Half Of The Estate To “Pay For” The Other Half
- Unfair Tax On The Dead And The Living
- American Voter Attitudes On Estate, Gift, And Generation-Skipping Taxes
- As Congress debates repeal of the estate tax, why not consider ending the gift tax?
- Frank Luntz Presentation on Women Voters
- Frank Luntz Presentation on Income Inequality & Taxes
- Afro American Newspapers: Families need a permanent, certain fix of Estate Tax
- PATG 100+ Executive Interviews of Hispanic Family-Owned Businesses
- The Effects on Government Revenues from Repealing the Federal Estate Tax and Limiting the Step-Up in Basis for Taxing Capital Gains
Category: Estate Tax Horror Stories
- Family Business Survey, Execs Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
- Navigating Generational Success: An Interview with David Brown, CEO of Wyo- Ben
- Legacy and Succession: Navigating Generational Transitions in Business
- New Videos Reveal Difficulties, Successes in Transitioning to Next Generation, & Giving Back
- Repealing the Death Tax
- Johnston Ranch: Personal Experiences Show Impact Of Estate Tax
- Truboy Ranch: Personal Experiences Show Impact Of Estate Tax
- Wayne Vineyard: Personal Experiences Show Impact Of Estate Tax
- Bartels Family: Personal Experiences Show Impact Of Estate Tax
- Ruddick Family: Personal Experiences Show Impact Of Estate Tax
- Family’s Ranching Heritage at Stake in Inheritance Tax Battle
- A Family Business Tragedy
- The War on Capitalism – The Whole Story.
- Anthony Timberlands
- My Estate Tax Experience
- Why White Castle Supports Repealing the Death Tax
- Family Operating 100 Hardware Stores
- Estate Tax Will Be Impossible To Pay Off Forcing Sale
- Estate Tax Causes In-ability To Contribute Clean Water, Clean Air, And Wildlife Habitat
- Death Tax Forced Lay Off Of Seasonal Workers
- Selling Everything To Pay Estate Tax
- Sacrificing Land To Pay The Death Tax
- Investments At Risk If The Tax Exemption Is Reduced
- Shutting Down Branches, Laying Off Workers, Or Liquidating Inventory
- Our Story – California Family Farm At High Risk
- Spending A Lifetime Building To Pay Estate Tax
- United States Thrives Because Of The Entrepreneurial Spirit
- Death Tax End Needed For Business
- Estate Tax Must Be Repealed
- The Estate Tax Kills Jobs
- The Additional Costs Of Estate Tax
- Had To Sell Business Due To Estate Tax
- Possibility Of Loss From Estate Tax
- Selling Nearly Half Of The Estate To “Pay For” The Other Half
- Unfair Tax On The Dead And The Living
- Land Owner Impacted In Major Way Upon The Death Of The Patriach
- Congress Should Reduce Or Repeal Death Tax
- Category: Arkansas
  - A Family Business Tragedy
  - Anthony Timberlands
  - Estate Tax Causes In-ability To Contribute Clean Water, Clean Air, And Wildlife Habitat
  - The Estate Tax Kills Jobs
- Category: California
  - Johnston Ranch: Personal Experiences Show Impact Of Estate Tax
  - Truboy Ranch: Personal Experiences Show Impact Of Estate Tax
  - Wayne Vineyard: Personal Experiences Show Impact Of Estate Tax
  - Bartels Family: Personal Experiences Show Impact Of Estate Tax
  - Ruddick Family: Personal Experiences Show Impact Of Estate Tax
  - My Estate Tax Experience
  - Estate Tax Will Be Impossible To Pay Off Forcing Sale
  - Selling Everything To Pay Estate Tax
  - Our Story – California Family Farm At High Risk
  - Land Owner Impacted In Major Way Upon The Death Of The Patriach
- Category: Georgia
  - Unfair Tax On The Dead And The Living
- Category: Illinois
  - Why White Castle Supports Repealing the Death Tax
  - Shutting Down Branches, Laying Off Workers, Or Liquidating Inventory
- Category: Maine
  - Death Tax End Needed For Business
- Category: Maryland
  - Congress Should Reduce Or Repeal Death Tax
- Category: Nebraska
  - Selling Nearly Half Of The Estate To “Pay For” The Other Half
- Category: Ohio
  - Spending A Lifetime Building To Pay Estate Tax
  - United States Thrives Because Of The Entrepreneurial Spirit
  - The Additional Costs Of Estate Tax
- Category: Oklahoma
  - Had To Sell Business Due To Estate Tax
- Category: Tennessee
  - Sacrificing Land To Pay The Death Tax
- Category: Texas
  - Repealing the Death Tax
  - Family’s Ranching Heritage at Stake in Inheritance Tax Battle
  - Death Tax Forced Lay Off Of Seasonal Workers
  - Possibility Of Loss From Estate Tax
- Category: Virginia
  - Estate Tax Must Be Repealed
- Category: Wisconsin
  - Investments At Risk If The Tax Exemption Is Reduced
Category: Family Business Caucus
- Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises with EY
- Family Business Leaders Discuss ‘Legacy & Longevity’ During Meeting with Caucus Members, Legislative Experts
- Legacy and Longevity: How Congress Can Support the Next Generation of Family Business
- “Charitable Giving and Community Involvement” Event and Congressional Outreach Day – May 2025
- Saying It Out Loud Special Report May 2025, By Pat Soldano
- Community Involvement Highlights May 14 Meeting with Members of the Congressional Family Business Caucus
- Saying It Out Loud, By Pat Soldano. April 2025.
- Saying It Out Loud, By Pat Soldano. March 2025.
- Inside the First FEUSA Capitol Hill Event of 2025: Spotlight on Women-Owned Family Businesses
- Corporate Transparency Act Insights from Matt Brown: Watch the Replay Now
- Leadership Building at Family Offices Require a ‘Blueprint,’ says Linda Mack in New Webcast
- Summary of September Family Business Caucus Roundtable
- Don’t Miss the Fall Congressional Caucus Meeting on Family Business & Taxes
- Public Invited: Attend the Fall Congressional Family Business Caucus Meeting
- Largest Family-Owned Businesses Use Single-Family Offices over Multi-Family Offices, FEUSA Survey Finds
- Fall Congressional Family Business Caucus Meeting Set With Focus on Family Enterprise Structure, Expiring Taxes
- Your Invitation: Sept. 18 Family Business Caucus Focused on Tax Challenges
- Congressional Family Business Caucus Signs 49th House Member
- ‘Congressional Family Business Update’ Story Featured in Trusts & Estates Magazine
- New Caucus Video Shows Family Businesses, Family Center Execs Discuss ‘Next Gen’ Issues
- Democracy in Action – Our visit to the Congressional Family Business Caucus
- Congressional Family Business Caucus Roundtable Summary – May 14, 2024
- With Focus on ‘Workforce,’ Caucus Leaders Hear Directly from Non-Family Business Employees
- Congressional Family Business Caucus Listens to Family Business Succession, ‘Next Gen’ Issues During Latest Meeting
- Would You Like More Income Every Year?
- New Video on Family Business ‘Workforce Challenges’ Premieres
- Get to Know the Congressional Family Business Caucus in New Video
- Workforce Issues Highlight Latest Family Business Caucus with Co-Chairs Schneider, Tenney, & Arrington Speaking at Event
- Family Business Caucus Meets with Business Leaders and Employees on Capitol Hill
- Members of Congress Set to Attend Bipartisan Congressional Family Business March 12 on Capitol Hill
- Congressional Family Business Caucus Sets Meeting Schedule for 2024
- Prenups and Postnups: Safeguarding Your Business Amidst Love and Marriage
- Family Businesses Lag Behind Protecting Against Cyber Security Threats, Say EY Cyber and Family Business Experts
- Challenges and Successes of Family Business: Insights from Reed Family Companies CEO
- Nurturing Family and Work: The Tradition of Multigenerational Employment
- FEUSA Named New Regional Sponsor of Family Business Association of Calif.
- Bipartisan Support Sees 35 Members Sign on to Growing CFBC
- Key Industry Leaders Gather: Congressional Family Business Caucus
- Congressional Family Business Caucus to Join Discussion on Capitol Hill Focused on Supporting Family Businesses
- Family Business Leaders Share Insights at Congressional Caucus Meeting
- Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness
- Family Business Caucus Holds 2nd Meeting in House Budget Committee Room, May 2023
- Make Your Voice Heard: Contact Your Representatives Now
- High Hopes for New Congressional Family Business Caucus
- PODCAST: Congresswoman Tenney Advocates for Family Businesses in New Podcast
- PODCAST: Rep. Schneider Spotlights Importance of Educating Congress on Power of Family Businesses in New Podcast
- Family Businesses Receive a Boost in Representation with New Caucus
- Caucus Spotlights Education, Representatives’ Experiences with Family Business
- Family Business Caucus, Legislative and Political Updates. March 8th Webcast – By Invitation Only
- Save The Date: March 8th Webinar. Family Business Caucus, Legislative and Political Updates
- New Congressional Family Business Caucus Co-Chairs Ready for First Meeting Feb. 28
- Family Business Caucus Begins Work with First Meeting on February 28
- ATA Supports Formation of New Congressional Family Business Caucus
Category: Family Businesses
- [Starts in 24 Hours] Raising the Next Generation of Leaders in Family Business
- Inside the SCOTUS Tariff Case: What It Means for You
- [WEBCAST] Parenting Amidst Wealth: Shifting from Protection to Empowerment
- Are You Ready for What’s Coming Next? Pat Soldano Shares What to Expect
- 2025 Annual Family Business Report
- Hidden Risks in Family Enterprise: Transforming Vulnerability into Strength
- Parenting in a Family Business: Empowering the Next Generation
- Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises with EY
- You’re Invited! Tariff Talk with Brownstein, Nov 11, 2025
- Is your business being affected by the “shut down”?
- Taxation & Representation Update: What the ongoing shutdown means for your business
- Family Businesses Concerned About Potential New Wealth Tax Act
- Guiding Adult Children in Family Business: Join the Discussion
- MIND THE GAPS: Family Solutions for Insurance Risk Management
- [WEBCAST] Help the Next Generation Thrive: Parenting Amidst Wealth
- Saying It Out Loud October 2025, By Pat Soldano
- Policy and Taxation Update: IRS & Treasury Reshuffle: What It Means for Wealth Preservation
- Family Business Leaders Discuss ‘Legacy & Longevity’ During Meeting with Caucus Members, Legislative Experts
- Quick Poll: Washington wants to tax unrealized wealth – do you agree?
- Register Today: Tax Implications of Entity Choice for Family Enterprises
- Charitable Giving: DAFs vs. Private Foundations
- Don’t Miss It: Tax Trade-offs of Pass-throughs vs. Corporations Explained
- Legacy and Longevity: How Congress Can Support the Next Generation of Family Business
- Join Us at Transitions Fall 2025 – Enjoy 20% Off Registration
- Stronger Together: Building Governance That Preserves Wealth for Generations with Whittier Trust
- Taxation & Representation: Shutdown & Tax Changes – Key Updates for Family Offices and Successful Families Ahead
- Webcast: Choosing the Right Entity for Your Family-Owned Business
- Federal Agencies Prepare Plans for Shutdown
- Capital Gains Tax Worries Rank High Among Family Business Leaders, New Poll Finds
- President Trump Announces a Series of Product-Specific Tariffs
- Register Now: Pass-throughs vs. Corporations – Tax Choices for Families
- [24 Remaining] Join our expert panel Sept. 26 to learn practical steps for sustainable family office and business governance
- Compensation: How are You Leveraging this Critical Tool?
- [WEBINAR] Stronger Together: Governance That Protects Wealth for Generations
- Weekly Washington Policy Update: Senate Votes Down CRs, Why Family Offices Must Stay Alert
- Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events
- Taxation & Representation: What Family Offices and Successful Families Must Know: FY26 Appropriations and OBBBA Updates
- Is Your Family Office or Successful Family Protected from Discord? Learn How Sept. 26
- Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy
- 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
- National Restaurant Association CEO Details How Restaurants Benefit from New Tax Bill in Latest Podcast
- Saying It Out Loud August 2025, By Pat Soldano
- ‘One Big Beautiful Bill’ Wins for Family Business Detailed in New Podcast
- New Podcast Details How to Make Private Equity into Positive Partners
- What You Can Do About Rising Insurance Costs and Shrinking Coverage
- Weekly Digest of Alerts: What Policy Shifts Mean for Generational Wealth
- Is Your Insurance Strategy Built to Withstand What’s Coming?
- Quick Poll: Concern About Capital Gains Tax
- Chart a Safer Course: Risk Management Strategies for 2025
- How Family Businesses Can Cultivate Resilient Growth
- ‘Communication,’ ‘Succession,’ Top Worries Business Heirs Voice in New ‘Rising Gen’ Survey
- Register Now: Strategies to Navigate Today’s Insurance Challenges
- Smart Strategies for Family Business Success with Rockefeller Global Family Office
- US Economic Outlook July 2025
- Enjoy 20% off your registration at Family Business Legacy
- Register Today: FBA Southern California Legislative Conference
- Taxation & Representation: Tax Breaks, Tip Deductions & Overtime: What Family Offices and Successful Families Must Know
- PATG Announces Q3 Family Office and Successful Family Events; Caucus Meeting Set for Sept. 17
- Congress and Family Business: A Policy Win Checklist
- 24 Hours Left – Last Chance to Register: Rockefeller’s Formula for Legacy Success
- Taxation & Representation: Passthrough Deduction May Rise – What It Means for Your Family Office and Successful Families
- Estate Planning, Tax Policy for High-Net-Worth Families Featured in Webcast and Webinar
- Webcast Happening Soon: Smart Tax & Legacy Tips for Family Business Owners
- Plan Smarter: Strategies to Build Harmony and Preserve Wealth
- Saying It Out Loud July 2025, By Pat Soldano
- FEUSA Featured in New Videos by Tamarind Learning and YouTube’s ‘The Vault’
- Don’t Miss This: Family Business Success Strategies Revealed Live
- Constant, Consistent Education with Congress Pays Off in ‘OBBB’ for Family-owned Businesses, Family Offices
- The One, Big, Beautiful Bill Act – Summary and Analysis
- Join Pat Soldano, Russ Sullivan & John Gugliada at FOX’s 2025 Family Office Forum
- Wealth, Complexity & The One Big Beautiful Bill: Time for a Family Office?
- Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies
- Better Together: Strengthening Family Enterprise Teams with CFAR, Inc.
- Quick Poll: Taxed More of Less Due to OBBB
- Tax Update: House Approves Senate Reconciliation Package
- PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses
- Senate Concludes OBBBA Vote-a-Rama
- Tax Update: Senate Passes Reconciliation Package
- Contact Congress. Ask your Representative to vote for the OBBB as it is passed by the Senate.
- Saying It Out Loud June 2025, By Pat Soldano
- 2024-25 Family Business Rising Gen Survey: Communication is Still Key
- Family Business Governance, Insights on Tax Bill Status Featured in Two New Podcasts
- Contact your representatives in Congress and urge them to Oppose the Elimination of NOL Treatment in Section 461(l)
- Why Every Family Office Needs an ‘Expert Generalist’
- Tax Update: Congressional Republicans Racing to Complete Tax Package
- Senate Finance Committee Tax Title – Summary and Analysis
- Reserve Your Spot – Build Teams That Drive Legacy and Results
- Quick Poll: Share Your Thoughts on The One Big Beautiful Bill
- Family-Owned Businesses Succeed 20 Years Plus, While Fostering Generations of Employees, According to Survey
- Taxation & Representation: Senate Unveils Tax Package That Could Reshape 2025 Policy – Read the Highlights
- Wealth & Values: Defining Family and Individual Values
- Controlling Risk and Maximizing Protection Through Consultation and State of The Art Technology
- Family Business Governance
- Tax Update: Senate Republicans Release Tax Text
- Stronger Teams. Stronger Legacy.
- Will “The One Big Beautiful Bill” Deliver for Family Offices? Pat Soldano breaks it down.
- Tax Update: Senate Republicans Finalizing Tax Bill Changes
- Taxation & Representation: Senate Eyes Major Changes to H.R. 1 – What’s at Stake for Family Offices and Successful Individuals
- Discover What Makes Great Family Enterprise Teams Tick
- Women’s Business Owners Group Gains Momentum
- Taxation & Representation: Senate Gears Up to Rewrite House Tax Package – Here’s What’s Changing
- Register Now to Strengthen Your Family Business Teams
- {PODCAST} Top 10 Tax Changes the Senate Will Make to the One Big Beautiful House Bill
- Award Winning Youth Video Filmmaker Tackles Importance of Family-Owned Businesses
- Estate Planning for High-Net-Worth Families: Beyond the Basics with Brown & Streza
- [WEBINAR] Top Priorities for Family Enterprises in 2025: Income Taxes, Policy Shifts, and What Comes Next
- Snapshots of Family-Owned Businesses Show 80% are Pass Through Entities, Pay Higher Taxes, According to Survey
- The One Big Beautiful Bill (HR 1): A Deep Dive for Family Businesses
- White House Releases Additional FY26 Budget Details
- Quick Poll: Share Your Thoughts on Income Tax Policy
- Saying It Out Loud Special Report on Tariffs May 2025, By Pat Soldano
- Weekly Digest: House OKs Major GOP Tax Bill, H.R. 1 Advances Health Reforms, and more.
- Are Tariffs Helping or Hurting? New Spot Survey Shows Family Business Leaders Split
- H.R. 1 Tax Title – Summary and Analysis
- “Charitable Giving and Community Involvement” Event and Congressional Outreach Day – May 2025
- New Webcast & Podcast Explore Family Office Hiring Trends, Family Biz Research with Pat Soldano
- Saying It Out Loud May 2025, By Pat Soldano
- Advanced Estate Planning Tactics for Wealthy Families – Register Now
- Tax Update: House Passes Reconciliation Package
- Build a Family Office That Works: New Podcast + Webcast with EY Experts
- Elevate Your Estate Plan: Strategies for High-Net-Worth Families
- Tax Update: House Budget Committee Blocks Reconciliation Bill
- House Ways and Means Committee Budget Completes Reconciliation Markup
- Translating the Initial Ways and Means Legislative Language Ahead of Tuesday’s Markup
- Quick Poll – Share Your Thoughts on Tariffs
- Tax Update: Ways and Means Notices Tuesday Markup
- Unlock Smarter Estate Planning for High-Net-Worth Families – May 30
- Preserving Legacy, Building Value: Real Estate for Families
- Family Business Voices Heard on Capitol Hill – Read the Full Recap by Pat Soldano
- Family-Owned Businesses Essential to American Dream New Luntz Survey Shows
- Weekly Washington Tax Update and More: Trump, Johnson Push Back on Tax Hikes for Wealthy
- Demystifying the Family Office: Expert Insights on Structure, Models, and Best Practices with EY
- Saying It Out Loud Special Report May 2025, By Pat Soldano
- How Parallel Governance Can Guide Generational Transition with EY
- Community Involvement Highlights May 14 Meeting with Members of the Congressional Family Business Caucus
- Taxation & Representation: What’s in Reconciliation?
- Estate Planning for High-Net-Worth Families: Beyond the Basics
- Million Dollar Question: Will the Top 1% See a Tax Increase in 2026
- Saying It Out Loud, By Pat Soldano. April 2025.
- 2 Days Left to Register: How Parallel Governance Can Guide Generational Transition
- Advocacy Small Business Roundtable on Anti-Competitive Regulations
- FEUSA Reaches Million Member Milestone with Outreach to Associations with Family-Owned Businesses
- Secure Your Legacy: Don’t Miss This Exclusive Webcast
- Lido Consulting’s Annual Family Office Investment Symposium Features Soldano and Luntz
- Pat Soldano and Mark Warren Highlight Family Business at Sonoma Authors Festival
- Secure Your Legacy: Don’t Miss This Exclusive Webcast
- Family Business and Successful Family Insights from John Gugliada & Pat Soldano – Watch Now
- California State University Fullerton’s Center for Family Business Honors Three FEUSA Long Time Supporters
- Get Exclusive Access: Expert Tax & Policy Insights for Family Offices
- Taxation & Representation: Trump’s Tariffs & Global Tax Talks: What’s the Impact?
- ‘Ethical Fading,’ Women Investing Events Held at CSUF’s Center for Family Business Feature FEUSA President
- [Exclusive Webcast] Register Now: Ensure a Smooth Generational Transition
- Flash Market Update: The “Liberation Day” Jolt
- Weekly Digest: “Liberation Day”, Florida Special Election, and 199A Provision
- Taxation & Representation: Tax Cuts, Estate Taxes & Budget Updates
- [WEBCAST] How Parallel Governance Can Guide Generational Transition
- Secure Top Talent: 2025 Family Office Hiring Trends Unveiled
- Fenimore Asset Management Experts Discuss ‘Cost of Timing Market’ in New Webcast
- Engaging Next Generation Members in the Family Business and Family Enterprise
- Unlock Exclusive Insights at Lido Consulting’s Family Office Investment Symposium
- Weekly Washington Update: Congress Pushes for Budget Resolution Before Easter—What’s Next?
- Saying It Out Loud, By Pat Soldano. March 2025.
- Protecting the Legacy of Family Businesses and Family Offices in Today’s Legislative Environment
- House Members Speak at Event with Focus on Women-Owned Family Businesses
- Family Office Executives Lomont and Brehm Join Board of Directors at PATG
- FinCEN Exempts Domestic Companies from Corporate Transparency Act Filing
- Inside the First FEUSA Capitol Hill Event of 2025: Spotlight on Women-Owned Family Businesses
- EY NextGen Academy programs for next generation of family leaders
- Exclusive Webcast: 2025 Talent Predictions for Family Offices
- Family First: Navigating Success and Succession in Business
- Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at FMB’s Transitions Spring
- Senate Passes Continuing Resolution, Avoids Shutdown
- The First 100 Days: Appropriations/ Budget Reconciliation
- What’s Ahead for Family Office Talent in 2025? Join Our Webcast
- House Tax Teams Work to Extend TCJA and Ensure Long-Term Tax Stability
- Survey Closing in 24 Hours. Help Congress Hear Your Voice in Just 5 Minutes.
- Taxation & Representation: Will Congress Avert a Government Shutdown by March 14?
- International Franchise, National Stone, Sand & Gravel, and Calif. Hotel & Lodging Associations Join FEUSA
- Secure Top Talent: 2025 Family Office Hiring Trends Unveiled
- Key Takeaways from President Trump’s Joint Address to Congress
- Lasts Days Before Survey Closes
- Unlock Exclusive Insights at Lido Consulting’s Family Office Investment Symposium
- Corporate Transparency Act Filing Deadline Delayed Again
- Make Your Impact: Survey for Family Business Advocacy
- 2025 Talent Predictions for Family Offices – Exclusive Webcast
- Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood
- Rockefeller Global Family Office, CFAR, Mack International Join FEUSA to Support Family Businesses
- Saying It Out Loud, By Pat Soldano. February 2025.
- Family Businesses Crave Consistency and Permanency in New Tax Legislation
- Make Your Impact: Survey for Family Business Advocacy
- Capitol Hill Experts Take Fresh Look at Congress’ First 100 Days in New Podcast
- Act Now! Get Registered for February Supporters Webcast
- Exclusive New Administration and New Congress Insights: Join Our Supporters-Only Webcast on February 4.
- Saying It Out Loud, By Pat Soldano. January 2025.
- What’s Next for Family Business? Join Q1 Events to Find Out
- The Cost of Timing the Market: Insights for Smarter Investment Strategies – Fenimore Webcast Replay
- Stay Informed: Join Our Legislative Quarterly Update Webcast for Supporters!
- 24 Hours to Go: Post Election Market Insights That Could Transform Your Investment Strategy
- Register Now for Post Election Investing Insights!
- Saying It Out Loud, By Pat Soldano. December 2024.
- Will New Tax Policies Protect Your Family Business?
- Mark Your Calendar! Join Us on the Road in Burlington, Los Angeles, Hilton Head, Menlo Park, and Washington, DC
- Saying It Out Loud, By Pat Soldano. November 2024.
- Elections Create ‘Rare Opportunity’ to Make TCJA Tax Bill Permanent, Says Rep. Greg Steube
- Need Your Help! Take a 1 1/2 Minutes Survey on Family Business
- Help Shape Family Business Policy in 2 Minutes!
- 2024 Post-Election Outlook and Analysis
- Make a Difference Today! Complete Our Pulse Survey
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of November 5.
- Exclusive Briefing: Election Impact & Family Business Strategies Ahead
- Need Your Help! Take a 1 1/2 Minutes Survey on Family Business
- Final Update 2024 Elections: Key Candidate Policy Positions and Post-Election Scenario Analysis
- Ways to Protect Pass-Through Businesses After Tax Cuts and Jobs Act Expiration Is Focus of New Podcast Airing Now
- Exclusive Webcast for Supporters: Insights on Election Impacts & Strategy
- Take Our 2-Minute Family Business Survey Now
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of October 29.
- Mark Your Calendar! Join Us on the Road in Portland, Des Moines, Sacramento, New York City, Newport Beach and Reno
- Quick Survey: Your confidential input will shape critical discussions in D.C.
- Saying It Out Loud, By Pat Soldano. October 2024.
- 90 Seconds = Big Impact for Family Businesses! Take Our Survey Today
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of October 22.
- Three Family Business-based Associations Join to Support Family Businesses, Create Stronger Voice on Capitol Hill
- FEUSA Chairman Loumakis-Calderon Spotlighted as Family Business CEOs to Watch 2024
- Compliance with New Corporate Transparency Act Detailed in Webcast with legal Expert Matt Brown
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of October 15.
- As Congress Grapples with New Tax Bill, Family Business Tax Priorities Take Center Stage in New Survey From FEUSA
- Need Your Help! Take a 1 1/2 Minutes Survey on Family Business
- Corporate Transparency Act Insights from Matt Brown: Watch the Replay Now
- Elections Edge: A 2024 Elections Weekly Snapshot. October 8.
- Preserve Your Family’s Legacy at the Transitions Fall Event!
- Leadership Building at Family Offices Require a ‘Blueprint,’ says Linda Mack in New Webcast
- Elections Edge: A 2024 Elections Weekly Snapshot. September 2024
- Summary of September Family Business Caucus Roundtable
- Post-Election Tax ‘Armageddon’ Policies Dissected in New Podcast Airing Now
- Family Businesses & the CTA: What You Need to Know Before It’s Too Late
- Elections Edge: A 2024 Elections Weekly Snapshot. September 2024
- Wealth Tax Proposals Proliferate
- Saying It Out Loud, By Pat Soldano. September 2024.
- [WEBCAST] Stay Ahead of Corporate Transparency Regulations: Key Insights for Family Businesses
- Family First: Navigating Success and Succession in Business
- Capitol Hill Tax Teams focus on salvaging key Tax Cuts and Jobs Act provisions
- EY Experts Tackle Long-term Capital Funding Strategies in New Podcast
- Proposals Big and Small: Policy in the September 2024 Presidential Debate
- Last Chance: Have Your Say on Key Expiring Tax Policies
- How Your Shareholder Liquidity Strategy Can Be Made Future-Proof
- ‘Succession Stories’ Podcast Keys in On Succession Planning and Advocacy
- Quick Poll: What Tax Policies Are Most Important to You?
- [WEBCAST] Is Your Family Business Ready for the Corporate Transparency Act?
- On the Road with Pat Soldano & Dave Nemo. Listen to Their Podcast on SiriusXM.
- Your Voice Matters: Tell Us Which Tax Policies Concern You Most
- Don’t Miss the Fall Congressional Caucus Meeting on Family Business & Taxes
- Keep an eye on Small Cap
- Vast Majority of Family Businesses Are ‘Pass Through’ Entities, Get Taxed More, Says National Survey from FEUSA
- New Video Short Available: How Pass-Through Entities Are Unfairly Disadvantaged by Tax Policy.
- Tax-Policy Legislative Priorities for the 119th Congress
- Public Invited: Attend the Fall Congressional Family Business Caucus Meeting
- Urgent: Share Your Top Concerns About Expiring Tax Policies
- Largest Family-Owned Businesses Use Single-Family Offices over Multi-Family Offices, FEUSA Survey Finds
- Saying It Out Loud, By Pat Soldano. August 2024.
- Fall Congressional Family Business Caucus Meeting Set With Focus on Family Enterprise Structure, Expiring Taxes
- We Need Your Input: What Tax Policies Matter Most to You?
- Questions to consider before hiring C-Suite talent for a Family Office. Mack International Webcast Replay.
- Rep. Bishop Signs on to HR 7993 as Co-Sponsor, Giving Bipartisan Support for Reduction in Estate Tax Rates
- Quick Survey: Which Tax Policies Are Your Top Priority?
- Mark Your Calendar! Join Us on the Road in Fort Smith, Denver, Dallas, Brea, Nashville, and Portland
- Tax Cuts Expiring; What Is Most Important To You; One Question Survey
- Don’t Miss Out: Exclusive Wealth Protection Events in NC & AR
- Your Invitation: Sept. 18 Family Business Caucus Focused on Tax Challenges
- Learn, Connect, and Grow: Family Business Transitions Fall 2024
- [ONLY 24 HOURS LEFT TO REGISTER – WEBCAST] Engage with Industry Leaders
- Four National Associations Join with FEUSA to Advocate for America’s Family Businesses
- Prepare for the Future of Your Family Office
- 2025 Tax Armageddon: Taxes After the Election
- Your Voice Matters: Influence Tax Policy Through New Portal
- Join the Movement: Support Policy and Taxation Group and Impact Legislation
- [WEBCAST] Avoid Common Hiring Mistakes
- First and Second Generation Owners Dominate America’s Family Businesses, Says Annual Family Business Survey
- Register Now for Expert C-Suite Hiring Insights!
- Saying It Out Loud, By Pat Soldano. July 2024.
- Family Office of Future Will ‘Look Very Different from Today,’ According to Expert Panel at Symposium
- New Membership Level Offered to Non-Family Businesses by Family Enterprise USA
- Pathstone Webcast Replay: Family Vision and Values: The Starting Point of Estate Planning
- Congressional Family Business Caucus Signs 49th House Member
- ‘Next Gen’ Survey Highlights Lack of Communication as Concern in New Smith Family Business Initiative from Cornell
- Stay Informed: Join Our Legislative Quarterly Update Webcast!
- [REGISTER TODAY] Protecting Wealth in Today’s Legislative Environment
- [ONLY 36 HOURS LEFT] Estate Planning Essentials: Begin with Family Vision and Values
- WEBCAST ALERT: Integrating Family Vision into Your Estate Planning
- Transform Your Estate Planning: Embrace Family Vision and Values
- Plan Now for The Expiration of the Tax Cut and Jobs Act Says Brown & Streza Legal Expert Matt Brown
- Don’t Miss Our Legislative Update Webcast – Register Today!
- [LIVE EVENT] Secure Your Legacy: Start Estate Planning with Family Vision and Values
- Immediate Implications of Recent Supreme Court Ruling on Moore v. United States
- U.S. Family Businesses Grow Despite Challenges of Inflation, Labor, and Taxes Says Latest Family Business Survey
- [WEBCAST] Unlock Effective Estate Planning: Focus on Family Vision and Values
- Saying It Out Loud, By Pat Soldano. June 2024.
- ‘Congressional Family Business Update’ Story Featured in Trusts & Estates Magazine
- Focus on the future with these four strategies
- Ten Family Business Leaders Spotlight Succession Issues in Video
- Business Owners Discuss Transition Plans and Estate Tax Issues in New Video
- EY Family Business Experts Explain How to ‘Future Fit’ Shareholder Equity To Avoid Disruption in New Webcast
- New Caucus Video Shows Family Businesses, Family Center Execs Discuss ‘Next Gen’ Issues
- How Do You Future Fit Your Shareholder Liquidity Strategy To Avoid Disruption?
- Distrust By Next Generations Makes Communication with Future Family Business Leaders a Challenge on Key Issues
- Videos Feature CK Mondavi’s CEO Brown, Holland Equipment VP Geurink on Managing Workforce and Next Gen
- Congressional Family Business Caucus Roundtable Summary – May 14, 2024
- EY’s Aylward Details How To ‘Stress Test’ Your Family Business & Wealth Transition Planning in New Podcast
- [VIDEO] Reed Family Companies CEO, Jeff Reed, Details Difficulties Finding Qualified Workers in Tough Calif. Market
- [WEBCAST] Is your shareholder liquidity strategy future fit to avoid disruption?
- Saying It Out Loud, By Pat Soldano. May 2024.
- Strategic Liquidity Planning for Family Businesses: Don’t Miss Out! – Gain invaluable insights to ensure your business’s longevity.
- Whittier Trust Executives Detail ‘Core-Satellite’ Estate Planning Technique in Webcast Replay
- Unlock Growth: Mastering Family Business Liquidity Strategies – Learn to balance short and long-term capital needs.
- Family Business ‘Succession’ Is Topic Set for Congressional Family Business Caucus May 14
- Six Best Practices to Keep Your Business Sale-Ready
- Family Business Survey, Execs Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
- Navigating Generational Success: An Interview with David Brown, CEO of Wyo- Ben
- Pat Soldano to Speak at IVYFON’s LA Family Office Forum
- Join Our Webcast: Is your shareholder liquidity strategy future fit to avoid disruption?
- The Michalzuk Group Joins Family Enterprise USA as Sponsor
- Common-Sense Bill to Reduce Federal Estate Tax Introduced by Rep. Arrington
- Private Company Governance Summit and Capital Hill Visits
- April 17 Members Update Call Summary. Discover potential tax policy shifts under a second Trump term or Biden presidency.
- Early Look at 2024 Elections, Legislation with Former Capitol Hill Leaders Mark Begich and Jack Kingston
- Execs Say Estate Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
- Saying It Out Loud, By Pat Soldano. April 2024.
- 2024 Growth Predicted for 74% of Family Businesses, National Debt Concerns Revealed in FEUSA’s Latest Survey
- You’re invited to an unparalleled opportunity brought to you by Policy and Taxation Group
- Elevate Your Board’s Performance: Join Us at the Private Company Governance Summit
- Would You Like More Income Every Year?
- Uncover the Power of Active Management with Fenimore Asset Management
- Join the Conversation: Unveiling the Latest Family Office Trends – Register Now!
- Legacy and Succession: Navigating Generational Transitions in Business
- Act Now! Get Registered for April Supporters Webcast
- New Video on Family Business ‘Workforce Challenges’ Premieres
- Coy Martin Named to Policy and Taxation Group Board of Directors
- Secure Your Spot! Join Exclusive April Webcast
- Dive into Effective Investment Strategies. Register for Our Webcast!
- Get to Know the Congressional Family Business Caucus in New Video
- Workforce Issues Highlight Latest Family Business Caucus with Co-Chairs Schneider, Tenney, & Arrington Speaking at Event
- Would You Like More Income Every Year? Don’t Miss Our Webcast!
- Saying It Out Loud, By Pat Soldano. March 2024.
- Calif. State University, Fullerton Inducts Seven Into Family Business Hall of Fame
- Board Building 101: Don’t Miss the Private Company Governance Summit
- Family Business Caucus Meets with Business Leaders and Employees on Capitol Hill
- Discover 3D Investing: Join Our Webcast for Proven Strategies!
- Core-Satellite Approach To Estate Planning. Safeguarding Wealth, Empowering the Next Generation.
- PATG Names Peterson New Board Chairman as Longtime Chairman Rousch Retires
- HindlePower CEO Discusses Family Business, Manufacturing Challenges, and Succession Planning
- [WEBCAST] Would You Like More Income Every Year?
- Learn how to navigate generational wealth transfer with hybrid ownership strategies. Register today.
- FAQs Posed to this C-Suite Executive Search and Family Office Consulting Firm
- Join Us on March 12: Family Business Workforce Issues Hear personal stories & crucial research findings. RSVP now!
- Explore innovative hybrid models to safeguard wealth and empower entrepreneurial goals. Don’t miss this opportunity.
- Unlock Success: Save 25% on Transitions Spring 2024 for Policy and Taxation Group Supporters
- WEBCAST: Hybrid Ownership Strategies Unveiled
- Give it away now? Today’s favorable estate tax is set to expire after 2025
- Saying It Out Loud, By Pat Soldano. February 2024.
- Prenups and Postnups: Safeguarding Your Business Amidst Love and Marriage
- Would You Like More Income Every Year?
- Family Businesses Lag Behind Protecting Against Cyber Security Threats, Say EY Cyber and Family Business Experts
- Insights from C Mondavi: Navigating Workforce Challenges in Family Businesses
- Challenges and Successes of Family Business: Insights from Reed Family Companies CEO
- 24 Hours to Register for Live Webcast: Safeguard Love & Business – Essential Planning Ahead.
- Nurturing Family and Work: The Tradition of Multigenerational Employment
- LIVE WEBCAST: Discover critical steps to shield your family business from the unforeseen challenges
- FEUSA Named New Regional Sponsor of Family Business Association of Calif.
- Tax Implications for Family Business Succession Planning in 2024 and Beyond
- Join Our Webcast for Vital Steps in Business Planning to Withstand Unexpected Challenges
- Wealthy Tax Evaders, New Tech Top IRS’s Agenda This Tax Season
- Business Love Blueprint: Guard Your Legacy. Ensure your place for this enlightening webcast by clicking here.
- Make Your Voice Heard. Share Your Thoughts in the Survey. Click to Start!
- Matt Nielsen Elected to Family Enterprise USA Board of Directors
- Register for Live Webcast: Safeguard Love & Business – Essential Planning Ahead.
- 7 Capital Planning Questions For Family Businesses
- Secure Your Spot: Frank Luntz Unveils Presidential Election Insights on Feb 7 Webcast!
- Webcast Replay: Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications for Private Company Sales
- Big Tax Changes Ahead: It’s Not Too Early to Think About the Coming 2025 Tax Cliff
- EMA and NFDA Join Family Enterprise USA to Advocate for Family Businesses
- Advocate for Change: Your Voice, Your Family Businesses
- Watch Now: Video Overview of Sen. Wyden’s Tax Act for Successful Individuals
- Starting at 12:00 PM Pacific Time. Register Now for Valuable IRS CCA 202152018 Insights.
- 24 Hours Left. Unlock Valuation Secrets: Register for Mark Lingerfield’s Webcast Now!
- Make Your Voice Count: Start the 5-Minute Anonymous Survey Here!
- Saying It Out Loud, By Pat Soldano. January 2024.
- Bipartisan Support Sees 35 Members Sign on to Growing CFBC
- Reality Check: U.S. Department of Labor Finalizes Worker Classification Rule
- [WEBCAST] Secrets Revealed with Valuation Expert Mark Lingerfield!
- Be Heard, Be Seen: Propel Generational Businesses to the Forefront
- Explore CCA 202152018 & Strategies for Closely Held Securities. Register Today.
- Leadership Insights: Ken Monroe & Kevin Hancock Share Employee Inspiration
- Deep Dive into IRS CCA 202152018 & Strategies for Minority Stock Valuation
- Shape the Future: Your Voice Matters for Family Businesses
- [WEBCAST] Valuation Mastery: Mark Lingerfield’s Exclusive Insights
- Homrich Berg, Whittier Trust Wealth Management Firms Support Family Businesses with New FEUSA Sponsorships
- Soldano Addresses Tax Issues at Associated Equipment Distributors’ Conference in DC
- Policy Update – Taxation & Representation: Tax Bill Talks Extend Into 2024 – What’s Next?
- Future-Proofing Family Offices: Navigating Generational Shifts
- Webcast Replay: Private Family Trust Companies: What? Why? How?
- Unlock Success: Navigate Your Business Transition Strategically
- Breaking News: Five Key Associations Rally Behind America’s Largest Private Employer
- Taxation & Representation Update For You. Supreme Court Tax Drama Unveiled: Will It Impact Your Finances?
- Last Chance. PTCs Webcast Starts In a Few Hours. Your Blueprint for Family Financial Triumph
- ACCA Partners with FEUSA to Boost America’s Family Businesses
- Beyond Business: Hancock Lumber’s Commitment to Community and Employees
- 24 Hours Left – Unlock Prosperity: PTC Strategies for Family Success
- A Webcast Replay: Year-End Strategies to Maximize Your Charitable Giving
- Ken Monroe of Holt: Mastering Next Gen and Workforce Challenges
- Join Us for an Exclusive Webcast on Private Family Trust Companies
- A Taxation & Representation Update For You
- Upstate NY Events Highlight Family Businesses
- Explore the What, Why, and How of Private Family Trust Companies
- Family Businesses: 74% Thrive 30+ Years, Reveals Research
- Join the Movement: Rally for Family Businesses by Contacting Congress Now
- Saying It Out Loud, By Pat Soldano. December 2023.
- Bush Beans’ Chairman Drew Everett Details 100-Year Commitment to Workforce, Community in New Podcast
- Uncover PTC Secrets: Transform Your Family’s Wealth Journey
- Family Business Hydraflow Shines in Orange County Register
- Championing Family Businesses: CRST’s John Smith and FEUSA’s Pat Soldano Take Center Stage
- Your Weekly Washington Updates
- PTCs Unleashed: Elevate Family Wealth Now
- Stand Up for Family Businesses: Take Action Now.
- Policy and Taxation Group Meeting Highlights: Tax Policies, Bipartisanship, and Growth
- Three Steps to Survive a Generational Transition of the Family Business
- EY Joins Family Enterprise USA as Platinum Sponsor
- Facts About Family Business
- The Importance of Pre-Sale Planning for Your Family Business
- Empowering Family Businesses: Homrich Berg & Whittier Trust Renew Sponsorships!
- You’re invited to an unparalleled opportunity brought to you by Policy and Taxation Group
- Last Call: Only a Few Hours Left – Act Now! Year-End Charitable Giving: What You Need to Know
- Hurry, Clock’s Ticking – 24 Hours Left. Giving Back, Moving Forward: Your Guide to Impactful Giving.
- Saying It Out Loud, By Pat Soldano. November 2023.
- Stay Ahead on Policy Updates. Week in Review: Power Shifts, Funding Battles, and Cryptocurrency Rules.
- How to Make the Most of Your Charitable Giving. Maximize Your Impact: Charitable Giving Strategies Unveiled!
- What a 2023 Survey Found Re: Family Office Compensation and Talent
- Breaking Barriers: CEO Sherri Bovino Reveals Secrets to Women’s Success in Male-Dominated Industries!
- Secure Your Spot: Frank Luntz Unveils Congress Insights on Nov 9 Webcast!
- Unlock the Secrets of Smart Giving in 2023! Reserve Your Spot Now!
- Exclusive Insights Await: Join Our Supporters-Only Webcast on Nov 9!
