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Posts by category

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