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Posts by category

• Category: Blog
  • 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
  • Leaders Address Nation as Congress Readies Competing Plans
  • House and Senate Pursuing Separate Strategies on Deficit and Debt Limit
  • 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
  • Kyl Pledges to Push for Estate Tax Relief on Small Business Bill
  • Latest from Capitol Hill on Estate Tax Reform
  • House Passes Permanence Instead of One-Year Freeze
  • 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 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
  • 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
  • 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
  • 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
  • Saying It Out Loud, By Pat Soldano. May 2023.
  • It’s Time to Speak Up: Contact Your Representatives Now
  • Your Voice Matters! Contact Your Representatives Today.
  • We Need Your Help! Contact Your Representatives in Congress. Do It Now!
  • High Hopes for New Congressional Family Business Caucus
  • 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.
  • 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
  • [Last chance] Register For the March 8th Legislative and Political Updates Webinar
  • 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
  • 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
  • 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: In The News
  • 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
  • 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: Multi Generational Business
  • 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: Pat Soldano
  • 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
  • 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
  • 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: Tax Cuts
  • 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
  • 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
  • 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: Webinar Replays
  • 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

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