- Charitable Giving in 2023 and Beyond: Tax-Smart Strategies and More
- Private Family Trust Companies for Family Enterprises
- Policy Updates: In-depth Analysis of Hydrogen, Taxes, and Power Struggles
- New Pathstone Wealth Management Report Focuses on AI’s Transformative Potential
- Stay Informed: Dive Deeper into Congress with this Weekly Washington Update
- Year-End Charitable Giving Strategies: Learn from the Experts
- Policy Update, Legislative Lowdown, and Tax Worldview
- 2023 Annual Family Business Report
- Webcast Replay: South Dakota Trusts’ Game-Changing Tactics in Family Business Planning
- Exclusive Webcast Alert: Dive Into Congress’ Future with Frank Luntz on Nov 9!
- High Growth for Family Businesses Despite Inflation, Labor, and Recession
- Exclusive Invitation: State of Family Business & Critical Tax Issues Presentation!
- Weekly Washington Policy Updates
- Legislative Update and long awaited Tres and IRS Priority Guidance Plan
- Navigating Company Valuation Amidst Sales & Mergers: IRS Insight
- 2023: Family Businesses Flourish Despite Challenges!
- Key Industry Leaders Gather: Congressional Family Business Caucus
- Weekly Washington Update: Taxes, Health Care, Immigration, and More
- Register Today – Ensure Your Family’s Financial Security with a Trust
- Transform Your Family’s Financial Future with Modern Trust Designs
- Census Report Fuels Child Tax Credit Debate and More Updates
- Saying It Out Loud, By Pat Soldano. September 2023.
- Chris Thorkelson Provides Insights into Post-Covid Growth, Succession Planning, in New Video
- Discover the Secrets to Safeguarding Your Family’s Financial Future – Join Our Webcast!
- Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus!
- Comprehensive Updates: Government, Health Care, and Immigration
- How Can Philanthropy Build the Next Generation’s Financial Skills?
- Cybersecurity is No Longer Optional, It’s a Necessity
- Register Now for Webcast Starting at 12P PT: Philanthropic Strategies for Successful Families
- 24 Hours Left: Don’t Miss This Opportunity to Learn How to Make Your Giving More Effective
- Unlocking Success: Join us for a Family Business Roundtable with Frank Luntz
- Your Voice Matters: Contact Your Representatives in Congress Today!
- Trucking Industry and Family Businesses Unite to Fight Tax Hikes
- Navigating Tax Challenges for Family Businesses: Insights with Pat Soldano
- Free Webcast: How to Make Your Charitable Giving More Effective
- Congressional Family Business Caucus to Join Discussion on Capitol Hill Focused on Supporting Family Businesses
- Brownstein’s Tax Team Discusses the Future of Taxes
- Navigating Today’s Job Market: Smart Recruiting and Retention Strategies for Family Businesses
- Learn from Experts How to Make Your Giving More Effective
- Meet Frank Luntz at the Family Business Roundtable
- Urgent Alert: Family Businesses Misunderstood by Congress – Insights from Luntz & Mulvaney
- RSVP for Family Business Roundtable with Special Guest Frank Luntz
- 3 Tools to Help You Make a Bigger Impact
- Insights on NextGen Leadership Challenges: Stephanie Larscheid in New Family Enterprise USA Video!
- Stand Up for Change: Urge Your Representatives to Halt Harmful Policies and Excessive Regulation!
- Family Business Interests as a Trust Asset and the South Dakota Directed Trust
- Learn How To Make Your Charitable Giving More Effective
- Decoding Philanthropic Designs: DAFs, Foundations, Support Orgs
- The Future of Hardworking Taxpayers Depends on You! Contact Your Representatives Today!
- Take One Minute to Make an Impact. Support Hardworking Taxpayers.
- Unsung Heroes: Taxes & Family Businesses – A Must-Watch Video
- Time is Running Out! Contact Your Representatives Now to Support Family Businesses!
- Frank Luntz and Mick Mulvaney Sound the Alarm on Congress’ Lack of Understanding of Family Businesses
- Potential ‘Audit Storm’ Brewing for High Net-Worth Individuals, Says Business Evaluation Expert MPI
- Don’t Let Family Businesses Down! Support the Congressional Family Business Caucus!
- Family Businesses Need Your Help! Contact Your Representatives Today!
- Contingency Planning For Business Owners
- New Video Series Highlights the Importance of Community to Family Businesses
- Join Our Webcast: Expert Tips on Retaining Top Talent & Managing Independent Contractors
- Make Your Voice Count: Engage with Your Local Representatives for Change
- Saying It Out Loud, By Pat Soldano. July 2023.
- AI’s Transformative Potential: Rational Interest vs Irrational Exuberance
- Peter Latta of A. Duie Pyle Discusses Common Sense Policy Making in Family Enterprise USA Video
- Luntz and Mulvaney Ask: ‘Is Democracy at Risk?’ in New Video
- Attention Entrepreneurs: Help Shape the Future of Family Businesses – Contact Your Representatives Today!
- Calling All Supporters of Family Businesses: Act Now to Support the Congressional Family Business Caucus!
- Selecting Modern Trust Structures Based on a Family’s Assets
- Family Business Leaders Hear From Pollster Frank Luntz
- Family Business Leaders Share Insights at Congressional Caucus Meeting
- Protecting What You’ve Spent a Lifetime Building
- Register Now for Frank Luntz’s June 7 Webcast on the State of the Union
- Last Chance: Register Now for June 7 Supporters Webcast: See Frank Luntz on “Where Are We Now?”
- Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness
- Is the IRS Preparing for Audit Storm Among High Net-Worth Individuals?
- Family Business Caucus Holds 2nd Meeting in House Budget Committee Room, May 2023
- Make Your Voice Heard: Contact Your Representatives Now
- Saying It Out Loud, By Pat Soldano. May 2023.
- June 2nd Event: Important Tax Issues Affecting Successful Individuals, Family Offices and Family Businesses
- Labor Worries Among Major Issues Facing America’s Family Businesses, New Study Finds
- June 1st Event: Critical Tax Issues Impacting Successful Individuals, Family Offices and Family Businesses
- It’s Time to Speak Up: Contact Your Representatives Now
- Your Voice Matters! Contact Your Representatives Today.
- The Most Difficult Challenge Our Business Clients Face
- We Need Your Help! Contact Your Representatives in Congress. Do It Now!
- The Future of the Successful Businesses: What to Expect with Tax Reform
- May 16th Event: Tax Reform and Family Businesses Under Congressional Review
- Laird Coatings Founder Ed Laird Hands Over Reigns to Next Generation
- How the New Tax Law Will Affect Family Businesses: A Congressional Perspective
- Profile of the Family Office Leader of the Future
- PODCAST: Congresswoman Tenney Advocates for Family Businesses in New Podcast
- May 10th Tax Policy Event Focuses On Family Businesses
- Cornell Professor on How to Prepare the Next Generation for Leadership in Family Businesses
- The Power of America’s Family Businesses is All in the Numbers
- Saying It Out Loud, By Pat Soldano. April 2023.
- What Every Family Business Owner Needs to Know About Succession Planning
- Family Business Expert Pat Soldano Shares Valuable Insights in Latest Publication
- Pat Soldano is Speaking at the 11th Annual FBA Capitol Conference
- SECURE 2.0 Act Changes Affecting Family Business Owners
- Study Finds High Personal Tax Levels Concern Largest US Private Employer: Family Businesses
- Senators Kennedy, Thune Introduce New Death Tax Repeal Act of 2023
- WEBCAST REPLAY: It’s All Relative; Family Matters in Business Succession
- South Dakota Trust Co. Joins as New Sponsors Supporting Family Businesses
- New York Times Spotlights Family Businesses, Family Enterprise USA Research in Sunday Business Section
- Join Us for a Discussion on Family Business, Legislation, and Voter Attitudes: 2023 Survey Results Live Event
- Senators Renew Efforts, Yellen Defends 2024 Budget Proposals, CBO Report, and More
- PODCAST: Rep. Schneider Spotlights Importance of Educating Congress on Power of Family Businesses in New Podcast
- Keeping It in the Family: Why Succession Planning Matters
- Saying It Out Loud, By Pat Soldano. March 2023.
- Future-Proof Your Business: The Importance of Succession Planning
- Family Businesses in America Sound the Alarm on Tax and Labor Challenges in 2023 Survey
- FY2024 Budget Request Includes Tax Proposals for Wealthy Americans. Summary and Analysis.
- The Benefits of Succession Planning: Family Matters in Business Succession
- Family Businesses Receive a Boost in Representation with New Caucus
- Don’t Miss Our Live Event: 2023 Family Business Survey Results and Voter Attitudes Towards Elections
- [Last chance] Register For the March 8th Legislative and Political Updates Webinar
- Succession Planning is Important For a Variety of Reasons, Particularly for Family-Owned Businesses
- Caucus Spotlights Education, Representatives’ Experiences with Family Business
- Family Business Caucus, Legislative and Political Updates. March 8th Webcast – By Invitation Only
- [VIA ZOOM] It’s All Relative; Family Matters in Business Succession
- Avoid ‘Shirtsleeves to Shirtsleeves’ by Shifting Inheritance Vision to Private Capital
- New Congressional Family Business Caucus Co-Chairs Ready for First Meeting Feb. 28
- [LIVE EVENT] 2023 Survey Results; Legislative Possibilities and Election Voter Attitudes
- [VIDEO] New Video Tells The Incredible Story of David Ellen’s Equipment Corp
- Still Thinking About Participating in Transitions Spring 2023?
- Inheritance VS. Private Capital
- Pomp and Positioning: The State of the Union Address, 2023
- Family Business Caucus Begins Work with First Meeting on February 28
- Introduction to the New Members of the Ways and Means Committee
- Legislative Wins and New Congressional Caucus Help Put Positive Spotlight on Importance of Family Businesses
- Saying It Out Loud, By Pat Soldano. February 2023.
- Urgent Message From Pat Soldano. Survey Closing in 24 Hours. Please Help Now.
- Impact of Supply Chain Disruptions in 2023
- Survey Closing in 4 Days. Join The Battle Against Increasing Tax Hikes.
- [VIDEO] ‘You’re Number One’ Service Mantra Takes Ellen Equipment Corp. to $56 million in 8 Years
- Ways and Means Potential Legislative Agenda
- U.S. Debt Limit: Current Landscape and Key Takeaways
- We Need Your Help & Input As We Work With Congress To Fight For Multi-Generational Small Businesses
- New Congressional Family Business Caucus Helps Focus Attention on Survey
- Help Us In The Battle To Save Small Business Owners From Unfair Tax Hikes – Take A Short Survey
- ATA Supports Formation of New Congressional Family Business Caucus
- Take A Short Survey To Help Save Local Businesses From Historic Tax Increases
- [VIDEO] Transitioning For the Future, Cutting Red Tape Is Key to Success for GoodFellow Bros.
- [VIDEO] Family Trust Agreements, Community Giving Spotlighted in New Video with Thompson Realty
- State of Family Business Annual National Survey Launched
- [VIDEO] Not Waiting for the Government, IRC’s CEO Creates Company Training Center
- Training the Next Generation is Key to Success for California’s Lippow Development
- Omnibus Funding Bill Scraps Most Tax Provisions; Includes Retirement Savings Bill
- A Year of Tax and Policy Wins Helps Family Businesses Remain Strongest Source of Private Employment
- Government Gridlock or Season of Compromise? Washington Experts Warren & Soldano Discuss Congress’ Agenda & Priorities
- Saying It Out Loud, By Pat Soldano. December 2022.
- Pass-Through Entities Explained
- Trends in the Overall Family Business Enterprise Market
- It’s All Relative; Family Matters in Business Succession
- 2023 Will Be a Year of Uncertainty for Family Businesses
- Bipartisan Group of Congressional Members Launch Congressional Family Business Caucus Focused on Family-Owned Businesses
- Saying It Out Loud, By Pat Soldano. November 2022.
- New Videos Reveal Difficulties, Successes in Transitioning to Next Generation, & Giving Back
- PODCAST: “What Happened?” Midterm Elections – Winners and Losers
- Is a For-Profit Family Office Right for You?
- Save The Date: November 16th Webinar Talking About The Impact of Midterm Results – By Invitation Only
- WEBINAR REPLAY: Business Owners 2022 Family Business Survey Review
- WEBINAR REPLAY: Business Owners 2022 Family Business Survey Review
- Soldano Speaks at ATA’s Recent Global Management Conference in San Diego
- WEBINAR REPLAY: Linda C. Mack of Mack International Talks About Recruiting and Retention Strategies
- Mid-Term Election Fallout Critical to Tax Policies for Family Businesses
- Tax and Economic Legislative Concerns for Families and Family Business
- Saying It Out Loud, By Pat Soldano. October 2022.
- Last Chance to Register. 2022 Family Business Survey Review Webinar (10/25)
- Only 5 Days Left to Register For The 2022 Family Business Survey Review Webinar
- WEBINAR REPLAY: Linda C. Mack of Mack International Talks About Recruiting and Retention Strategies
- Reducing the Tax Impact on the Sale of Your Business
- Last Chance to Register. Recruiting and Retention Strategies Webinar (10/19)
- Save 15% When You Register Now: Transitions Fall 2022
- [WEBINAR] Business Owners 2022 Family Enterprise USA Survey Review (10/25)
- You Are Invited to Register. Recruiting and Retention Strategies Webinar (10/19)
- Meet Our Keynote Speakers: 2022 Family Business Survey Review Webinar
- Join Other Family Companies at Transitions Fall 2022
- Annual Awards Presented to Best Family-Owned Businesses
- Successful Succession Planning
- You’re Invited to Business Owners 2022 Family Enterprise USA Survey Review Webinar (10/25)
- Learn About Recruiting and Retention Challenges & Successes
- [Webinar] Get Ahead of the Curve: How Recruitment and Retention Strategies Are Changing Everything
- Join Us For The ‘Voice of Family Business on Capitol Hill’ Podcast Series
- Summary of PATG Supporters Meeting Conducted in Washington DC On 9/21/22
- Podcast: A Family Business Boosts its Health by Making a MD its CEO
- [Webinar] Recruiting and Retention Strategies That Actually Work
- Considerations on Establishing Family Governance
- Have You Heard the ‘Voice of Family Business on Capitol Hill’ Podcast Series?
- ‘Voice of Family Business on Capitol Hill’ Podcast Series Launched by FEUSA
- CSUF Offers Family Business Workshops through its Center for Family Business
- Don’t tax America’s family businesses to death
- Envisioning Life After Your Family Business Succession
- FEUSA to Launch ‘Voice of Family Business on Capitol Hill’ Podcast Series September 15
- Become A Supporter & Meet Us in DC For Congressional Visits
- The Podcast Series, ‘The Voice of Family Business on Capitol Hill’ Launches Next Week
- The Top Risks Family Businesses Face
- Meet Us in DC For Congressional Visits. Become A Supporter Now.
- New Podcast Series, ‘The Voice of Family Business on Capitol Hill’ Debuts Sept. 15, Featuring Dr. Frank Luntz
- Become A Supporter & Meet Us in DC For Congressional Visits
- WEBINAR REPLAY: How Butterball Farms Harnessed the Power of Collaboration to Stabilize a Workforce
- Saying It Out Loud, By Pat Soldano. August 2022.
- WEBINAR REPLAY – Business Valuation: From Estate Planning to Exit Planning
- Above the Line Planning
- Register Now: ‘More Than Just Money’ Family Business Legacy & Wealth Conference
- [Last chance] Register For Our August 18th Webinar
- House Passes Inflation Reduction Act
- How Butterball Farms Harnessed the Power of Collaboration to Stabilize a Workforce
- Join Us in DC for September Meetings & Hill Visits
- ‘More Than Just Money’ Family Business Legacy & Wealth Conference
- Peters Speaks with Soldano About Keeping a Multi-Generational Family Business Growing
- YOU’RE INVITED To Join Us For An Exciting Webinar
- Webinar Replay: For Profit Family Office Structure – Is It Right For Your Family?
- Employees at America’s Family Businesses Are Doing Better
- Harness the Power of Collaboration to Stabilize a Workforce
- 2 Days Left to Register For Profit Family Office Structure Webinar
- Meet Our Keynote Speaker | For Profit Family Office Structure Webinar
- Article Focuses on Tax Issues, Labor, and Inflation Findings from Recent Survey
- YOU’RE INVITED: For Profit Family Office Structure – Is It Right For Your Family?
- [Last chance] Register For the July 27th Webinar
- Register now: For Profit Family Office Structure – Is It Right For Your Family?
- Visits & Caucus Get Private Company Director Spotlight
- Channellock’s DeArment Opens Up on Challenges of Multi-Generational Businesses
- Shifting News About Reconciliation
- Webinar Subjects Include What’s Happening at the IRS & Audit Triggers
- INOLEX & Employees Help Ukraine
- Saying It Out Loud, By Pat Soldano. July 2022.
- New Webinar: ‘How Much Is My Family Business Worth?’
- Business Valuation Webinar: From Estate Planning to Exit Planning
- Family Business Centers, Family Businesses Meet Capitol Hill Representatives
- [LAST CHANCE] Business Owner Survey
- Winning The War on The Wealthy
- How to Get the Most from Your Board
- Danger Ahead: Need to Watch Tax Proposals Damaging to Families, Family Enterprises
- [Survey] How Do You Hold Ownership of Your Family Business?
- A Proven Process for Recruiting and Retaining Top Family Enterprise Leadership Talent
- Saying It Out Loud, By Pat Soldano. June 2022.
- PODCAST: The Power of The U.S. Family Business: A Conversation with Pat Soldano
- One Question; Business Owner Survey
- The one you’ve been waiting for… the Private Company Governance 2.0 Summit, June 15-17
- How do you hold ownership of your family business or family office?
- Local Charities Rely on Family Businesses For Survival in Tough Times, Research Shows
- Family Business Stories Come to Life in YouTube Video Series
- Embrace Your Role as Future Family Business Leader
- The Surprising Facts of What America’s Family Businesses Look Like
- Full Slate of Events Scheduled for Family Businesses This Month
- 2022 Family Office Trends
- You Are Invited To Hear Frank Luntz & Karl Rove Speaking May 11
- Considerations in Making a Gift of a Business Interest to a Public Charity
- Hear Frank Luntz and Pat Soldano. We Can’t Continue This Fight Without You.
- By Invitation Only – May 11th Zoom Addressing Latest Tax Legislation
- A Conversation with Frank Luntz and Pat Soldano
- Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium
- An Opportunity to Save on Income Taxes
- Multi Generational Business Owners See Growth Despite Pandemic, Taxes, Government Regulation
- Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium
- Last Chance To Participate
- Want To Protect Your Multi-Generational Business?
- Do This And Be The First To Get The DC Legislators To Help You!
- From Generation to Generation
- Race to Replace Brady: New Challenger. Taxation & Representation and Tax Tidbit
- Want To Protect Your Multi-Generational Business?
- The Lifecycle of the Entrepreneurial Business: Wonder . . . Blunder . . . Thunder . . . Plunder
- Protect Lifetime Of Savings
- Join The Movement Supporting Multi-Generational Businesses
- Historic Tax Increases Threaten The Fidelity Of Your Business
- Join Today to Attend Invitation Only Feb 8th Zoom Addressing Latest Tax & Policy Outlook
- We’re Fighting For The Future Of Family Businesses
- Do You Have 5 Minutes To Help Your Business?
- U.S. Federal Labor Report. Labor Updates From Washington, D.C.
- Join The Fight. Take 5-minute survey and we will do the rest.
- Protect Your Lifetime Of Savings
- The best thing you can do for your family business is …
- Attn Family Business Owners: Use This Today To Get Your Opinions Heard
- Want To Protect Your Multi-Generational Business?
- Key Dates to Watch Early This Year: Taxation & Representation and Tax Tidbit
- Do This And Be The First To Get The DC Legislators To Help You!
- Taxation & Representation and Tax Tidbit
- Build Back Better Act Passed By House! Details…
- Help Us Take Action – Contact Congress: Stop New Tax on Individuals and Trusts and Estates
- Taxation & Representation & Tax Tidbit
- Senator Tester of MT, Frank Luntz and COS for Rep David Scott of GA Will Be Speaking
- We Can’t Continue This Fight Without Your Help
- Update on the Bipartisan Infrastructure Deal
- Save the Date: Year-End Legislative Updates and Tips
- Possible Solutions For Life Insurance Policies “Aging Out”
- Taxation & Representation & Tax Tidbit, October 19, 2021
- National Poll Results: What Biden Tax Policy Is Important To You?
- PATG Supporters Attend Strategic Meetings in Washington, DC To Stop Historic Tax Increases
- Taxation & Representation, October 5, 2021
- Family Business Under Attack; What Budget Reconciliation Includes
- Webinar Replay: Introduction to Family Governance
- PATG Zoom on 9/22 Addressing Latest Tax Legislation – PATG Supporters Only
- IMPORTANT NEWS: Ways and Means Propose tax increases on Family Business and High Income Individuals
- Plan to Attend – Introduction to Family Governance Webinar
- Family Businesses Face Pandemic Challenges and Legislative Concerns
- Poll: How Long is Your Longest-Term Employee?
- Register Now to Attend “Introduction to Family Governance” Webinar
- WATCH: Is Life Insurance A Solution For The Estate Tax?
- Join Us For Introduction to Family Governance
- How Biden’s Tax Proposals Will Affect 3rd Generation Women Owned Business
- Poll: How Long is Your Longest-Term Employee?
- National Survey Results: Biden’s New Tax Policies – Help or Hindrance?
- UPDATE: Thune Proposed Amendment to Budget Resolution. Don’t Eliminate Step Up!
- NEWS: Thune Proposed Amendment to Budget Resolution; DON’T ELIMINATE STEP UP!
- How Much Tax Will You Pay With Biden’s Tax Plan?
- Pat Soldano Speaking at Family Firm Institute July 12
- PLEASE! Watch short video; Destruction Of Family Businesses; Elimination Of Step Up In Basis!
- ALERT: Elimination of Step Up in Basis Could Destroy Your Business!
- Job Loss Example Due to Repeal of Step-Up Of Basis
- Economic Impact from Repeal of Step-up in Basis
- Warning; Elimination of Step Up in Basis could destroy your business!
- House Ways & Means Select Revenue Measures Subcommittee Hearing on Taxing the Wealthy
- BREAKING NEWS!! Bipartisan Estate Tax Rate Reduction Bill introduced in both House and Senate today!
- Pat Soldano Speaking at LIDO LIVE Webinar May 19
- Importance of Family Businesses’ Contribution to the U.S. Economy
- Family Business Survey Highlights Estate Tax As The #1 Economic Public Policy Priority Issue
- Last Chance To Register to Hear About Current Legislative Agendas
- What is the House and Senate Step Up In Basis Elimination Legislation?
- Results Are In: 2021 Family Business Survey Report Highlights
- Connected Conversations – Family Businesses Contribution to the U.S. Economy: A Closer Look on April 14
- Hydraflow: Operating Business During Pandemic
- Colette’s Catering: Managing Business During Pandemic
- Loutech: Dealing with COVID-19
- Root Family of Florida and COVID-19
- Pomerleau Real Estate Supports Local Community During COVID19
- Give a Voice to Family Business Concerns
- Family Office Outlook 2021 Silicon Valley / Virtual Forum
- #FamilyFirst webcast with Pat Soldano
- C&S Provides PTO, Bonuses To Employees For Covid-19 Challenges
- Publix deploys contactless payment for extra COVID-19 safety
- IRS Clarifies Payroll Tax Deferral Is at Employer’s Discretion
- Bechtel Group Foundation Establishes Bechtel COVID-19 Relief Fund in Partnership with GlobalGiving
- Tyson Foods adopts weekly coronavirus testing for workers
- Lee Company pivots to aid ventilator-making effort
- This approach helps e-commerce company thrive during COVID
- Ford Will Provide COVID-19 Testing for Employees As Plants Reopen
- Comcast employees reactivate their service to aid in COVID-19 response
- News Corp campaign thanks front-line retail staff for their work during COVID-19
- Walmart is considering testing its employees for the novel coronavirus and COVID-19 antibodies
- Saturno and Plimpton Join The Board of Directors of Family Enterprise USA
- Family Business Report Presented to BNY Mellon Wealth Management Group
- Survey of Family Enterprises Reveals COVID-19 Is Still a Big Concern
- When cupcakes met COVID: How one family business pivoted to sweet success
- Business is ‘popping’ during the pandemic for fifth-generation popcorn company
- Trump Visits Guilford, Maine to Thank Puritan Employees
- Mother-daughter team draws on ‘wealth of experience’ to help clients through uncertain times
- Family business owners weigh in on taxes, regulation
- How Did You Help During the Great Pandemic?
- We Need Your Help – Family Businesses Survey
- The War on Capitalism – The Whole Story.
- The War on Capitalism – Part 1 of 3
- 2019 – Family Business USA Survey
- 2018 Family Businesses Survey Commitments, Challenges, & Concerns
- Anthony Timberlands
- My Estate Tax Experience
- Family Operating 100 Hardware Stores
- The Politics Of It All. Minneapolis Luncheon and Discussion
- Family Businesses; Jobs, Economic Growth and Charitable Giving
- Jobs and Opportunity: Legislative Options to Address the Jobs Gap
- Family Businesses – Jobs, Economic Activity and Charity
- A Letter for Ways and Means Tax Policy Subcommittee Hearing
- Wishing You All The Very Happiest Of New Years
- Estate Tax Causes In-ability To Contribute Clean Water, Clean Air, And Wildlife Habitat
- Death Tax Forced Lay Off Of Seasonal Workers
- Selling Everything To Pay Estate Tax
- Investments At Risk If The Tax Exemption Is Reduced
- Shutting Down Branches, Laying Off Workers, Or Liquidating Inventory
- Statement of Terry Neese: Distinguished fellow, National Center Of Policy Analysis Family Policy Center.
- Family Businesses In The US Economy
- An Analysis Of The Descent Distance Into The Defects Of The Estate Tax On Entrepreneurship
- Survey Of The Impact Of The Federal Estate Tax on NAWBO Member Businesses
- United States Thrives Because Of The Entrepreneurial Spirit
- Death Tax End Needed For Business
- The Additional Costs Of Estate Tax
- Selling Nearly Half Of The Estate To “Pay For” The Other Half
- Land Owner Impacted In Major Way Upon The Death Of The Patriach
- Post-Election Survey Results, Groundbreaking Data On The Efforts Of The Death Tax
- Family Businesses Survey Reveals Strengths, Challenges Ahead
- Growth Consequences of Estate Tax Reform: Impacts on Family and Small Businesses
- Afro American Newspapers: Families need a permanent, certain fix of Estate Tax
- PATG 100+ Executive Interviews of Hispanic Family-Owned Businesses
Category: Family Enterprise USA
- Are You Ready for What’s Coming Next? Pat Soldano Shares What to Expect
- 2025 Annual Family Business Report
- Inside the First FEUSA Capitol Hill Event of 2025: Spotlight on Women-Owned Family Businesses
- House Tax Teams Work to Extend TCJA and Ensure Long-Term Tax Stability
- Survey Closing in 24 Hours. Help Congress Hear Your Voice in Just 5 Minutes.
- International Franchise, National Stone, Sand & Gravel, and Calif. Hotel & Lodging Associations Join FEUSA
- Lasts Days Before Survey Closes
- Make Your Impact: Survey for Family Business Advocacy
- Make Your Impact: Survey for Family Business Advocacy
- National Restaurant Association, Wine & Spirits Wholesalers of America Join to Advocate for Family Businesses
- Your Feedback Matters: Help Congress Hear Your Voice in Just 5 Minutes
- Help Shape Family Business Advocacy in Washington, DC
- Your Voice Matters for Family Businesses! Take this 5-Minute Survey
- Your Opinion Matters to Congress: Take this 5-Minute Survey
- Register Now: Congressional Family Business Caucus Meeting – March 11, 2025
- New Coalition Forms to Amplify Voices of Women Business Owners – Learn More
- New Coalition Forms to Amplify Voices of Women Business Owners – Learn More
- Take Action for the Future of Family Businesses: Take Our Survey
- 24 Hours to Go: Post Election Market Insights That Could Transform Your Investment Strategy
- Your Perspective Matters: Complete Our Family Business Survey
- Buchanan Street Partners is New Family Enterprise USA Sponsor
- Register Now for Post Election Investing Insights!
- Elections Create ‘Rare Opportunity’ to Make TCJA Tax Bill Permanent, Says Rep. Greg Steube
- Three Family Business-based Associations Join to Support Family Businesses, Create Stronger Voice on Capitol Hill
- Corporate Transparency Act Insights from Matt Brown: Watch the Replay Now
- Preserve Your Family’s Legacy at the Transitions Fall Event!
- Leadership Building at Family Offices Require a ‘Blueprint,’ says Linda Mack in New Webcast
- Summary of September Family Business Caucus Roundtable
- Vast Majority of Family Businesses Are ‘Pass Through’ Entities, Get Taxed More, Says National Survey from FEUSA
- Largest Family-Owned Businesses Use Single-Family Offices over Multi-Family Offices, FEUSA Survey Finds
- Learn, Connect, and Grow: Family Business Transitions Fall 2024
- [ONLY 24 HOURS LEFT TO REGISTER – WEBCAST] Engage with Industry Leaders
- Four National Associations Join with FEUSA to Advocate for America’s Family Businesses
- Prepare for the Future of Your Family Office
- [WEBCAST] Avoid Common Hiring Mistakes
- Register Now for Expert C-Suite Hiring Insights!
- New Membership Level Offered to Non-Family Businesses by Family Enterprise USA
- [REGISTER TODAY] Protecting Wealth in Today’s Legislative Environment
- U.S. Family Businesses Grow Despite Challenges of Inflation, Labor, and Taxes Says Latest Family Business Survey
- Next-Gen Family Business Survey
- Whittier Trust Executives Detail ‘Core-Satellite’ Estate Planning Technique in Webcast Replay
- Family Business ‘Succession’ Is Topic Set for Congressional Family Business Caucus May 14
- Family Business Survey, Execs Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
- Navigating Generational Success: An Interview with David Brown, CEO of Wyo- Ben
- 2024 Growth Predicted for 74% of Family Businesses, National Debt Concerns Revealed in FEUSA’s Latest Survey
- Uncover the Power of Active Management with Fenimore Asset Management
- Legacy and Succession: Navigating Generational Transitions in Business
- New Video on Family Business ‘Workforce Challenges’ Premieres
- Dive into Effective Investment Strategies. Register for Our Webcast!
- Get to Know the Congressional Family Business Caucus in New Video
- Workforce Issues Highlight Latest Family Business Caucus with Co-Chairs Schneider, Tenney, & Arrington Speaking at Event
- Would You Like More Income Every Year? Don’t Miss Our Webcast!
- Family Business Caucus Meets with Business Leaders and Employees on Capitol Hill
- Discover 3D Investing: Join Our Webcast for Proven Strategies!
- [WEBCAST] Would You Like More Income Every Year?
- Members of Congress Set to Attend Bipartisan Congressional Family Business March 12 on Capitol Hill
- Power of Partnership: FEUSA Thanks Collaborators for Record 789 Survey Responses
- Learn how to navigate generational wealth transfer with hybrid ownership strategies. Register today.
- Join Us on March 12: Family Business Workforce Issues Hear personal stories & crucial research findings. RSVP now!
- Explore innovative hybrid models to safeguard wealth and empower entrepreneurial goals. Don’t miss this opportunity.
- Congressional Family Business Caucus Sets Meeting Schedule for 2024
- WEBCAST: Hybrid Ownership Strategies Unveiled
- 24 Hours to Register for Live Webcast: Safeguard Love & Business – Essential Planning Ahead.
- LIVE WEBCAST: Discover critical steps to shield your family business from the unforeseen challenges
- Join Our Webcast for Vital Steps in Business Planning to Withstand Unexpected Challenges
- Business Love Blueprint: Guard Your Legacy. Ensure your place for this enlightening webcast by clicking here.
- Make Your Voice Heard. Share Your Thoughts in the Survey. Click to Start!
- Matt Nielsen Elected to Family Enterprise USA Board of Directors
- Register for Live Webcast: Safeguard Love & Business – Essential Planning Ahead.
- Advocate for Change: Your Voice, Your Family Businesses
- Watch Now: Video Overview of Sen. Wyden’s Tax Act for Successful Individuals
- Starting at 12:00 PM Pacific Time. Register Now for Valuable IRS CCA 202152018 Insights.
- 24 Hours Left. Unlock Valuation Secrets: Register for Mark Lingerfield’s Webcast Now!
- Make Your Voice Count: Start the 5-Minute Anonymous Survey Here!
- Bipartisan Support Sees 35 Members Sign on to Growing CFBC
- [WEBCAST] Secrets Revealed with Valuation Expert Mark Lingerfield!
- Be Heard, Be Seen: Propel Generational Businesses to the Forefront
- Explore CCA 202152018 & Strategies for Closely Held Securities. Register Today.
- Leadership Insights: Ken Monroe & Kevin Hancock Share Employee Inspiration
- Deep Dive into IRS CCA 202152018 & Strategies for Minority Stock Valuation
- Shape the Future: Your Voice Matters for Family Businesses
- [WEBCAST] Valuation Mastery: Mark Lingerfield’s Exclusive Insights
- Homrich Berg, Whittier Trust Wealth Management Firms Support Family Businesses with New FEUSA Sponsorships
- Future-Proofing Family Offices: Navigating Generational Shifts
- Webcast Replay: Private Family Trust Companies: What? Why? How?
- Unlock Success: Navigate Your Business Transition Strategically
- Breaking News: Five Key Associations Rally Behind America’s Largest Private Employer
- Last Chance. PTCs Webcast Starts In a Few Hours. Your Blueprint for Family Financial Triumph
- ACCA Partners with FEUSA to Boost America’s Family Businesses
- Beyond Business: Hancock Lumber’s Commitment to Community and Employees
- 24 Hours Left – Unlock Prosperity: PTC Strategies for Family Success
- A Webcast Replay: Year-End Strategies to Maximize Your Charitable Giving
- Ken Monroe of Holt: Mastering Next Gen and Workforce Challenges
- Join Us for an Exclusive Webcast on Private Family Trust Companies
- Upstate NY Events Highlight Family Businesses
- Explore the What, Why, and How of Private Family Trust Companies
- Family Businesses: 74% Thrive 30+ Years, Reveals Research
- Uncover PTC Secrets: Transform Your Family’s Wealth Journey
- PTCs Unleashed: Elevate Family Wealth Now
- Policy and Taxation Group Meeting Highlights: Tax Policies, Bipartisanship, and Growth
- Three Steps to Survive a Generational Transition of the Family Business
- EY Joins Family Enterprise USA as Platinum Sponsor
- The Importance of Pre-Sale Planning for Your Family Business
- Empowering Family Businesses: Homrich Berg & Whittier Trust Renew Sponsorships!
- New Pathstone Wealth Management Report Focuses on AI’s Transformative Potential
- 2023 Annual Family Business Report
- Webcast Replay: South Dakota Trusts’ Game-Changing Tactics in Family Business Planning
- High Growth for Family Businesses Despite Inflation, Labor, and Recession
- 2023: Family Businesses Flourish Despite Challenges!
- Chris Thorkelson Provides Insights into Post-Covid Growth, Succession Planning, in New Video
- How Can Philanthropy Build the Next Generation’s Financial Skills?
- Nasser Watar Joins Family Enterprise USA Board of Directors
- Trucking Industry and Family Businesses Unite to Fight Tax Hikes
- Congressional Family Business Caucus to Join Discussion on Capitol Hill Focused on Supporting Family Businesses
- Urgent Alert: Family Businesses Misunderstood by Congress – Insights from Luntz & Mulvaney
- Insights on NextGen Leadership Challenges: Stephanie Larscheid in New Family Enterprise USA Video!
- Navigating Policy: Transportation Insights in New Podcast
- Frank Luntz and Mick Mulvaney Sound the Alarm on Congress’ Lack of Understanding of Family Businesses
- Join Our Webcast: Expert Tips on Retaining Top Talent & Managing Independent Contractors
- June 2nd Event: Important Tax Issues Affecting Successful Individuals, Family Offices and Family Businesses
- Labor Worries Among Major Issues Facing America’s Family Businesses, New Study Finds
- June 1st Event: Critical Tax Issues Impacting Successful Individuals, Family Offices and Family Businesses
- The Future of the Successful Businesses: What to Expect with Tax Reform
- May 16th Event: Tax Reform and Family Businesses Under Congressional Review
- How the New Tax Law Will Affect Family Businesses: A Congressional Perspective
- May 10th Tax Policy Event Focuses On Family Businesses
- The Power of America’s Family Businesses is All in the Numbers
- What Every Family Business Owner Needs to Know About Succession Planning
- South Dakota Trust Co. Joins as New Sponsors Supporting Family Businesses
- New York Times Spotlights Family Businesses, Family Enterprise USA Research in Sunday Business Section
- Join Us for a Discussion on Family Business, Legislation, and Voter Attitudes: 2023 Survey Results Live Event
- Keeping It in the Family: Why Succession Planning Matters
- Future-Proof Your Business: The Importance of Succession Planning
- Family Businesses in America Sound the Alarm on Tax and Labor Challenges in 2023 Survey
- The Benefits of Succession Planning: Family Matters in Business Succession
- Family Businesses Receive a Boost in Representation with New Caucus
- Don’t Miss Our Live Event: 2023 Family Business Survey Results and Voter Attitudes Towards Elections
- Succession Planning is Important For a Variety of Reasons, Particularly for Family-Owned Businesses
- [VIA ZOOM] It’s All Relative; Family Matters in Business Succession
- New Congressional Family Business Caucus Co-Chairs Ready for First Meeting Feb. 28
- [LIVE EVENT] 2023 Survey Results; Legislative Possibilities and Election Voter Attitudes
- [VIDEO] New Video Tells The Incredible Story of David Ellen’s Equipment Corp
- Still Thinking About Participating in Transitions Spring 2023?
- Family Business Caucus Begins Work with First Meeting on February 28
- Legislative Wins and New Congressional Caucus Help Put Positive Spotlight on Importance of Family Businesses
- Urgent Message From Pat Soldano. Survey Closing in 24 Hours. Please Help Now.
- Survey Closing in 4 Days. Join The Battle Against Increasing Tax Hikes.
- We Need Your Help & Input As We Work With Congress To Fight For Multi-Generational Small Businesses
- New Congressional Family Business Caucus Helps Focus Attention on Survey
- Help Us In The Battle To Save Small Business Owners From Unfair Tax Hikes – Take A Short Survey
- ATA Supports Formation of New Congressional Family Business Caucus
- Take A Short Survey To Help Save Local Businesses From Historic Tax Increases
- State of Family Business Annual National Survey Launched
- A Year of Tax and Policy Wins Helps Family Businesses Remain Strongest Source of Private Employment
- Bipartisan Group of Congressional Members Launch Congressional Family Business Caucus Focused on Family-Owned Businesses
- Is a For-Profit Family Office Right for You?
- Soldano Speaks at ATA’s Recent Global Management Conference in San Diego
- Mid-Term Election Fallout Critical to Tax Policies for Family Businesses
- Tax and Economic Legislative Concerns for Families and Family Business
- Last Chance to Register. 2022 Family Business Survey Review Webinar (10/25)
- Only 5 Days Left to Register For The 2022 Family Business Survey Review Webinar
- Reducing the Tax Impact on the Sale of Your Business
- Last Chance to Register. Recruiting and Retention Strategies Webinar (10/19)
- How To’s – Protecting a Lifetime of Savings
- [WEBINAR] Business Owners 2022 Family Enterprise USA Survey Review (10/25)
- You Are Invited to Register. Recruiting and Retention Strategies Webinar (10/19)
- Chubb Insurance & USI Insurance Join FEUSA as New Sponsors
- Whittier Trust & Homrich Berg Join Family Enterprise USA as New Sponsors
- Meet Our Keynote Speakers: 2022 Family Business Survey Review Webinar
- Annual Awards Presented to Best Family-Owned Businesses
- Successful Succession Planning
- You’re Invited to Business Owners 2022 Family Enterprise USA Survey Review Webinar (10/25)
- Learn About Recruiting and Retention Challenges & Successes
- [Webinar] Get Ahead of the Curve: How Recruitment and Retention Strategies Are Changing Everything
- Join Us For The ‘Voice of Family Business on Capitol Hill’ Podcast Series
- Summary of PATG Supporters Meeting Conducted in Washington DC On 9/21/22
- Podcast: A Family Business Boosts its Health by Making a MD its CEO
- [Webinar] Recruiting and Retention Strategies That Actually Work
- Considerations on Establishing Family Governance
- Have You Heard the ‘Voice of Family Business on Capitol Hill’ Podcast Series?
- ‘Voice of Family Business on Capitol Hill’ Podcast Series Launched by FEUSA
- FEUSA to Launch ‘Voice of Family Business on Capitol Hill’ Podcast Series September 15
- The Podcast Series, ‘The Voice of Family Business on Capitol Hill’ Launches Next Week
- The Top Risks Family Businesses Face
- New Podcast Series, ‘The Voice of Family Business on Capitol Hill’ Debuts Sept. 15, Featuring Dr. Frank Luntz
- WEBINAR REPLAY – Business Valuation: From Estate Planning to Exit Planning
- Peters Speaks with Soldano About Keeping a Multi-Generational Family Business Growing
- YOU’RE INVITED To Join Us For An Exciting Webinar
- Webinar Replay: For Profit Family Office Structure – Is It Right For Your Family?
- Employees at America’s Family Businesses Are Doing Better
- Harness the Power of Collaboration to Stabilize a Workforce
- 2 Days Left to Register For Profit Family Office Structure Webinar
- Meet Our Keynote Speaker | For Profit Family Office Structure Webinar
- Article Focuses on Tax Issues, Labor, and Inflation Findings from Recent Survey
- YOU’RE INVITED: For Profit Family Office Structure – Is It Right For Your Family?
- Register now: For Profit Family Office Structure – Is It Right For Your Family?
- Visits & Caucus Get Private Company Director Spotlight
- Channellock’s DeArment Opens Up on Challenges of Multi-Generational Businesses
- Webinar Subjects Include What’s Happening at the IRS & Audit Triggers
- INOLEX & Employees Help Ukraine
- New Webinar: ‘How Much Is My Family Business Worth?’
- Business Valuation Webinar: From Estate Planning to Exit Planning
- Family Business Centers, Family Businesses Meet Capitol Hill Representatives
- Winning The War on The Wealthy
- How to Get the Most from Your Board
- The one you’ve been waiting for… the Private Company Governance 2.0 Summit, June 15-17
- Embrace Your Role as Future Family Business Leader
- Why Congress is Choking Family Businesses
- Private Placement Insurance Products
- The Surprising Facts of What America’s Family Businesses Look Like
- Full Slate of Events Scheduled for Family Businesses This Month
- 2022 Family Office Trends
- Navigating “Company Value” in Times of Choppy Market Activity
- Considerations in Making a Gift of a Business Interest to a Public Charity
- Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium
- An Opportunity to Save on Income Taxes
- Multi Generational Business Owners See Growth Despite Pandemic, Taxes, Government Regulation
- Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium
- Family Enterprise USA Adds Two New Members to the Board of Directors
- Last Chance To Participate
- Want To Protect Your Multi-Generational Business?
- Do This And Be The First To Get The DC Legislators To Help You!
- From Generation to Generation
- Want To Protect Your Multi-Generational Business?
- The Lifecycle of the Entrepreneurial Business: Wonder . . . Blunder . . . Thunder . . . Plunder
- Protect Lifetime Of Savings
- Join The Movement Supporting Multi-Generational Businesses
- Historic Tax Increases Threaten The Fidelity Of Your Business
- Join The Fight. Take 5-minute survey and we will do the rest.
- Protect Your Lifetime Of Savings
- The best thing you can do for your family business is …
- Attn Family Business Owners: Use This Today To Get Your Opinions Heard
- Want To Protect Your Multi-Generational Business?
- Do This And Be The First To Get The DC Legislators To Help You!
- National Poll Results: What Biden Tax Policy Is Important To You?
- How Biden’s Tax Proposals Will Affect 3rd Generation Women Owned Business
- Steve Wells, Founding Partner Of American Food And Vending Corporation Joined The Board Of Family Enterprise USA
- Importance of Family Businesses’ Contribution to the U.S. Economy
- Family Business Survey Highlights Estate Tax As The #1 Economic Public Policy Priority Issue
- Last Chance To Register to Hear About Current Legislative Agendas
- Results Are In: 2021 Family Business Survey Report Highlights
- Hiring: Director, Business Development Non- Profit
- Connected Conversations – Family Businesses Contribution to the U.S. Economy: A Closer Look on April 14
- Give a Voice to Family Business Concerns
- #FamilyFirst webcast with Pat Soldano
- Status Of The November Election, Potential Tax Policy Opportunities, and Additional COVID-19 Relief Legislation
- Saturno and Plimpton Join The Board of Directors of Family Enterprise USA
- Family business owners weigh in on taxes, regulation
- How Did You Help During the Great Pandemic?
- We Need Your Help – Family Businesses Survey
- Pat Soldano Speaking at IvyFON – 9/17/19
- The War on Capitalism – The Whole Story.
- The War on Capitalism – Part 1 of 3
- Pat Soldano – Speaking at FON – Family Office Network
- Oprah Winfrey Attacking Taxes on the Rich
- 2019 – Family Business USA Survey
- Our Work is NOT Complete – The Estate Tax has NOT been repealed.
- Supporters Meeting Recap from 9.27.18
- Estate Tax Update August 2018
- 2018 Family Businesses Survey Commitments, Challenges, & Concerns
- Tax Reform Qualitative Research Findings
- Family Businesses Survey Reveals Strengths, Challenges Ahead
Category: Family Offices
- [Starts in 24 Hours] Raising the Next Generation of Leaders in Family Business
- Inside the SCOTUS Tariff Case: What It Means for You
- [WEBCAST] Parenting Amidst Wealth: Shifting from Protection to Empowerment
- Are You Ready for What’s Coming Next? Pat Soldano Shares What to Expect
- 2025 Annual Family Business Report
- Hidden Risks in Family Enterprise: Transforming Vulnerability into Strength
- Parenting in a Family Business: Empowering the Next Generation
- Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises with EY
- You’re Invited! Tariff Talk with Brownstein, Nov 11, 2025
- Is your business being affected by the “shut down”?
- Taxation & Representation Update: What the ongoing shutdown means for your business
- Family Businesses Concerned About Potential New Wealth Tax Act
- Guiding Adult Children in Family Business: Join the Discussion
- MIND THE GAPS: Family Solutions for Insurance Risk Management
- [WEBCAST] Help the Next Generation Thrive: Parenting Amidst Wealth
- Saying It Out Loud October 2025, By Pat Soldano
- Policy and Taxation Update: IRS & Treasury Reshuffle: What It Means for Wealth Preservation
- Family Business Leaders Discuss ‘Legacy & Longevity’ During Meeting with Caucus Members, Legislative Experts
- Quick Poll: Washington wants to tax unrealized wealth – do you agree?
- Register Today: Tax Implications of Entity Choice for Family Enterprises
- Charitable Giving: DAFs vs. Private Foundations
- Don’t Miss It: Tax Trade-offs of Pass-throughs vs. Corporations Explained
- Legacy and Longevity: How Congress Can Support the Next Generation of Family Business
- Join Us at Transitions Fall 2025 – Enjoy 20% Off Registration
- Stronger Together: Building Governance That Preserves Wealth for Generations with Whittier Trust
- Taxation & Representation: Shutdown & Tax Changes – Key Updates for Family Offices and Successful Families Ahead
- Webcast: Choosing the Right Entity for Your Family-Owned Business
- Federal Agencies Prepare Plans for Shutdown
- Capital Gains Tax Worries Rank High Among Family Business Leaders, New Poll Finds
- President Trump Announces a Series of Product-Specific Tariffs
- Register Now: Pass-throughs vs. Corporations – Tax Choices for Families
- [24 Remaining] Join our expert panel Sept. 26 to learn practical steps for sustainable family office and business governance
- Compensation: How are You Leveraging this Critical Tool?
- [WEBINAR] Stronger Together: Governance That Protects Wealth for Generations
- Weekly Washington Policy Update: Senate Votes Down CRs, Why Family Offices Must Stay Alert
- Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events
- Taxation & Representation: What Family Offices and Successful Families Must Know: FY26 Appropriations and OBBBA Updates
- Is Your Family Office or Successful Family Protected from Discord? Learn How Sept. 26
- Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy
- 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
- National Restaurant Association CEO Details How Restaurants Benefit from New Tax Bill in Latest Podcast
- Saying It Out Loud August 2025, By Pat Soldano
- ‘One Big Beautiful Bill’ Wins for Family Business Detailed in New Podcast
- New Podcast Details How to Make Private Equity into Positive Partners
- What You Can Do About Rising Insurance Costs and Shrinking Coverage
- Weekly Digest of Alerts: What Policy Shifts Mean for Generational Wealth
- Is Your Insurance Strategy Built to Withstand What’s Coming?
- Quick Poll: Concern About Capital Gains Tax
- Chart a Safer Course: Risk Management Strategies for 2025
- How Family Businesses Can Cultivate Resilient Growth
- ‘Communication,’ ‘Succession,’ Top Worries Business Heirs Voice in New ‘Rising Gen’ Survey
- Register Now: Strategies to Navigate Today’s Insurance Challenges
- Smart Strategies for Family Business Success with Rockefeller Global Family Office
- US Economic Outlook July 2025
- Enjoy 20% off your registration at Family Business Legacy
- Register Today: FBA Southern California Legislative Conference
- Taxation & Representation: Tax Breaks, Tip Deductions & Overtime: What Family Offices and Successful Families Must Know
- PATG Announces Q3 Family Office and Successful Family Events; Caucus Meeting Set for Sept. 17
- Congress and Family Business: A Policy Win Checklist
- 24 Hours Left – Last Chance to Register: Rockefeller’s Formula for Legacy Success
- Taxation & Representation: Passthrough Deduction May Rise – What It Means for Your Family Office and Successful Families
- Estate Planning, Tax Policy for High-Net-Worth Families Featured in Webcast and Webinar
- Webcast Happening Soon: Smart Tax & Legacy Tips for Family Business Owners
- Plan Smarter: Strategies to Build Harmony and Preserve Wealth
- Saying It Out Loud July 2025, By Pat Soldano
- FEUSA Featured in New Videos by Tamarind Learning and YouTube’s ‘The Vault’
- Don’t Miss This: Family Business Success Strategies Revealed Live
- Constant, Consistent Education with Congress Pays Off in ‘OBBB’ for Family-owned Businesses, Family Offices
- The One, Big, Beautiful Bill Act – Summary and Analysis
- Join Pat Soldano, Russ Sullivan & John Gugliada at FOX’s 2025 Family Office Forum
- Wealth, Complexity & The One Big Beautiful Bill: Time for a Family Office?
- Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies
- Better Together: Strengthening Family Enterprise Teams with CFAR, Inc.
- Quick Poll: Taxed More of Less Due to OBBB
- Tax Update: House Approves Senate Reconciliation Package
- PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses
- Senate Concludes OBBBA Vote-a-Rama
- Tax Update: Senate Passes Reconciliation Package
- Contact Congress. Ask your Representative to vote for the OBBB as it is passed by the Senate.
- Saying It Out Loud June 2025, By Pat Soldano
- 2024-25 Family Business Rising Gen Survey: Communication is Still Key
- Family Business Governance, Insights on Tax Bill Status Featured in Two New Podcasts
- Contact your representatives in Congress and urge them to Oppose the Elimination of NOL Treatment in Section 461(l)
- Why Every Family Office Needs an ‘Expert Generalist’
- Tax Update: Congressional Republicans Racing to Complete Tax Package
- Senate Finance Committee Tax Title – Summary and Analysis
- Reserve Your Spot – Build Teams That Drive Legacy and Results
- Quick Poll: Share Your Thoughts on The One Big Beautiful Bill
- Family-Owned Businesses Succeed 20 Years Plus, While Fostering Generations of Employees, According to Survey
- Taxation & Representation: Senate Unveils Tax Package That Could Reshape 2025 Policy – Read the Highlights
- Wealth & Values: Defining Family and Individual Values
- Controlling Risk and Maximizing Protection Through Consultation and State of The Art Technology
- Family Business Governance
- Tax Update: Senate Republicans Release Tax Text
- Stronger Teams. Stronger Legacy.
- Will “The One Big Beautiful Bill” Deliver for Family Offices? Pat Soldano breaks it down.
- Tax Update: Senate Republicans Finalizing Tax Bill Changes
- Taxation & Representation: Senate Eyes Major Changes to H.R. 1 – What’s at Stake for Family Offices and Successful Individuals
- Discover What Makes Great Family Enterprise Teams Tick
- Women’s Business Owners Group Gains Momentum
- Taxation & Representation: Senate Gears Up to Rewrite House Tax Package – Here’s What’s Changing
- Register Now to Strengthen Your Family Business Teams
- {PODCAST} Top 10 Tax Changes the Senate Will Make to the One Big Beautiful House Bill
- Award Winning Youth Video Filmmaker Tackles Importance of Family-Owned Businesses
- Estate Planning for High-Net-Worth Families: Beyond the Basics with Brown & Streza
- [WEBINAR] Top Priorities for Family Enterprises in 2025: Income Taxes, Policy Shifts, and What Comes Next
- Snapshots of Family-Owned Businesses Show 80% are Pass Through Entities, Pay Higher Taxes, According to Survey
- The One Big Beautiful Bill (HR 1): A Deep Dive for Family Businesses
- White House Releases Additional FY26 Budget Details
- Quick Poll: Share Your Thoughts on Income Tax Policy
- Saying It Out Loud Special Report on Tariffs May 2025, By Pat Soldano
- Weekly Digest: House OKs Major GOP Tax Bill, H.R. 1 Advances Health Reforms, and more.
- Are Tariffs Helping or Hurting? New Spot Survey Shows Family Business Leaders Split
- H.R. 1 Tax Title – Summary and Analysis
- “Charitable Giving and Community Involvement” Event and Congressional Outreach Day – May 2025
- New Webcast & Podcast Explore Family Office Hiring Trends, Family Biz Research with Pat Soldano
- Saying It Out Loud May 2025, By Pat Soldano
- Advanced Estate Planning Tactics for Wealthy Families – Register Now
- Tax Update: House Passes Reconciliation Package
- Build a Family Office That Works: New Podcast + Webcast with EY Experts
- Elevate Your Estate Plan: Strategies for High-Net-Worth Families
- Tax Update: House Budget Committee Blocks Reconciliation Bill
- House Ways and Means Committee Budget Completes Reconciliation Markup
- Translating the Initial Ways and Means Legislative Language Ahead of Tuesday’s Markup
- Quick Poll – Share Your Thoughts on Tariffs
- Tax Update: Ways and Means Notices Tuesday Markup
- Unlock Smarter Estate Planning for High-Net-Worth Families – May 30
- Preserving Legacy, Building Value: Real Estate for Families
- Family Business Voices Heard on Capitol Hill – Read the Full Recap by Pat Soldano
- Family-Owned Businesses Essential to American Dream New Luntz Survey Shows
- Weekly Washington Tax Update and More: Trump, Johnson Push Back on Tax Hikes for Wealthy
- Demystifying the Family Office: Expert Insights on Structure, Models, and Best Practices with EY
- Saying It Out Loud Special Report May 2025, By Pat Soldano
- How Parallel Governance Can Guide Generational Transition with EY
- Taxation & Representation: What’s in Reconciliation?
- Estate Planning for High-Net-Worth Families: Beyond the Basics
- Saying It Out Loud, By Pat Soldano. April 2025.
- 2 Days Left to Register: How Parallel Governance Can Guide Generational Transition
- Secure Your Legacy: Don’t Miss This Exclusive Webcast
- Secure Your Legacy: Don’t Miss This Exclusive Webcast
- Family Business and Successful Family Insights from John Gugliada & Pat Soldano – Watch Now
- Get Exclusive Access: Expert Tax & Policy Insights for Family Offices
- Taxation & Representation: Trump’s Tariffs & Global Tax Talks: What’s the Impact?
- ‘Ethical Fading,’ Women Investing Events Held at CSUF’s Center for Family Business Feature FEUSA President
- [Exclusive Webcast] Register Now: Ensure a Smooth Generational Transition
- Flash Market Update: The “Liberation Day” Jolt
- Weekly Digest: “Liberation Day”, Florida Special Election, and 199A Provision
- Taxation & Representation: Tax Cuts, Estate Taxes & Budget Updates
- [WEBCAST] How Parallel Governance Can Guide Generational Transition
- Secure Top Talent: 2025 Family Office Hiring Trends Unveiled
- Fenimore Asset Management Experts Discuss ‘Cost of Timing Market’ in New Webcast
- Engaging Next Generation Members in the Family Business and Family Enterprise
- Unlock Exclusive Insights at Lido Consulting’s Family Office Investment Symposium
- Weekly Washington Update: Congress Pushes for Budget Resolution Before Easter—What’s Next?
- Saying It Out Loud, By Pat Soldano. March 2025.
- Protecting the Legacy of Family Businesses and Family Offices in Today’s Legislative Environment
- House Members Speak at Event with Focus on Women-Owned Family Businesses
- Family Office Executives Lomont and Brehm Join Board of Directors at PATG
- FinCEN Exempts Domestic Companies from Corporate Transparency Act Filing
- Inside the First FEUSA Capitol Hill Event of 2025: Spotlight on Women-Owned Family Businesses
- EY NextGen Academy programs for next generation of family leaders
- Exclusive Webcast: 2025 Talent Predictions for Family Offices
- Family First: Navigating Success and Succession in Business
- Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at FMB’s Transitions Spring
- Senate Passes Continuing Resolution, Avoids Shutdown
- The First 100 Days: Appropriations/ Budget Reconciliation
- What’s Ahead for Family Office Talent in 2025? Join Our Webcast
- House Tax Teams Work to Extend TCJA and Ensure Long-Term Tax Stability
- Survey Closing in 24 Hours. Help Congress Hear Your Voice in Just 5 Minutes.
- Taxation & Representation: Will Congress Avert a Government Shutdown by March 14?
- International Franchise, National Stone, Sand & Gravel, and Calif. Hotel & Lodging Associations Join FEUSA
- Secure Top Talent: 2025 Family Office Hiring Trends Unveiled
- Key Takeaways from President Trump’s Joint Address to Congress
- Lasts Days Before Survey Closes
- Unlock Exclusive Insights at Lido Consulting’s Family Office Investment Symposium
- Corporate Transparency Act Filing Deadline Delayed Again
- Make Your Impact: Survey for Family Business Advocacy
- 2025 Talent Predictions for Family Offices – Exclusive Webcast
- Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood
- Rockefeller Global Family Office, CFAR, Mack International Join FEUSA to Support Family Businesses
- Corporate Transparency Act Reinstated; Filing Deadline Extended
- Saying It Out Loud, By Pat Soldano. February 2025.
- Senate Begins Vote-a-Rama
- Taxation & Representation: Estate Tax Repeal on the Table — Tell Congress Your View
- Family Businesses Crave Consistency and Permanency in New Tax Legislation
- An Appropriate Valentine: House and Senate Stake Budget Positions
- Make Your Impact: Survey for Family Business Advocacy
- Taxation & Representation: Reconciliation Bill Update: Key Issues to Watch
- National Restaurant Association, Wine & Spirits Wholesalers of America Join to Advocate for Family Businesses
- Capitol Hill Experts Take Fresh Look at Congress’ First 100 Days in New Podcast
- Senate Budget Committee Releases Budget Resolution
- Your Feedback Matters: Help Congress Hear Your Voice in Just 5 Minutes
- Smucker and Daines Re-Introduce Bills to Permanently Extend 199A in IRS Code to Keep Pass-Through Entities Competitive
- How Parallel Governance Can Guide Generational Transition
- Help Shape Family Business Advocacy in Washington, DC
- Trump Uses IEEPA to Impose Tariffs on China, Mexico and Canada—Analysis and Summary
- Act Now! Get Registered for February Supporters Webcast
- Your Voice Matters for Family Businesses! Take this 5-Minute Survey
- Taxation & Representation: Tax Cuts & Business Deductions—Congress Takes Action
- Bipartisan Bill Seeks to Cut Estate Tax—See What It Means for You
- Key Tax Policy Updates from the Ways and Means Committee Hearing (January 22, 2025)
- Exclusive New Administration and New Congress Insights: Join Our Supporters-Only Webcast on February 4.
- Saying It Out Loud, By Pat Soldano. January 2025.
- Your Opinion Matters to Congress: Take this 5-Minute Survey
- What’s Next for Family Business? Join Q1 Events to Find Out
- Register Now: Congressional Family Business Caucus Meeting – March 11, 2025
- Taxation & Representation: Budget Committee Document Detailing Potential Tax Bill Provisions Circulated
- The Cost of Timing the Market: Insights for Smarter Investment Strategies – Fenimore Webcast Replay
- Stay Informed: Join Our Legislative Quarterly Update Webcast for Supporters!
- New Coalition Forms to Amplify Voices of Women Business Owners – Learn More
- Taxation & Representation: Navigating the Final Biden Treasury/IRS Guidance
- New Coalition Forms to Amplify Voices of Women Business Owners – Learn More
- Take Action for the Future of Family Businesses: Take Our Survey
- 24 Hours to Go: Post Election Market Insights That Could Transform Your Investment Strategy
- Taxation & Representation: 2025’s Tax-Writers
- Your Perspective Matters: Complete Our Family Business Survey
- Buchanan Street Partners is New Family Enterprise USA Sponsor
- Register Now for Post Election Investing Insights!
- Pulse Survey Shows Top 3 Tax Policies Family Businesses are Concerned about Going in 2025
- Important Update: Corporate Transparency Act Enforcement Again Suspended
- Saying It Out Loud, By Pat Soldano. December 2024.
- Hear Insights from Women Leading Family Businesses | Listen Now
- Update: Corporate Transparency Act Reinstated; Filing Deadline Extended
- Women Family Business Leaders Discuss Challenges, Opportunities of Running Generationally-Owned Family Businesses
- Strengthen Your Family Business with Proven Risk Solutions
- Will New Tax Policies Protect Your Family Business?
- Taxation & Representation: CBO Breaks Down TCJA Impact—What You Need to Know
- Active Management for your Family Office
- 2024 Elections: Trump Administration’s Key Policy Positions and Post-Election Analysis
- Corporate Transparency Act Compliance Suspended
- How to Discover and Stay Informed About Policy and Taxation Group
- The Congressional Review Act: What It Is and How It Might Be Used in the 119th Congress
- Mark Your Calendar! Join Us on the Road in Burlington, Los Angeles, Hilton Head, Menlo Park, and Washington, DC
- Saying It Out Loud, By Pat Soldano. November 2024.
- In Case You Did Not Know: Our Evolving Mission
- Weekly Washington Update: GOP to Reevaluate Energy-Tax Credits: What’s Next?
- Need Your Help! Take a 1 1/2 Minutes Survey on Family Business
- Taxation & Representation: Leadership Shifts on Capitol Hill: What It Means for You
- Attention to Seven Tax Priorities Are Critical To Protect Family Businesses
- Weekly Washington Update: Leadership Votes Shape 119th Congress: What You Need to Know
- Help Shape Family Business Policy in 2 Minutes!
- Taxation & Representation: From tax cuts to tariffs, get insights on the future of U.S. policy
- 2024 Post-Election Outlook and Analysis
- Make a Difference Today! Complete Our Pulse Survey
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of November 5.
- Exclusive Briefing: Election Impact & Family Business Strategies Ahead
- Need Your Help! Take a 1 1/2 Minutes Survey on Family Business
- Final Update 2024 Elections: Key Candidate Policy Positions and Post-Election Scenario Analysis
- Ways to Protect Pass-Through Businesses After Tax Cuts and Jobs Act Expiration Is Focus of New Podcast Airing Now
- Exclusive Webcast for Supporters: Insights on Election Impacts & Strategy
- Take Our 2-Minute Family Business Survey Now
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of October 29.
- Mark Your Calendar! Join Us on the Road in Portland, Des Moines, Sacramento, New York City, Newport Beach and Reno
- Quick Survey: Your confidential input will shape critical discussions in D.C.
- Saying It Out Loud, By Pat Soldano. October 2024.
- 90 Seconds = Big Impact for Family Businesses! Take Our Survey Today
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of October 22.
- Three Family Business-based Associations Join to Support Family Businesses, Create Stronger Voice on Capitol Hill
- FEUSA Chairman Loumakis-Calderon Spotlighted as Family Business CEOs to Watch 2024
- An Under Appreciated Risk to Family Legacies
- Compliance with New Corporate Transparency Act Detailed in Webcast with legal Expert Matt Brown
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of October 15.
- A Sustainably Successful Process for an Executive Search
- As Congress Grapples with New Tax Bill, Family Business Tax Priorities Take Center Stage in New Survey From FEUSA
- Need Your Help! Take a 1 1/2 Minutes Survey on Family Business
- Corporate Transparency Act Insights from Matt Brown: Watch the Replay Now
- Elections Edge: A 2024 Elections Weekly Snapshot. October 8.
- Preserve Your Family’s Legacy at the Transitions Fall Event!
- Leadership Building at Family Offices Require a ‘Blueprint,’ says Linda Mack in New Webcast
- Elections Edge: A 2024 Elections Weekly Snapshot. September 2024
- Summary of September Family Business Caucus Roundtable
- Post-Election Tax ‘Armageddon’ Policies Dissected in New Podcast Airing Now
- Family Businesses & the CTA: What You Need to Know Before It’s Too Late
- Elections Edge: A 2024 Elections Weekly Snapshot. September 2024
- Wealth Tax Proposals Proliferate
- Saying It Out Loud, By Pat Soldano. September 2024.
- [WEBCAST] Stay Ahead of Corporate Transparency Regulations: Key Insights for Family Businesses
- Family First: Navigating Success and Succession in Business
- Capitol Hill Tax Teams focus on salvaging key Tax Cuts and Jobs Act provisions
- EY Experts Tackle Long-term Capital Funding Strategies in New Podcast
- Proposals Big and Small: Policy in the September 2024 Presidential Debate
- Last Chance: Have Your Say on Key Expiring Tax Policies
- Taxation & Representation. Senate Finance Committee in Flux
- How Your Shareholder Liquidity Strategy Can Be Made Future-Proof
- ‘Succession Stories’ Podcast Keys in On Succession Planning and Advocacy
- Quick Poll: What Tax Policies Are Most Important to You?
- [WEBCAST] Is Your Family Business Ready for the Corporate Transparency Act?
- On the Road with Pat Soldano & Dave Nemo. Listen to Their Podcast on SiriusXM.
- Your Voice Matters: Tell Us Which Tax Policies Concern You Most
- Don’t Miss the Fall Congressional Caucus Meeting on Family Business & Taxes
- Keep an eye on Small Cap
- Vast Majority of Family Businesses Are ‘Pass Through’ Entities, Get Taxed More, Says National Survey from FEUSA
- New Video Short Available: How Pass-Through Entities Are Unfairly Disadvantaged by Tax Policy.
- Tax-Policy Legislative Priorities for the 119th Congress
- Public Invited: Attend the Fall Congressional Family Business Caucus Meeting
- Urgent: Share Your Top Concerns About Expiring Tax Policies
- Largest Family-Owned Businesses Use Single-Family Offices over Multi-Family Offices, FEUSA Survey Finds
- Saying It Out Loud, By Pat Soldano. August 2024.
- Fall Congressional Family Business Caucus Meeting Set With Focus on Family Enterprise Structure, Expiring Taxes
- We Need Your Input: What Tax Policies Matter Most to You?
- Questions to consider before hiring C-Suite talent for a Family Office. Mack International Webcast Replay.
- Rep. Bishop Signs on to HR 7993 as Co-Sponsor, Giving Bipartisan Support for Reduction in Estate Tax Rates
- Quick Survey: Which Tax Policies Are Your Top Priority?
- Mark Your Calendar! Join Us on the Road in Fort Smith, Denver, Dallas, Brea, Nashville, and Portland
- Tax Cuts Expiring; What Is Most Important To You; One Question Survey
- Don’t Miss Out: Exclusive Wealth Protection Events in NC & AR
- Your Invitation: Sept. 18 Family Business Caucus Focused on Tax Challenges
- Learn, Connect, and Grow: Family Business Transitions Fall 2024
- [ONLY 24 HOURS LEFT TO REGISTER – WEBCAST] Engage with Industry Leaders
- Four National Associations Join with FEUSA to Advocate for America’s Family Businesses
- Prepare for the Future of Your Family Office
- 2025 Tax Armageddon: Taxes After the Election
- Your Voice Matters: Influence Tax Policy Through New Portal
- Join the Movement: Support Policy and Taxation Group and Impact Legislation
- [WEBCAST] Avoid Common Hiring Mistakes
- First and Second Generation Owners Dominate America’s Family Businesses, Says Annual Family Business Survey
- Taxation & Representation: Critical Tax Relief Package Heads to Senate Vote – See What’s Inside
- Register Now for Expert C-Suite Hiring Insights!
- Private Business Transition: An Approach to Optimize Success
- Policy Update: Taxation & Representation
- Saying It Out Loud, By Pat Soldano. July 2024.
- Family Office of Future Will ‘Look Very Different from Today,’ According to Expert Panel at Symposium
- New Membership Level Offered to Non-Family Businesses by Family Enterprise USA
- Pathstone Webcast Replay: Family Vision and Values: The Starting Point of Estate Planning
- Congressional Family Business Caucus Signs 49th House Member
- ‘Next Gen’ Survey Highlights Lack of Communication as Concern in New Smith Family Business Initiative from Cornell
- Stay Informed: Join Our Legislative Quarterly Update Webcast!
- [REGISTER TODAY] Protecting Wealth in Today’s Legislative Environment
- Evaluating Business Structures: The Pros And Cons
- Family Office Workshop: What You Need To Know?
- New Podcasts Focus on Top Concerns Facing Family Office Clients
- [ONLY 36 HOURS LEFT] Estate Planning Essentials: Begin with Family Vision and Values
- Federal Court Partially Halts Noncompete Rule
- WEBCAST ALERT: Integrating Family Vision into Your Estate Planning
- Family Offices Need ‘Wealth 3.0 Mindset’ to Succeed in Future, Says Ultra High Net Worth Institute Founder
- Transform Your Estate Planning: Embrace Family Vision and Values
- Weekly Washington Update: Policy Highlights from the First 2024 Presidential Debate
- Plan Now for The Expiration of the Tax Cut and Jobs Act Says Brown & Streza Legal Expert Matt Brown
- Don’t Miss Our Legislative Update Webcast – Register Today!
- [LIVE EVENT] Secure Your Legacy: Start Estate Planning with Family Vision and Values
- Handing Over the Keys—The Challenges of Reaching Gen Z
- Immediate Implications of Recent Supreme Court Ruling on Moore v. United States
- U.S. Family Businesses Grow Despite Challenges of Inflation, Labor, and Taxes Says Latest Family Business Survey
- [WEBCAST] Unlock Effective Estate Planning: Focus on Family Vision and Values
- Weekly Washington Update: Senate Advances Nuclear Permitting Bill, Hearing on COVID-19 Origins, 2025 Outlook.
- Saying It Out Loud, By Pat Soldano. June 2024.
- ‘Congressional Family Business Update’ Story Featured in Trusts & Estates Magazine
- Focus on the future with these four strategies
- Ten Family Business Leaders Spotlight Succession Issues in Video
- Family Vision and Values: The Starting Point of Estate Planning
- Business Owners Discuss Transition Plans and Estate Tax Issues in New Video
- EY Family Business Experts Explain How to ‘Future Fit’ Shareholder Equity To Avoid Disruption in New Webcast
- New Caucus Video Shows Family Businesses, Family Center Execs Discuss ‘Next Gen’ Issues
- Tax Update: Prepare for 2025 Tax Changes! Senate Forms New Working Groups
- How Do You Future Fit Your Shareholder Liquidity Strategy To Avoid Disruption?
- Distrust By Next Generations Makes Communication with Future Family Business Leaders a Challenge on Key Issues
- Democracy in Action – Our visit to the Congressional Family Business Caucus
- Taxation & Representation. Prepare for 2025: Senate GOP Creates Tax Working Groups
- Videos Feature CK Mondavi’s CEO Brown, Holland Equipment VP Geurink on Managing Workforce and Next Gen
- Congressional Family Business Caucus Roundtable Summary – May 14, 2024
- EY’s Aylward Details How To ‘Stress Test’ Your Family Business & Wealth Transition Planning in New Podcast
- [VIDEO] Reed Family Companies CEO, Jeff Reed, Details Difficulties Finding Qualified Workers in Tough Calif. Market
- Discover New Tax Insights Affecting Your Family Business on June 6
- The Race to November: 2024 Election Preview
- With Focus on ‘Workforce,’ Caucus Leaders Hear Directly from Non-Family Business Employees
- Taxation & Representation: New Disaster Relief Tax Bill Advances. Ways and Means Committee Actions.
- Thinking Of Selling Your Family Business? Here Are Six Key Steps You Need To Take Now
- [WEBCAST] Is your shareholder liquidity strategy future fit to avoid disruption?
- DAC Insights – The Case for Dividend Growth Investing
- Congressional Family Business Caucus Listens to Family Business Succession, ‘Next Gen’ Issues During Latest Meeting
- Weekly Washington Update: FAA Reauthorization and Other House Measures. Bipartisan House Bills.
- Saying It Out Loud, By Pat Soldano. May 2024.
- Taxation & Representation: GOP Shifts Stance: Will Corporate Tax Rates Rise? What It Means for You.
- Next Gen Tells Leaders What They Think of Capitalism, Socialism, and More
- Strategic Liquidity Planning for Family Businesses: Don’t Miss Out! – Gain invaluable insights to ensure your business’s longevity.
- Topics of Succession and Workforce are 2024 Focuses on Leadership Issues Affecting Family Businesses
- Next Gen is Counting on Us to Slow Impact of High Taxes
- Survey and Executives Both Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
- Next-Gen Family Business Survey
- Unlock Growth: Mastering Family Business Liquidity Strategies – Learn to balance short and long-term capital needs.
- Taxation & Representation Update: Yellen’s Tax Agenda Unveiled: Dive into IRA Credits & Global Tax Talks.
- Six Best Practices to Keep Your Business Sale-Ready
- Taxation & Representation Update: Tax Teams Unveiled: Shape Tomorrow’s Tax Policy!
- Pat Soldano to Speak at IVYFON’s LA Family Office Forum
- Join Our Webcast: Is your shareholder liquidity strategy future fit to avoid disruption?
- The Michalzuk Group Joins Family Enterprise USA as Sponsor
- Common-Sense Bill to Reduce Federal Estate Tax Introduced by Rep. Arrington
- Private Company Governance Summit and Capital Hill Visits
- Business Succession – The Essentials
- April 17 Members Update Call Summary. Discover potential tax policy shifts under a second Trump term or Biden presidency.
- Early Look at 2024 Elections, Legislation with Former Capitol Hill Leaders Mark Begich and Jack Kingston
- Saying It Out Loud, By Pat Soldano. April 2024.
- Taxation & Representation Update: PROTECT Coalition – Dedicated to Preserving the 199A Deduction
- 2024 Growth Predicted for 74% of Family Businesses, National Debt Concerns Revealed in FEUSA’s Latest Survey
- You’re invited to an unparalleled opportunity brought to you by Policy and Taxation Group
- Taxation & Representation Update: Tax Relief Package Update
- Elevate Your Board’s Performance: Join Us at the Private Company Governance Summit
- Would You Like More Income Every Year?
- Uncover the Power of Active Management with Fenimore Asset Management
- Join the Conversation: Unveiling the Latest Family Office Trends – Register Now!
- Act Now! Get Registered for April Supporters Webcast
- New Video on Family Business ‘Workforce Challenges’ Premieres
- Coy Martin Named to Policy and Taxation Group Board of Directors
- Secure Your Spot! Join Exclusive April Webcast
- Get to Know the Congressional Family Business Caucus in New Video
- Workforce Issues Highlight Latest Family Business Caucus with Co-Chairs Schneider, Tenney, & Arrington Speaking at Event
- Weekly Washington Update: Congress Nears FY 2024 Funding Finish Line: Details Inside
- Calif. State University, Fullerton Inducts Seven Into Family Business Hall of Fame
- Board Building 101: Don’t Miss the Private Company Governance Summit
- Family Business Caucus Meets with Business Leaders and Employees on Capitol Hill
- White House FY2025 Budget Request: Key Tax Takeaways
- White House Releases FY 2025 Budget Tax Priorities
- Taxation & Representation: Biden’s Tax Agenda Unveiled: What You Need to Know. Government Funding Update.
- Members of Congress Set to Attend Bipartisan Congressional Family Business March 12 on Capitol Hill
- Taxation & Representation: IRS Crackdown: Unveiling Wealthy Non-Filers Initiative
- Power of Partnership: FEUSA Thanks Collaborators for Record 789 Survey Responses
- Weekly Washington Update: Michigan Primary Surprises: What the Biden & Trump Wins Reveal
- FAQs Posed to this C-Suite Executive Search and Family Office Consulting Firm
- Join Us on March 12: Family Business Workforce Issues Hear personal stories & crucial research findings. RSVP now!
- Unlock Success: Save 25% on Transitions Spring 2024 for Policy and Taxation Group Supporters
- Congressional Family Business Caucus Sets Meeting Schedule for 2024
- Give it away now? Today’s favorable estate tax is set to expire after 2025
- Would You Like More Income Every Year?
- Taxation & Representation: IRS Commissioner to Face Possible Grilling
- Tax Implications for Family Business Succession Planning in 2024 and Beyond
- 7 Capital Planning Questions For Family Businesses
- Taxation & Representation: Exclusive Update – Tax Bill’s Rollercoaster Ride
- Webcast Replay: Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications for Private Company Sales
- Taxation & Representation: Ways and Means Committee Overwhelmingly Passes Tax Package
- EMA and NFDA Join Family Enterprise USA to Advocate for Family Businesses
- FEUSA Applauds Passage of Bipartisan Legislation Supporting Family-Owned Businesses
- Taxation & Representation: Unveiling the $78B Tax Game-Changer
- Weekly Washington Update: Congress Returns with Government Funding at the Forefront
- Reality Check: U.S. Department of Labor Finalizes Worker Classification Rule
- Leadership Insights: Ken Monroe & Kevin Hancock Share Employee Inspiration
- Homrich Berg, Whittier Trust Wealth Management Firms Support Family Businesses with New FEUSA Sponsorships
- Policy Update – Taxation & Representation: Tax Bill Talks Extend Into 2024 – What’s Next?
- Family Offices Must Adapt. Next Gen of Family Businesses Take Center Stage.
- Future-Proofing Family Offices: Navigating Generational Shifts
- Webcast Replay: Private Family Trust Companies: What? Why? How?
- Unlock Success: Navigate Your Business Transition Strategically
- Taxation & Representation Update For You. Supreme Court Tax Drama Unveiled: Will It Impact Your Finances?
- Upstate NY Events Highlight Family Businesses
- What a 2023 Survey Found Re: Family Office Compensation and Talent
- New Pathstone Wealth Management Report Focuses on AI’s Transformative Potential
- Webcast Replay: South Dakota Trusts’ Game-Changing Tactics in Family Business Planning
- High Growth for Family Businesses Despite Inflation, Labor, and Recession
- June 2nd Event: Important Tax Issues Affecting Successful Individuals, Family Offices and Family Businesses
- June 1st Event: Critical Tax Issues Impacting Successful Individuals, Family Offices and Family Businesses
- Profile of the Family Office Leader of the Future
- Is a For-Profit Family Office Right for You?
- Webinar Replay: For Profit Family Office Structure – Is It Right For Your Family?
- 2 Days Left to Register For Profit Family Office Structure Webinar
- Meet Our Keynote Speaker | For Profit Family Office Structure Webinar
Category: Generationally Owned Business
- Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises with EY
- Family Business Leaders Discuss ‘Legacy & Longevity’ During Meeting with Caucus Members, Legislative Experts
- Legacy and Longevity: How Congress Can Support the Next Generation of Family Business
- Stronger Together: Building Governance That Preserves Wealth for Generations with Whittier Trust
- Compensation: How are You Leveraging this Critical Tool?
- Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy
- Navigating Uncharted Waters in the Insurance Industry with USI
- Autumn Transitions: Navigating Family Enterprise Challenges with Head and Heart
- Women’s Business Owners Group Gets Bipartisan Congressional Support
- Meet the Visionary Leaders Transforming Family Business in 2025
- National Restaurant Association CEO Details How Restaurants Benefit from New Tax Bill in Latest Podcast
- ‘One Big Beautiful Bill’ Wins for Family Business Detailed in New Podcast
- New Podcast Details How to Make Private Equity into Positive Partners
- Weekly Digest of Alerts: What Policy Shifts Mean for Generational Wealth
- ‘Communication,’ ‘Succession,’ Top Worries Business Heirs Voice in New ‘Rising Gen’ Survey
- Smart Strategies for Family Business Success with Rockefeller Global Family Office
- US Economic Outlook July 2025
- Enjoy 20% off your registration at Family Business Legacy
- Register Today: FBA Southern California Legislative Conference
- Taxation & Representation: Tax Breaks, Tip Deductions & Overtime: What Family Offices and Successful Families Must Know
- PATG Announces Q3 Family Office and Successful Family Events; Caucus Meeting Set for Sept. 17
- Taxation & Representation: Passthrough Deduction May Rise – What It Means for Your Family Office and Successful Families
- Estate Planning, Tax Policy for High-Net-Worth Families Featured in Webcast and Webinar
- FEUSA Featured in New Videos by Tamarind Learning and YouTube’s ‘The Vault’
- Constant, Consistent Education with Congress Pays Off in ‘OBBB’ for Family-owned Businesses, Family Offices
- The One, Big, Beautiful Bill Act – Summary and Analysis
- Join Pat Soldano, Russ Sullivan & John Gugliada at FOX’s 2025 Family Office Forum
- Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies
- Better Together: Strengthening Family Enterprise Teams with CFAR, Inc.
- Tax Update: House Approves Senate Reconciliation Package
- PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses
- Senate Concludes OBBBA Vote-a-Rama
- Tax Update: Senate Passes Reconciliation Package
- 2024-25 Family Business Rising Gen Survey: Communication is Still Key
- Family Business Governance, Insights on Tax Bill Status Featured in Two New Podcasts
- Tax Update: Congressional Republicans Racing to Complete Tax Package
- Senate Finance Committee Tax Title – Summary and Analysis
- Family-Owned Businesses Succeed 20 Years Plus, While Fostering Generations of Employees, According to Survey
- Taxation & Representation: Senate Unveils Tax Package That Could Reshape 2025 Policy – Read the Highlights
- Controlling Risk and Maximizing Protection Through Consultation and State of The Art Technology
- Tax Update: Senate Republicans Release Tax Text
- Will “The One Big Beautiful Bill” Deliver for Family Offices? Pat Soldano breaks it down.
- Tax Update: Senate Republicans Finalizing Tax Bill Changes
- Taxation & Representation: Senate Eyes Major Changes to H.R. 1 – What’s at Stake for Family Offices and Successful Individuals
- Women’s Business Owners Group Gains Momentum
- Taxation & Representation: Senate Gears Up to Rewrite House Tax Package – Here’s What’s Changing
- {PODCAST} Top 10 Tax Changes the Senate Will Make to the One Big Beautiful House Bill
- Estate Planning for High-Net-Worth Families: Beyond the Basics with Brown & Streza
- White House Releases Additional FY26 Budget Details
- Weekly Digest: House OKs Major GOP Tax Bill, H.R. 1 Advances Health Reforms, and more.
- Are Tariffs Helping or Hurting? New Spot Survey Shows Family Business Leaders Split
- H.R. 1 Tax Title – Summary and Analysis
- “Charitable Giving and Community Involvement” Event and Congressional Outreach Day – May 2025
- New Webcast & Podcast Explore Family Office Hiring Trends, Family Biz Research with Pat Soldano
- Tax Update: House Passes Reconciliation Package
- Build a Family Office That Works: New Podcast + Webcast with EY Experts
- Tax Update: House Budget Committee Blocks Reconciliation Bill
- House Ways and Means Committee Budget Completes Reconciliation Markup
- Translating the Initial Ways and Means Legislative Language Ahead of Tuesday’s Markup
- Quick Poll – Share Your Thoughts on Tariffs
- Tax Update: Ways and Means Notices Tuesday Markup
- Preserving Legacy, Building Value: Real Estate for Families
- Family Business Voices Heard on Capitol Hill – Read the Full Recap by Pat Soldano
- Family-Owned Businesses Essential to American Dream New Luntz Survey Shows
- Weekly Washington Tax Update and More: Trump, Johnson Push Back on Tax Hikes for Wealthy
- Demystifying the Family Office: Expert Insights on Structure, Models, and Best Practices with EY
- How Parallel Governance Can Guide Generational Transition with EY
- Community Involvement Highlights May 14 Meeting with Members of the Congressional Family Business Caucus
- Taxation & Representation: What’s in Reconciliation?
- Million Dollar Question: Will the Top 1% See a Tax Increase in 2026
- Advocacy Small Business Roundtable on Anti-Competitive Regulations
- FEUSA Reaches Million Member Milestone with Outreach to Associations with Family-Owned Businesses
- Lido Consulting’s Annual Family Office Investment Symposium Features Soldano and Luntz
- Pat Soldano and Mark Warren Highlight Family Business at Sonoma Authors Festival
- Family Business and Successful Family Insights from John Gugliada & Pat Soldano – Watch Now
- California State University Fullerton’s Center for Family Business Honors Three FEUSA Long Time Supporters
- Get Exclusive Access: Expert Tax & Policy Insights for Family Offices
- Taxation & Representation: Trump’s Tariffs & Global Tax Talks: What’s the Impact?
- ‘Ethical Fading,’ Women Investing Events Held at CSUF’s Center for Family Business Feature FEUSA President
- Flash Market Update: The “Liberation Day” Jolt
- Weekly Digest: “Liberation Day”, Florida Special Election, and 199A Provision
- Taxation & Representation: Tax Cuts, Estate Taxes & Budget Updates
- Secure Top Talent: 2025 Family Office Hiring Trends Unveiled
- Fenimore Asset Management Experts Discuss ‘Cost of Timing Market’ in New Webcast
- Engaging Next Generation Members in the Family Business and Family Enterprise
- Unlock Exclusive Insights at Lido Consulting’s Family Office Investment Symposium
- Weekly Washington Update: Congress Pushes for Budget Resolution Before Easter—What’s Next?
- The First 100 Days: Appropriations/ Budget Reconciliation
- House Tax Teams Work to Extend TCJA and Ensure Long-Term Tax Stability
- Survey Closing in 24 Hours. Help Congress Hear Your Voice in Just 5 Minutes.
- Taxation & Representation: Will Congress Avert a Government Shutdown by March 14?
- International Franchise, National Stone, Sand & Gravel, and Calif. Hotel & Lodging Associations Join FEUSA
- Key Takeaways from President Trump’s Joint Address to Congress
- Lasts Days Before Survey Closes
- Unlock Exclusive Insights at Lido Consulting’s Family Office Investment Symposium
- Corporate Transparency Act Filing Deadline Delayed Again
- Make Your Impact: Survey for Family Business Advocacy
- Corporate Transparency Act Reinstated; Filing Deadline Extended
- Saying It Out Loud, By Pat Soldano. February 2025.
- Senate Begins Vote-a-Rama
- Taxation & Representation: Estate Tax Repeal on the Table — Tell Congress Your View
- An Appropriate Valentine: House and Senate Stake Budget Positions
- Make Your Impact: Survey for Family Business Advocacy
- Taxation & Representation: Reconciliation Bill Update: Key Issues to Watch
- National Restaurant Association, Wine & Spirits Wholesalers of America Join to Advocate for Family Businesses
- Capitol Hill Experts Take Fresh Look at Congress’ First 100 Days in New Podcast
- Act Now! Get Registered for February Supporters Webcast
- Exclusive New Administration and New Congress Insights: Join Our Supporters-Only Webcast on February 4.
- Saying It Out Loud, By Pat Soldano. January 2025.
- The Cost of Timing the Market: Insights for Smarter Investment Strategies – Fenimore Webcast Replay
- Stay Informed: Join Our Legislative Quarterly Update Webcast for Supporters!
- 24 Hours to Go: Post Election Market Insights That Could Transform Your Investment Strategy
- Register Now for Post Election Investing Insights!
- Saying It Out Loud, By Pat Soldano. December 2024.
- Saying It Out Loud, By Pat Soldano. November 2024.
- Exclusive Briefing: Election Impact & Family Business Strategies Ahead
- Exclusive Webcast for Supporters: Insights on Election Impacts & Strategy
- Saying It Out Loud, By Pat Soldano. October 2024.
- Three Family Business-based Associations Join to Support Family Businesses, Create Stronger Voice on Capitol Hill
- An Under Appreciated Risk to Family Legacies
- Compliance with New Corporate Transparency Act Detailed in Webcast with legal Expert Matt Brown
- A Sustainably Successful Process for an Executive Search
- Family Businesses & the CTA: What You Need to Know Before It’s Too Late
- Saying It Out Loud, By Pat Soldano. September 2024.
- [WEBCAST] Stay Ahead of Corporate Transparency Regulations: Key Insights for Family Businesses
- [WEBCAST] Is Your Family Business Ready for the Corporate Transparency Act?
- Keep an eye on Small Cap
- New Video Short Available: How Pass-Through Entities Are Unfairly Disadvantaged by Tax Policy.
- Saying It Out Loud, By Pat Soldano. August 2024.
- Questions to consider before hiring C-Suite talent for a Family Office. Mack International Webcast Replay.
- [ONLY 24 HOURS LEFT TO REGISTER – WEBCAST] Engage with Industry Leaders
- Four National Associations Join with FEUSA to Advocate for America’s Family Businesses
- Prepare for the Future of Your Family Office
- Your Voice Matters: Influence Tax Policy Through New Portal
- Join the Movement: Support Policy and Taxation Group and Impact Legislation
- [WEBCAST] Avoid Common Hiring Mistakes
- First and Second Generation Owners Dominate America’s Family Businesses, Says Annual Family Business Survey
- Register Now for Expert C-Suite Hiring Insights!
- Private Business Transition: An Approach to Optimize Success
- Saying It Out Loud, By Pat Soldano. July 2024.
- Family Office of Future Will ‘Look Very Different from Today,’ According to Expert Panel at Symposium
- New Membership Level Offered to Non-Family Businesses by Family Enterprise USA
- Pathstone Webcast Replay: Family Vision and Values: The Starting Point of Estate Planning
- Congressional Family Business Caucus Signs 49th House Member
- ‘Next Gen’ Survey Highlights Lack of Communication as Concern in New Smith Family Business Initiative from Cornell
- Stay Informed: Join Our Legislative Quarterly Update Webcast!
- [REGISTER TODAY] Protecting Wealth in Today’s Legislative Environment
- Evaluating Business Structures: The Pros And Cons
- Family Office Workshop: What You Need To Know?
- New Podcasts Focus on Top Concerns Facing Family Office Clients
- [ONLY 36 HOURS LEFT] Estate Planning Essentials: Begin with Family Vision and Values
- WEBCAST ALERT: Integrating Family Vision into Your Estate Planning
- Family Offices Need ‘Wealth 3.0 Mindset’ to Succeed in Future, Says Ultra High Net Worth Institute Founder
- Transform Your Estate Planning: Embrace Family Vision and Values
- Plan Now for The Expiration of the Tax Cut and Jobs Act Says Brown & Streza Legal Expert Matt Brown
- Don’t Miss Our Legislative Update Webcast – Register Today!
- [LIVE EVENT] Secure Your Legacy: Start Estate Planning with Family Vision and Values
- Handing Over the Keys—The Challenges of Reaching Gen Z
- Immediate Implications of Recent Supreme Court Ruling on Moore v. United States
- U.S. Family Businesses Grow Despite Challenges of Inflation, Labor, and Taxes Says Latest Family Business Survey
- [WEBCAST] Unlock Effective Estate Planning: Focus on Family Vision and Values
- Saying It Out Loud, By Pat Soldano. June 2024.
- ‘Congressional Family Business Update’ Story Featured in Trusts & Estates Magazine
- Focus on the future with these four strategies
- Ten Family Business Leaders Spotlight Succession Issues in Video
- Family Vision and Values: The Starting Point of Estate Planning
- Business Owners Discuss Transition Plans and Estate Tax Issues in New Video
- EY Family Business Experts Explain How to ‘Future Fit’ Shareholder Equity To Avoid Disruption in New Webcast
- New Caucus Video Shows Family Businesses, Family Center Execs Discuss ‘Next Gen’ Issues
- How Do You Future Fit Your Shareholder Liquidity Strategy To Avoid Disruption?
- Distrust By Next Generations Makes Communication with Future Family Business Leaders a Challenge on Key Issues
- Videos Feature CK Mondavi’s CEO Brown, Holland Equipment VP Geurink on Managing Workforce and Next Gen
- Congressional Family Business Caucus Roundtable Summary – May 14, 2024
- EY’s Aylward Details How To ‘Stress Test’ Your Family Business & Wealth Transition Planning in New Podcast
- [VIDEO] Reed Family Companies CEO, Jeff Reed, Details Difficulties Finding Qualified Workers in Tough Calif. Market
- [WEBCAST] Is your shareholder liquidity strategy future fit to avoid disruption?
- Congressional Family Business Caucus Listens to Family Business Succession, ‘Next Gen’ Issues During Latest Meeting
- Saying It Out Loud, By Pat Soldano. May 2024.
- Next Gen Tells Leaders What They Think of Capitalism, Socialism, and More
- Strategic Liquidity Planning for Family Businesses: Don’t Miss Out! – Gain invaluable insights to ensure your business’s longevity.
- Topics of Succession and Workforce are 2024 Focuses on Leadership Issues Affecting Family Businesses
- Next Gen is Counting on Us to Slow Impact of High Taxes
- Survey and Executives Both Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
- Next-Gen Family Business Survey
- Whittier Trust Executives Detail ‘Core-Satellite’ Estate Planning Technique in Webcast Replay
- Unlock Growth: Mastering Family Business Liquidity Strategies – Learn to balance short and long-term capital needs.
- Family Business ‘Succession’ Is Topic Set for Congressional Family Business Caucus May 14
- Six Best Practices to Keep Your Business Sale-Ready
- Family Business Survey, Execs Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
- Navigating Generational Success: An Interview with David Brown, CEO of Wyo- Ben
- Pat Soldano to Speak at IVYFON’s LA Family Office Forum
- Join Our Webcast: Is your shareholder liquidity strategy future fit to avoid disruption?
- The Michalzuk Group Joins Family Enterprise USA as Sponsor
- Common-Sense Bill to Reduce Federal Estate Tax Introduced by Rep. Arrington
- Private Company Governance Summit and Capital Hill Visits
- April 17 Members Update Call Summary. Discover potential tax policy shifts under a second Trump term or Biden presidency.
- Early Look at 2024 Elections, Legislation with Former Capitol Hill Leaders Mark Begich and Jack Kingston
- Execs Say Estate Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
- Saying It Out Loud, By Pat Soldano. April 2024.
- 2024 Growth Predicted for 74% of Family Businesses, National Debt Concerns Revealed in FEUSA’s Latest Survey
- You’re invited to an unparalleled opportunity brought to you by Policy and Taxation Group
- Elevate Your Board’s Performance: Join Us at the Private Company Governance Summit
- Would You Like More Income Every Year?
- Uncover the Power of Active Management with Fenimore Asset Management
- Join the Conversation: Unveiling the Latest Family Office Trends – Register Now!
- Legacy and Succession: Navigating Generational Transitions in Business
- Act Now! Get Registered for April Supporters Webcast
- New Video on Family Business ‘Workforce Challenges’ Premieres
- Coy Martin Named to Policy and Taxation Group Board of Directors
- Secure Your Spot! Join Exclusive April Webcast
- Dive into Effective Investment Strategies. Register for Our Webcast!
- Get to Know the Congressional Family Business Caucus in New Video
- Workforce Issues Highlight Latest Family Business Caucus with Co-Chairs Schneider, Tenney, & Arrington Speaking at Event
- Would You Like More Income Every Year? Don’t Miss Our Webcast!
- Saying It Out Loud, By Pat Soldano. March 2024.
- Calif. State University, Fullerton Inducts Seven Into Family Business Hall of Fame
- Board Building 101: Don’t Miss the Private Company Governance Summit
- Family Business Caucus Meets with Business Leaders and Employees on Capitol Hill
- Discover 3D Investing: Join Our Webcast for Proven Strategies!
- Core-Satellite Approach To Estate Planning. Safeguarding Wealth, Empowering the Next Generation.
- PATG Names Peterson New Board Chairman as Longtime Chairman Rousch Retires
- HindlePower CEO Discusses Family Business, Manufacturing Challenges, and Succession Planning
- [WEBCAST] Would You Like More Income Every Year?
- Members of Congress Set to Attend Bipartisan Congressional Family Business March 12 on Capitol Hill
- Power of Partnership: FEUSA Thanks Collaborators for Record 789 Survey Responses
- Learn how to navigate generational wealth transfer with hybrid ownership strategies. Register today.
- FAQs Posed to this C-Suite Executive Search and Family Office Consulting Firm
- Join Us on March 12: Family Business Workforce Issues Hear personal stories & crucial research findings. RSVP now!
- Explore innovative hybrid models to safeguard wealth and empower entrepreneurial goals. Don’t miss this opportunity.
- Unlock Success: Save 25% on Transitions Spring 2024 for Policy and Taxation Group Supporters
- Congressional Family Business Caucus Sets Meeting Schedule for 2024
- WEBCAST: Hybrid Ownership Strategies Unveiled
- Give it away now? Today’s favorable estate tax is set to expire after 2025
- Saying It Out Loud, By Pat Soldano. February 2024.
- Prenups and Postnups: Safeguarding Your Business Amidst Love and Marriage
- Would You Like More Income Every Year?
- Family Businesses Lag Behind Protecting Against Cyber Security Threats, Say EY Cyber and Family Business Experts
- Insights from C Mondavi: Navigating Workforce Challenges in Family Businesses
- Challenges and Successes of Family Business: Insights from Reed Family Companies CEO
- 24 Hours to Register for Live Webcast: Safeguard Love & Business – Essential Planning Ahead.
- Nurturing Family and Work: The Tradition of Multigenerational Employment
- LIVE WEBCAST: Discover critical steps to shield your family business from the unforeseen challenges
- FEUSA Named New Regional Sponsor of Family Business Association of Calif.
- Tax Implications for Family Business Succession Planning in 2024 and Beyond
- Join Our Webcast for Vital Steps in Business Planning to Withstand Unexpected Challenges
- Wealthy Tax Evaders, New Tech Top IRS’s Agenda This Tax Season
- Business Love Blueprint: Guard Your Legacy. Ensure your place for this enlightening webcast by clicking here.
- Make Your Voice Heard. Share Your Thoughts in the Survey. Click to Start!
- Matt Nielsen Elected to Family Enterprise USA Board of Directors
- Register for Live Webcast: Safeguard Love & Business – Essential Planning Ahead.
- 7 Capital Planning Questions For Family Businesses
- Secure Your Spot: Frank Luntz Unveils Presidential Election Insights on Feb 7 Webcast!
- Webcast Replay: Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications for Private Company Sales
- Big Tax Changes Ahead: It’s Not Too Early to Think About the Coming 2025 Tax Cliff
- Advocate for Change: Your Voice, Your Family Businesses
- Watch Now: Video Overview of Sen. Wyden’s Tax Act for Successful Individuals
- Starting at 12:00 PM Pacific Time. Register Now for Valuable IRS CCA 202152018 Insights.
- 24 Hours Left. Unlock Valuation Secrets: Register for Mark Lingerfield’s Webcast Now!
- Make Your Voice Count: Start the 5-Minute Anonymous Survey Here!
- Saying It Out Loud, By Pat Soldano. January 2024.
- Bipartisan Support Sees 35 Members Sign on to Growing CFBC
- Reality Check: U.S. Department of Labor Finalizes Worker Classification Rule
- [WEBCAST] Secrets Revealed with Valuation Expert Mark Lingerfield!
- Be Heard, Be Seen: Propel Generational Businesses to the Forefront
- Explore CCA 202152018 & Strategies for Closely Held Securities. Register Today.
- Leadership Insights: Ken Monroe & Kevin Hancock Share Employee Inspiration
- Deep Dive into IRS CCA 202152018 & Strategies for Minority Stock Valuation
- Shape the Future: Your Voice Matters for Family Businesses
- [WEBCAST] Valuation Mastery: Mark Lingerfield’s Exclusive Insights
- Homrich Berg, Whittier Trust Wealth Management Firms Support Family Businesses with New FEUSA Sponsorships
- Soldano Addresses Tax Issues at Associated Equipment Distributors’ Conference in DC
- Policy Update – Taxation & Representation: Tax Bill Talks Extend Into 2024 – What’s Next?
- Future-Proofing Family Offices: Navigating Generational Shifts
- Webcast Replay: Private Family Trust Companies: What? Why? How?
- Unlock Success: Navigate Your Business Transition Strategically
- Breaking News: Five Key Associations Rally Behind America’s Largest Private Employer
- Taxation & Representation Update For You. Supreme Court Tax Drama Unveiled: Will It Impact Your Finances?
- Last Chance. PTCs Webcast Starts In a Few Hours. Your Blueprint for Family Financial Triumph
- ACCA Partners with FEUSA to Boost America’s Family Businesses
- Beyond Business: Hancock Lumber’s Commitment to Community and Employees
- 24 Hours Left – Unlock Prosperity: PTC Strategies for Family Success
- A Webcast Replay: Year-End Strategies to Maximize Your Charitable Giving
- Ken Monroe of Holt: Mastering Next Gen and Workforce Challenges
- Join Us for an Exclusive Webcast on Private Family Trust Companies
- A Taxation & Representation Update For You
- Upstate NY Events Highlight Family Businesses
- Explore the What, Why, and How of Private Family Trust Companies
- Family Businesses: 74% Thrive 30+ Years, Reveals Research
- Join the Movement: Rally for Family Businesses by Contacting Congress Now
- Saying It Out Loud, By Pat Soldano. December 2023.
- Bush Beans’ Chairman Drew Everett Details 100-Year Commitment to Workforce, Community in New Podcast
- Uncover PTC Secrets: Transform Your Family’s Wealth Journey
- Family Business Hydraflow Shines in Orange County Register
- Championing Family Businesses: CRST’s John Smith and FEUSA’s Pat Soldano Take Center Stage
- Your Weekly Washington Updates
- PTCs Unleashed: Elevate Family Wealth Now
- Stand Up for Family Businesses: Take Action Now.
- Policy and Taxation Group Meeting Highlights: Tax Policies, Bipartisanship, and Growth
- Three Steps to Survive a Generational Transition of the Family Business
- EY Joins Family Enterprise USA as Platinum Sponsor
- Facts About Family Business
- The Importance of Pre-Sale Planning for Your Family Business
- Empowering Family Businesses: Homrich Berg & Whittier Trust Renew Sponsorships!
- You’re invited to an unparalleled opportunity brought to you by Policy and Taxation Group
- Last Call: Only a Few Hours Left – Act Now! Year-End Charitable Giving: What You Need to Know
- Hurry, Clock’s Ticking – 24 Hours Left. Giving Back, Moving Forward: Your Guide to Impactful Giving.
- Saying It Out Loud, By Pat Soldano. November 2023.
- Stay Ahead on Policy Updates. Week in Review: Power Shifts, Funding Battles, and Cryptocurrency Rules.
- How to Make the Most of Your Charitable Giving. Maximize Your Impact: Charitable Giving Strategies Unveiled!
- What a 2023 Survey Found Re: Family Office Compensation and Talent
- Breaking Barriers: CEO Sherri Bovino Reveals Secrets to Women’s Success in Male-Dominated Industries!
- Secure Your Spot: Frank Luntz Unveils Congress Insights on Nov 9 Webcast!
- Unlock the Secrets of Smart Giving in 2023! Reserve Your Spot Now!
- Exclusive Insights Await: Join Our Supporters-Only Webcast on Nov 9!
- Charitable Giving in 2023 and Beyond: Tax-Smart Strategies and More
- Private Family Trust Companies for Family Enterprises
- Policy Updates: In-depth Analysis of Hydrogen, Taxes, and Power Struggles
- New Pathstone Wealth Management Report Focuses on AI’s Transformative Potential
- Stay Informed: Dive Deeper into Congress with this Weekly Washington Update
- Year-End Charitable Giving Strategies: Learn from the Experts
- Policy Update, Legislative Lowdown, and Tax Worldview
- 2023 Annual Family Business Report
- Webcast Replay: South Dakota Trusts’ Game-Changing Tactics in Family Business Planning
- Exclusive Webcast Alert: Dive Into Congress’ Future with Frank Luntz on Nov 9!
- High Growth for Family Businesses Despite Inflation, Labor, and Recession
- Exclusive Invitation: State of Family Business & Critical Tax Issues Presentation!
- Weekly Washington Policy Updates
- Legislative Update and long awaited Tres and IRS Priority Guidance Plan
- Navigating Company Valuation Amidst Sales & Mergers: IRS Insight
- 2023: Family Businesses Flourish Despite Challenges!
- Key Industry Leaders Gather: Congressional Family Business Caucus
- Weekly Washington Update: Taxes, Health Care, Immigration, and More
- Register Today – Ensure Your Family’s Financial Security with a Trust
- Transform Your Family’s Financial Future with Modern Trust Designs
- Census Report Fuels Child Tax Credit Debate and More Updates
- Saying It Out Loud, By Pat Soldano. September 2023.
- Chris Thorkelson Provides Insights into Post-Covid Growth, Succession Planning, in New Video
- Discover the Secrets to Safeguarding Your Family’s Financial Future – Join Our Webcast!
- Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus!
- Comprehensive Updates: Government, Health Care, and Immigration
- How Can Philanthropy Build the Next Generation’s Financial Skills?
- Cybersecurity is No Longer Optional, It’s a Necessity
- Register Now for Webcast Starting at 12P PT: Philanthropic Strategies for Successful Families
- 24 Hours Left: Don’t Miss This Opportunity to Learn How to Make Your Giving More Effective
- Unlocking Success: Join us for a Family Business Roundtable with Frank Luntz
- Your Voice Matters: Contact Your Representatives in Congress Today!
- Trucking Industry and Family Businesses Unite to Fight Tax Hikes
- Navigating Tax Challenges for Family Businesses: Insights with Pat Soldano
- Free Webcast: How to Make Your Charitable Giving More Effective
- Congressional Family Business Caucus to Join Discussion on Capitol Hill Focused on Supporting Family Businesses
- Brownstein’s Tax Team Discusses the Future of Taxes
- Navigating Today’s Job Market: Smart Recruiting and Retention Strategies for Family Businesses
- Learn from Experts How to Make Your Giving More Effective
- Meet Frank Luntz at the Family Business Roundtable
- Urgent Alert: Family Businesses Misunderstood by Congress – Insights from Luntz & Mulvaney
- RSVP for Family Business Roundtable with Special Guest Frank Luntz
- 3 Tools to Help You Make a Bigger Impact
- Insights on NextGen Leadership Challenges: Stephanie Larscheid in New Family Enterprise USA Video!
- Stand Up for Change: Urge Your Representatives to Halt Harmful Policies and Excessive Regulation!
- Family Business Interests as a Trust Asset and the South Dakota Directed Trust
- Learn How To Make Your Charitable Giving More Effective
- Decoding Philanthropic Designs: DAFs, Foundations, Support Orgs
- The Future of Hardworking Taxpayers Depends on You! Contact Your Representatives Today!
- Take One Minute to Make an Impact. Support Hardworking Taxpayers.
- Unsung Heroes: Taxes & Family Businesses – A Must-Watch Video
- Time is Running Out! Contact Your Representatives Now to Support Family Businesses!
- Frank Luntz and Mick Mulvaney Sound the Alarm on Congress’ Lack of Understanding of Family Businesses
- Don’t Let Family Businesses Down! Support the Congressional Family Business Caucus!
- Family Businesses Need Your Help! Contact Your Representatives Today!
- Contingency Planning For Business Owners
- New Video Series Highlights the Importance of Community to Family Businesses
- Join Our Webcast: Expert Tips on Retaining Top Talent & Managing Independent Contractors
- Make Your Voice Count: Engage with Your Local Representatives for Change
- Saying It Out Loud, By Pat Soldano. July 2023.
- AI’s Transformative Potential: Rational Interest vs Irrational Exuberance
- Peter Latta of A. Duie Pyle Discusses Common Sense Policy Making in Family Enterprise USA Video
- Luntz and Mulvaney Ask: ‘Is Democracy at Risk?’ in New Video
- Attention Entrepreneurs: Help Shape the Future of Family Businesses – Contact Your Representatives Today!
- Calling All Supporters of Family Businesses: Act Now to Support the Congressional Family Business Caucus!
- Selecting Modern Trust Structures Based on a Family’s Assets
- Family Business Leaders Hear From Pollster Frank Luntz
- Family Business Leaders Share Insights at Congressional Caucus Meeting
- Protecting What You’ve Spent a Lifetime Building
- Register Now for Frank Luntz’s June 7 Webcast on the State of the Union
- Last Chance: Register Now for June 7 Supporters Webcast: See Frank Luntz on “Where Are We Now?”
- Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness
- Family Business Caucus Holds 2nd Meeting in House Budget Committee Room, May 2023
- Make Your Voice Heard: Contact Your Representatives Now
- Saying It Out Loud, By Pat Soldano. May 2023.
- June 2nd Event: Important Tax Issues Affecting Successful Individuals, Family Offices and Family Businesses
- Labor Worries Among Major Issues Facing America’s Family Businesses, New Study Finds
- June 1st Event: Critical Tax Issues Impacting Successful Individuals, Family Offices and Family Businesses
- It’s Time to Speak Up: Contact Your Representatives Now
- Your Voice Matters! Contact Your Representatives Today.
- The Most Difficult Challenge Our Business Clients Face
- We Need Your Help! Contact Your Representatives in Congress. Do It Now!
- The Future of the Successful Businesses: What to Expect with Tax Reform
- High Hopes for New Congressional Family Business Caucus
- May 16th Event: Tax Reform and Family Businesses Under Congressional Review
- Laird Coatings Founder Ed Laird Hands Over Reigns to Next Generation
- How the New Tax Law Will Affect Family Businesses: A Congressional Perspective
- Profile of the Family Office Leader of the Future
- PODCAST: Congresswoman Tenney Advocates for Family Businesses in New Podcast
- May 10th Tax Policy Event Focuses On Family Businesses
- The Power of America’s Family Businesses is All in the Numbers
- Saying It Out Loud, By Pat Soldano. April 2023.
- What Every Family Business Owner Needs to Know About Succession Planning
- Family Business Expert Pat Soldano Shares Valuable Insights in Latest Publication
- Pat Soldano is Speaking at the 11th Annual FBA Capitol Conference
- SECURE 2.0 Act Changes Affecting Family Business Owners
- Study Finds High Personal Tax Levels Concern Largest US Private Employer: Family Businesses
- Senators Kennedy, Thune Introduce New Death Tax Repeal Act of 2023
- WEBCAST REPLAY: It’s All Relative; Family Matters in Business Succession
- South Dakota Trust Co. Joins as New Sponsors Supporting Family Businesses
- New York Times Spotlights Family Businesses, Family Enterprise USA Research in Sunday Business Section
- Join Us for a Discussion on Family Business, Legislation, and Voter Attitudes: 2023 Survey Results Live Event
- Senators Renew Efforts, Yellen Defends 2024 Budget Proposals, CBO Report, and More
- Keeping It in the Family: Why Succession Planning Matters
- Saying It Out Loud, By Pat Soldano. March 2023.
- Future-Proof Your Business: The Importance of Succession Planning
- Family Businesses in America Sound the Alarm on Tax and Labor Challenges in 2023 Survey
- FY2024 Budget Request Includes Tax Proposals for Wealthy Americans. Summary and Analysis.
- The Benefits of Succession Planning: Family Matters in Business Succession
- Family Businesses Receive a Boost in Representation with New Caucus
- Don’t Miss Our Live Event: 2023 Family Business Survey Results and Voter Attitudes Towards Elections
- [Last chance] Register For the March 8th Legislative and Political Updates Webinar
- Succession Planning is Important For a Variety of Reasons, Particularly for Family-Owned Businesses
- Caucus Spotlights Education, Representatives’ Experiences with Family Business
- Family Business Caucus, Legislative and Political Updates. March 8th Webcast – By Invitation Only
- [VIA ZOOM] It’s All Relative; Family Matters in Business Succession
- Avoid ‘Shirtsleeves to Shirtsleeves’ by Shifting Inheritance Vision to Private Capital
- New Congressional Family Business Caucus Co-Chairs Ready for First Meeting Feb. 28
- [LIVE EVENT] 2023 Survey Results; Legislative Possibilities and Election Voter Attitudes
- [VIDEO] New Video Tells The Incredible Story of David Ellen’s Equipment Corp
- Still Thinking About Participating in Transitions Spring 2023?
- Inheritance VS. Private Capital
- Pomp and Positioning: The State of the Union Address, 2023
- Family Business Caucus Begins Work with First Meeting on February 28
- Introduction to the New Members of the Ways and Means Committee
- Legislative Wins and New Congressional Caucus Help Put Positive Spotlight on Importance of Family Businesses
- Saying It Out Loud, By Pat Soldano. February 2023.
- Urgent Message From Pat Soldano. Survey Closing in 24 Hours. Please Help Now.
- Impact of Supply Chain Disruptions in 2023
- Survey Closing in 4 Days. Join The Battle Against Increasing Tax Hikes.
- [VIDEO] ‘You’re Number One’ Service Mantra Takes Ellen Equipment Corp. to $56 million in 8 Years
- Ways and Means Potential Legislative Agenda
- U.S. Debt Limit: Current Landscape and Key Takeaways
- We Need Your Help & Input As We Work With Congress To Fight For Multi-Generational Small Businesses
- New Congressional Family Business Caucus Helps Focus Attention on Survey
- Help Us In The Battle To Save Small Business Owners From Unfair Tax Hikes – Take A Short Survey
- ATA Supports Formation of New Congressional Family Business Caucus
- Take A Short Survey To Help Save Local Businesses From Historic Tax Increases
- [VIDEO] Transitioning For the Future, Cutting Red Tape Is Key to Success for GoodFellow Bros.
- [VIDEO] Family Trust Agreements, Community Giving Spotlighted in New Video with Thompson Realty
- State of Family Business Annual National Survey Launched
- [VIDEO] Not Waiting for the Government, IRC’s CEO Creates Company Training Center
- Training the Next Generation is Key to Success for California’s Lippow Development
- Omnibus Funding Bill Scraps Most Tax Provisions; Includes Retirement Savings Bill
- A Year of Tax and Policy Wins Helps Family Businesses Remain Strongest Source of Private Employment
- Government Gridlock or Season of Compromise? Washington Experts Warren & Soldano Discuss Congress’ Agenda & Priorities
- Saying It Out Loud, By Pat Soldano. December 2022.
- Pass-Through Entities Explained
- Trends in the Overall Family Business Enterprise Market
- It’s All Relative; Family Matters in Business Succession
- 2023 Will Be a Year of Uncertainty for Family Businesses
- Bipartisan Group of Congressional Members Launch Congressional Family Business Caucus Focused on Family-Owned Businesses
- Saying It Out Loud, By Pat Soldano. November 2022.
- New Videos Reveal Difficulties, Successes in Transitioning to Next Generation, & Giving Back
- PODCAST: “What Happened?” Midterm Elections – Winners and Losers
- Is a For-Profit Family Office Right for You?
- Save The Date: November 16th Webinar Talking About The Impact of Midterm Results – By Invitation Only
- WEBINAR REPLAY: Business Owners 2022 Family Business Survey Review
- WEBINAR REPLAY: Business Owners 2022 Family Business Survey Review
- Soldano Speaks at ATA’s Recent Global Management Conference in San Diego
- WEBINAR REPLAY: Linda C. Mack of Mack International Talks About Recruiting and Retention Strategies
- Mid-Term Election Fallout Critical to Tax Policies for Family Businesses
- Tax and Economic Legislative Concerns for Families and Family Business
- Saying It Out Loud, By Pat Soldano. October 2022.
- Last Chance to Register. 2022 Family Business Survey Review Webinar (10/25)
- Only 5 Days Left to Register For The 2022 Family Business Survey Review Webinar
- WEBINAR REPLAY: Linda C. Mack of Mack International Talks About Recruiting and Retention Strategies
- Last Chance to Register. Recruiting and Retention Strategies Webinar (10/19)
- Save 15% When You Register Now: Transitions Fall 2022
- [WEBINAR] Business Owners 2022 Family Enterprise USA Survey Review (10/25)
- You Are Invited to Register. Recruiting and Retention Strategies Webinar (10/19)
- Meet Our Keynote Speakers: 2022 Family Business Survey Review Webinar
- Join Other Family Companies at Transitions Fall 2022
- Annual Awards Presented to Best Family-Owned Businesses
- Successful Succession Planning
- You’re Invited to Business Owners 2022 Family Enterprise USA Survey Review Webinar (10/25)
- Learn About Recruiting and Retention Challenges & Successes
- [Webinar] Get Ahead of the Curve: How Recruitment and Retention Strategies Are Changing Everything
- Join Us For The ‘Voice of Family Business on Capitol Hill’ Podcast Series
- Summary of PATG Supporters Meeting Conducted in Washington DC On 9/21/22
- Podcast: A Family Business Boosts its Health by Making a MD its CEO
- [Webinar] Recruiting and Retention Strategies That Actually Work
- Considerations on Establishing Family Governance
- Have You Heard the ‘Voice of Family Business on Capitol Hill’ Podcast Series?
- ‘Voice of Family Business on Capitol Hill’ Podcast Series Launched by FEUSA
- CSUF Offers Family Business Workshops through its Center for Family Business
- Don’t tax America’s family businesses to death
- Envisioning Life After Your Family Business Succession
- FEUSA to Launch ‘Voice of Family Business on Capitol Hill’ Podcast Series September 15
- Become A Supporter & Meet Us in DC For Congressional Visits
- The Podcast Series, ‘The Voice of Family Business on Capitol Hill’ Launches Next Week
- The Top Risks Family Businesses Face
- Meet Us in DC For Congressional Visits. Become A Supporter Now.
- New Podcast Series, ‘The Voice of Family Business on Capitol Hill’ Debuts Sept. 15, Featuring Dr. Frank Luntz
- Become A Supporter & Meet Us in DC For Congressional Visits
- WEBINAR REPLAY: How Butterball Farms Harnessed the Power of Collaboration to Stabilize a Workforce
- Saying It Out Loud, By Pat Soldano. August 2022.
- WEBINAR REPLAY – Business Valuation: From Estate Planning to Exit Planning
- Above the Line Planning
- Register Now: ‘More Than Just Money’ Family Business Legacy & Wealth Conference
- [Last chance] Register For Our August 18th Webinar
- House Passes Inflation Reduction Act
- How Butterball Farms Harnessed the Power of Collaboration to Stabilize a Workforce
- Join Us in DC for September Meetings & Hill Visits
- ‘More Than Just Money’ Family Business Legacy & Wealth Conference
- Peters Speaks with Soldano About Keeping a Multi-Generational Family Business Growing
- YOU’RE INVITED To Join Us For An Exciting Webinar
- Webinar Replay: For Profit Family Office Structure – Is It Right For Your Family?
- Employees at America’s Family Businesses Are Doing Better
- Harness the Power of Collaboration to Stabilize a Workforce
- 2 Days Left to Register For Profit Family Office Structure Webinar
- Meet Our Keynote Speaker | For Profit Family Office Structure Webinar
- Article Focuses on Tax Issues, Labor, and Inflation Findings from Recent Survey
- YOU’RE INVITED: For Profit Family Office Structure – Is It Right For Your Family?
- [Last chance] Register For the July 27th Webinar
- Register now: For Profit Family Office Structure – Is It Right For Your Family?
- Visits & Caucus Get Private Company Director Spotlight
- Channellock’s DeArment Opens Up on Challenges of Multi-Generational Businesses
- Shifting News About Reconciliation
- Webinar Subjects Include What’s Happening at the IRS & Audit Triggers
- INOLEX & Employees Help Ukraine
- Saying It Out Loud, By Pat Soldano. July 2022.
- New Webinar: ‘How Much Is My Family Business Worth?’
- Business Valuation Webinar: From Estate Planning to Exit Planning
- Family Business Centers, Family Businesses Meet Capitol Hill Representatives
- [LAST CHANCE] Business Owner Survey
- Winning The War on The Wealthy
- Danger Ahead: Need to Watch Tax Proposals Damaging to Families, Family Enterprises
- [Survey] How Do You Hold Ownership of Your Family Business?
- A Proven Process for Recruiting and Retaining Top Family Enterprise Leadership Talent
- Saying It Out Loud, By Pat Soldano. June 2022.
- PODCAST: The Power of The U.S. Family Business: A Conversation with Pat Soldano
- One Question; Business Owner Survey
- The one you’ve been waiting for… the Private Company Governance 2.0 Summit, June 15-17
- How do you hold ownership of your family business or family office?
- Local Charities Rely on Family Businesses For Survival in Tough Times, Research Shows
- Family Business Stories Come to Life in YouTube Video Series
- Embrace Your Role as Future Family Business Leader
- The Surprising Facts of What America’s Family Businesses Look Like
- Full Slate of Events Scheduled for Family Businesses This Month
- 2022 Family Office Trends
- Considerations in Making a Gift of a Business Interest to a Public Charity
Category: In The News
- Taxation & Representation Update: PROTECT Coalition – Dedicated to Preserving the 199A Deduction
- Taxation & Representation Update: Tax Relief Package Update
- Elevate Your Board’s Performance: Join Us at the Private Company Governance Summit
- Join the Conversation: Unveiling the Latest Family Office Trends – Register Now!
- Act Now! Get Registered for April Supporters Webcast
- New Video on Family Business ‘Workforce Challenges’ Premieres
- Coy Martin Named to Policy and Taxation Group Board of Directors
- Secure Your Spot! Join Exclusive April Webcast
- Dive into Effective Investment Strategies. Register for Our Webcast!
- Get to Know the Congressional Family Business Caucus in New Video
- Workforce Issues Highlight Latest Family Business Caucus with Co-Chairs Schneider, Tenney, & Arrington Speaking at Event
- Weekly Washington Update: Congress Nears FY 2024 Funding Finish Line: Details Inside
- Would You Like More Income Every Year? Don’t Miss Our Webcast!
- Saying It Out Loud, By Pat Soldano. March 2024.
- Calif. State University, Fullerton Inducts Seven Into Family Business Hall of Fame
- Board Building 101: Don’t Miss the Private Company Governance Summit
- Family Business Caucus Meets with Business Leaders and Employees on Capitol Hill
- Discover 3D Investing: Join Our Webcast for Proven Strategies!
- White House FY2025 Budget Request: Key Tax Takeaways
- White House Releases FY 2025 Budget Tax Priorities
- Taxation & Representation: Biden’s Tax Agenda Unveiled: What You Need to Know. Government Funding Update.
- Core-Satellite Approach To Estate Planning. Safeguarding Wealth, Empowering the Next Generation.
- PATG Names Peterson New Board Chairman as Longtime Chairman Rousch Retires
- HindlePower CEO Discusses Family Business, Manufacturing Challenges, and Succession Planning
- [WEBCAST] Would You Like More Income Every Year?
- Members of Congress Set to Attend Bipartisan Congressional Family Business March 12 on Capitol Hill
- Taxation & Representation: IRS Crackdown: Unveiling Wealthy Non-Filers Initiative
- Power of Partnership: FEUSA Thanks Collaborators for Record 789 Survey Responses
- Weekly Washington Update: Michigan Primary Surprises: What the Biden & Trump Wins Reveal
- Learn how to navigate generational wealth transfer with hybrid ownership strategies. Register today.
- FAQs Posed to this C-Suite Executive Search and Family Office Consulting Firm
- Join Us on March 12: Family Business Workforce Issues Hear personal stories & crucial research findings. RSVP now!
- Explore innovative hybrid models to safeguard wealth and empower entrepreneurial goals. Don’t miss this opportunity.
- Unlock Success: Save 25% on Transitions Spring 2024 for Policy and Taxation Group Supporters
- Congressional Family Business Caucus Sets Meeting Schedule for 2024
- WEBCAST: Hybrid Ownership Strategies Unveiled
- Give it away now? Today’s favorable estate tax is set to expire after 2025
- Saying It Out Loud, By Pat Soldano. February 2024.
- Prenups and Postnups: Safeguarding Your Business Amidst Love and Marriage
- Would You Like More Income Every Year?
- Taxation & Representation: IRS Commissioner to Face Possible Grilling
- Family Businesses Lag Behind Protecting Against Cyber Security Threats, Say EY Cyber and Family Business Experts
- Insights from C Mondavi: Navigating Workforce Challenges in Family Businesses
- Challenges and Successes of Family Business: Insights from Reed Family Companies CEO
- 24 Hours to Register for Live Webcast: Safeguard Love & Business – Essential Planning Ahead.
- Nurturing Family and Work: The Tradition of Multigenerational Employment
- LIVE WEBCAST: Discover critical steps to shield your family business from the unforeseen challenges
- FEUSA Named New Regional Sponsor of Family Business Association of Calif.
- Tax Implications for Family Business Succession Planning in 2024 and Beyond
- Join Our Webcast for Vital Steps in Business Planning to Withstand Unexpected Challenges
- Wealthy Tax Evaders, New Tech Top IRS’s Agenda This Tax Season
- Business Love Blueprint: Guard Your Legacy. Ensure your place for this enlightening webcast by clicking here.
- Make Your Voice Heard. Share Your Thoughts in the Survey. Click to Start!
- Matt Nielsen Elected to Family Enterprise USA Board of Directors
- Register for Live Webcast: Safeguard Love & Business – Essential Planning Ahead.
- 7 Capital Planning Questions For Family Businesses
- Taxation & Representation: Exclusive Update – Tax Bill’s Rollercoaster Ride
- Secure Your Spot: Frank Luntz Unveils Presidential Election Insights on Feb 7 Webcast!
- Webcast Replay: Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications for Private Company Sales
- Big Tax Changes Ahead: It’s Not Too Early to Think About the Coming 2025 Tax Cliff
- Taxation & Representation: Ways and Means Committee Overwhelmingly Passes Tax Package
- EMA and NFDA Join Family Enterprise USA to Advocate for Family Businesses
- Advocate for Change: Your Voice, Your Family Businesses
- FEUSA Applauds Passage of Bipartisan Legislation Supporting Family-Owned Businesses
- Taxation & Representation: Unveiling the $78B Tax Game-Changer
- Watch Now: Video Overview of Sen. Wyden’s Tax Act for Successful Individuals
- Starting at 12:00 PM Pacific Time. Register Now for Valuable IRS CCA 202152018 Insights.
- Weekly Washington Update: Congress Returns with Government Funding at the Forefront
- 24 Hours Left. Unlock Valuation Secrets: Register for Mark Lingerfield’s Webcast Now!
- Make Your Voice Count: Start the 5-Minute Anonymous Survey Here!
- Saying It Out Loud, By Pat Soldano. January 2024.
- Bipartisan Support Sees 35 Members Sign on to Growing CFBC
- Reality Check: U.S. Department of Labor Finalizes Worker Classification Rule
- [WEBCAST] Secrets Revealed with Valuation Expert Mark Lingerfield!
- Be Heard, Be Seen: Propel Generational Businesses to the Forefront
- Explore CCA 202152018 & Strategies for Closely Held Securities. Register Today.
- Leadership Insights: Ken Monroe & Kevin Hancock Share Employee Inspiration
- Deep Dive into IRS CCA 202152018 & Strategies for Minority Stock Valuation
- Shape the Future: Your Voice Matters for Family Businesses
- [WEBCAST] Valuation Mastery: Mark Lingerfield’s Exclusive Insights
- Homrich Berg, Whittier Trust Wealth Management Firms Support Family Businesses with New FEUSA Sponsorships
- Soldano Addresses Tax Issues at Associated Equipment Distributors’ Conference in DC
- Policy Update – Taxation & Representation: Tax Bill Talks Extend Into 2024 – What’s Next?
- Family Offices Must Adapt. Next Gen of Family Businesses Take Center Stage.
- Future-Proofing Family Offices: Navigating Generational Shifts
- Webcast Replay: Private Family Trust Companies: What? Why? How?
- Unlock Success: Navigate Your Business Transition Strategically
- Breaking News: Five Key Associations Rally Behind America’s Largest Private Employer
- Taxation & Representation Update For You. Supreme Court Tax Drama Unveiled: Will It Impact Your Finances?
- Last Chance. PTCs Webcast Starts In a Few Hours. Your Blueprint for Family Financial Triumph
- ACCA Partners with FEUSA to Boost America’s Family Businesses
- Beyond Business: Hancock Lumber’s Commitment to Community and Employees
- 24 Hours Left – Unlock Prosperity: PTC Strategies for Family Success
- A Webcast Replay: Year-End Strategies to Maximize Your Charitable Giving
- Ken Monroe of Holt: Mastering Next Gen and Workforce Challenges
- Join Us for an Exclusive Webcast on Private Family Trust Companies
- A Taxation & Representation Update For You
- Upstate NY Events Highlight Family Businesses
- Explore the What, Why, and How of Private Family Trust Companies
- Family Businesses: 74% Thrive 30+ Years, Reveals Research
- Join the Movement: Rally for Family Businesses by Contacting Congress Now
- Saying It Out Loud, By Pat Soldano. December 2023.
- Bush Beans’ Chairman Drew Everett Details 100-Year Commitment to Workforce, Community in New Podcast
- Uncover PTC Secrets: Transform Your Family’s Wealth Journey
- Family Business Hydraflow Shines in Orange County Register
- Championing Family Businesses: CRST’s John Smith and FEUSA’s Pat Soldano Take Center Stage
- Your Weekly Washington Updates
- PTCs Unleashed: Elevate Family Wealth Now
- Stand Up for Family Businesses: Take Action Now.
- Policy and Taxation Group Meeting Highlights: Tax Policies, Bipartisanship, and Growth
- Three Steps to Survive a Generational Transition of the Family Business
- EY Joins Family Enterprise USA as Platinum Sponsor
- Facts About Family Business
- The Importance of Pre-Sale Planning for Your Family Business
- Empowering Family Businesses: Homrich Berg & Whittier Trust Renew Sponsorships!
- You’re invited to an unparalleled opportunity brought to you by Policy and Taxation Group
- Last Call: Only a Few Hours Left – Act Now! Year-End Charitable Giving: What You Need to Know
- Hurry, Clock’s Ticking – 24 Hours Left. Giving Back, Moving Forward: Your Guide to Impactful Giving.
- Saying It Out Loud, By Pat Soldano. November 2023.
- Stay Ahead on Policy Updates. Week in Review: Power Shifts, Funding Battles, and Cryptocurrency Rules.
- How to Make the Most of Your Charitable Giving. Maximize Your Impact: Charitable Giving Strategies Unveiled!
- What a 2023 Survey Found Re: Family Office Compensation and Talent
- Breaking Barriers: CEO Sherri Bovino Reveals Secrets to Women’s Success in Male-Dominated Industries!
- Secure Your Spot: Frank Luntz Unveils Congress Insights on Nov 9 Webcast!
- Unlock the Secrets of Smart Giving in 2023! Reserve Your Spot Now!
- Exclusive Insights Await: Join Our Supporters-Only Webcast on Nov 9!
- Charitable Giving in 2023 and Beyond: Tax-Smart Strategies and More
- Private Family Trust Companies for Family Enterprises
- Policy Updates: In-depth Analysis of Hydrogen, Taxes, and Power Struggles
- New Pathstone Wealth Management Report Focuses on AI’s Transformative Potential
- Stay Informed: Dive Deeper into Congress with this Weekly Washington Update
- Year-End Charitable Giving Strategies: Learn from the Experts
- Policy Update, Legislative Lowdown, and Tax Worldview
- 2023 Annual Family Business Report
- Webcast Replay: South Dakota Trusts’ Game-Changing Tactics in Family Business Planning
- Exclusive Webcast Alert: Dive Into Congress’ Future with Frank Luntz on Nov 9!
- High Growth for Family Businesses Despite Inflation, Labor, and Recession
- Exclusive Invitation: State of Family Business & Critical Tax Issues Presentation!
- Weekly Washington Policy Updates
- Legislative Update and long awaited Tres and IRS Priority Guidance Plan
- Navigating Company Valuation Amidst Sales & Mergers: IRS Insight
- 2023: Family Businesses Flourish Despite Challenges!
- Key Industry Leaders Gather: Congressional Family Business Caucus
- Weekly Washington Update: Taxes, Health Care, Immigration, and More
- Register Today – Ensure Your Family’s Financial Security with a Trust
- Transform Your Family’s Financial Future with Modern Trust Designs
- Census Report Fuels Child Tax Credit Debate and More Updates
- Saying It Out Loud, By Pat Soldano. September 2023.
- Chris Thorkelson Provides Insights into Post-Covid Growth, Succession Planning, in New Video
- Discover the Secrets to Safeguarding Your Family’s Financial Future – Join Our Webcast!
- Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus!
- Comprehensive Updates: Government, Health Care, and Immigration
- How Can Philanthropy Build the Next Generation’s Financial Skills?
- Nasser Watar Joins Family Enterprise USA Board of Directors
- Cybersecurity is No Longer Optional, It’s a Necessity
- Congressional Deadline Looms: What to Expect for Fiscal Year 2024
- Register Now for Webcast Starting at 12P PT: Philanthropic Strategies for Successful Families
- 24 Hours Left: Don’t Miss This Opportunity to Learn How to Make Your Giving More Effective
- Unlocking Success: Join us for a Family Business Roundtable with Frank Luntz
- Your Voice Matters: Contact Your Representatives in Congress Today!
- Trucking Industry and Family Businesses Unite to Fight Tax Hikes
- Navigating Tax Challenges for Family Businesses: Insights with Pat Soldano
- Free Webcast: How to Make Your Charitable Giving More Effective
- Congressional Family Business Caucus to Join Discussion on Capitol Hill Focused on Supporting Family Businesses
- Brownstein’s Tax Team Discusses the Future of Taxes
- Navigating Today’s Job Market: Smart Recruiting and Retention Strategies for Family Businesses
- Learn from Experts How to Make Your Giving More Effective
- Meet Frank Luntz at the Family Business Roundtable
- Urgent Alert: Family Businesses Misunderstood by Congress – Insights from Luntz & Mulvaney
- RSVP for Family Business Roundtable with Special Guest Frank Luntz
- 3 Tools to Help You Make a Bigger Impact
- Insights on NextGen Leadership Challenges: Stephanie Larscheid in New Family Enterprise USA Video!
- Stand Up for Change: Urge Your Representatives to Halt Harmful Policies and Excessive Regulation!
- Family Business Interests as a Trust Asset and the South Dakota Directed Trust
- Learn How To Make Your Charitable Giving More Effective
- Decoding Philanthropic Designs: DAFs, Foundations, Support Orgs
- Navigating Policy: Transportation Insights in New Podcast
- Last Chance to Join Free Webcast – Discover the Future of Insurance & Risk Management
- Register Today for Wednesday Webinar – The Latest Risk Management Solutions That Are Creating a Positive Impact
- New Strategic Partnership Between Dividend Assets Capital and Policy and Taxation Group
- Adapting to Unprecedented Challenges: Register Now for Our Insurance Market Webcast!
- The Future of Hardworking Taxpayers Depends on You! Contact Your Representatives Today!
- Take One Minute to Make an Impact. Support Hardworking Taxpayers.
- Discover the Future of Insurance: Join Our Webcast on August 16th!
- Unsung Heroes: Taxes & Family Businesses – A Must-Watch Video
- Webcast Alert: Insurance Market Trends and Risk Solutions – Register Now!
- Time is Running Out! Contact Your Representatives Now to Support Family Businesses!
- Legislative Lowdown: IRS Whistleblowers, Tax Credits, and More
- Frank Luntz and Mick Mulvaney Sound the Alarm on Congress’ Lack of Understanding of Family Businesses
- Potential ‘Audit Storm’ Brewing for High Net-Worth Individuals, Says Business Evaluation Expert MPI
- Don’t Let Family Businesses Down! Support the Congressional Family Business Caucus!
- Family Businesses Need Your Help! Contact Your Representatives Today!
- Contingency Planning For Business Owners
- New Video Series Highlights the Importance of Community to Family Businesses
- Supreme Court to Hear Landmark Case on Constitutionality of Taxes on Unrealized Gains
- Join Our Webcast: Expert Tips on Retaining Top Talent & Managing Independent Contractors
- Make Your Voice Count: Engage with Your Local Representatives for Change
- Saying It Out Loud, By Pat Soldano. July 2023.
- AI’s Transformative Potential: Rational Interest vs Irrational Exuberance
- Peter Latta of A. Duie Pyle Discusses Common Sense Policy Making in Family Enterprise USA Video
- Weekly Washington Update: Impeachment, Dobbs Anniversary, Economic Bills, and More
- House Approves GOP Tax Package, But SALT Relief Still in Limbo
- Luntz and Mulvaney Ask: ‘Is Democracy at Risk?’ in New Video
- Attention Entrepreneurs: Help Shape the Future of Family Businesses – Contact Your Representatives Today!
- Calling All Supporters of Family Businesses: Act Now to Support the Congressional Family Business Caucus!
- Selecting Modern Trust Structures Based on a Family’s Assets
- Family Business Leaders Hear From Pollster Frank Luntz
- Family Business Leaders Share Insights at Congressional Caucus Meeting
- Tax Policy Updates, Tax-Reform Proposal, Proposed Rules, and More
- Protecting What You’ve Spent a Lifetime Building
- Register Now for Frank Luntz’s June 7 Webcast on the State of the Union
- Last Chance: Register Now for June 7 Supporters Webcast: See Frank Luntz on “Where Are We Now?”
- Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness
- Is the IRS Preparing for Audit Storm Among High Net-Worth Individuals?
- Debt-Ceiling Deal Proposes Adjustment to IRS Funding and More
- Debt-Ceiling Deal Update, Bipartisan 1099-K Proposal, Supreme Court Ruling, and More
- Family Business Caucus Holds 2nd Meeting in House Budget Committee Room, May 2023
- Make Your Voice Heard: Contact Your Representatives Now
- Saying It Out Loud, By Pat Soldano. May 2023.
- June 2nd Event: Important Tax Issues Affecting Successful Individuals, Family Offices and Family Businesses
- Labor Worries Among Major Issues Facing America’s Family Businesses, New Study Finds
- Treasury and IRS Issue Guidance, Senate Scrutinize Tax Practices, Tax Writers Assert Jurisdiction Over Agreement
- June 1st Event: Critical Tax Issues Impacting Successful Individuals, Family Offices and Family Businesses
- It’s Time to Speak Up: Contact Your Representatives Now
- Your Voice Matters! Contact Your Representatives Today.
- Debt-Limit Increase Discussions, Taiwan Tax-Treaty, Energy & Solar, and More
- The Most Difficult Challenge Our Business Clients Face
- We Need Your Help! Contact Your Representatives in Congress. Do It Now!
- The Future of the Successful Businesses: What to Expect with Tax Reform
- High Hopes for New Congressional Family Business Caucus
- May 16th Event: Tax Reform and Family Businesses Under Congressional Review
- Laird Coatings Founder Ed Laird Hands Over Reigns to Next Generation
- How the New Tax Law Will Affect Family Businesses: A Congressional Perspective
- House Passes GOP Debt-Ceiling Bill, With Cuts to Spending and Green Energy Incentives
- Profile of the Family Office Leader of the Future
- Green-Energy Tax Credits, Proposal Faces Rejection, Business Tax-Incentive, and More
- PODCAST: Congresswoman Tenney Advocates for Family Businesses in New Podcast
- May 10th Tax Policy Event Focuses On Family Businesses
- Treasury and IRS Under the Spotlight, SALT New Proposal, FedEx Court Victory, and More
- Cornell Professor on How to Prepare the Next Generation for Leadership in Family Businesses
- The Power of America’s Family Businesses is All in the Numbers
- Saying It Out Loud, By Pat Soldano. April 2023.
- What Every Family Business Owner Needs to Know About Succession Planning
- Family Business Expert Pat Soldano Shares Valuable Insights in Latest Publication
- Pat Soldano is Speaking at the 11th Annual FBA Capitol Conference
- SECURE 2.0 Act Changes Affecting Family Business Owners
- Study Finds High Personal Tax Levels Concern Largest US Private Employer: Family Businesses
- Senators Kennedy, Thune Introduce New Death Tax Repeal Act of 2023
- WEBCAST REPLAY: It’s All Relative; Family Matters in Business Succession
- Debt Ceiling Negotiation, FY2024 Budget Hearings, Lower Energy Costs Act, and More
- South Dakota Trust Co. Joins as New Sponsors Supporting Family Businesses
- Treasury Department, Eliminate OECD Funding, Bipartisan Group Rebuffs Biden and More
- New York Times Spotlights Family Businesses, Family Enterprise USA Research in Sunday Business Section
- Join Us for a Discussion on Family Business, Legislation, and Voter Attitudes: 2023 Survey Results Live Event
- Senators Renew Efforts, Yellen Defends 2024 Budget Proposals, CBO Report, and More
- PODCAST: Rep. Schneider Spotlights Importance of Educating Congress on Power of Family Businesses in New Podcast
- Keeping It in the Family: Why Succession Planning Matters
- Saying It Out Loud, By Pat Soldano. March 2023.
- Future-Proof Your Business: The Importance of Succession Planning
- Family Businesses in America Sound the Alarm on Tax and Labor Challenges in 2023 Survey
- FY2024 Budget Request Includes Tax Proposals for Wealthy Americans. Summary and Analysis.
- The Benefits of Succession Planning: Family Matters in Business Succession
- Family Businesses Receive a Boost in Representation with New Caucus
- Don’t Miss Our Live Event: 2023 Family Business Survey Results and Voter Attitudes Towards Elections
- Biden Budget Proposal, Committee Updates, IRS Leak Investigations, and More
- [Last chance] Register For the March 8th Legislative and Political Updates Webinar
- Succession Planning is Important For a Variety of Reasons, Particularly for Family-Owned Businesses
- Caucus Spotlights Education, Representatives’ Experiences with Family Business
- Family Business Caucus, Legislative and Political Updates. March 8th Webcast – By Invitation Only
- Taxation & Representation, Senate Confirmation, House Set to Vote, and More
- [VIA ZOOM] It’s All Relative; Family Matters in Business Succession
- Avoid ‘Shirtsleeves to Shirtsleeves’ by Shifting Inheritance Vision to Private Capital
- Save The Date: March 8th Webinar. Family Business Caucus, Legislative and Political Updates
- New Congressional Family Business Caucus Co-Chairs Ready for First Meeting Feb. 28
- [LIVE EVENT] 2023 Survey Results; Legislative Possibilities and Election Voter Attitudes
- [VIDEO] New Video Tells The Incredible Story of David Ellen’s Equipment Corp
- Still Thinking About Participating in Transitions Spring 2023?
- Inheritance VS. Private Capital
- Pomp and Positioning: The State of the Union Address, 2023
- Family Business Caucus Begins Work with First Meeting on February 28
- Introduction to the New Members of the Ways and Means Committee
- Legislative Wins and New Congressional Caucus Help Put Positive Spotlight on Importance of Family Businesses
- Saying It Out Loud, By Pat Soldano. February 2023.
- UHNW Institute Taps Soldano and Marino for Advisory Board, Faculty Posts
- Urgent Message From Pat Soldano. Survey Closing in 24 Hours. Please Help Now.
- Impact of Supply Chain Disruptions in 2023
- Survey Closing in 4 Days. Join The Battle Against Increasing Tax Hikes.
- [VIDEO] ‘You’re Number One’ Service Mantra Takes Ellen Equipment Corp. to $56 million in 8 Years
- Ways and Means Potential Legislative Agenda
- U.S. Debt Limit: Current Landscape and Key Takeaways
- We Need Your Help & Input As We Work With Congress To Fight For Multi-Generational Small Businesses
- New Congressional Family Business Caucus Helps Focus Attention on Survey
- Help Us In The Battle To Save Small Business Owners From Unfair Tax Hikes – Take A Short Survey
- ATA Supports Formation of New Congressional Family Business Caucus
- Take A Short Survey To Help Save Local Businesses From Historic Tax Increases
- Jason Smith to Chair House Ways and Means Committee
- [VIDEO] Transitioning For the Future, Cutting Red Tape Is Key to Success for GoodFellow Bros.
- [VIDEO] Family Trust Agreements, Community Giving Spotlighted in New Video with Thompson Realty
- State of Family Business Annual National Survey Launched
- Lawmakers Look to 2023 for Tax Priorities Following Omnibus Passage
- [VIDEO] Not Waiting for the Government, IRC’s CEO Creates Company Training Center
- Training the Next Generation is Key to Success for California’s Lippow Development
- Omnibus Funding Bill Scraps Most Tax Provisions; Includes Retirement Savings Bill
- A Year of Tax and Policy Wins Helps Family Businesses Remain Strongest Source of Private Employment
- Government Gridlock or Season of Compromise? Washington Experts Warren & Soldano Discuss Congress’ Agenda & Priorities
- Saying It Out Loud, By Pat Soldano. December 2022.
- Pass-Through Entities Explained
- Happy Holidays From Policy and Taxation Group
- Looking Ahead: State Policy Trends for 2023
- Trends in the Overall Family Business Enterprise Market
- It’s All Relative; Family Matters in Business Succession
- 2023 Will Be a Year of Uncertainty for Family Businesses
- Washington Updates – Rail Strike, Health Care, Tax, & More
- Bipartisan Group of Congressional Members Launch Congressional Family Business Caucus Focused on Family-Owned Businesses
- The Use Of Defined Value Gift Clauses
- 118th Congress Tax Agenda. Taxation & Representation.
- Saying It Out Loud, By Pat Soldano. November 2022.
- New Videos Reveal Difficulties, Successes in Transitioning to Next Generation, & Giving Back
- Post-Midterms Analysis
- PODCAST: “What Happened?” Midterm Elections – Winners and Losers
- PODCAST: 2022 Midterm Panel Post-Election Follow Up
- Is a For-Profit Family Office Right for You?
- Analysis of the Mid-Term Elections
- 2022 Midterms Post-Election Outlook and Analysis
- Save The Date: November 16th Webinar Talking About The Impact of Midterm Results – By Invitation Only
- WEBINAR REPLAY: Business Owners 2022 Family Business Survey Review
- WEBINAR REPLAY: Business Owners 2022 Family Business Survey Review
- Midterms State of Play. Less Than a Week Out From Election Day.
- Soldano Speaks at ATA’s Recent Global Management Conference in San Diego
- PODCAST: Across the Aisle: Upcoming Midterms
- Midterms State of Play. Less Than Two Weeks To Go Until Election Day.
- WEBINAR REPLAY: Linda C. Mack of Mack International Talks About Recruiting and Retention Strategies
- Mid-Term Election Fallout Critical to Tax Policies for Family Businesses
- Tax and Economic Legislative Concerns for Families and Family Business
- Saying It Out Loud, By Pat Soldano. October 2022.
- Last Chance to Register. 2022 Family Business Survey Review Webinar (10/25)
- Only 5 Days Left to Register For The 2022 Family Business Survey Review Webinar
- WEBINAR REPLAY: Linda C. Mack of Mack International Talks About Recruiting and Retention Strategies
- Reducing the Tax Impact on the Sale of Your Business
- Last Chance to Register. Recruiting and Retention Strategies Webinar (10/19)
- Save 15% When You Register Now: Transitions Fall 2022
- How To’s – Protecting a Lifetime of Savings
- [WEBINAR] Business Owners 2022 Family Enterprise USA Survey Review (10/25)
- You Are Invited to Register. Recruiting and Retention Strategies Webinar (10/19)
- Chubb Insurance & USI Insurance Join FEUSA as New Sponsors
- Whittier Trust & Homrich Berg Join Family Enterprise USA as New Sponsors
- Meet Our Keynote Speakers: 2022 Family Business Survey Review Webinar
- Join Other Family Companies at Transitions Fall 2022
- Annual Awards Presented to Best Family-Owned Businesses
- Successful Succession Planning
- You’re Invited to Business Owners 2022 Family Enterprise USA Survey Review Webinar (10/25)
- Learn About Recruiting and Retention Challenges & Successes
- Legislative Lowdown. Congress Advances Towards CR as Deadline Approaches.
- [Webinar] Get Ahead of the Curve: How Recruitment and Retention Strategies Are Changing Everything
- Join Us For The ‘Voice of Family Business on Capitol Hill’ Podcast Series
- Summary of PATG Supporters Meeting Conducted in Washington DC On 9/21/22
- Podcast: A Family Business Boosts its Health by Making a MD its CEO
- [Webinar] Recruiting and Retention Strategies That Actually Work
- Legislative Lowdown. Democrats Prepare Another for Expanded CTC.
- Washington Policy Update
- Considerations on Establishing Family Governance
- Have You Heard the ‘Voice of Family Business on Capitol Hill’ Podcast Series?
- ‘Voice of Family Business on Capitol Hill’ Podcast Series Launched by FEUSA
- Legislative Lowdown. Taxation & Representation.
- CSUF Offers Family Business Workshops through its Center for Family Business
- Don’t tax America’s family businesses to death
- Envisioning Life After Your Family Business Succession
- FEUSA to Launch ‘Voice of Family Business on Capitol Hill’ Podcast Series September 15
- Become A Supporter & Meet Us in DC For Congressional Visits
- The Podcast Series, ‘The Voice of Family Business on Capitol Hill’ Launches Next Week
- The Top Risks Family Businesses Face
- Meet Us in DC For Congressional Visits. Become A Supporter Now.
- New Podcast Series, ‘The Voice of Family Business on Capitol Hill’ Debuts Sept. 15, Featuring Dr. Frank Luntz
- Become A Supporter & Meet Us in DC For Congressional Visits
- Dave Henderson Joins FEUSA Board; Skip Fox Named Treasurer of FEUSA & PATG
- WEBINAR REPLAY: How Butterball Farms Harnessed the Power of Collaboration to Stabilize a Workforce
- Saying It Out Loud, By Pat Soldano. August 2022.
- WEBINAR REPLAY – Business Valuation: From Estate Planning to Exit Planning
- Above the Line Planning
- Register Now: ‘More Than Just Money’ Family Business Legacy & Wealth Conference
- [Last chance] Register For Our August 18th Webinar
- House Passes Inflation Reduction Act
- How Butterball Farms Harnessed the Power of Collaboration to Stabilize a Workforce
- Join Us in DC for September Meetings & Hill Visits
- Reconciliation Update. Taxation & Representation.
- ‘More Than Just Money’ Family Business Legacy & Wealth Conference
- Peters Speaks with Soldano About Keeping a Multi-Generational Family Business Growing
- YOU’RE INVITED To Join Us For An Exciting Webinar
- Senate Concludes Vote-a-Rama, Passes Inflation Reduction Act. Taxation & Representation.
- Webinar Replay: For Profit Family Office Structure – Is It Right For Your Family?
- Employees at America’s Family Businesses Are Doing Better
- Harness the Power of Collaboration to Stabilize a Workforce
- Special Reconciliation Edition. Taxation & Representation.
- 2 Days Left to Register For Profit Family Office Structure Webinar
- Meet Our Keynote Speaker | For Profit Family Office Structure Webinar
- Article Focuses on Tax Issues, Labor, and Inflation Findings from Recent Survey
- Manchin-Schumer Reconciliation Framework Agreement
- YOU’RE INVITED: For Profit Family Office Structure – Is It Right For Your Family?
- [Last chance] Register For the July 27th Webinar
- Register now: For Profit Family Office Structure – Is It Right For Your Family?
- Visits & Caucus Get Private Company Director Spotlight
- Reconciliation Realignment. Taxation & Representation.
- Channellock’s DeArment Opens Up on Challenges of Multi-Generational Businesses
- [Reminder] July 27th Webinar Addressing Latest Tax Legislation – By Invitation Only
- Shifting News About Reconciliation
- Webinar Subjects Include What’s Happening at the IRS & Audit Triggers
- INOLEX & Employees Help Ukraine
- Saying It Out Loud, By Pat Soldano. July 2022.
- New Webinar: ‘How Much Is My Family Business Worth?’
- Raise Taxes On Small Businesses? Net Investment Income Tax (NIIT).
- Reconciliation Revival? Taxation & Representation.
- Join Us For July 27th Webinar Addressing Latest Tax Legislation
- Business Valuation Webinar: From Estate Planning to Exit Planning
- Register Now to Attend July 27th Webinar Addressing Latest Tax Legislation
- Save The Date: July 27th Webinar Addressing Latest Tax Legislation – By Invitation Only
- Family Business Centers, Family Businesses Meet Capitol Hill Representatives
- [LAST CHANCE] Business Owner Survey
- Build Back Better Outlook. Taxation & Representation.
- Winning The War on The Wealthy
- How to Get the Most from Your Board
- Danger Ahead: Need to Watch Tax Proposals Damaging to Families, Family Enterprises
- [Survey] How Do You Hold Ownership of Your Family Business?
- A Proven Process for Recruiting and Retaining Top Family Enterprise Leadership Talent
- Saying It Out Loud, By Pat Soldano. June 2022.
- PODCAST: The Power of The U.S. Family Business: A Conversation with Pat Soldano
- Treasury Department Fiscal Year 2023 Budget. Tax Policy Update.
- One Question; Business Owner Survey
- The one you’ve been waiting for… the Private Company Governance 2.0 Summit, June 15-17
- Tax & Financial Services Week Ahead. Tax Policy Update.
- How do you hold ownership of your family business or family office?
- Local Charities Rely on Family Businesses For Survival in Tough Times, Research Shows
- Family Business Stories Come to Life in YouTube Video Series
- Embrace Your Role as Future Family Business Leader
- Repealing the Death Tax
- Meet Members of Congress at the Private Company Governance 2.0 Summit in DC, June 15-17
- Taxpayer Fairness Across the IRS. Tax Policy Update.
- Johnston Ranch: Personal Experiences Show Impact Of Estate Tax
- Meet Members of Congress at 10th Anniversary Private Company Governance 2.0 Summit in Washington DC, June 15-17
- Policy and Taxation Group Names Kip Peterson to Board of Directors
- Truboy Ranch: Personal Experiences Show Impact Of Estate Tax
- Why Congress is Choking Family Businesses
- Private Placement Insurance Products
- Congressional Tax Staffers Outline Agenda. Taxation & Representation and Tax Tidbit
- Wayne Vineyard: Personal Experiences Show Impact Of Estate Tax
- The Surprising Facts of What America’s Family Businesses Look Like
- Full Slate of Events Scheduled for Family Businesses This Month
- Bipartisan Innovation Act: More Tax Talk. Taxation & Representation and Tax Tidbit
- 2022 Family Office Trends
- Navigating “Company Value” in Times of Choppy Market Activity
- Bartels Family: Personal Experiences Show Impact Of Estate Tax
- You Are Invited To Hear Frank Luntz & Karl Rove Speaking May 11
- Considerations in Making a Gift of a Business Interest to a Public Charity
- Countries With Or Without An Estate Or Inheritance Tax
- Hear Frank Luntz and Pat Soldano. We Can’t Continue This Fight Without You.
- By Invitation Only – May 11th Zoom Addressing Latest Tax Legislation
- Weekly Washington Update. General, Health Care, Tax, and More.
- A Conversation with Frank Luntz and Pat Soldano
- Ruddick Family: Personal Experiences Show Impact Of Estate Tax
- Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium
- Family’s Ranching Heritage at Stake in Inheritance Tax Battle
- An Opportunity to Save on Income Taxes
- Summary and Analysis: White House FY 2023 Budget Request
- Multi Generational Business Owners See Growth Despite Pandemic, Taxes, Government Regulation
- Senate Reconvenes. What to Watch. Taxation & Representation and Tax Tidbit
- COVID Relief Package in Flux. Taxation & Representation and Tax Tidbit
- Build Back Better Act Comeback? Taxation & Representation and Tax Tidbit
- Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium
- Family Enterprise USA Adds Two New Members to the Board of Directors
- Last Chance To Participate
- Policy and Taxation Group Welcomes Two New Board Members
- Want To Protect Your Multi-Generational Business?
- Do This And Be The First To Get The DC Legislators To Help You!
- From Generation to Generation
- Race to Replace Brady: New Challenger. Taxation & Representation and Tax Tidbit
- Want To Protect Your Multi-Generational Business?
- The Lifecycle of the Entrepreneurial Business: Wonder . . . Blunder . . . Thunder . . . Plunder
- Build Back Better Reboot. Taxation & Representation and Tax Tidbit
- Protect Lifetime Of Savings
- Latest BBBA Update: SALT and CTC: Taxation & Representation and Tax Tidbit
- Join The Movement Supporting Multi-Generational Businesses
- Historic Tax Increases Threaten The Fidelity Of Your Business
- Join Today to Attend Invitation Only Feb 8th Zoom Addressing Latest Tax & Policy Outlook
- We’re Fighting For The Future Of Family Businesses
- February 8th PATG Zoom Addressing Latest Tax Legislation – By Invitation Only
- Do You Have 5 Minutes To Help Your Business?
- U.S. Federal Labor Report. Labor Updates From Washington, D.C.
- Join The Fight. Take 5-minute survey and we will do the rest.
- Protect Your Lifetime Of Savings
- The best thing you can do for your family business is …
- Budget Reconciliation: By the Numbers: Taxation & Representation and Tax Tidbit
- Attn Family Business Owners: Use This Today To Get Your Opinions Heard
- Want To Protect Your Multi-Generational Business?
- Key Dates to Watch Early This Year: Taxation & Representation and Tax Tidbit
- Do This And Be The First To Get The DC Legislators To Help You!
- Taxation & Representation and Tax Tidbit
- Taxation & Representation and Tax Tidbit
- Tax & Financial Services Week Ahead
- Infrastructure Update – Week of November 29 – December 3
- Build Back Better Act Passed By House! Details…
- Help Us Take Action – Contact Congress: Stop New Tax on Individuals and Trusts and Estates
- Taxation & Representation & Tax Tidbit
- Senator Tester of MT, Frank Luntz and COS for Rep David Scott of GA Will Be Speaking
- We Can’t Continue This Fight Without Your Help
- Update on the Bipartisan Infrastructure Deal
- Save the Date: Year-End Legislative Updates and Tips
- Possible Solutions For Life Insurance Policies “Aging Out”
- Taxation & Representation & Tax Tidbit, October 19, 2021
- National Poll Results: What Biden Tax Policy Is Important To You?
- PATG Supporters Attend Strategic Meetings in Washington, DC To Stop Historic Tax Increases
- Taxation & Representation, October 5, 2021
- Family Business Under Attack; What Budget Reconciliation Includes
- Webinar Replay: Introduction to Family Governance
- PATG Zoom on 9/22 Addressing Latest Tax Legislation – PATG Supporters Only
- IMPORTANT NEWS: Ways and Means Propose tax increases on Family Business and High Income Individuals
- Estate Tax Projects Within the Treasury’s 2021-2022 Priority Guidance Plan
- Senator Wyden Released Legislation: “Significant Changes To The Taxation Of Partnership Distributions, Allocations, And Gain Recognition Rules”
- Plan to Attend – Introduction to Family Governance Webinar
- Family Businesses Face Pandemic Challenges and Legislative Concerns
- Poll: How Long is Your Longest-Term Employee?
- National Poll Results: Do Legislators Listen to You?
- Register Now to Attend “Introduction to Family Governance” Webinar
- WATCH: Is Life Insurance A Solution For The Estate Tax?
- Join Us For Introduction to Family Governance
- How Biden’s Tax Proposals Will Affect 3rd Generation Women Owned Business
- Poll: How Long is Your Longest-Term Employee?
- National Survey Results: Biden’s New Tax Policies – Help or Hindrance?
- Poll: What Biden Tax Policy is Important to You?
- UPDATE: Thune Proposed Amendment to Budget Resolution. Don’t Eliminate Step Up!
- NEWS: Thune Proposed Amendment to Budget Resolution; DON’T ELIMINATE STEP UP!
- NEW Section 199A Bill Update; Taxing Pass Through Entities
- 2021 State by State Tax Chart Updated
- Infrastructure Update – Week of August 2-6
- WATCH; Steve Wells, Founding Partner of American Food and Vending Corp: How Will Bidens Tax Proposals Impact His Family Business
- State by State Death Tax Chart Update July 26, 2021
- Poll Question: What Biden Tax Policy is important to you?
- All Republican Senators Urge President to Keep Step UP
- Frank Luntz to be on Supporters Update Call – Plan To Attend – Register Now!
- Tax and Legislative Polices & The Impact on You – PATG Supporters Call
- Hearings Review: Tax and Financial Services Committees
- Podcast – Hear Pat Soldano: The Importance of Family Businesses in the US
- WATCH; Casey Roscoe 3rd Generation, Seneca, Eugene, OR; The Impact Of The Estate Tax (Death Tax)
- Death Should Not Be a Taxable Event
- WATCH; David Plimpton; Inolex CEO; impact of Bidens tax proposal
- How Much Tax Will You Pay With Biden’s Tax Plan?
- Pat Soldano Speaking at Family Firm Institute July 12
- PLEASE! Watch short video; Destruction Of Family Businesses; Elimination Of Step Up In Basis!
- ALERT: Elimination of Step Up in Basis Could Destroy Your Business!
- Job Loss Example Due to Repeal of Step-Up Of Basis
- Economic Impact from Repeal of Step-up in Basis
- Champion Women Profiles: Pat Soldano
- Reach Out To Congress: Ask Them To Sponsor The Estate Tax Rate Reduction Act of 2021
- Update on Biden Administration FY22 Budget Request & Treasury “Green Book”
- Warning; Elimination of Step Up in Basis could destroy your business!
- Estate Tax Overview
- Contact Congress Asking Them To Sponsor The Estate Tax Rate Reduction Act of 2021
- House Ways & Means Select Revenue Measures Subcommittee Hearing on Taxing the Wealthy
- BREAKING NEWS!! Bipartisan Estate Tax Rate Reduction Bill introduced in both House and Senate today!
- Pat Soldano Speaking at LIDO LIVE Webinar May 19
- Importance of Family Businesses’ Contribution to the U.S. Economy
- Family Business Survey Highlights Estate Tax As The #1 Economic Public Policy Priority Issue
- Last Chance To Register to Hear About Current Legislative Agendas
- An Inside Look at Seven Family-Owned Businesses
- Biden Administration Tax Proposals Included in the American Jobs Plan and American Families Plan
- What is the House and Senate Step Up In Basis Elimination Legislation?
- Biden to Propose Capital Gains Tax as High as 43.4% for Wealthy
- Save The Date: May 6 PATG Supporters Call
- Results Are In: 2021 Family Business Survey Report Highlights
- White House Releases Topline Spending Proposal
- Hiring: Director, Business Development Non- Profit
- Connected Conversations – Family Businesses Contribution to the U.S. Economy: A Closer Look on April 14
- Labor Updates From Washington, D.C.
- Tax and Financial Services Week Ahead
- A Tough Road Ahead for Democrats’ Ambitious Policy Agenda
- Hydraflow: Operating Business During Pandemic
- Colette’s Catering: Managing Business During Pandemic
- Loutech: Dealing with COVID-19
- Root Family of Florida and COVID-19
- Pomerleau Real Estate Supports Local Community During COVID19
- Give a Voice to Family Business Concerns
- Ways and Means Releases Budget Reconciliation Text
- Tax and Financial Services Week Ahead
- Analysis of Legislative/Administrative Developments in the 117th Congress
- Taxation & Representation
- January 28th Members Call Recap
- Join Us for the First 2021 Supporters Call on January 28th
- Summary of COVID-19 Relief Provisions Relevant to Local Governments
- Family Office Outlook 2021 Silicon Valley / Virtual Forum
- #FamilyFirst webcast with Pat Soldano
- A Family Business Tragedy
- Congress Passes Omnibus, COVID-19 Relief
- Taxation & Representation
- IRS Releases Priority Guidance Plan
- Alan Hirschfeld joins the Board of Directors of Policy and Taxation Group
- Results of FEUSA 2020 COVID- 19 survey and impact on Family Businesses
- VIDEO: Watch 6-minute video with Pat Soldano; “Tax Legislation Issues for Family Businesses”
- 2020 Election Results and Key Dates to Watch
- Neal and Brady Introduce Retirement Legislation
- VIDEO: Election 2020: Presidential Candidates’ Positions on Individual Tax Policies
- VIDEO: Election 2020 – Presidential Candidates’ Positions on Estate and Wealth Tax Policies
- VIDEO: Election 2020 – Safety and Healthy Workplace Tax Credit
- VIDEO: Corporate Transparency Act
- VIDEO: Pass Through and Small Business Legislation Under Trump or Biden
- VIDEO: Pass Through and Small Business Legislation Under Trump or Biden
- Status Of The November Election, Potential Tax Policy Opportunities, and Additional COVID-19 Relief Legislation
- C&S Provides PTO, Bonuses To Employees For Covid-19 Challenges
- Publix deploys contactless payment for extra COVID-19 safety
- IRS Clarifies Payroll Tax Deferral Is at Employer’s Discretion
- President Trump’s Aug. 8 Tax Executive Orders
- Saturno and Plimpton Join The Board of Directors of Family Enterprise USA
- HEALS Act Safe and Healthy Workplace Tax Credit Guide for Employers
- HEALS Act Comparison to HEROES Act and Current Law
- Family business owners weigh in on taxes, regulation
- State News – Illinois
- COVID-19 & Capital Hill
- Getting America Open Again
- The Virus Is Vaporizing Tax Revenues, Putting States in a Bind
- Congress Moved Quickly to Pass Costly Aid Package
- How Did You Help During the Great Pandemic?
- State News – Georgia Republicans
- Campaign Trail – Joe Biden and Bernie Sanders
- Stimulus Bills Were Focused On Government, Hospitals, And US Businesses
- State News – Ohio & New York
- Campaign Trail – Who Runs Against Donald Trump
- Coronavirus Trillion Dollar Emergency Relief Bill
- DeFazio Wants Double Spending on the IRS
- Senate Passed The House’s Coronavirus Relief Bill
- Capital Hill Visits With Representatives Reed, Schweikert, & Walberg
- State News – Massachusetts: It’s A Minimum Tax
- Race To The White House – Joe Biden & Bernie Sanders
- Campaign Trail – Donald Trump
- Democratic Delegate Selection
- What Is Going On At Capitol Hill
- State News – More Revenue to Spend in 2020
- The Campaign Trail – Michael Bloomberg
- From the President – 9-30 – Weekly Update
- From the President – 10-7 – Weekly Update
- From the President – 9-9 – Weekly Update
- From the President – 7-26 – Weekly Update
- From the President – 7-12 – Weekly Update
- From the President – 6-28 – Weekly Update
- From the President – 7-18 – War on the Successful
- From the President 6/17
- Pat Soldano – Speaking at FON – Family Office Network
- Oprah Winfrey Attacking Taxes on the Rich
- Our Work is NOT Complete – The Estate Tax has NOT been repealed.
- Pat Soldano Interview on Exit Coach Radio
- GOP Releases Phase 2 Retirement Details
- Trump Signs Tax Reform Bill Into Law
- House and Senate Pass HR 1; on to President
- Conference Committee Meets on Wednesday This Week
- Full List of Conference Committee Members
- WATCH: The Estate Tax: The Politics of It All
- UPDATE: Senate Markup Bill
- Summary of PATG Supporters Meeting
- State Death Tax Chart Update July 17, 2017
- A Stealth Death Tax Increase
- Each American Dream Op-Ed featured in The Hill
- Obama’s Double Death Tax
- Editorial: Death tax imposes cost on family business stability
- Category: From The President
  - We Can’t Continue This Fight Without Your Help
  - Update on the Bipartisan Infrastructure Deal
  - Save the Date: Year-End Legislative Updates and Tips
  - From the President – 9-30 – Weekly Update
  - From the President – 10-7 – Weekly Update
  - From the President – 9-9 – Weekly Update
  - From the President – 7-26 – Weekly Update
  - From the President – 7-12 – Weekly Update
  - From the President – 6-28 – Weekly Update
  - From the President – 7-18 – War on the Successful
  - From the President 6/17
Category: Income Tax
- Inside the SCOTUS Tariff Case: What It Means for You
- Is your business being affected by the “shut down”?
- Taxation & Representation Update: What the ongoing shutdown means for your business
- Family Businesses Concerned About Potential New Wealth Tax Act
- Policy and Taxation Update: IRS & Treasury Reshuffle: What It Means for Wealth Preservation
- Quick Poll: Washington wants to tax unrealized wealth – do you agree?
- Taxation & Representation: Shutdown & Tax Changes – Key Updates for Family Offices and Successful Families Ahead
- Weekly Washington Policy Update: Senate Votes Down CRs, Why Family Offices Must Stay Alert
- Taxation & Representation: What Family Offices and Successful Families Must Know: FY26 Appropriations and OBBBA Updates
- Taxation & Representation: Wealth at risk? Congress debates IRS cuts, OECD exit & new tax credits
- Saying It Out Loud August 2025, By Pat Soldano
- Weekly Digest of Alerts: What Policy Shifts Mean for Generational Wealth
- Quick Poll: Concern About Capital Gains Tax
- Taxation & Representation: Tax Breaks, Tip Deductions & Overtime: What Family Offices and Successful Families Must Know
- Taxation & Representation: Passthrough Deduction May Rise – What It Means for Your Family Office and Successful Families
- Constant, Consistent Education with Congress Pays Off in ‘OBBB’ for Family-owned Businesses, Family Offices
- The One, Big, Beautiful Bill Act – Summary and Analysis
- Quick Poll: Taxed More of Less Due to OBBB
- Tax Update: House Approves Senate Reconciliation Package
- Senate Concludes OBBBA Vote-a-Rama
- Tax Update: Senate Passes Reconciliation Package
- Tax Update: Congressional Republicans Racing to Complete Tax Package
- Senate Finance Committee Tax Title – Summary and Analysis
- Quick Poll: Share Your Thoughts on The One Big Beautiful Bill
- Taxation & Representation: Senate Unveils Tax Package That Could Reshape 2025 Policy – Read the Highlights
- Tax Update: Senate Republicans Release Tax Text
- Will “The One Big Beautiful Bill” Deliver for Family Offices? Pat Soldano breaks it down.
- Tax Update: Senate Republicans Finalizing Tax Bill Changes
- Taxation & Representation: Senate Eyes Major Changes to H.R. 1 – What’s at Stake for Family Offices and Successful Individuals
- Women’s Business Owners Group Gains Momentum
- Taxation & Representation: Senate Gears Up to Rewrite House Tax Package – Here’s What’s Changing
- {PODCAST} Top 10 Tax Changes the Senate Will Make to the One Big Beautiful House Bill
- Snapshots of Family-Owned Businesses Show 80% are Pass Through Entities, Pay Higher Taxes, According to Survey
- Quick Poll: Share Your Thoughts on Income Tax Policy
- Weekly Digest: House OKs Major GOP Tax Bill, H.R. 1 Advances Health Reforms, and more.
- H.R. 1 Tax Title – Summary and Analysis
- Tax Update: House Passes Reconciliation Package
- Tax Update: House Budget Committee Blocks Reconciliation Bill
- House Ways and Means Committee Budget Completes Reconciliation Markup
- Translating the Initial Ways and Means Legislative Language Ahead of Tuesday’s Markup
- Tax Update: Ways and Means Notices Tuesday Markup
- Weekly Washington Tax Update and More: Trump, Johnson Push Back on Tax Hikes for Wealthy
- Saying It Out Loud Special Report May 2025, By Pat Soldano
- Taxation & Representation: What’s in Reconciliation?
- Saying It Out Loud, By Pat Soldano. April 2025.
- Taxation & Representation: Tax Cuts, Estate Taxes & Budget Updates
- Weekly Washington Update: Congress Pushes for Budget Resolution Before Easter—What’s Next?
- Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at FMB’s Transitions Spring
- House Tax Teams Work to Extend TCJA and Ensure Long-Term Tax Stability
- Taxation & Representation: Will Congress Avert a Government Shutdown by March 14?
- Saying It Out Loud, By Pat Soldano. February 2025.
- Taxation & Representation: Estate Tax Repeal on the Table — Tell Congress Your View
- Family Businesses Crave Consistency and Permanency in New Tax Legislation
- An Appropriate Valentine: House and Senate Stake Budget Positions
- Taxation & Representation: Reconciliation Bill Update: Key Issues to Watch
- Act Now! Get Registered for February Supporters Webcast
- Taxation & Representation: Tax Cuts & Business Deductions—Congress Takes Action
- Bipartisan Bill Seeks to Cut Estate Tax—See What It Means for You
- Key Tax Policy Updates from the Ways and Means Committee Hearing (January 22, 2025)
- Exclusive New Administration and New Congress Insights: Join Our Supporters-Only Webcast on February 4.
- Saying It Out Loud, By Pat Soldano. January 2025.
- Taxation & Representation: Budget Committee Document Detailing Potential Tax Bill Provisions Circulated
- Stay Informed: Join Our Legislative Quarterly Update Webcast for Supporters!
- Taxation & Representation: Navigating the Final Biden Treasury/IRS Guidance
- Taxation & Representation: 2025’s Tax-Writers
- Pulse Survey Shows Top 3 Tax Policies Family Businesses are Concerned about Going in 2025
- Important Update: Corporate Transparency Act Enforcement Again Suspended
- Saying It Out Loud, By Pat Soldano. December 2024.
- Update: Corporate Transparency Act Reinstated; Filing Deadline Extended
- Will New Tax Policies Protect Your Family Business?
- Taxation & Representation: CBO Breaks Down TCJA Impact—What You Need to Know
- Corporate Transparency Act Compliance Suspended
- How to Discover and Stay Informed About Policy and Taxation Group
- The Congressional Review Act: What It Is and How It Might Be Used in the 119th Congress
- Saying It Out Loud, By Pat Soldano. November 2024.
- In Case You Did Not Know: Our Evolving Mission
- Weekly Washington Update: GOP to Reevaluate Energy-Tax Credits: What’s Next?
- Taxation & Representation: Leadership Shifts on Capitol Hill: What It Means for You
- Attention to Seven Tax Priorities Are Critical To Protect Family Businesses
- Weekly Washington Update: Leadership Votes Shape 119th Congress: What You Need to Know
- Taxation & Representation: From tax cuts to tariffs, get insights on the future of U.S. policy
- 2024 Post-Election Outlook and Analysis
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of November 5.
- Exclusive Briefing: Election Impact & Family Business Strategies Ahead
- Final Update 2024 Elections: Key Candidate Policy Positions and Post-Election Scenario Analysis
- Ways to Protect Pass-Through Businesses After Tax Cuts and Jobs Act Expiration Is Focus of New Podcast Airing Now
- Exclusive Webcast for Supporters: Insights on Election Impacts & Strategy
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of October 29.
- Saying It Out Loud, By Pat Soldano. October 2024.
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of October 22.
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of October 15.
- As Congress Grapples with New Tax Bill, Family Business Tax Priorities Take Center Stage in New Survey From FEUSA
- Elections Edge: A 2024 Elections Weekly Snapshot. October 8.
- Elections Edge: A 2024 Elections Weekly Snapshot. September 2024
- Post-Election Tax ‘Armageddon’ Policies Dissected in New Podcast Airing Now
- Elections Edge: A 2024 Elections Weekly Snapshot. September 2024
- Wealth Tax Proposals Proliferate
- Capitol Hill Tax Teams focus on salvaging key Tax Cuts and Jobs Act provisions
- Proposals Big and Small: Policy in the September 2024 Presidential Debate
- Last Chance: Have Your Say on Key Expiring Tax Policies
- Taxation & Representation. Senate Finance Committee in Flux
- Quick Poll: What Tax Policies Are Most Important to You?
- Your Voice Matters: Tell Us Which Tax Policies Concern You Most
- Tax-Policy Legislative Priorities for the 119th Congress
- Urgent: Share Your Top Concerns About Expiring Tax Policies
- We Need Your Input: What Tax Policies Matter Most to You?
- Quick Survey: Which Tax Policies Are Your Top Priority?
- Tax Cuts Expiring; What Is Most Important To You; One Question Survey
- 2025 Tax Armageddon: Taxes After the Election
- Your Voice Matters: Influence Tax Policy Through New Portal
- Taxation & Representation: Critical Tax Relief Package Heads to Senate Vote – See What’s Inside
- Policy Update: Taxation & Representation
- Stay Informed: Join Our Legislative Quarterly Update Webcast!
- Weekly Washington Update: Policy Highlights from the First 2024 Presidential Debate
- Don’t Miss Our Legislative Update Webcast – Register Today!
- Immediate Implications of Recent Supreme Court Ruling on Moore v. United States
- Weekly Washington Update: Senate Advances Nuclear Permitting Bill, Hearing on COVID-19 Origins, 2025 Outlook.
- Tax Update: Prepare for 2025 Tax Changes! Senate Forms New Working Groups
- Taxation & Representation. Prepare for 2025: Senate GOP Creates Tax Working Groups
- Taxation & Representation: New Disaster Relief Tax Bill Advances. Ways and Means Committee Actions.
- Weekly Washington Update: FAA Reauthorization and Other House Measures. Bipartisan House Bills.
- Taxation & Representation: GOP Shifts Stance: Will Corporate Tax Rates Rise? What It Means for You.
- Topics of Succession and Workforce are 2024 Focuses on Leadership Issues Affecting Family Businesses
- Next Gen is Counting on Us to Slow Impact of High Taxes
- Survey and Executives Both Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
- Taxation & Representation Update: Yellen’s Tax Agenda Unveiled: Dive into IRA Credits & Global Tax Talks.
- Family Business ‘Succession’ Is Topic Set for Congressional Family Business Caucus May 14
- Taxation & Representation Update: Tax Teams Unveiled: Shape Tomorrow’s Tax Policy!
- April 17 Members Update Call Summary. Discover potential tax policy shifts under a second Trump term or Biden presidency.
- Taxation & Representation Update: PROTECT Coalition – Dedicated to Preserving the 199A Deduction
- Taxation & Representation Update: Tax Relief Package Update
- Weekly Washington Update: Congress Nears FY 2024 Funding Finish Line: Details Inside
- White House FY2025 Budget Request: Key Tax Takeaways
- White House Releases FY 2025 Budget Tax Priorities
- Taxation & Representation: Biden’s Tax Agenda Unveiled: What You Need to Know. Government Funding Update.
- Taxation & Representation: IRS Crackdown: Unveiling Wealthy Non-Filers Initiative
- Weekly Washington Update: Michigan Primary Surprises: What the Biden & Trump Wins Reveal
- Taxation & Representation: IRS Commissioner to Face Possible Grilling
- Wealthy Tax Evaders, New Tech Top IRS’s Agenda This Tax Season
- Taxation & Representation: Exclusive Update – Tax Bill’s Rollercoaster Ride
- Webcast Replay: Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications for Private Company Sales
- Big Tax Changes Ahead: It’s Not Too Early to Think About the Coming 2025 Tax Cliff
- Taxation & Representation: Ways and Means Committee Overwhelmingly Passes Tax Package
- EMA and NFDA Join Family Enterprise USA to Advocate for Family Businesses
- FEUSA Applauds Passage of Bipartisan Legislation Supporting Family-Owned Businesses
- Taxation & Representation: Unveiling the $78B Tax Game-Changer
- Weekly Washington Update: Congress Returns with Government Funding at the Forefront
- Reality Check: U.S. Department of Labor Finalizes Worker Classification Rule
- Soldano Addresses Tax Issues at Associated Equipment Distributors’ Conference in DC
- Policy Update – Taxation & Representation: Tax Bill Talks Extend Into 2024 – What’s Next?
- Taxation & Representation Update For You. Supreme Court Tax Drama Unveiled: Will It Impact Your Finances?
- A Taxation & Representation Update For You
- Upstate NY Events Highlight Family Businesses
- Family Businesses: 74% Thrive 30+ Years, Reveals Research
- Join the Movement: Rally for Family Businesses by Contacting Congress Now
- Your Weekly Washington Updates
- Stand Up for Family Businesses: Take Action Now.
- Policy and Taxation Group Meeting Highlights: Tax Policies, Bipartisanship, and Growth
- Stay Ahead on Policy Updates. Week in Review: Power Shifts, Funding Battles, and Cryptocurrency Rules.
- Private Family Trust Companies for Family Enterprises
- Policy Updates: In-depth Analysis of Hydrogen, Taxes, and Power Struggles
- Stay Informed: Dive Deeper into Congress with this Weekly Washington Update
- Policy Update, Legislative Lowdown, and Tax Worldview
- Weekly Washington Policy Updates
- Legislative Update and long awaited Tres and IRS Priority Guidance Plan
- Weekly Washington Update: Taxes, Health Care, Immigration, and More
- Census Report Fuels Child Tax Credit Debate and More Updates
- Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus!
- Comprehensive Updates: Government, Health Care, and Immigration
- Congressional Deadline Looms: What to Expect for Fiscal Year 2024
- Your Voice Matters: Contact Your Representatives in Congress Today!
- Urgent Alert: Family Businesses Misunderstood by Congress – Insights from Luntz & Mulvaney
- Stand Up for Change: Urge Your Representatives to Halt Harmful Policies and Excessive Regulation!
- Last Chance to Join Free Webcast – Discover the Future of Insurance & Risk Management
- Register Today for Wednesday Webinar – The Latest Risk Management Solutions That Are Creating a Positive Impact
- Adapting to Unprecedented Challenges: Register Now for Our Insurance Market Webcast!
- The Future of Hardworking Taxpayers Depends on You! Contact Your Representatives Today!
- Take One Minute to Make an Impact. Support Hardworking Taxpayers.
- Discover the Future of Insurance: Join Our Webcast on August 16th!
- Webcast Alert: Insurance Market Trends and Risk Solutions – Register Now!
- Time is Running Out! Contact Your Representatives Now to Support Family Businesses!
- Legislative Lowdown: IRS Whistleblowers, Tax Credits, and More
- Frank Luntz and Mick Mulvaney Sound the Alarm on Congress’ Lack of Understanding of Family Businesses
- Potential ‘Audit Storm’ Brewing for High Net-Worth Individuals, Says Business Evaluation Expert MPI
- Don’t Let Family Businesses Down! Support the Congressional Family Business Caucus!
- Family Businesses Need Your Help! Contact Your Representatives Today!
- Supreme Court to Hear Landmark Case on Constitutionality of Taxes on Unrealized Gains
- Make Your Voice Count: Engage with Your Local Representatives for Change
- Weekly Washington Update: Impeachment, Dobbs Anniversary, Economic Bills, and More
- House Approves GOP Tax Package, But SALT Relief Still in Limbo
- Attention Entrepreneurs: Help Shape the Future of Family Businesses – Contact Your Representatives Today!
- Calling All Supporters of Family Businesses: Act Now to Support the Congressional Family Business Caucus!
- Tax Policy Updates, Tax-Reform Proposal, Proposed Rules, and More
- Is the IRS Preparing for Audit Storm Among High Net-Worth Individuals?
- Debt-Ceiling Deal Proposes Adjustment to IRS Funding and More
- Debt-Ceiling Deal Update, Bipartisan 1099-K Proposal, Supreme Court Ruling, and More
- Make Your Voice Heard: Contact Your Representatives Now
- June 2nd Event: Important Tax Issues Affecting Successful Individuals, Family Offices and Family Businesses
- Treasury and IRS Issue Guidance, Senate Scrutinize Tax Practices, Tax Writers Assert Jurisdiction Over Agreement
- June 1st Event: Critical Tax Issues Impacting Successful Individuals, Family Offices and Family Businesses
- It’s Time to Speak Up: Contact Your Representatives Now
- Your Voice Matters! Contact Your Representatives Today.
- Debt-Limit Increase Discussions, Taiwan Tax-Treaty, Energy & Solar, and More
- We Need Your Help! Contact Your Representatives in Congress. Do It Now!
- The Future of the Successful Businesses: What to Expect with Tax Reform
- High Hopes for New Congressional Family Business Caucus
- May 16th Event: Tax Reform and Family Businesses Under Congressional Review
- Laird Coatings Founder Ed Laird Hands Over Reigns to Next Generation
- How the New Tax Law Will Affect Family Businesses: A Congressional Perspective
- House Passes GOP Debt-Ceiling Bill, With Cuts to Spending and Green Energy Incentives
- Green-Energy Tax Credits, Proposal Faces Rejection, Business Tax-Incentive, and More
- May 10th Tax Policy Event Focuses On Family Businesses
- Treasury and IRS Under the Spotlight, SALT New Proposal, FedEx Court Victory, and More
- The Power of America’s Family Businesses is All in the Numbers
- Study Finds High Personal Tax Levels Concern Largest US Private Employer: Family Businesses
- Debt Ceiling Negotiation, FY2024 Budget Hearings, Lower Energy Costs Act, and More
- Treasury Department, Eliminate OECD Funding, Bipartisan Group Rebuffs Biden and More
- FY2024 Budget Request Includes Tax Proposals for Wealthy Americans. Summary and Analysis.
- Biden Budget Proposal, Committee Updates, IRS Leak Investigations, and More
- Taxation & Representation, Senate Confirmation, House Set to Vote, and More
- Lawmakers Look to 2023 for Tax Priorities Following Omnibus Passage
- Omnibus Funding Bill Scraps Most Tax Provisions; Includes Retirement Savings Bill
- Pass-Through Entities Explained
- Looking Ahead: State Policy Trends for 2023
- Legislative Lowdown. Congress Advances Towards CR as Deadline Approaches.
- Legislative Lowdown. Democrats Prepare Another for Expanded CTC.
- Washington Policy Update
- Legislative Lowdown. Taxation & Representation.
- House Passes Inflation Reduction Act
- Reconciliation Update. Taxation & Representation.
- Senate Concludes Vote-a-Rama, Passes Inflation Reduction Act. Taxation & Representation.
- Special Reconciliation Edition. Taxation & Representation.
- Manchin-Schumer Reconciliation Framework Agreement
- Reconciliation Realignment. Taxation & Representation.
- [Reminder] July 27th Webinar Addressing Latest Tax Legislation – By Invitation Only
- Shifting News About Reconciliation
- Raise Taxes On Small Businesses? Net Investment Income Tax (NIIT).
- Reconciliation Revival? Taxation & Representation.
- Join Us For July 27th Webinar Addressing Latest Tax Legislation
- Register Now to Attend July 27th Webinar Addressing Latest Tax Legislation
- Save The Date: July 27th Webinar Addressing Latest Tax Legislation – By Invitation Only
- Build Back Better Outlook. Taxation & Representation.
- Danger Ahead: Need to Watch Tax Proposals Damaging to Families, Family Enterprises
- Treasury Department Fiscal Year 2023 Budget. Tax Policy Update.
- Tax & Financial Services Week Ahead. Tax Policy Update.
- Taxpayer Fairness Across the IRS. Tax Policy Update.
- Weekly Washington Update. General, Health Care, Tax, and More.
Category: Pat Soldano
- Are You Ready for What’s Coming Next? Pat Soldano Shares What to Expect
- 2025 Annual Family Business Report
- Saying It Out Loud October 2025, By Pat Soldano
- Saying It Out Loud September 2025, By Pat Soldano
- Saying It Out Loud August 2025, By Pat Soldano
- Saying It Out Loud July 2025, By Pat Soldano
- Saying It Out Loud June 2025, By Pat Soldano
- Will “The One Big Beautiful Bill” Deliver for Family Offices? Pat Soldano breaks it down.
- Saying It Out Loud Special Report on Tariffs May 2025, By Pat Soldano
- Saying It Out Loud May 2025, By Pat Soldano
- Saying It Out Loud Special Report May 2025, By Pat Soldano
- Saying It Out Loud, By Pat Soldano. April 2025.
- Saying It Out Loud, By Pat Soldano. March 2025.
- Rockefeller Global Family Office, CFAR, Mack International Join FEUSA to Support Family Businesses
- Saying It Out Loud, By Pat Soldano. February 2025.
- Family Businesses Crave Consistency and Permanency in New Tax Legislation
- Saying It Out Loud, By Pat Soldano. January 2025.
- Saying It Out Loud, By Pat Soldano. December 2024.
- Will New Tax Policies Protect Your Family Business?
- Saying It Out Loud, By Pat Soldano. November 2024.
- Elections Create ‘Rare Opportunity’ to Make TCJA Tax Bill Permanent, Says Rep. Greg Steube
- Saying It Out Loud, By Pat Soldano. October 2024.
- Corporate Transparency Act Insights from Matt Brown: Watch the Replay Now
- Leadership Building at Family Offices Require a ‘Blueprint,’ says Linda Mack in New Webcast
- Summary of September Family Business Caucus Roundtable
- Wealth Tax Proposals Proliferate
- Saying It Out Loud, By Pat Soldano. September 2024.
- Capitol Hill Tax Teams focus on salvaging key Tax Cuts and Jobs Act provisions
- EY Experts Tackle Long-term Capital Funding Strategies in New Podcast
- On the Road with Pat Soldano & Dave Nemo. Listen to Their Podcast on SiriusXM.
- Saying It Out Loud, By Pat Soldano. August 2024.
- Saying It Out Loud, By Pat Soldano. July 2024.
- Family Office Workshop: What You Need To Know?
- Saying It Out Loud, By Pat Soldano. June 2024.
- Saying It Out Loud, By Pat Soldano. May 2024.
- April 17 Members Update Call Summary. Discover potential tax policy shifts under a second Trump term or Biden presidency.
- Early Look at 2024 Elections, Legislation with Former Capitol Hill Leaders Mark Begich and Jack Kingston
- Saying It Out Loud, By Pat Soldano. April 2024.
- Saying It Out Loud, By Pat Soldano. March 2024.
- Saying It Out Loud, By Pat Soldano. February 2024.
- Big Tax Changes Ahead: It’s Not Too Early to Think About the Coming 2025 Tax Cliff
- Saying It Out Loud, By Pat Soldano. January 2024.
- Saying It Out Loud, By Pat Soldano. December 2023.
- Saying It Out Loud, By Pat Soldano. November 2023.
- 2023 Annual Family Business Report
- Exclusive Invitation: State of Family Business & Critical Tax Issues Presentation!
- Saying It Out Loud, By Pat Soldano. September 2023.
- Navigating Tax Challenges for Family Businesses: Insights with Pat Soldano
- Saying It Out Loud, By Pat Soldano. July 2023.
- Saying It Out Loud, By Pat Soldano. May 2023.
- PODCAST: Congresswoman Tenney Advocates for Family Businesses in New Podcast
- Cornell Professor on How to Prepare the Next Generation for Leadership in Family Businesses
- The Power of America’s Family Businesses is All in the Numbers
- Saying It Out Loud, By Pat Soldano. April 2023.
- Family Business Expert Pat Soldano Shares Valuable Insights in Latest Publication
- Pat Soldano is Speaking at the 11th Annual FBA Capitol Conference
- South Dakota Trust Co. Joins as New Sponsors Supporting Family Businesses
- Join Us for a Discussion on Family Business, Legislation, and Voter Attitudes: 2023 Survey Results Live Event
- PODCAST: Rep. Schneider Spotlights Importance of Educating Congress on Power of Family Businesses in New Podcast
- Saying It Out Loud, By Pat Soldano. March 2023.
- Family Businesses Receive a Boost in Representation with New Caucus
- Don’t Miss Our Live Event: 2023 Family Business Survey Results and Voter Attitudes Towards Elections
- [LIVE EVENT] 2023 Survey Results; Legislative Possibilities and Election Voter Attitudes
- [VIDEO] New Video Tells The Incredible Story of David Ellen’s Equipment Corp
- Saying It Out Loud, By Pat Soldano. February 2023.
- UHNW Institute Taps Soldano and Marino for Advisory Board, Faculty Posts
- [VIDEO] ‘You’re Number One’ Service Mantra Takes Ellen Equipment Corp. to $56 million in 8 Years
- [VIDEO] Transitioning For the Future, Cutting Red Tape Is Key to Success for GoodFellow Bros.
- [VIDEO] Family Trust Agreements, Community Giving Spotlighted in New Video with Thompson Realty
- [VIDEO] Not Waiting for the Government, IRC’s CEO Creates Company Training Center
- Training the Next Generation is Key to Success for California’s Lippow Development
- Government Gridlock or Season of Compromise? Washington Experts Warren & Soldano Discuss Congress’ Agenda & Priorities
- Saying It Out Loud, By Pat Soldano. December 2022.
- Pass-Through Entities Explained
- 2023 Will Be a Year of Uncertainty for Family Businesses
- Saying It Out Loud, By Pat Soldano. November 2022.
- Soldano Speaks at ATA’s Recent Global Management Conference in San Diego
- Mid-Term Election Fallout Critical to Tax Policies for Family Businesses
- Saying It Out Loud, By Pat Soldano. October 2022.
- Join Us For The ‘Voice of Family Business on Capitol Hill’ Podcast Series
- Have You Heard the ‘Voice of Family Business on Capitol Hill’ Podcast Series?
- ‘Voice of Family Business on Capitol Hill’ Podcast Series Launched by FEUSA
- Don’t tax America’s family businesses to death
- Dave Henderson Joins FEUSA Board; Skip Fox Named Treasurer of FEUSA & PATG
- Saying It Out Loud, By Pat Soldano. August 2022.
- [Last chance] Register For the July 27th Webinar
- Saying It Out Loud, By Pat Soldano. July 2022.
- Winning The War on The Wealthy
- Danger Ahead: Need to Watch Tax Proposals Damaging to Families, Family Enterprises
- Saying It Out Loud, By Pat Soldano. June 2022.
Category: Podcast
- National Restaurant Association CEO Details How Restaurants Benefit from New Tax Bill in Latest Podcast
- ‘One Big Beautiful Bill’ Wins for Family Business Detailed in New Podcast
- New Podcast Details How to Make Private Equity into Positive Partners
- Congress and Family Business: A Policy Win Checklist
- Family Business Governance
- The One Big Beautiful Bill (HR 1): A Deep Dive for Family Businesses
- New Webcast & Podcast Explore Family Office Hiring Trends, Family Biz Research with Pat Soldano
- Build a Family Office That Works: New Podcast + Webcast with EY Experts
- Demystifying the Family Office: Expert Insights on Structure, Models, and Best Practices with EY
- Million Dollar Question: Will the Top 1% See a Tax Increase in 2026
- Capitol Hill Experts Take Fresh Look at Congress’ First 100 Days in New Podcast
- Hear Insights from Women Leading Family Businesses | Listen Now
- Women Family Business Leaders Discuss Challenges, Opportunities of Running Generationally-Owned Family Businesses
- Elections Create ‘Rare Opportunity’ to Make TCJA Tax Bill Permanent, Says Rep. Greg Steube
- Post-Election Tax ‘Armageddon’ Policies Dissected in New Podcast Airing Now
- EY Experts Tackle Long-term Capital Funding Strategies in New Podcast
- ‘Succession Stories’ Podcast Keys in On Succession Planning and Advocacy
- On the Road with Pat Soldano & Dave Nemo. Listen to Their Podcast on SiriusXM.
- 2025 Tax Armageddon: Taxes After the Election
- New Podcasts Focus on Top Concerns Facing Family Office Clients
- Family Offices Need ‘Wealth 3.0 Mindset’ to Succeed in Future, Says Ultra High Net Worth Institute Founder
- Plan Now for The Expiration of the Tax Cut and Jobs Act Says Brown & Streza Legal Expert Matt Brown
- Distrust By Next Generations Makes Communication with Future Family Business Leaders a Challenge on Key Issues
- EY’s Aylward Details How To ‘Stress Test’ Your Family Business & Wealth Transition Planning in New Podcast
- Family Businesses Lag Behind Protecting Against Cyber Security Threats, Say EY Cyber and Family Business Experts
- Family Offices Must Adapt. Next Gen of Family Businesses Take Center Stage.
- Brownstein’s Tax Team Discusses the Future of Taxes
- PODCAST: Congresswoman Tenney Advocates for Family Businesses in New Podcast
- Cornell Professor on How to Prepare the Next Generation for Leadership in Family Businesses
- PODCAST: Rep. Schneider Spotlights Importance of Educating Congress on Power of Family Businesses in New Podcast
- Government Gridlock or Season of Compromise? Washington Experts Warren & Soldano Discuss Congress’ Agenda & Priorities
- PODCAST: “What Happened?” Midterm Elections – Winners and Losers
- PODCAST: 2022 Midterm Panel Post-Election Follow Up
- PODCAST: Across the Aisle: Upcoming Midterms
- Mid-Term Election Fallout Critical to Tax Policies for Family Businesses
- Join Us For The ‘Voice of Family Business on Capitol Hill’ Podcast Series
- Have You Heard the ‘Voice of Family Business on Capitol Hill’ Podcast Series?
- ‘Voice of Family Business on Capitol Hill’ Podcast Series Launched by FEUSA
- FEUSA to Launch ‘Voice of Family Business on Capitol Hill’ Podcast Series September 15
- The Podcast Series, ‘The Voice of Family Business on Capitol Hill’ Launches Next Week
- New Podcast Series, ‘The Voice of Family Business on Capitol Hill’ Debuts Sept. 15, Featuring Dr. Frank Luntz
- PODCAST: The Power of The U.S. Family Business: A Conversation with Pat Soldano
- Podcast – Hear Pat Soldano: The Importance of Family Businesses in the US
Category: Policy And Taxation Group
- Family Business Voices Heard on Capitol Hill – Read the Full Recap by Pat Soldano
- Family-Owned Businesses Essential to American Dream New Luntz Survey Shows
- Demystifying the Family Office: Expert Insights on Structure, Models, and Best Practices with EY
- How Parallel Governance Can Guide Generational Transition with EY
- Get Exclusive Access: Expert Tax & Policy Insights for Family Offices
- Family Office Executives Lomont and Brehm Join Board of Directors at PATG
- Register Now: Congressional Family Business Caucus Meeting – March 11, 2025
- New Coalition Forms to Amplify Voices of Women Business Owners – Learn More
- Holiday Message from Policy and Taxation Group
- How to Discover and Stay Informed About Policy and Taxation Group
- Tax-Policy Legislative Priorities for the 119th Congress
- Don’t Miss Out: Exclusive Wealth Protection Events in NC & AR
- Join the Movement: Support Policy and Taxation Group and Impact Legislation
- Family Office of Future Will ‘Look Very Different from Today,’ According to Expert Panel at Symposium
- Pat Soldano to Speak at IVYFON’s LA Family Office Forum
- The Michalzuk Group Joins Family Enterprise USA as Sponsor
- Common-Sense Bill to Reduce Federal Estate Tax Introduced by Rep. Arrington
- April 17 Members Update Call Summary. Discover potential tax policy shifts under a second Trump term or Biden presidency.
- Early Look at 2024 Elections, Legislation with Former Capitol Hill Leaders Mark Begich and Jack Kingston
- Saying It Out Loud, By Pat Soldano. April 2024.
- You’re invited to an unparalleled opportunity brought to you by Policy and Taxation Group
- Would You Like More Income Every Year?
- Act Now! Get Registered for April Supporters Webcast
- Coy Martin Named to Policy and Taxation Group Board of Directors
- Secure Your Spot! Join Exclusive April Webcast
- Saying It Out Loud, By Pat Soldano. March 2024.
- PATG Names Peterson New Board Chairman as Longtime Chairman Rousch Retires
- Saying It Out Loud, By Pat Soldano. February 2024.
- Wealthy Tax Evaders, New Tech Top IRS’s Agenda This Tax Season
- Secure Your Spot: Frank Luntz Unveils Presidential Election Insights on Feb 7 Webcast!
- Big Tax Changes Ahead: It’s Not Too Early to Think About the Coming 2025 Tax Cliff
- Saying It Out Loud, By Pat Soldano. January 2024.
- Holiday Message from Policy and Taxation Group
- Saying It Out Loud, By Pat Soldano. December 2023.
- You’re invited to an unparalleled opportunity brought to you by Policy and Taxation Group
- Saying It Out Loud, By Pat Soldano. November 2023.
- Secure Your Spot: Frank Luntz Unveils Congress Insights on Nov 9 Webcast!
- Exclusive Insights Await: Join Our Supporters-Only Webcast on Nov 9!
- Exclusive Webcast Alert: Dive Into Congress’ Future with Frank Luntz on Nov 9!
- Saying It Out Loud, By Pat Soldano. September 2023.
- New Strategic Partnership Between Dividend Assets Capital and Policy and Taxation Group
- Saying It Out Loud, By Pat Soldano. July 2023.
- Register Now for Frank Luntz’s June 7 Webcast on the State of the Union
- Last Chance: Register Now for June 7 Supporters Webcast: See Frank Luntz on “Where Are We Now?”
- Saying It Out Loud, By Pat Soldano. May 2023.
- June 2nd Event: Important Tax Issues Affecting Successful Individuals, Family Offices and Family Businesses
- June 1st Event: Critical Tax Issues Impacting Successful Individuals, Family Offices and Family Businesses
- The Future of the Successful Businesses: What to Expect with Tax Reform
- May 16th Event: Tax Reform and Family Businesses Under Congressional Review
- How the New Tax Law Will Affect Family Businesses: A Congressional Perspective
- May 10th Tax Policy Event Focuses On Family Businesses
- Saying It Out Loud, By Pat Soldano. April 2023.
- Pat Soldano is Speaking at the 11th Annual FBA Capitol Conference
- Join Us for a Discussion on Family Business, Legislation, and Voter Attitudes: 2023 Survey Results Live Event
- Saying It Out Loud, By Pat Soldano. March 2023.
- Family Businesses Receive a Boost in Representation with New Caucus
- Don’t Miss Our Live Event: 2023 Family Business Survey Results and Voter Attitudes Towards Elections
- [Last chance] Register For the March 8th Legislative and Political Updates Webinar
- Family Business Caucus, Legislative and Political Updates. March 8th Webcast – By Invitation Only
- Save The Date: March 8th Webinar. Family Business Caucus, Legislative and Political Updates
- New Congressional Family Business Caucus Co-Chairs Ready for First Meeting Feb. 28
- [LIVE EVENT] 2023 Survey Results; Legislative Possibilities and Election Voter Attitudes
- Family Business Caucus Begins Work with First Meeting on February 28
- Legislative Wins and New Congressional Caucus Help Put Positive Spotlight on Importance of Family Businesses
- Saying It Out Loud, By Pat Soldano. February 2023.
- UHNW Institute Taps Soldano and Marino for Advisory Board, Faculty Posts
- Ways and Means Potential Legislative Agenda
- U.S. Debt Limit: Current Landscape and Key Takeaways
- Jason Smith to Chair House Ways and Means Committee
- A Year of Tax and Policy Wins Helps Family Businesses Remain Strongest Source of Private Employment
- Pass-Through Entities Explained
- Happy Holidays From Policy and Taxation Group
- Bipartisan Group of Congressional Members Launch Congressional Family Business Caucus Focused on Family-Owned Businesses
- Saying It Out Loud, By Pat Soldano. November 2022.
- Save The Date: November 16th Webinar Talking About The Impact of Midterm Results – By Invitation Only
- Saying It Out Loud, By Pat Soldano. October 2022.
- Summary of PATG Supporters Meeting Conducted in Washington DC On 9/21/22
- Become A Supporter & Meet Us in DC For Congressional Visits
- Meet Us in DC For Congressional Visits. Become A Supporter Now.
- Become A Supporter & Meet Us in DC For Congressional Visits
- Dave Henderson Joins FEUSA Board; Skip Fox Named Treasurer of FEUSA & PATG
- Saying It Out Loud, By Pat Soldano. August 2022.
- Join Us in DC for September Meetings & Hill Visits
- Senate Concludes Vote-a-Rama, Passes Inflation Reduction Act. Taxation & Representation.
- Special Reconciliation Edition. Taxation & Representation.
- Article Focuses on Tax Issues, Labor, and Inflation Findings from Recent Survey
- Manchin-Schumer Reconciliation Framework Agreement
- [Last chance] Register For the July 27th Webinar
- Visits & Caucus Get Private Company Director Spotlight
- Reconciliation Realignment. Taxation & Representation.
- [Reminder] July 27th Webinar Addressing Latest Tax Legislation – By Invitation Only
- Shifting News About Reconciliation
- INOLEX & Employees Help Ukraine
- Saying It Out Loud, By Pat Soldano. July 2022.
- New Webinar: ‘How Much Is My Family Business Worth?’
- Raise Taxes On Small Businesses? Net Investment Income Tax (NIIT).
- Reconciliation Revival? Taxation & Representation.
- Join Us For July 27th Webinar Addressing Latest Tax Legislation
- Business Valuation Webinar: From Estate Planning to Exit Planning
- Register Now to Attend July 27th Webinar Addressing Latest Tax Legislation
- Save The Date: July 27th Webinar Addressing Latest Tax Legislation – By Invitation Only
- [LAST CHANCE] Business Owner Survey
- Build Back Better Outlook. Taxation & Representation.
- Danger Ahead: Need to Watch Tax Proposals Damaging to Families, Family Enterprises
- [Survey] How Do You Hold Ownership of Your Family Business?
- Saying It Out Loud, By Pat Soldano. June 2022.
- PODCAST: The Power of The U.S. Family Business: A Conversation with Pat Soldano
- One Question; Business Owner Survey
- The one you’ve been waiting for… the Private Company Governance 2.0 Summit, June 15-17
- How do you hold ownership of your family business or family office?
- Local Charities Rely on Family Businesses For Survival in Tough Times, Research Shows
- Family Business Stories Come to Life in YouTube Video Series
- Meet Members of Congress at the Private Company Governance 2.0 Summit in DC, June 15-17
- Meet Members of Congress at 10th Anniversary Private Company Governance 2.0 Summit in Washington DC, June 15-17
- Policy and Taxation Group Names Kip Peterson to Board of Directors
- The Surprising Facts of What America’s Family Businesses Look Like
- Full Slate of Events Scheduled for Family Businesses This Month
- You Are Invited To Hear Frank Luntz & Karl Rove Speaking May 11
- Hear Frank Luntz and Pat Soldano. We Can’t Continue This Fight Without You.
- By Invitation Only – May 11th Zoom Addressing Latest Tax Legislation
- A Conversation with Frank Luntz and Pat Soldano
- Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium
- COVID Relief Package in Flux. Taxation & Representation and Tax Tidbit
- Build Back Better Act Comeback? Taxation & Representation and Tax Tidbit
- Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium
- Policy and Taxation Group Welcomes Two New Board Members
- Race to Replace Brady: New Challenger. Taxation & Representation and Tax Tidbit
- The Lifecycle of the Entrepreneurial Business: Wonder . . . Blunder . . . Thunder . . . Plunder
- Build Back Better Reboot. Taxation & Representation and Tax Tidbit
- Latest BBBA Update: SALT and CTC: Taxation & Representation and Tax Tidbit
- Join Today to Attend Invitation Only Feb 8th Zoom Addressing Latest Tax & Policy Outlook
- February 8th PATG Zoom Addressing Latest Tax Legislation – By Invitation Only
- U.S. Federal Labor Report. Labor Updates From Washington, D.C.
- Budget Reconciliation: By the Numbers: Taxation & Representation and Tax Tidbit
- Key Dates to Watch Early This Year: Taxation & Representation and Tax Tidbit
- Taxation & Representation and Tax Tidbit
- Taxation & Representation and Tax Tidbit
- Tax & Financial Services Week Ahead
- Infrastructure Update – Week of November 29 – December 3
- Build Back Better Act Passed By House! Details…
- Help Us Take Action – Contact Congress: Stop New Tax on Individuals and Trusts and Estates
- Taxation & Representation & Tax Tidbit
- Update on the Bipartisan Infrastructure Deal
- Possible Solutions For Life Insurance Policies “Aging Out”
- Taxation & Representation & Tax Tidbit, October 19, 2021
- National Poll Results: What Biden Tax Policy Is Important To You?
- Taxation & Representation, October 5, 2021
- Family Business Under Attack; What Budget Reconciliation Includes
- PATG Zoom on 9/22 Addressing Latest Tax Legislation – PATG Supporters Only
- IMPORTANT NEWS: Ways and Means Propose tax increases on Family Business and High Income Individuals
- Estate Tax Projects Within the Treasury’s 2021-2022 Priority Guidance Plan
- Senator Wyden Released Legislation: “Significant Changes To The Taxation Of Partnership Distributions, Allocations, And Gain Recognition Rules”
- Plan to Attend – Introduction to Family Governance Webinar
- Family Businesses Face Pandemic Challenges and Legislative Concerns
- Poll: How Long is Your Longest-Term Employee?
- National Poll Results: Do Legislators Listen to You?
- Register Now to Attend “Introduction to Family Governance” Webinar
- Join Us For Introduction to Family Governance
- Poll: How Long is Your Longest-Term Employee?
- Poll: What Biden Tax Policy is Important to You?
- NEW Section 199A Bill Update; Taxing Pass Through Entities
- 2021 State by State Tax Chart Updated
- Infrastructure Update – Week of August 2-6
- Poll Question: What Biden Tax Policy is important to you?
- Frank Luntz to be on Supporters Update Call – Plan To Attend – Register Now!
- Tax and Legislative Polices & The Impact on You – PATG Supporters Call
- Podcast – Hear Pat Soldano: The Importance of Family Businesses in the US
- WATCH; Casey Roscoe 3rd Generation, Seneca, Eugene, OR; The Impact Of The Estate Tax (Death Tax)
- Death Should Not Be a Taxable Event
- WATCH; David Plimpton; Inolex CEO; impact of Bidens tax proposal
- How Much Tax Will You Pay With Biden’s Tax Plan?
- PLEASE! Watch short video; Destruction Of Family Businesses; Elimination Of Step Up In Basis!
- ALERT: Elimination of Step Up in Basis Could Destroy Your Business!
- Job Loss Example Due to Repeal of Step-Up Of Basis
- Economic Impact from Repeal of Step-up in Basis
- Reach Out To Congress: Ask Them To Sponsor The Estate Tax Rate Reduction Act of 2021
- Update on Biden Administration FY22 Budget Request & Treasury “Green Book”
- Warning; Elimination of Step Up in Basis could destroy your business!
- Estate Tax Overview
- Contact Congress Asking Them To Sponsor The Estate Tax Rate Reduction Act of 2021
- Steve Wells, Founding Partner Of American Food And Vending Corporation Joined The Board Of Family Enterprise USA
- House Ways & Means Select Revenue Measures Subcommittee Hearing on Taxing the Wealthy
- Family Business Survey Highlights Estate Tax As The #1 Economic Public Policy Priority Issue
- Last Chance To Register to Hear About Current Legislative Agendas
- An Inside Look at Seven Family-Owned Businesses
- Biden Administration Tax Proposals Included in the American Jobs Plan and American Families Plan
- Save The Date: May 6 PATG Supporters Call
- White House Releases Topline Spending Proposal
- Labor Updates From Washington, D.C.
- A Tough Road Ahead for Democrats’ Ambitious Policy Agenda
- Loutech: Dealing with COVID-19
- Pomerleau Real Estate Supports Local Community During COVID19
- Analysis of Legislative/Administrative Developments in the 117th Congress
- January 28th Members Call Recap
- Join Us for the First 2021 Supporters Call on January 28th
- Summary of COVID-19 Relief Provisions Relevant to Local Governments
- IRS Releases Priority Guidance Plan
- Alan Hirschfeld joins the Board of Directors of Policy and Taxation Group
- Results of FEUSA 2020 COVID- 19 survey and impact on Family Businesses
- VIDEO: Watch 6-minute video with Pat Soldano; “Tax Legislation Issues for Family Businesses”
- 2020 Election Results and Key Dates to Watch
- Neal and Brady Introduce Retirement Legislation
- VIDEO: Election 2020: Presidential Candidates’ Positions on Individual Tax Policies
- VIDEO: Election 2020 – Presidential Candidates’ Positions on Estate and Wealth Tax Policies
- VIDEO: Election 2020 – Safety and Healthy Workplace Tax Credit
- VIDEO: Corporate Transparency Act
- VIDEO: Pass Through and Small Business Legislation Under Trump or Biden
- VIDEO: Pass Through and Small Business Legislation Under Trump or Biden
- Status Of The November Election, Potential Tax Policy Opportunities, and Additional COVID-19 Relief Legislation
- HEALS Act Safe and Healthy Workplace Tax Credit Guide for Employers
- HEALS Act Comparison to HEROES Act and Current Law
- Getting America Open Again
- The Virus Is Vaporizing Tax Revenues, Putting States in a Bind
- Congress Moved Quickly to Pass Costly Aid Package
- State News – Georgia Republicans
- Stimulus Bills Were Focused On Government, Hospitals, And US Businesses
- DeFazio Wants Double Spending on the IRS
- Senate Passed The House’s Coronavirus Relief Bill
- Capital Hill Visits With Representatives Reed, Schweikert, & Walberg
- Race To The White House – Joe Biden & Bernie Sanders
- What Is Going On At Capitol Hill
- Campaign Trail – Iowa & New Hampshire
- State News – More Revenue to Spend in 2020
- The Campaign Trail – Michael Bloomberg
- Estate Tax Rate Reduction Act of 2020
- Budget Deficit Update & CBO
- The Campaign Trail – Michael Bennet
- Pat Soldano Speaking at IvyFON – 9/17/19
- The War on Capitalism – The Whole Story.
- The War on Capitalism – Part 1 of 3
- Pat Soldano – Speaking at FON – Family Office Network
- Oprah Winfrey Attacking Taxes on the Rich
- 2019 – Family Business USA Survey
- Our Work is NOT Complete – The Estate Tax has NOT been repealed.
- Supporters Meeting Recap from 9.27.18
- GOP Releases Phase 2 Retirement Details
- Senator Kyl Returns to Senate to Succeed Sen. John McCain
- Plan To Attend September Policy and Taxation Group Dinner & Meeting
- Nunes Introduces Bill to End Capital Gains Taxes on Inflation
- SAVE THE DATE: Policy and Taxation Group Dinner & Meeting
- Policy And Taxation Group Visits The Hill May 2018
Category: State by State Status
- 2021 State by State Tax Chart Updated
- State News – Illinois
- The Virus Is Vaporizing Tax Revenues, Putting States in a Bind
- State News – Massachusetts: It’s A Minimum Tax
- State News – Idaho, Kentucky, & More
- Campaign Trail – Iowa & New Hampshire
Category: Step-Up In Basis
- Senator Tester of MT, Frank Luntz and COS for Rep David Scott of GA Will Be Speaking
- PATG Supporters Attend Strategic Meetings in Washington, DC To Stop Historic Tax Increases
- Webinar Replay: Introduction to Family Governance
- IMPORTANT NEWS: Ways and Means Propose tax increases on Family Business and High Income Individuals
- How Biden’s Tax Proposals Will Affect 3rd Generation Women Owned Business
- National Survey Results: Biden’s New Tax Policies – Help or Hindrance?
- UPDATE: Thune Proposed Amendment to Budget Resolution. Don’t Eliminate Step Up!
- NEWS: Thune Proposed Amendment to Budget Resolution; DON’T ELIMINATE STEP UP!
- WATCH; Steve Wells, Founding Partner of American Food and Vending Corp: How Will Bidens Tax Proposals Impact His Family Business
- All Republican Senators Urge President to Keep Step UP
Category: Successful Families
- [Starts in 24 Hours] Raising the Next Generation of Leaders in Family Business
- Inside the SCOTUS Tariff Case: What It Means for You
- [WEBCAST] Parenting Amidst Wealth: Shifting from Protection to Empowerment
- Are You Ready for What’s Coming Next? Pat Soldano Shares What to Expect
- 2025 Annual Family Business Report
- Hidden Risks in Family Enterprise: Transforming Vulnerability into Strength
- Parenting in a Family Business: Empowering the Next Generation
- Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises with EY
- You’re Invited! Tariff Talk with Brownstein, Nov 11, 2025
- Is your business being affected by the “shut down”?
- Taxation & Representation Update: What the ongoing shutdown means for your business
- Family Businesses Concerned About Potential New Wealth Tax Act
- Guiding Adult Children in Family Business: Join the Discussion
- MIND THE GAPS: Family Solutions for Insurance Risk Management
- [WEBCAST] Help the Next Generation Thrive: Parenting Amidst Wealth
- Saying It Out Loud October 2025, By Pat Soldano
- Policy and Taxation Update: IRS & Treasury Reshuffle: What It Means for Wealth Preservation
- Family Business Leaders Discuss ‘Legacy & Longevity’ During Meeting with Caucus Members, Legislative Experts
- Quick Poll: Washington wants to tax unrealized wealth – do you agree?
- Register Today: Tax Implications of Entity Choice for Family Enterprises
- Charitable Giving: DAFs vs. Private Foundations
- Don’t Miss It: Tax Trade-offs of Pass-throughs vs. Corporations Explained
- Legacy and Longevity: How Congress Can Support the Next Generation of Family Business
- Join Us at Transitions Fall 2025 – Enjoy 20% Off Registration
- Stronger Together: Building Governance That Preserves Wealth for Generations with Whittier Trust
- Taxation & Representation: Shutdown & Tax Changes – Key Updates for Family Offices and Successful Families Ahead
- Webcast: Choosing the Right Entity for Your Family-Owned Business
- Federal Agencies Prepare Plans for Shutdown
- Capital Gains Tax Worries Rank High Among Family Business Leaders, New Poll Finds
- President Trump Announces a Series of Product-Specific Tariffs
- Register Now: Pass-throughs vs. Corporations – Tax Choices for Families
- [24 Remaining] Join our expert panel Sept. 26 to learn practical steps for sustainable family office and business governance
- Compensation: How are You Leveraging this Critical Tool?
- [WEBINAR] Stronger Together: Governance That Protects Wealth for Generations
- Weekly Washington Policy Update: Senate Votes Down CRs, Why Family Offices Must Stay Alert
- Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events
- Taxation & Representation: What Family Offices and Successful Families Must Know: FY26 Appropriations and OBBBA Updates
- Is Your Family Office or Successful Family Protected from Discord? Learn How Sept. 26
- Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy
- 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
- National Restaurant Association CEO Details How Restaurants Benefit from New Tax Bill in Latest Podcast
- Saying It Out Loud August 2025, By Pat Soldano
- ‘One Big Beautiful Bill’ Wins for Family Business Detailed in New Podcast
- New Podcast Details How to Make Private Equity into Positive Partners
- What You Can Do About Rising Insurance Costs and Shrinking Coverage
- Weekly Digest of Alerts: What Policy Shifts Mean for Generational Wealth
- Is Your Insurance Strategy Built to Withstand What’s Coming?
- Quick Poll: Concern About Capital Gains Tax
- Chart a Safer Course: Risk Management Strategies for 2025
- How Family Businesses Can Cultivate Resilient Growth
- ‘Communication,’ ‘Succession,’ Top Worries Business Heirs Voice in New ‘Rising Gen’ Survey
- Register Now: Strategies to Navigate Today’s Insurance Challenges
- Smart Strategies for Family Business Success with Rockefeller Global Family Office
- US Economic Outlook July 2025
- Enjoy 20% off your registration at Family Business Legacy
- Register Today: FBA Southern California Legislative Conference
- Taxation & Representation: Tax Breaks, Tip Deductions & Overtime: What Family Offices and Successful Families Must Know
- PATG Announces Q3 Family Office and Successful Family Events; Caucus Meeting Set for Sept. 17
- Congress and Family Business: A Policy Win Checklist
- 24 Hours Left – Last Chance to Register: Rockefeller’s Formula for Legacy Success
- Taxation & Representation: Passthrough Deduction May Rise – What It Means for Your Family Office and Successful Families
- Estate Planning, Tax Policy for High-Net-Worth Families Featured in Webcast and Webinar
- Webcast Happening Soon: Smart Tax & Legacy Tips for Family Business Owners
- Plan Smarter: Strategies to Build Harmony and Preserve Wealth
- Saying It Out Loud July 2025, By Pat Soldano
- FEUSA Featured in New Videos by Tamarind Learning and YouTube’s ‘The Vault’
- Don’t Miss This: Family Business Success Strategies Revealed Live
- Constant, Consistent Education with Congress Pays Off in ‘OBBB’ for Family-owned Businesses, Family Offices
- The One, Big, Beautiful Bill Act – Summary and Analysis
- Join Pat Soldano, Russ Sullivan & John Gugliada at FOX’s 2025 Family Office Forum
- Wealth, Complexity & The One Big Beautiful Bill: Time for a Family Office?
- Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies
- Better Together: Strengthening Family Enterprise Teams with CFAR, Inc.
- Quick Poll: Taxed More of Less Due to OBBB
- Tax Update: House Approves Senate Reconciliation Package
- PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses
- Senate Concludes OBBBA Vote-a-Rama
- Tax Update: Senate Passes Reconciliation Package
- Contact Congress. Ask your Representative to vote for the OBBB as it is passed by the Senate.
- Saying It Out Loud June 2025, By Pat Soldano
- 2024-25 Family Business Rising Gen Survey: Communication is Still Key
- Family Business Governance, Insights on Tax Bill Status Featured in Two New Podcasts
- Contact your representatives in Congress and urge them to Oppose the Elimination of NOL Treatment in Section 461(l)
- Why Every Family Office Needs an ‘Expert Generalist’
- Tax Update: Congressional Republicans Racing to Complete Tax Package
- Senate Finance Committee Tax Title – Summary and Analysis
- Reserve Your Spot – Build Teams That Drive Legacy and Results
- Quick Poll: Share Your Thoughts on The One Big Beautiful Bill
- Family-Owned Businesses Succeed 20 Years Plus, While Fostering Generations of Employees, According to Survey
- Taxation & Representation: Senate Unveils Tax Package That Could Reshape 2025 Policy – Read the Highlights
- Wealth & Values: Defining Family and Individual Values
- Controlling Risk and Maximizing Protection Through Consultation and State of The Art Technology
- Family Business Governance
- Tax Update: Senate Republicans Release Tax Text
- Stronger Teams. Stronger Legacy.
- Will “The One Big Beautiful Bill” Deliver for Family Offices? Pat Soldano breaks it down.
- Tax Update: Senate Republicans Finalizing Tax Bill Changes
- Taxation & Representation: Senate Eyes Major Changes to H.R. 1 – What’s at Stake for Family Offices and Successful Individuals
- Discover What Makes Great Family Enterprise Teams Tick
- Women’s Business Owners Group Gains Momentum
- Taxation & Representation: Senate Gears Up to Rewrite House Tax Package – Here’s What’s Changing
- Register Now to Strengthen Your Family Business Teams
- {PODCAST} Top 10 Tax Changes the Senate Will Make to the One Big Beautiful House Bill
- Award Winning Youth Video Filmmaker Tackles Importance of Family-Owned Businesses
- Estate Planning for High-Net-Worth Families: Beyond the Basics with Brown & Streza
- [WEBINAR] Top Priorities for Family Enterprises in 2025: Income Taxes, Policy Shifts, and What Comes Next
- Snapshots of Family-Owned Businesses Show 80% are Pass Through Entities, Pay Higher Taxes, According to Survey
- The One Big Beautiful Bill (HR 1): A Deep Dive for Family Businesses
- White House Releases Additional FY26 Budget Details
- Quick Poll: Share Your Thoughts on Income Tax Policy
- Saying It Out Loud Special Report on Tariffs May 2025, By Pat Soldano
- Weekly Digest: House OKs Major GOP Tax Bill, H.R. 1 Advances Health Reforms, and more.
- Are Tariffs Helping or Hurting? New Spot Survey Shows Family Business Leaders Split
- H.R. 1 Tax Title – Summary and Analysis
- “Charitable Giving and Community Involvement” Event and Congressional Outreach Day – May 2025
- New Webcast & Podcast Explore Family Office Hiring Trends, Family Biz Research with Pat Soldano
- Saying It Out Loud May 2025, By Pat Soldano
- Advanced Estate Planning Tactics for Wealthy Families – Register Now
- Build a Family Office That Works: New Podcast + Webcast with EY Experts
- Elevate Your Estate Plan: Strategies for High-Net-Worth Families
- Tax Update: House Budget Committee Blocks Reconciliation Bill
- House Ways and Means Committee Budget Completes Reconciliation Markup
- Translating the Initial Ways and Means Legislative Language Ahead of Tuesday’s Markup
- Quick Poll – Share Your Thoughts on Tariffs
- Tax Update: Ways and Means Notices Tuesday Markup
- Unlock Smarter Estate Planning for High-Net-Worth Families – May 30
- Preserving Legacy, Building Value: Real Estate for Families
- Family Business Voices Heard on Capitol Hill – Read the Full Recap by Pat Soldano
- Family-Owned Businesses Essential to American Dream New Luntz Survey Shows
- Weekly Washington Tax Update and More: Trump, Johnson Push Back on Tax Hikes for Wealthy
- Demystifying the Family Office: Expert Insights on Structure, Models, and Best Practices with EY
- Saying It Out Loud Special Report May 2025, By Pat Soldano
- How Parallel Governance Can Guide Generational Transition with EY
- Community Involvement Highlights May 14 Meeting with Members of the Congressional Family Business Caucus
- Taxation & Representation: What’s in Reconciliation?
- Estate Planning for High-Net-Worth Families: Beyond the Basics
- Million Dollar Question: Will the Top 1% See a Tax Increase in 2026
- Saying It Out Loud, By Pat Soldano. April 2025.
- 2 Days Left to Register: How Parallel Governance Can Guide Generational Transition
- Advocacy Small Business Roundtable on Anti-Competitive Regulations
- FEUSA Reaches Million Member Milestone with Outreach to Associations with Family-Owned Businesses
- Secure Your Legacy: Don’t Miss This Exclusive Webcast
- Lido Consulting’s Annual Family Office Investment Symposium Features Soldano and Luntz
- Pat Soldano and Mark Warren Highlight Family Business at Sonoma Authors Festival
- Secure Your Legacy: Don’t Miss This Exclusive Webcast
- Family Business and Successful Family Insights from John Gugliada & Pat Soldano – Watch Now
- California State University Fullerton’s Center for Family Business Honors Three FEUSA Long Time Supporters
- Get Exclusive Access: Expert Tax & Policy Insights for Family Offices
- Taxation & Representation: Trump’s Tariffs & Global Tax Talks: What’s the Impact?
- ‘Ethical Fading,’ Women Investing Events Held at CSUF’s Center for Family Business Feature FEUSA President
- [Exclusive Webcast] Register Now: Ensure a Smooth Generational Transition
- Flash Market Update: The “Liberation Day” Jolt
- Weekly Digest: “Liberation Day”, Florida Special Election, and 199A Provision
- Taxation & Representation: Tax Cuts, Estate Taxes & Budget Updates
- [WEBCAST] How Parallel Governance Can Guide Generational Transition
- Secure Top Talent: 2025 Family Office Hiring Trends Unveiled
- Fenimore Asset Management Experts Discuss ‘Cost of Timing Market’ in New Webcast
- Engaging Next Generation Members in the Family Business and Family Enterprise
- Unlock Exclusive Insights at Lido Consulting’s Family Office Investment Symposium
- Weekly Washington Update: Congress Pushes for Budget Resolution Before Easter—What’s Next?
- Saying It Out Loud, By Pat Soldano. March 2025.
- Protecting the Legacy of Family Businesses and Family Offices in Today’s Legislative Environment
- House Members Speak at Event with Focus on Women-Owned Family Businesses
- Family Office Executives Lomont and Brehm Join Board of Directors at PATG
- FinCEN Exempts Domestic Companies from Corporate Transparency Act Filing
- Inside the First FEUSA Capitol Hill Event of 2025: Spotlight on Women-Owned Family Businesses
- EY NextGen Academy programs for next generation of family leaders
- Exclusive Webcast: 2025 Talent Predictions for Family Offices
- Family First: Navigating Success and Succession in Business
- Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at FMB’s Transitions Spring
- Senate Passes Continuing Resolution, Avoids Shutdown
- The First 100 Days: Appropriations/ Budget Reconciliation
- What’s Ahead for Family Office Talent in 2025? Join Our Webcast
- House Tax Teams Work to Extend TCJA and Ensure Long-Term Tax Stability
- Survey Closing in 24 Hours. Help Congress Hear Your Voice in Just 5 Minutes.
- Taxation & Representation: Will Congress Avert a Government Shutdown by March 14?
- International Franchise, National Stone, Sand & Gravel, and Calif. Hotel & Lodging Associations Join FEUSA
- Secure Top Talent: 2025 Family Office Hiring Trends Unveiled
- Key Takeaways from President Trump’s Joint Address to Congress
- Lasts Days Before Survey Closes
- Unlock Exclusive Insights at Lido Consulting’s Family Office Investment Symposium
- Corporate Transparency Act Filing Deadline Delayed Again
- Make Your Impact: Survey for Family Business Advocacy
- 2025 Talent Predictions for Family Offices – Exclusive Webcast
- Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood
- Rockefeller Global Family Office, CFAR, Mack International Join FEUSA to Support Family Businesses
- Corporate Transparency Act Reinstated; Filing Deadline Extended
- Saying It Out Loud, By Pat Soldano. February 2025.
- Senate Begins Vote-a-Rama
- Taxation & Representation: Estate Tax Repeal on the Table — Tell Congress Your View
- Family Businesses Crave Consistency and Permanency in New Tax Legislation
- An Appropriate Valentine: House and Senate Stake Budget Positions
- Make Your Impact: Survey for Family Business Advocacy
- Taxation & Representation: Reconciliation Bill Update: Key Issues to Watch
- National Restaurant Association, Wine & Spirits Wholesalers of America Join to Advocate for Family Businesses
- Capitol Hill Experts Take Fresh Look at Congress’ First 100 Days in New Podcast
- Senate Budget Committee Releases Budget Resolution
- Your Feedback Matters: Help Congress Hear Your Voice in Just 5 Minutes
- Smucker and Daines Re-Introduce Bills to Permanently Extend 199A in IRS Code to Keep Pass-Through Entities Competitive
- How Parallel Governance Can Guide Generational Transition
- Help Shape Family Business Advocacy in Washington, DC
- Trump Uses IEEPA to Impose Tariffs on China, Mexico and Canada—Analysis and Summary
- Act Now! Get Registered for February Supporters Webcast
- Your Voice Matters for Family Businesses! Take this 5-Minute Survey
- Taxation & Representation: Tax Cuts & Business Deductions—Congress Takes Action
- Bipartisan Bill Seeks to Cut Estate Tax—See What It Means for You
- Key Tax Policy Updates from the Ways and Means Committee Hearing (January 22, 2025)
- Exclusive New Administration and New Congress Insights: Join Our Supporters-Only Webcast on February 4.
- Saying It Out Loud, By Pat Soldano. January 2025.
- Your Opinion Matters to Congress: Take this 5-Minute Survey
- What’s Next for Family Business? Join Q1 Events to Find Out
- Register Now: Congressional Family Business Caucus Meeting – March 11, 2025
- Taxation & Representation: Budget Committee Document Detailing Potential Tax Bill Provisions Circulated
- The Cost of Timing the Market: Insights for Smarter Investment Strategies – Fenimore Webcast Replay
- Stay Informed: Join Our Legislative Quarterly Update Webcast for Supporters!
- New Coalition Forms to Amplify Voices of Women Business Owners – Learn More
- Taxation & Representation: Navigating the Final Biden Treasury/IRS Guidance
- New Coalition Forms to Amplify Voices of Women Business Owners – Learn More
- Take Action for the Future of Family Businesses: Take Our Survey
- 24 Hours to Go: Post Election Market Insights That Could Transform Your Investment Strategy
- Taxation & Representation: 2025’s Tax-Writers
- Your Perspective Matters: Complete Our Family Business Survey
- Buchanan Street Partners is New Family Enterprise USA Sponsor
- Register Now for Post Election Investing Insights!
- Pulse Survey Shows Top 3 Tax Policies Family Businesses are Concerned about Going in 2025
- Important Update: Corporate Transparency Act Enforcement Again Suspended
- Saying It Out Loud, By Pat Soldano. December 2024.
- Hear Insights from Women Leading Family Businesses | Listen Now
- Update: Corporate Transparency Act Reinstated; Filing Deadline Extended
- Women Family Business Leaders Discuss Challenges, Opportunities of Running Generationally-Owned Family Businesses
- Strengthen Your Family Business with Proven Risk Solutions
- Will New Tax Policies Protect Your Family Business?
- Taxation & Representation: CBO Breaks Down TCJA Impact—What You Need to Know
- Active Management for your Family Office
- 2024 Elections: Trump Administration’s Key Policy Positions and Post-Election Analysis
- Corporate Transparency Act Compliance Suspended
- How to Discover and Stay Informed About Policy and Taxation Group
- The Congressional Review Act: What It Is and How It Might Be Used in the 119th Congress
- Mark Your Calendar! Join Us on the Road in Burlington, Los Angeles, Hilton Head, Menlo Park, and Washington, DC
- Saying It Out Loud, By Pat Soldano. November 2024.
- In Case You Did Not Know: Our Evolving Mission
- Elections Create ‘Rare Opportunity’ to Make TCJA Tax Bill Permanent, Says Rep. Greg Steube
- Weekly Washington Update: GOP to Reevaluate Energy-Tax Credits: What’s Next?
- Need Your Help! Take a 1 1/2 Minutes Survey on Family Business
- Taxation & Representation: Leadership Shifts on Capitol Hill: What It Means for You
- Attention to Seven Tax Priorities Are Critical To Protect Family Businesses
- Weekly Washington Update: Leadership Votes Shape 119th Congress: What You Need to Know
- Help Shape Family Business Policy in 2 Minutes!
- Taxation & Representation: From tax cuts to tariffs, get insights on the future of U.S. policy
- 2024 Post-Election Outlook and Analysis
- Make a Difference Today! Complete Our Pulse Survey
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of November 5.
- Exclusive Briefing: Election Impact & Family Business Strategies Ahead
- Need Your Help! Take a 1 1/2 Minutes Survey on Family Business
- Final Update 2024 Elections: Key Candidate Policy Positions and Post-Election Scenario Analysis
- Ways to Protect Pass-Through Businesses After Tax Cuts and Jobs Act Expiration Is Focus of New Podcast Airing Now
- Exclusive Webcast for Supporters: Insights on Election Impacts & Strategy
- Take Our 2-Minute Family Business Survey Now
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of October 29.
- Mark Your Calendar! Join Us on the Road in Portland, Des Moines, Sacramento, New York City, Newport Beach and Reno
- Quick Survey: Your confidential input will shape critical discussions in D.C.
- Saying It Out Loud, By Pat Soldano. October 2024.
- 90 Seconds = Big Impact for Family Businesses! Take Our Survey Today
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of October 22.
- Three Family Business-based Associations Join to Support Family Businesses, Create Stronger Voice on Capitol Hill
- FEUSA Chairman Loumakis-Calderon Spotlighted as Family Business CEOs to Watch 2024
- An Under Appreciated Risk to Family Legacies
- Compliance with New Corporate Transparency Act Detailed in Webcast with legal Expert Matt Brown
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of October 15.
- A Sustainably Successful Process for an Executive Search
- As Congress Grapples with New Tax Bill, Family Business Tax Priorities Take Center Stage in New Survey From FEUSA
- Need Your Help! Take a 1 1/2 Minutes Survey on Family Business
- Corporate Transparency Act Insights from Matt Brown: Watch the Replay Now
- Elections Edge: A 2024 Elections Weekly Snapshot. October 8.
- Preserve Your Family’s Legacy at the Transitions Fall Event!
- Leadership Building at Family Offices Require a ‘Blueprint,’ says Linda Mack in New Webcast
- Elections Edge: A 2024 Elections Weekly Snapshot. September 2024
- Summary of September Family Business Caucus Roundtable
- Post-Election Tax ‘Armageddon’ Policies Dissected in New Podcast Airing Now
- Family Businesses & the CTA: What You Need to Know Before It’s Too Late
- Elections Edge: A 2024 Elections Weekly Snapshot. September 2024
- Wealth Tax Proposals Proliferate
- Saying It Out Loud, By Pat Soldano. September 2024.
- [WEBCAST] Stay Ahead of Corporate Transparency Regulations: Key Insights for Family Businesses
- Family First: Navigating Success and Succession in Business
- Capitol Hill Tax Teams focus on salvaging key Tax Cuts and Jobs Act provisions
- EY Experts Tackle Long-term Capital Funding Strategies in New Podcast
- Proposals Big and Small: Policy in the September 2024 Presidential Debate
- Last Chance: Have Your Say on Key Expiring Tax Policies
- Taxation & Representation. Senate Finance Committee in Flux
- How Your Shareholder Liquidity Strategy Can Be Made Future-Proof
- ‘Succession Stories’ Podcast Keys in On Succession Planning and Advocacy
- Quick Poll: What Tax Policies Are Most Important to You?
- [WEBCAST] Is Your Family Business Ready for the Corporate Transparency Act?
- On the Road with Pat Soldano & Dave Nemo. Listen to Their Podcast on SiriusXM.
- Your Voice Matters: Tell Us Which Tax Policies Concern You Most
- Don’t Miss the Fall Congressional Caucus Meeting on Family Business & Taxes
- Keep an eye on Small Cap
- Vast Majority of Family Businesses Are ‘Pass Through’ Entities, Get Taxed More, Says National Survey from FEUSA
- New Video Short Available: How Pass-Through Entities Are Unfairly Disadvantaged by Tax Policy.
- Tax-Policy Legislative Priorities for the 119th Congress
- Public Invited: Attend the Fall Congressional Family Business Caucus Meeting
- Urgent: Share Your Top Concerns About Expiring Tax Policies
- Largest Family-Owned Businesses Use Single-Family Offices over Multi-Family Offices, FEUSA Survey Finds
- Saying It Out Loud, By Pat Soldano. August 2024.
- Fall Congressional Family Business Caucus Meeting Set With Focus on Family Enterprise Structure, Expiring Taxes
- We Need Your Input: What Tax Policies Matter Most to You?
- Questions to consider before hiring C-Suite talent for a Family Office. Mack International Webcast Replay.
- Rep. Bishop Signs on to HR 7993 as Co-Sponsor, Giving Bipartisan Support for Reduction in Estate Tax Rates
- Quick Survey: Which Tax Policies Are Your Top Priority?
- Mark Your Calendar! Join Us on the Road in Fort Smith, Denver, Dallas, Brea, Nashville, and Portland
- Tax Cuts Expiring; What Is Most Important To You; One Question Survey
- Don’t Miss Out: Exclusive Wealth Protection Events in NC & AR
- Your Invitation: Sept. 18 Family Business Caucus Focused on Tax Challenges
- Learn, Connect, and Grow: Family Business Transitions Fall 2024
- [ONLY 24 HOURS LEFT TO REGISTER – WEBCAST] Engage with Industry Leaders
- Four National Associations Join with FEUSA to Advocate for America’s Family Businesses
- Prepare for the Future of Your Family Office
- 2025 Tax Armageddon: Taxes After the Election
- Your Voice Matters: Influence Tax Policy Through New Portal
- Join the Movement: Support Policy and Taxation Group and Impact Legislation
- [WEBCAST] Avoid Common Hiring Mistakes
- First and Second Generation Owners Dominate America’s Family Businesses, Says Annual Family Business Survey
- Taxation & Representation: Critical Tax Relief Package Heads to Senate Vote – See What’s Inside
- Register Now for Expert C-Suite Hiring Insights!
- Private Business Transition: An Approach to Optimize Success
- Policy Update: Taxation & Representation
- Saying It Out Loud, By Pat Soldano. July 2024.
- Family Office of Future Will ‘Look Very Different from Today,’ According to Expert Panel at Symposium
- New Membership Level Offered to Non-Family Businesses by Family Enterprise USA
- Pathstone Webcast Replay: Family Vision and Values: The Starting Point of Estate Planning
- Congressional Family Business Caucus Signs 49th House Member
- ‘Next Gen’ Survey Highlights Lack of Communication as Concern in New Smith Family Business Initiative from Cornell
- Stay Informed: Join Our Legislative Quarterly Update Webcast!
- [REGISTER TODAY] Protecting Wealth in Today’s Legislative Environment
- Evaluating Business Structures: The Pros And Cons
- Family Office Workshop: What You Need To Know?
- New Podcasts Focus on Top Concerns Facing Family Office Clients
- [ONLY 36 HOURS LEFT] Estate Planning Essentials: Begin with Family Vision and Values
- Federal Court Partially Halts Noncompete Rule
- WEBCAST ALERT: Integrating Family Vision into Your Estate Planning
- Family Offices Need ‘Wealth 3.0 Mindset’ to Succeed in Future, Says Ultra High Net Worth Institute Founder
- Transform Your Estate Planning: Embrace Family Vision and Values
- Weekly Washington Update: Policy Highlights from the First 2024 Presidential Debate
- Plan Now for The Expiration of the Tax Cut and Jobs Act Says Brown & Streza Legal Expert Matt Brown
- Don’t Miss Our Legislative Update Webcast – Register Today!
- [LIVE EVENT] Secure Your Legacy: Start Estate Planning with Family Vision and Values
- Handing Over the Keys—The Challenges of Reaching Gen Z
- Immediate Implications of Recent Supreme Court Ruling on Moore v. United States
- U.S. Family Businesses Grow Despite Challenges of Inflation, Labor, and Taxes Says Latest Family Business Survey
- [WEBCAST] Unlock Effective Estate Planning: Focus on Family Vision and Values
- Weekly Washington Update: Senate Advances Nuclear Permitting Bill, Hearing on COVID-19 Origins, 2025 Outlook.
- Saying It Out Loud, By Pat Soldano. June 2024.
- ‘Congressional Family Business Update’ Story Featured in Trusts & Estates Magazine
- Focus on the future with these four strategies
- Ten Family Business Leaders Spotlight Succession Issues in Video
- Family Vision and Values: The Starting Point of Estate Planning
- Business Owners Discuss Transition Plans and Estate Tax Issues in New Video
- EY Family Business Experts Explain How to ‘Future Fit’ Shareholder Equity To Avoid Disruption in New Webcast
- New Caucus Video Shows Family Businesses, Family Center Execs Discuss ‘Next Gen’ Issues
- Tax Update: Prepare for 2025 Tax Changes! Senate Forms New Working Groups
- How Do You Future Fit Your Shareholder Liquidity Strategy To Avoid Disruption?
- Distrust By Next Generations Makes Communication with Future Family Business Leaders a Challenge on Key Issues
- Democracy in Action – Our visit to the Congressional Family Business Caucus
- Taxation & Representation. Prepare for 2025: Senate GOP Creates Tax Working Groups
- Videos Feature CK Mondavi’s CEO Brown, Holland Equipment VP Geurink on Managing Workforce and Next Gen
- Congressional Family Business Caucus Roundtable Summary – May 14, 2024
- EY’s Aylward Details How To ‘Stress Test’ Your Family Business & Wealth Transition Planning in New Podcast
- [VIDEO] Reed Family Companies CEO, Jeff Reed, Details Difficulties Finding Qualified Workers in Tough Calif. Market
- Discover New Tax Insights Affecting Your Family Business on June 6
- The Race to November: 2024 Election Preview
- With Focus on ‘Workforce,’ Caucus Leaders Hear Directly from Non-Family Business Employees
- Taxation & Representation: New Disaster Relief Tax Bill Advances. Ways and Means Committee Actions.
- Thinking Of Selling Your Family Business? Here Are Six Key Steps You Need To Take Now
- [WEBCAST] Is your shareholder liquidity strategy future fit to avoid disruption?
- DAC Insights – The Case for Dividend Growth Investing
- Congressional Family Business Caucus Listens to Family Business Succession, ‘Next Gen’ Issues During Latest Meeting
- Weekly Washington Update: FAA Reauthorization and Other House Measures. Bipartisan House Bills.
- Saying It Out Loud, By Pat Soldano. May 2024.
- Taxation & Representation: GOP Shifts Stance: Will Corporate Tax Rates Rise? What It Means for You.
- Next Gen Tells Leaders What They Think of Capitalism, Socialism, and More
- Strategic Liquidity Planning for Family Businesses: Don’t Miss Out! – Gain invaluable insights to ensure your business’s longevity.
- Topics of Succession and Workforce are 2024 Focuses on Leadership Issues Affecting Family Businesses
- Next Gen is Counting on Us to Slow Impact of High Taxes
- Survey and Executives Both Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
- Next-Gen Family Business Survey
- Whittier Trust Executives Detail ‘Core-Satellite’ Estate Planning Technique in Webcast Replay
- Unlock Growth: Mastering Family Business Liquidity Strategies – Learn to balance short and long-term capital needs.
- Taxation & Representation Update: Yellen’s Tax Agenda Unveiled: Dive into IRA Credits & Global Tax Talks.
- Family Business ‘Succession’ Is Topic Set for Congressional Family Business Caucus May 14
- Six Best Practices to Keep Your Business Sale-Ready
- Family Business Survey, Execs Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
- Navigating Generational Success: An Interview with David Brown, CEO of Wyo- Ben
- Taxation & Representation Update: Tax Teams Unveiled: Shape Tomorrow’s Tax Policy!
- Pat Soldano to Speak at IVYFON’s LA Family Office Forum
- Join Our Webcast: Is your shareholder liquidity strategy future fit to avoid disruption?
- The Michalzuk Group Joins Family Enterprise USA as Sponsor
- Common-Sense Bill to Reduce Federal Estate Tax Introduced by Rep. Arrington
- Private Company Governance Summit and Capital Hill Visits
- Business Succession – The Essentials
- April 17 Members Update Call Summary. Discover potential tax policy shifts under a second Trump term or Biden presidency.
- Early Look at 2024 Elections, Legislation with Former Capitol Hill Leaders Mark Begich and Jack Kingston
- Execs Say Estate Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
- Saying It Out Loud, By Pat Soldano. April 2024.
- Taxation & Representation Update: PROTECT Coalition – Dedicated to Preserving the 199A Deduction
- 2024 Growth Predicted for 74% of Family Businesses, National Debt Concerns Revealed in FEUSA’s Latest Survey
- You’re invited to an unparalleled opportunity brought to you by Policy and Taxation Group
- Taxation & Representation Update: Tax Relief Package Update
- Elevate Your Board’s Performance: Join Us at the Private Company Governance Summit
- Would You Like More Income Every Year?
- Uncover the Power of Active Management with Fenimore Asset Management
- Join the Conversation: Unveiling the Latest Family Office Trends – Register Now!
- Legacy and Succession: Navigating Generational Transitions in Business
- Act Now! Get Registered for April Supporters Webcast
- New Video on Family Business ‘Workforce Challenges’ Premieres
- Coy Martin Named to Policy and Taxation Group Board of Directors
- Secure Your Spot! Join Exclusive April Webcast
- Get to Know the Congressional Family Business Caucus in New Video
- Workforce Issues Highlight Latest Family Business Caucus with Co-Chairs Schneider, Tenney, & Arrington Speaking at Event
- Weekly Washington Update: Congress Nears FY 2024 Funding Finish Line: Details Inside
- Calif. State University, Fullerton Inducts Seven Into Family Business Hall of Fame
- Board Building 101: Don’t Miss the Private Company Governance Summit
- Family Business Caucus Meets with Business Leaders and Employees on Capitol Hill
- White House FY2025 Budget Request: Key Tax Takeaways
- White House Releases FY 2025 Budget Tax Priorities
- Taxation & Representation: Biden’s Tax Agenda Unveiled: What You Need to Know. Government Funding Update.
- Core-Satellite Approach To Estate Planning. Safeguarding Wealth, Empowering the Next Generation.
- PATG Names Peterson New Board Chairman as Longtime Chairman Rousch Retires
- HindlePower CEO Discusses Family Business, Manufacturing Challenges, and Succession Planning
- Members of Congress Set to Attend Bipartisan Congressional Family Business March 12 on Capitol Hill
- Taxation & Representation: IRS Crackdown: Unveiling Wealthy Non-Filers Initiative
- Power of Partnership: FEUSA Thanks Collaborators for Record 789 Survey Responses
- Weekly Washington Update: Michigan Primary Surprises: What the Biden & Trump Wins Reveal
- FAQs Posed to this C-Suite Executive Search and Family Office Consulting Firm
- Join Us on March 12: Family Business Workforce Issues Hear personal stories & crucial research findings. RSVP now!
- Unlock Success: Save 25% on Transitions Spring 2024 for Policy and Taxation Group Supporters
- Congressional Family Business Caucus Sets Meeting Schedule for 2024
- Give it away now? Today’s favorable estate tax is set to expire after 2025
- Prenups and Postnups: Safeguarding Your Business Amidst Love and Marriage
- Would You Like More Income Every Year?
- Taxation & Representation: IRS Commissioner to Face Possible Grilling
- Family Businesses Lag Behind Protecting Against Cyber Security Threats, Say EY Cyber and Family Business Experts
- Insights from C Mondavi: Navigating Workforce Challenges in Family Businesses
- Challenges and Successes of Family Business: Insights from Reed Family Companies CEO
- Nurturing Family and Work: The Tradition of Multigenerational Employment
- FEUSA Named New Regional Sponsor of Family Business Association of Calif.
- Tax Implications for Family Business Succession Planning in 2024 and Beyond
- Matt Nielsen Elected to Family Enterprise USA Board of Directors
- 7 Capital Planning Questions For Family Businesses
- Taxation & Representation: Exclusive Update – Tax Bill’s Rollercoaster Ride
- Webcast Replay: Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications for Private Company Sales
- Taxation & Representation: Ways and Means Committee Overwhelmingly Passes Tax Package
- EMA and NFDA Join Family Enterprise USA to Advocate for Family Businesses
- FEUSA Applauds Passage of Bipartisan Legislation Supporting Family-Owned Businesses
- Taxation & Representation: Unveiling the $78B Tax Game-Changer
- Weekly Washington Update: Congress Returns with Government Funding at the Forefront
- Reality Check: U.S. Department of Labor Finalizes Worker Classification Rule
- Policy Update – Taxation & Representation: Tax Bill Talks Extend Into 2024 – What’s Next?
- Family Offices Must Adapt. Next Gen of Family Businesses Take Center Stage.
- Future-Proofing Family Offices: Navigating Generational Shifts
- Webcast Replay: Private Family Trust Companies: What? Why? How?
- Breaking News: Five Key Associations Rally Behind America’s Largest Private Employer
- Taxation & Representation Update For You. Supreme Court Tax Drama Unveiled: Will It Impact Your Finances?
- ACCA Partners with FEUSA to Boost America’s Family Businesses
- Beyond Business: Hancock Lumber’s Commitment to Community and Employees
- A Webcast Replay: Year-End Strategies to Maximize Your Charitable Giving
- Ken Monroe of Holt: Mastering Next Gen and Workforce Challenges
- A Taxation & Representation Update For You
- Upstate NY Events Highlight Family Businesses
- Family Businesses: 74% Thrive 30+ Years, Reveals Research
- Bush Beans’ Chairman Drew Everett Details 100-Year Commitment to Workforce, Community in New Podcast
- Family Business Hydraflow Shines in Orange County Register
- Championing Family Businesses: CRST’s John Smith and FEUSA’s Pat Soldano Take Center Stage
- Your Weekly Washington Updates
- Policy and Taxation Group Meeting Highlights: Tax Policies, Bipartisanship, and Growth
- Last Call: Only a Few Hours Left – Act Now! Year-End Charitable Giving: What You Need to Know
- Hurry, Clock’s Ticking – 24 Hours Left. Giving Back, Moving Forward: Your Guide to Impactful Giving.
- Stay Ahead on Policy Updates. Week in Review: Power Shifts, Funding Battles, and Cryptocurrency Rules.
- How to Make the Most of Your Charitable Giving. Maximize Your Impact: Charitable Giving Strategies Unveiled!
- Unlock the Secrets of Smart Giving in 2023! Reserve Your Spot Now!
- Charitable Giving in 2023 and Beyond: Tax-Smart Strategies and More
- Private Family Trust Companies for Family Enterprises
- Policy Updates: In-depth Analysis of Hydrogen, Taxes, and Power Struggles
- New Pathstone Wealth Management Report Focuses on AI’s Transformative Potential
- Stay Informed: Dive Deeper into Congress with this Weekly Washington Update
- Year-End Charitable Giving Strategies: Learn from the Experts
- Policy Update, Legislative Lowdown, and Tax Worldview
- Webcast Replay: South Dakota Trusts’ Game-Changing Tactics in Family Business Planning
- High Growth for Family Businesses Despite Inflation, Labor, and Recession
- Weekly Washington Policy Updates
- Legislative Update and long awaited Tres and IRS Priority Guidance Plan
- Navigating Company Valuation Amidst Sales & Mergers: IRS Insight
- Chris Thorkelson Provides Insights into Post-Covid Growth, Succession Planning, in New Video
Category: Tax Cuts
- Taxation & Representation Update: What the ongoing shutdown means for your business
- Family Businesses Concerned About Potential New Wealth Tax Act
- Policy and Taxation Update: IRS & Treasury Reshuffle: What It Means for Wealth Preservation
- Taxation & Representation: Shutdown & Tax Changes – Key Updates for Family Offices and Successful Families Ahead
- Constant, Consistent Education with Congress Pays Off in ‘OBBB’ for Family-owned Businesses, Family Offices
- The One, Big, Beautiful Bill Act – Summary and Analysis
- {PODCAST} Top 10 Tax Changes the Senate Will Make to the One Big Beautiful House Bill
- H.R. 1 Tax Title – Summary and Analysis
- Tax Update: House Passes Reconciliation Package
- Tax Update: House Budget Committee Blocks Reconciliation Bill
- House Ways and Means Committee Budget Completes Reconciliation Markup
- Translating the Initial Ways and Means Legislative Language Ahead of Tuesday’s Markup
- Tax Update: Ways and Means Notices Tuesday Markup
- Taxation & Representation: What’s in Reconciliation?
- Taxation & Representation: Trump’s Tariffs & Global Tax Talks: What’s the Impact?
- ‘Ethical Fading,’ Women Investing Events Held at CSUF’s Center for Family Business Feature FEUSA President
- Flash Market Update: The “Liberation Day” Jolt
- Weekly Digest: “Liberation Day”, Florida Special Election, and 199A Provision
- Taxation & Representation: Tax Cuts, Estate Taxes & Budget Updates
- Weekly Washington Update: Congress Pushes for Budget Resolution Before Easter—What’s Next?
- Taxation & Representation: Will Congress Avert a Government Shutdown by March 14?
- Taxation & Representation: Estate Tax Repeal on the Table — Tell Congress Your View
- Family Businesses Crave Consistency and Permanency in New Tax Legislation
- An Appropriate Valentine: House and Senate Stake Budget Positions
- Taxation & Representation: Reconciliation Bill Update: Key Issues to Watch
- Smucker and Daines Re-Introduce Bills to Permanently Extend 199A in IRS Code to Keep Pass-Through Entities Competitive
- Taxation & Representation: Tax Cuts & Business Deductions—Congress Takes Action
- Bipartisan Bill Seeks to Cut Estate Tax—See What It Means for You
- Key Tax Policy Updates from the Ways and Means Committee Hearing (January 22, 2025)
- Saying It Out Loud, By Pat Soldano. January 2025.
- Taxation & Representation: Budget Committee Document Detailing Potential Tax Bill Provisions Circulated
- Taxation & Representation: Navigating the Final Biden Treasury/IRS Guidance
- Taxation & Representation: 2025’s Tax-Writers
- Important Update: Corporate Transparency Act Enforcement Again Suspended
- Saying It Out Loud, By Pat Soldano. December 2024.
- Update: Corporate Transparency Act Reinstated; Filing Deadline Extended
- Will New Tax Policies Protect Your Family Business?
- Taxation & Representation: CBO Breaks Down TCJA Impact—What You Need to Know
- Corporate Transparency Act Compliance Suspended
- The Congressional Review Act: What It Is and How It Might Be Used in the 119th Congress
- Saying It Out Loud, By Pat Soldano. November 2024.
- In Case You Did Not Know: Our Evolving Mission
- Weekly Washington Update: GOP to Reevaluate Energy-Tax Credits: What’s Next?
- Taxation & Representation: Leadership Shifts on Capitol Hill: What It Means for You
- Attention to Seven Tax Priorities Are Critical To Protect Family Businesses
- Weekly Washington Update: Leadership Votes Shape 119th Congress: What You Need to Know
- Taxation & Representation: From tax cuts to tariffs, get insights on the future of U.S. policy
- 2024 Post-Election Outlook and Analysis
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of November 5.
- Final Update 2024 Elections: Key Candidate Policy Positions and Post-Election Scenario Analysis
- Ways to Protect Pass-Through Businesses After Tax Cuts and Jobs Act Expiration Is Focus of New Podcast Airing Now
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of October 29.
- Saying It Out Loud, By Pat Soldano. October 2024.
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of October 22.
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of October 15.
- As Congress Grapples with New Tax Bill, Family Business Tax Priorities Take Center Stage in New Survey From FEUSA
- Elections Edge: A 2024 Elections Weekly Snapshot. October 8.
- Elections Edge: A 2024 Elections Weekly Snapshot. September 2024
- Elections Edge: A 2024 Elections Weekly Snapshot. September 2024
- Wealth Tax Proposals Proliferate
- Capitol Hill Tax Teams focus on salvaging key Tax Cuts and Jobs Act provisions
- Proposals Big and Small: Policy in the September 2024 Presidential Debate
- Last Chance: Have Your Say on Key Expiring Tax Policies
- Quick Poll: What Tax Policies Are Most Important to You?
- Your Voice Matters: Tell Us Which Tax Policies Concern You Most
- Urgent: Share Your Top Concerns About Expiring Tax Policies
- We Need Your Input: What Tax Policies Matter Most to You?
- Quick Survey: Which Tax Policies Are Your Top Priority?
- Tax Cuts Expiring; What Is Most Important To You; One Question Survey
- Your Voice Matters: Influence Tax Policy Through New Portal
- Taxation & Representation Update: PROTECT Coalition – Dedicated to Preserving the 199A Deduction
- Taxation & Representation Update: Tax Relief Package Update
- Weekly Washington Update: Congress Nears FY 2024 Funding Finish Line: Details Inside
- White House FY2025 Budget Request: Key Tax Takeaways
- White House Releases FY 2025 Budget Tax Priorities
- Taxation & Representation: Biden’s Tax Agenda Unveiled: What You Need to Know. Government Funding Update.
- Taxation & Representation: IRS Crackdown: Unveiling Wealthy Non-Filers Initiative
- Weekly Washington Update: Michigan Primary Surprises: What the Biden & Trump Wins Reveal
- Taxation & Representation: IRS Commissioner to Face Possible Grilling
- Taxation & Representation: Exclusive Update – Tax Bill’s Rollercoaster Ride
- Big Tax Changes Ahead: It’s Not Too Early to Think About the Coming 2025 Tax Cliff
- Taxation & Representation: Ways and Means Committee Overwhelmingly Passes Tax Package
- EMA and NFDA Join Family Enterprise USA to Advocate for Family Businesses
- FEUSA Applauds Passage of Bipartisan Legislation Supporting Family-Owned Businesses
- Taxation & Representation: Unveiling the $78B Tax Game-Changer
- Weekly Washington Update: Congress Returns with Government Funding at the Forefront
- Soldano Addresses Tax Issues at Associated Equipment Distributors’ Conference in DC
- Policy Update – Taxation & Representation: Tax Bill Talks Extend Into 2024 – What’s Next?
- Taxation & Representation Update For You. Supreme Court Tax Drama Unveiled: Will It Impact Your Finances?
- A Taxation & Representation Update For You
- Your Weekly Washington Updates
- Stay Ahead on Policy Updates. Week in Review: Power Shifts, Funding Battles, and Cryptocurrency Rules.
- Private Family Trust Companies for Family Enterprises
- Policy Updates: In-depth Analysis of Hydrogen, Taxes, and Power Struggles
- Stay Informed: Dive Deeper into Congress with this Weekly Washington Update
- Policy Update, Legislative Lowdown, and Tax Worldview
- Weekly Washington Policy Updates
- Legislative Update and long awaited Tres and IRS Priority Guidance Plan
- Weekly Washington Update: Taxes, Health Care, Immigration, and More
- Census Report Fuels Child Tax Credit Debate and More Updates
- Comprehensive Updates: Government, Health Care, and Immigration
- Congressional Deadline Looms: What to Expect for Fiscal Year 2024
- FY2024 Budget Request Includes Tax Proposals for Wealthy Americans. Summary and Analysis.
- Biden Budget Proposal, Committee Updates, IRS Leak Investigations, and More
- Taxation & Representation, Senate Confirmation, House Set to Vote, and More
- Why Congress is Choking Family Businesses
- Private Placement Insurance Products
- Congressional Tax Staffers Outline Agenda. Taxation & Representation and Tax Tidbit
- Bipartisan Innovation Act: More Tax Talk. Taxation & Representation and Tax Tidbit
- Navigating “Company Value” in Times of Choppy Market Activity
- Senate Reconvenes. What to Watch. Taxation & Representation and Tax Tidbit
- Latest BBBA Update: SALT and CTC: Taxation & Representation and Tax Tidbit
- February 8th PATG Zoom Addressing Latest Tax Legislation – By Invitation Only
- Estate Tax Projects Within the Treasury’s 2021-2022 Priority Guidance Plan
- Senator Wyden Released Legislation: “Significant Changes To The Taxation Of Partnership Distributions, Allocations, And Gain Recognition Rules”
- Warning; Elimination of Step Up in Basis could destroy your business!
- Contact Congress Asking Them To Sponsor The Estate Tax Rate Reduction Act of 2021
- BREAKING NEWS!! Bipartisan Estate Tax Rate Reduction Bill introduced in both House and Senate today!
- Pat Soldano Speaking at LIDO LIVE Webinar May 19
- White House Releases Topline Spending Proposal
- Tax and Financial Services Week Ahead
- Ways and Means Releases Budget Reconciliation Text
- Taxation & Representation
- Taxation & Representation
- IRS Releases Priority Guidance Plan
- President Trump’s Aug. 8 Tax Executive Orders
- State News – Massachusetts: It’s A Minimum Tax
- Pat Soldano – Speaking at FON – Family Office Network
- Ways and Means to Consider Phase 2 Tax Bill Next Week
- H.R. 6228 Would Permanently Increase Estate Tax & Gift Tax Exemption
- More Than One Bill in Tax Cut 2.0 Package
- Chairman Brady Hopes to Have New Tax Bill by August to Pass in September or October
- The Politics Of It All. Minneapolis Luncheon and Discussion
- White House Plans to Release Phase 2 Tax Package by Summer’s End
- Individual Tax Cut Extension to Get Vote This Year, Ryan Says
- Estate Tax Rate Reduction Legislation
- Tax Cuts, Round 2 In 2018
- Chairman Brady Announces Intention To Have Another Tax Bill In 2018
- Update On Activities Of PATG, FEUSA, And More
- Senate Democrats Pitch Repeal Of Tax Cuts To Fund Infrastructure (Back)
- Tax Policy; The Politics Of It All
- Summary of Tax Cuts and Jobs Act of 2017
- Trump Signs Tax Reform Bill Into Law
- Approval of Conference Committee Report
Category: Taxes
- Inside the SCOTUS Tariff Case: What It Means for You
- Is your business being affected by the “shut down”?
- Taxation & Representation Update: What the ongoing shutdown means for your business
- Family Businesses Concerned About Potential New Wealth Tax Act
- Policy and Taxation Update: IRS & Treasury Reshuffle: What It Means for Wealth Preservation
- Quick Poll: Washington wants to tax unrealized wealth – do you agree?
- Taxation & Representation: Shutdown & Tax Changes – Key Updates for Family Offices and Successful Families Ahead
- Capital Gains Tax Worries Rank High Among Family Business Leaders, New Poll Finds
- Weekly Washington Policy Update: Senate Votes Down CRs, Why Family Offices Must Stay Alert
- Taxation & Representation: What Family Offices and Successful Families Must Know: FY26 Appropriations and OBBBA Updates
- Taxation & Representation: Wealth at risk? Congress debates IRS cuts, OECD exit & new tax credits
- National Restaurant Association CEO Details How Restaurants Benefit from New Tax Bill in Latest Podcast
- Saying It Out Loud August 2025, By Pat Soldano
- Weekly Digest of Alerts: What Policy Shifts Mean for Generational Wealth
- Quick Poll: Concern About Capital Gains Tax
- ‘Communication,’ ‘Succession,’ Top Worries Business Heirs Voice in New ‘Rising Gen’ Survey
- US Economic Outlook July 2025
- Taxation & Representation: Tax Breaks, Tip Deductions & Overtime: What Family Offices and Successful Families Must Know
- Taxation & Representation: Passthrough Deduction May Rise – What It Means for Your Family Office and Successful Families
- Constant, Consistent Education with Congress Pays Off in ‘OBBB’ for Family-owned Businesses, Family Offices
- The One, Big, Beautiful Bill Act – Summary and Analysis
- Quick Poll: Taxed More of Less Due to OBBB
- Tax Update: House Approves Senate Reconciliation Package
- Senate Concludes OBBBA Vote-a-Rama
- Tax Update: Senate Passes Reconciliation Package
- Contact Congress. Ask your Representative to vote for the OBBB as it is passed by the Senate.
- Family Business Governance, Insights on Tax Bill Status Featured in Two New Podcasts
- Contact your representatives in Congress and urge them to Oppose the Elimination of NOL Treatment in Section 461(l)
- Tax Update: Congressional Republicans Racing to Complete Tax Package
- Senate Finance Committee Tax Title – Summary and Analysis
- Quick Poll: Share Your Thoughts on The One Big Beautiful Bill
- Taxation & Representation: Senate Unveils Tax Package That Could Reshape 2025 Policy – Read the Highlights
- Tax Update: Senate Republicans Release Tax Text
- Will “The One Big Beautiful Bill” Deliver for Family Offices? Pat Soldano breaks it down.
- Tax Update: Senate Republicans Finalizing Tax Bill Changes
- Taxation & Representation: Senate Eyes Major Changes to H.R. 1 – What’s at Stake for Family Offices and Successful Individuals
- Women’s Business Owners Group Gains Momentum
- Taxation & Representation: Senate Gears Up to Rewrite House Tax Package – Here’s What’s Changing
- {PODCAST} Top 10 Tax Changes the Senate Will Make to the One Big Beautiful House Bill
- Take Action: Help Family-Owned Businesses Thrive. Support Extension of TCJA
- Snapshots of Family-Owned Businesses Show 80% are Pass Through Entities, Pay Higher Taxes, According to Survey
- Quick Poll: Share Your Thoughts on Income Tax Policy
- Weekly Digest: House OKs Major GOP Tax Bill, H.R. 1 Advances Health Reforms, and more.
- H.R. 1 Tax Title – Summary and Analysis
- Tax Update: House Passes Reconciliation Package
- Tax Update: House Budget Committee Blocks Reconciliation Bill
- House Ways and Means Committee Budget Completes Reconciliation Markup
- Translating the Initial Ways and Means Legislative Language Ahead of Tuesday’s Markup
- Tax Update: Ways and Means Notices Tuesday Markup
- Weekly Washington Tax Update and More: Trump, Johnson Push Back on Tax Hikes for Wealthy
- Saying It Out Loud Special Report May 2025, By Pat Soldano
- Taxation & Representation: What’s in Reconciliation?
- Million Dollar Question: Will the Top 1% See a Tax Increase in 2026
- Saying It Out Loud, By Pat Soldano. April 2025.
- Get Exclusive Access: Expert Tax & Policy Insights for Family Offices
- Taxation & Representation: Trump’s Tariffs & Global Tax Talks: What’s the Impact?
- ‘Ethical Fading,’ Women Investing Events Held at CSUF’s Center for Family Business Feature FEUSA President
- Flash Market Update: The “Liberation Day” Jolt
- Weekly Digest: “Liberation Day”, Florida Special Election, and 199A Provision
- Taxation & Representation: Tax Cuts, Estate Taxes & Budget Updates
- Weekly Washington Update: Congress Pushes for Budget Resolution Before Easter—What’s Next?
- House Members Speak at Event with Focus on Women-Owned Family Businesses
- Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at FMB’s Transitions Spring
- The First 100 Days: Appropriations/ Budget Reconciliation
- House Tax Teams Work to Extend TCJA and Ensure Long-Term Tax Stability
- Taxation & Representation: Will Congress Avert a Government Shutdown by March 14?
- Saying It Out Loud, By Pat Soldano. February 2025.
- Taxation & Representation: Estate Tax Repeal on the Table — Tell Congress Your View
- Family Businesses Crave Consistency and Permanency in New Tax Legislation
- An Appropriate Valentine: House and Senate Stake Budget Positions
- Taxation & Representation: Reconciliation Bill Update: Key Issues to Watch
- Smucker and Daines Re-Introduce Bills to Permanently Extend 199A in IRS Code to Keep Pass-Through Entities Competitive
- Act Now! Get Registered for February Supporters Webcast
- Taxation & Representation: Tax Cuts & Business Deductions—Congress Takes Action
- Bipartisan Bill Seeks to Cut Estate Tax—See What It Means for You
- Key Tax Policy Updates from the Ways and Means Committee Hearing (January 22, 2025)
- Exclusive New Administration and New Congress Insights: Join Our Supporters-Only Webcast on February 4.
- Saying It Out Loud, By Pat Soldano. January 2025.
- Taxation & Representation: Budget Committee Document Detailing Potential Tax Bill Provisions Circulated
- Stay Informed: Join Our Legislative Quarterly Update Webcast for Supporters!
- Taxation & Representation: Navigating the Final Biden Treasury/IRS Guidance
- Taxation & Representation: 2025’s Tax-Writers
- Pulse Survey Shows Top 3 Tax Policies Family Businesses are Concerned about Going in 2025
- Important Update: Corporate Transparency Act Enforcement Again Suspended
- Saying It Out Loud, By Pat Soldano. December 2024.
- Update: Corporate Transparency Act Reinstated; Filing Deadline Extended
- Will New Tax Policies Protect Your Family Business?
- Taxation & Representation: CBO Breaks Down TCJA Impact—What You Need to Know
- Corporate Transparency Act Compliance Suspended
- How to Discover and Stay Informed About Policy and Taxation Group
- The Congressional Review Act: What It Is and How It Might Be Used in the 119th Congress
- Saying It Out Loud, By Pat Soldano. November 2024.
- In Case You Did Not Know: Our Evolving Mission
- Weekly Washington Update: GOP to Reevaluate Energy-Tax Credits: What’s Next?
- Taxation & Representation: Leadership Shifts on Capitol Hill: What It Means for You
- Attention to Seven Tax Priorities Are Critical To Protect Family Businesses
- Weekly Washington Update: Leadership Votes Shape 119th Congress: What You Need to Know
- Taxation & Representation: From tax cuts to tariffs, get insights on the future of U.S. policy
- 2024 Post-Election Outlook and Analysis
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of November 5.
- Exclusive Briefing: Election Impact & Family Business Strategies Ahead
- Final Update 2024 Elections: Key Candidate Policy Positions and Post-Election Scenario Analysis
- Ways to Protect Pass-Through Businesses After Tax Cuts and Jobs Act Expiration Is Focus of New Podcast Airing Now
- Exclusive Webcast for Supporters: Insights on Election Impacts & Strategy
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of October 29.
- Saying It Out Loud, By Pat Soldano. October 2024.
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of October 22.
- An Under Appreciated Risk to Family Legacies
- Elections Edge: A 2024 Elections Weekly Snapshot. Week of October 15.
- As Congress Grapples with New Tax Bill, Family Business Tax Priorities Take Center Stage in New Survey From FEUSA
- Elections Edge: A 2024 Elections Weekly Snapshot. October 8.
- Elections Edge: A 2024 Elections Weekly Snapshot. September 2024
- Post-Election Tax ‘Armageddon’ Policies Dissected in New Podcast Airing Now
- Elections Edge: A 2024 Elections Weekly Snapshot. September 2024
- Wealth Tax Proposals Proliferate
- Capitol Hill Tax Teams focus on salvaging key Tax Cuts and Jobs Act provisions
- Proposals Big and Small: Policy in the September 2024 Presidential Debate
- Last Chance: Have Your Say on Key Expiring Tax Policies
- Taxation & Representation. Senate Finance Committee in Flux
- Quick Poll: What Tax Policies Are Most Important to You?
- Your Voice Matters: Tell Us Which Tax Policies Concern You Most
- Tax-Policy Legislative Priorities for the 119th Congress
- Urgent: Share Your Top Concerns About Expiring Tax Policies
- Fall Congressional Family Business Caucus Meeting Set With Focus on Family Enterprise Structure, Expiring Taxes
- We Need Your Input: What Tax Policies Matter Most to You?
- Rep. Bishop Signs on to HR 7993 as Co-Sponsor, Giving Bipartisan Support for Reduction in Estate Tax Rates
- Quick Survey: Which Tax Policies Are Your Top Priority?
- Tax Cuts Expiring; What Is Most Important To You; One Question Survey
- 2025 Tax Armageddon: Taxes After the Election
- Your Voice Matters: Influence Tax Policy Through New Portal
- Taxation & Representation: Critical Tax Relief Package Heads to Senate Vote – See What’s Inside
- Policy Update: Taxation & Representation
- Stay Informed: Join Our Legislative Quarterly Update Webcast!
- Weekly Washington Update: Policy Highlights from the First 2024 Presidential Debate
- Don’t Miss Our Legislative Update Webcast – Register Today!
- Immediate Implications of Recent Supreme Court Ruling on Moore v. United States
- Weekly Washington Update: Senate Advances Nuclear Permitting Bill, Hearing on COVID-19 Origins, 2025 Outlook.
- Tax Update: Prepare for 2025 Tax Changes! Senate Forms New Working Groups
- Taxation & Representation. Prepare for 2025: Senate GOP Creates Tax Working Groups
- Taxation & Representation: New Disaster Relief Tax Bill Advances. Ways and Means Committee Actions.
- Weekly Washington Update: FAA Reauthorization and Other House Measures. Bipartisan House Bills.
- Taxation & Representation: GOP Shifts Stance: Will Corporate Tax Rates Rise? What It Means for You.
- Topics of Succession and Workforce are 2024 Focuses on Leadership Issues Affecting Family Businesses
- Next Gen is Counting on Us to Slow Impact of High Taxes
- Survey and Executives Both Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
- Taxation & Representation Update: Yellen’s Tax Agenda Unveiled: Dive into IRA Credits & Global Tax Talks.
- Family Business ‘Succession’ Is Topic Set for Congressional Family Business Caucus May 14
- Family Business Survey, Execs Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
- Taxation & Representation Update: Tax Teams Unveiled: Shape Tomorrow’s Tax Policy!
- The Michalzuk Group Joins Family Enterprise USA as Sponsor
- Common-Sense Bill to Reduce Federal Estate Tax Introduced by Rep. Arrington
- April 17 Members Update Call Summary. Discover potential tax policy shifts under a second Trump term or Biden presidency.
- Execs Say Estate Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
- Taxation & Representation Update: PROTECT Coalition – Dedicated to Preserving the 199A Deduction
- Taxation & Representation Update: Tax Relief Package Update
- Weekly Washington Update: Congress Nears FY 2024 Funding Finish Line: Details Inside
- White House FY2025 Budget Request: Key Tax Takeaways
- White House Releases FY 2025 Budget Tax Priorities
- Taxation & Representation: Biden’s Tax Agenda Unveiled: What You Need to Know. Government Funding Update.
- Taxation & Representation: IRS Crackdown: Unveiling Wealthy Non-Filers Initiative
- Weekly Washington Update: Michigan Primary Surprises: What the Biden & Trump Wins Reveal
- Taxation & Representation: IRS Commissioner to Face Possible Grilling
- Tax Implications for Family Business Succession Planning in 2024 and Beyond
- Wealthy Tax Evaders, New Tech Top IRS’s Agenda This Tax Season
- Taxation & Representation: Exclusive Update – Tax Bill’s Rollercoaster Ride
- Webcast Replay: Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications for Private Company Sales
- Big Tax Changes Ahead: It’s Not Too Early to Think About the Coming 2025 Tax Cliff
- Taxation & Representation: Ways and Means Committee Overwhelmingly Passes Tax Package
- EMA and NFDA Join Family Enterprise USA to Advocate for Family Businesses
- FEUSA Applauds Passage of Bipartisan Legislation Supporting Family-Owned Businesses
- Taxation & Representation: Unveiling the $78B Tax Game-Changer
- Weekly Washington Update: Congress Returns with Government Funding at the Forefront
- Reality Check: U.S. Department of Labor Finalizes Worker Classification Rule
- Soldano Addresses Tax Issues at Associated Equipment Distributors’ Conference in DC
- Policy Update – Taxation & Representation: Tax Bill Talks Extend Into 2024 – What’s Next?
- Taxation & Representation Update For You. Supreme Court Tax Drama Unveiled: Will It Impact Your Finances?
- A Taxation & Representation Update For You
- Upstate NY Events Highlight Family Businesses
- Family Businesses: 74% Thrive 30+ Years, Reveals Research
- Join the Movement: Rally for Family Businesses by Contacting Congress Now
- Your Weekly Washington Updates
- Stand Up for Family Businesses: Take Action Now.
- Policy and Taxation Group Meeting Highlights: Tax Policies, Bipartisanship, and Growth
- Stay Ahead on Policy Updates. Week in Review: Power Shifts, Funding Battles, and Cryptocurrency Rules.
- Private Family Trust Companies for Family Enterprises
- Policy Updates: In-depth Analysis of Hydrogen, Taxes, and Power Struggles
- New Pathstone Wealth Management Report Focuses on AI’s Transformative Potential
- Stay Informed: Dive Deeper into Congress with this Weekly Washington Update
- Policy Update, Legislative Lowdown, and Tax Worldview
- Weekly Washington Policy Updates
- Legislative Update and long awaited Tres and IRS Priority Guidance Plan
- Navigating Company Valuation Amidst Sales & Mergers: IRS Insight
- Key Industry Leaders Gather: Congressional Family Business Caucus
- Weekly Washington Update: Taxes, Health Care, Immigration, and More
- Census Report Fuels Child Tax Credit Debate and More Updates
- Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus!
- Comprehensive Updates: Government, Health Care, and Immigration
- Congressional Deadline Looms: What to Expect for Fiscal Year 2024
- Your Voice Matters: Contact Your Representatives in Congress Today!
- Brownstein’s Tax Team Discusses the Future of Taxes
- Stand Up for Change: Urge Your Representatives to Halt Harmful Policies and Excessive Regulation!
- Last Chance to Join Free Webcast – Discover the Future of Insurance & Risk Management
- Register Today for Wednesday Webinar – The Latest Risk Management Solutions That Are Creating a Positive Impact
- Adapting to Unprecedented Challenges: Register Now for Our Insurance Market Webcast!
- The Future of Hardworking Taxpayers Depends on You! Contact Your Representatives Today!
- Take One Minute to Make an Impact. Support Hardworking Taxpayers.
- Discover the Future of Insurance: Join Our Webcast on August 16th!
- Webcast Alert: Insurance Market Trends and Risk Solutions – Register Now!
- Time is Running Out! Contact Your Representatives Now to Support Family Businesses!
- Legislative Lowdown: IRS Whistleblowers, Tax Credits, and More
- Potential ‘Audit Storm’ Brewing for High Net-Worth Individuals, Says Business Evaluation Expert MPI
- Don’t Let Family Businesses Down! Support the Congressional Family Business Caucus!
- Family Businesses Need Your Help! Contact Your Representatives Today!
- Supreme Court to Hear Landmark Case on Constitutionality of Taxes on Unrealized Gains
- Make Your Voice Count: Engage with Your Local Representatives for Change
- Weekly Washington Update: Impeachment, Dobbs Anniversary, Economic Bills, and More
- House Approves GOP Tax Package, But SALT Relief Still in Limbo
- Attention Entrepreneurs: Help Shape the Future of Family Businesses – Contact Your Representatives Today!
- Calling All Supporters of Family Businesses: Act Now to Support the Congressional Family Business Caucus!
- Tax Policy Updates, Tax-Reform Proposal, Proposed Rules, and More
- Is the IRS Preparing for Audit Storm Among High Net-Worth Individuals?
- Debt-Ceiling Deal Proposes Adjustment to IRS Funding and More
- Debt-Ceiling Deal Update, Bipartisan 1099-K Proposal, Supreme Court Ruling, and More
- Make Your Voice Heard: Contact Your Representatives Now
- June 2nd Event: Important Tax Issues Affecting Successful Individuals, Family Offices and Family Businesses
- Treasury and IRS Issue Guidance, Senate Scrutinize Tax Practices, Tax Writers Assert Jurisdiction Over Agreement
- June 1st Event: Critical Tax Issues Impacting Successful Individuals, Family Offices and Family Businesses
- It’s Time to Speak Up: Contact Your Representatives Now
- Your Voice Matters! Contact Your Representatives Today.
- Debt-Limit Increase Discussions, Taiwan Tax-Treaty, Energy & Solar, and More
- We Need Your Help! Contact Your Representatives in Congress. Do It Now!
- The Future of the Successful Businesses: What to Expect with Tax Reform
- High Hopes for New Congressional Family Business Caucus
- May 16th Event: Tax Reform and Family Businesses Under Congressional Review
- Laird Coatings Founder Ed Laird Hands Over Reigns to Next Generation
- How the New Tax Law Will Affect Family Businesses: A Congressional Perspective
- House Passes GOP Debt-Ceiling Bill, With Cuts to Spending and Green Energy Incentives
- Green-Energy Tax Credits, Proposal Faces Rejection, Business Tax-Incentive, and More
- May 10th Tax Policy Event Focuses On Family Businesses
- Treasury and IRS Under the Spotlight, SALT New Proposal, FedEx Court Victory, and More
- The Power of America’s Family Businesses is All in the Numbers
- Study Finds High Personal Tax Levels Concern Largest US Private Employer: Family Businesses
- Debt Ceiling Negotiation, FY2024 Budget Hearings, Lower Energy Costs Act, and More
- FY2024 Budget Request Includes Tax Proposals for Wealthy Americans. Summary and Analysis.
- Biden Budget Proposal, Committee Updates, IRS Leak Investigations, and More
- Taxation & Representation, Senate Confirmation, House Set to Vote, and More
- Inheritance VS. Private Capital
- Ways and Means Potential Legislative Agenda
- U.S. Debt Limit: Current Landscape and Key Takeaways
- Lawmakers Look to 2023 for Tax Priorities Following Omnibus Passage
- Omnibus Funding Bill Scraps Most Tax Provisions; Includes Retirement Savings Bill
- Looking Ahead: State Policy Trends for 2023
- Washington Updates – Rail Strike, Health Care, Tax, & More
- The Use Of Defined Value Gift Clauses
- 118th Congress Tax Agenda. Taxation & Representation.
- Post-Midterms Analysis
- PODCAST: 2022 Midterm Panel Post-Election Follow Up
- Is a For-Profit Family Office Right for You?
- Analysis of the Mid-Term Elections
- 2022 Midterms Post-Election Outlook and Analysis
- Midterms State of Play. Less Than a Week Out From Election Day.
- PODCAST: Across the Aisle: Upcoming Midterms
- Midterms State of Play. Less Than Two Weeks To Go Until Election Day.
- Legislative Lowdown. Congress Advances Towards CR as Deadline Approaches.
- Legislative Lowdown. Democrats Prepare Another for Expanded CTC.
- Washington Policy Update
- Legislative Lowdown. Taxation & Representation.
- Register Now: ‘More Than Just Money’ Family Business Legacy & Wealth Conference
- House Passes Inflation Reduction Act
- Reconciliation Update. Taxation & Representation.
- ‘More Than Just Money’ Family Business Legacy & Wealth Conference
- Senate Concludes Vote-a-Rama, Passes Inflation Reduction Act. Taxation & Representation.
- Special Reconciliation Edition. Taxation & Representation.
- Manchin-Schumer Reconciliation Framework Agreement
- Reconciliation Realignment. Taxation & Representation.
- [Reminder] July 27th Webinar Addressing Latest Tax Legislation – By Invitation Only
- Shifting News About Reconciliation
- Raise Taxes On Small Businesses? Net Investment Income Tax (NIIT).
- Reconciliation Revival? Taxation & Representation.
- Join Us For July 27th Webinar Addressing Latest Tax Legislation
- Register Now to Attend July 27th Webinar Addressing Latest Tax Legislation
- Save The Date: July 27th Webinar Addressing Latest Tax Legislation – By Invitation Only
- Build Back Better Outlook. Taxation & Representation.
- Danger Ahead: Need to Watch Tax Proposals Damaging to Families, Family Enterprises
- Treasury Department Fiscal Year 2023 Budget. Tax Policy Update.
- Tax & Financial Services Week Ahead. Tax Policy Update.
- Taxpayer Fairness Across the IRS. Tax Policy Update.
- Why Congress is Choking Family Businesses
- Private Placement Insurance Products
- Congressional Tax Staffers Outline Agenda. Taxation & Representation and Tax Tidbit
- Navigating “Company Value” in Times of Choppy Market Activity
- Weekly Washington Update. General, Health Care, Tax, and More.
Category: Video Post
- Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises with EY
- Family Business Leaders Discuss ‘Legacy & Longevity’ During Meeting with Caucus Members, Legislative Experts
- Legacy and Longevity: How Congress Can Support the Next Generation of Family Business
- Stronger Together: Building Governance That Preserves Wealth for Generations with Whittier Trust
- Navigating Uncharted Waters in the Insurance Industry with USI
- National Restaurant Association CEO Details How Restaurants Benefit from New Tax Bill in Latest Podcast
- ‘One Big Beautiful Bill’ Wins for Family Business Detailed in New Podcast
- New Podcast Details How to Make Private Equity into Positive Partners
- Smart Strategies for Family Business Success with Rockefeller Global Family Office
- Congress and Family Business: A Policy Win Checklist
- Better Together: Strengthening Family Enterprise Teams with CFAR, Inc.
- Family Business Governance
- Award Winning Youth Video Filmmaker Tackles Importance of Family-Owned Businesses
- Estate Planning for High-Net-Worth Families: Beyond the Basics with Brown & Streza
- The One Big Beautiful Bill (HR 1): A Deep Dive for Family Businesses
- “Charitable Giving and Community Involvement” Event and Congressional Outreach Day – May 2025
- New Webcast & Podcast Explore Family Office Hiring Trends, Family Biz Research with Pat Soldano
- Build a Family Office That Works: New Podcast + Webcast with EY Experts
- Family Business Voices Heard on Capitol Hill – Read the Full Recap by Pat Soldano
- Family-Owned Businesses Essential to American Dream New Luntz Survey Shows
- Demystifying the Family Office: Expert Insights on Structure, Models, and Best Practices with EY
- How Parallel Governance Can Guide Generational Transition with EY
- Family Business and Successful Family Insights from John Gugliada & Pat Soldano – Watch Now
- Get Exclusive Access: Expert Tax & Policy Insights for Family Offices
- Secure Top Talent: 2025 Family Office Hiring Trends Unveiled
- Fenimore Asset Management Experts Discuss ‘Cost of Timing Market’ in New Webcast
- House Members Speak at Event with Focus on Women-Owned Family Businesses
- Inside the First FEUSA Capitol Hill Event of 2025: Spotlight on Women-Owned Family Businesses
- Capitol Hill Experts Take Fresh Look at Congress’ First 100 Days in New Podcast
- The Cost of Timing the Market: Insights for Smarter Investment Strategies – Fenimore Webcast Replay
- Holiday Message from Policy and Taxation Group
- Elections Create ‘Rare Opportunity’ to Make TCJA Tax Bill Permanent, Says Rep. Greg Steube
- Compliance with New Corporate Transparency Act Detailed in Webcast with legal Expert Matt Brown
- Corporate Transparency Act Insights from Matt Brown: Watch the Replay Now
- Leadership Building at Family Offices Require a ‘Blueprint,’ says Linda Mack in New Webcast
- Summary of September Family Business Caucus Roundtable
- New Video Short Available: How Pass-Through Entities Are Unfairly Disadvantaged by Tax Policy.
- Questions to consider before hiring C-Suite talent for a Family Office. Mack International Webcast Replay.
- Pathstone Webcast Replay: Family Vision and Values: The Starting Point of Estate Planning
- Plan Now for The Expiration of the Tax Cut and Jobs Act Says Brown & Streza Legal Expert Matt Brown
- Ten Family Business Leaders Spotlight Succession Issues in Video
- Business Owners Discuss Transition Plans and Estate Tax Issues in New Video
- EY Family Business Experts Explain How to ‘Future Fit’ Shareholder Equity To Avoid Disruption in New Webcast
- New Caucus Video Shows Family Businesses, Family Center Execs Discuss ‘Next Gen’ Issues
- How Do You Future Fit Your Shareholder Liquidity Strategy To Avoid Disruption?
- Distrust By Next Generations Makes Communication with Future Family Business Leaders a Challenge on Key Issues
- Videos Feature CK Mondavi’s CEO Brown, Holland Equipment VP Geurink on Managing Workforce and Next Gen
- Congressional Family Business Caucus Roundtable Summary – May 14, 2024
- [VIDEO] Reed Family Companies CEO, Jeff Reed, Details Difficulties Finding Qualified Workers in Tough Calif. Market
- Whittier Trust Executives Detail ‘Core-Satellite’ Estate Planning Technique in Webcast Replay
- Navigating Generational Success: An Interview with David Brown, CEO of Wyo- Ben
- Execs Say Estate Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
- Would You Like More Income Every Year?
- Legacy and Succession: Navigating Generational Transitions in Business
- New Video on Family Business ‘Workforce Challenges’ Premieres
- Get to Know the Congressional Family Business Caucus in New Video
- Workforce Issues Highlight Latest Family Business Caucus with Co-Chairs Schneider, Tenney, & Arrington Speaking at Event
- Family Business Caucus Meets with Business Leaders and Employees on Capitol Hill
- Core-Satellite Approach To Estate Planning. Safeguarding Wealth, Empowering the Next Generation.
- HindlePower CEO Discusses Family Business, Manufacturing Challenges, and Succession Planning
- Prenups and Postnups: Safeguarding Your Business Amidst Love and Marriage
- Family Businesses Lag Behind Protecting Against Cyber Security Threats, Say EY Cyber and Family Business Experts
- Insights from C Mondavi: Navigating Workforce Challenges in Family Businesses
- Challenges and Successes of Family Business: Insights from Reed Family Companies CEO
- Nurturing Family and Work: The Tradition of Multigenerational Employment
- Webcast Replay: Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications for Private Company Sales
- Holiday Message from Policy and Taxation Group
- Webcast Replay: Private Family Trust Companies: What? Why? How?
- Beyond Business: Hancock Lumber’s Commitment to Community and Employees
- A Webcast Replay: Year-End Strategies to Maximize Your Charitable Giving
- Ken Monroe of Holt: Mastering Next Gen and Workforce Challenges
- Breaking Barriers: CEO Sherri Bovino Reveals Secrets to Women’s Success in Male-Dominated Industries!
- Webcast Replay: South Dakota Trusts’ Game-Changing Tactics in Family Business Planning
- Key Industry Leaders Gather: Congressional Family Business Caucus
- Chris Thorkelson Provides Insights into Post-Covid Growth, Succession Planning, in New Video
- Urgent Alert: Family Businesses Misunderstood by Congress – Insights from Luntz & Mulvaney
- Insights on NextGen Leadership Challenges: Stephanie Larscheid in New Family Enterprise USA Video!
- Unsung Heroes: Taxes & Family Businesses – A Must-Watch Video
- Frank Luntz and Mick Mulvaney Sound the Alarm on Congress’ Lack of Understanding of Family Businesses
- New Video Series Highlights the Importance of Community to Family Businesses
- Peter Latta of A. Duie Pyle Discusses Common Sense Policy Making in Family Enterprise USA Video
- Luntz and Mulvaney Ask: ‘Is Democracy at Risk?’ in New Video
- Family Business Leaders Hear From Pollster Frank Luntz
- Family Business Leaders Share Insights at Congressional Caucus Meeting
- Caucus Sees Congressmen Schneider, Cuellar Focus on Family Business Awareness
- Family Business Caucus Holds 2nd Meeting in House Budget Committee Room, May 2023
- Laird Coatings Founder Ed Laird Hands Over Reigns to Next Generation
- WEBCAST REPLAY: It’s All Relative; Family Matters in Business Succession
- WEBCAST REPLAY: It’s All Relative; Family Matters in Business Succession
- [VIDEO] New Video Tells The Incredible Story of David Ellen’s Equipment Corp
- [VIDEO] ‘You’re Number One’ Service Mantra Takes Ellen Equipment Corp. to $56 million in 8 Years
- [VIDEO] Transitioning For the Future, Cutting Red Tape Is Key to Success for GoodFellow Bros.
- [VIDEO] Family Trust Agreements, Community Giving Spotlighted in New Video with Thompson Realty
- [VIDEO] Not Waiting for the Government, IRC’s CEO Creates Company Training Center
- Training the Next Generation is Key to Success for California’s Lippow Development
- Pass-Through Entities Explained
- Happy Holidays From Policy and Taxation Group
- WEBINAR REPLAY: Business Owners 2022 Family Business Survey Review
- WEBINAR REPLAY: Business Owners 2022 Family Business Survey Review
- WEBINAR REPLAY: Linda C. Mack of Mack International Talks About Recruiting and Retention Strategies
- WEBINAR REPLAY: Linda C. Mack of Mack International Talks About Recruiting and Retention Strategies
- WEBINAR REPLAY: How Butterball Farms Harnessed the Power of Collaboration to Stabilize a Workforce
- WEBINAR REPLAY – Business Valuation: From Estate Planning to Exit Planning
- Peters Speaks with Soldano About Keeping a Multi-Generational Family Business Growing
- Webinar Replay: For Profit Family Office Structure – Is It Right For Your Family?
- Channellock’s DeArment Opens Up on Challenges of Multi-Generational Businesses
- Winning The War on The Wealthy
- Senator Tester of MT, Frank Luntz and COS for Rep David Scott of GA Will Be Speaking
- PATG Supporters Attend Strategic Meetings in Washington, DC To Stop Historic Tax Increases
- Webinar Replay: Introduction to Family Governance
- WATCH: Is Life Insurance A Solution For The Estate Tax?
- How Biden’s Tax Proposals Will Affect 3rd Generation Women Owned Business
- WATCH; Steve Wells, Founding Partner of American Food and Vending Corp: How Will Bidens Tax Proposals Impact His Family Business
- Podcast – Hear Pat Soldano: The Importance of Family Businesses in the US
- WATCH; Casey Roscoe 3rd Generation, Seneca, Eugene, OR; The Impact Of The Estate Tax (Death Tax)
- WATCH; David Plimpton; Inolex CEO; impact of Bidens tax proposal
- PLEASE! Watch short video; Destruction Of Family Businesses; Elimination Of Step Up In Basis!
- VIDEO: Watch 6-minute video with Pat Soldano; “Tax Legislation Issues for Family Businesses”
- VIDEO: Election 2020: Presidential Candidates’ Positions on Individual Tax Policies
- VIDEO: Election 2020 – Presidential Candidates’ Positions on Estate and Wealth Tax Policies
- VIDEO: Election 2020 – Safety and Healthy Workplace Tax Credit
- VIDEO: Corporate Transparency Act
Category: Webcast Replays
- Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises with EY
- Stronger Together: Building Governance That Preserves Wealth for Generations with Whittier Trust
- Navigating Uncharted Waters in the Insurance Industry with USI
- Smart Strategies for Family Business Success with Rockefeller Global Family Office
- Better Together: Strengthening Family Enterprise Teams with CFAR, Inc.
- Estate Planning for High-Net-Worth Families: Beyond the Basics with Brown & Streza
- New Webcast & Podcast Explore Family Office Hiring Trends, Family Biz Research with Pat Soldano
- Build a Family Office That Works: New Podcast + Webcast with EY Experts
- How Parallel Governance Can Guide Generational Transition with EY
- Secure Top Talent: 2025 Family Office Hiring Trends Unveiled
- Fenimore Asset Management Experts Discuss ‘Cost of Timing Market’ in New Webcast
- Capitol Hill Experts Take Fresh Look at Congress’ First 100 Days in New Podcast
- The Cost of Timing the Market: Insights for Smarter Investment Strategies – Fenimore Webcast Replay
- Compliance with New Corporate Transparency Act Detailed in Webcast with legal Expert Matt Brown
- Questions to consider before hiring C-Suite talent for a Family Office. Mack International Webcast Replay.
- Pathstone Webcast Replay: Family Vision and Values: The Starting Point of Estate Planning
- EY Family Business Experts Explain How to ‘Future Fit’ Shareholder Equity To Avoid Disruption in New Webcast
- How Do You Future Fit Your Shareholder Liquidity Strategy To Avoid Disruption?
- Would You Like More Income Every Year?
- Core-Satellite Approach To Estate Planning. Safeguarding Wealth, Empowering the Next Generation.
- Prenups and Postnups: Safeguarding Your Business Amidst Love and Marriage
- Webcast Replay: Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications for Private Company Sales
- Webcast Replay: Private Family Trust Companies: What? Why? How?
- A Webcast Replay: Year-End Strategies to Maximize Your Charitable Giving
- Webcast Replay: South Dakota Trusts’ Game-Changing Tactics in Family Business Planning
- WEBCAST REPLAY: It’s All Relative; Family Matters in Business Succession
- WEBCAST REPLAY: It’s All Relative; Family Matters in Business Succession
- WEBINAR REPLAY: Business Owners 2022 Family Business Survey Review
- WEBINAR REPLAY: Business Owners 2022 Family Business Survey Review
- WEBINAR REPLAY: Linda C. Mack of Mack International Talks About Recruiting and Retention Strategies
- WEBINAR REPLAY: Linda C. Mack of Mack International Talks About Recruiting and Retention Strategies
- WEBINAR REPLAY: How Butterball Farms Harnessed the Power of Collaboration to Stabilize a Workforce
- WEBINAR REPLAY – Business Valuation: From Estate Planning to Exit Planning
- Webinar Replay: For Profit Family Office Structure – Is It Right For Your Family?
- Webinar Replay: Introduction to Family Governance

Popup Themes

Categories

Type

Module Width

Scope