May 16, 2022 | Family Businesses, Family Enterprise USA, Family Enterprise USA Action, Family Owned Business, In The News
New this year! Capitol Hill Visits, Sponsored by Family Enterprise USA/Policy and Taxation Group; Meet with members of Congress and tell them your family/private business story Creation of New Congressional Family Business Caucus to Be Announced On Capitol Hill During...
May 14, 2022 | Family Enterprise USA Action, In The News
Kip Peterson has been named to the Policy and Taxation Group’s Board of Directors, it was announced May 12, 2022. The announcement of Peterson was made by the group’s president Pat Soldano. Policy and Taxation Group is the advocacy and lobbying arm of Family...
May 12, 2022 | Family Business Stories, Family Businesses, Family Enterprise USA, In The News, Income Taxes
Thank you to the Orange County Business Journal for publishing this article. It’s hard to imagine our legislators working to undermine the largest economic engine in this country, an engine that generates $7.7 trillion of GDP a year and accounts for 54% of the private...
May 12, 2022 | In The News, Income Taxes, Taxes
Thank you to The Madison Group for this M Financial Whitepaper Many family businesses and multigenerational businesses use private placement insurance. This article may help those businesses to understand private placement insurance better. This White Paper is to...
May 11, 2022 | Budget Deficit, In The News, Income Taxes, Taxes
Congressional Tax Staffers Outline Agenda. Several senior staffers on the House Ways and Means Committee and the Senate Finance Committee—Andrew Grossman, Courtney Connell, Derek Theurer and Tiffany Smith—participated in a conference on tax legislation and regulatory...
May 9, 2022 | Family Business Survey, Family Businesses, Family Enterprise USA, Family Owned Business
54 Percent of America’s Family Businesses Added Jobs, New Research Shows America’s family businesses is one of the country’s greatest hidden forces and they are driving the U.S. economy, according to recent research. A contributor of more the $7.7 trillion dollars to...
May 4, 2022 | Family Business Survey, Family Businesses, Family Enterprise USA, Family Owned Business
Denver Family Business Center, Family Business Association of California May Events Key for Family Businesses Family Businesses in America are in the spotlight this month, with eight family business conferences or events scheduled with Family Enterprise USA president...
May 4, 2022 | Budget Deficit, In The News, Income Taxes, Taxes
Bipartisan Innovation Act: More Tax Talk. The conference committee to reconcile the House-passed America Creating Opportunities for Manufacturing, Pre-Eminence in Technology and Economic Strength Act (COMPETES, H.R.4521) and the Senate-passed U.S. Innovation and...
Apr 29, 2022 | Family Businesses, Family Enterprise USA, Family Owned Business, In The News
Thank you to Pathstone, the modern family office, for this report. INTRODUCTION Working closely with SFOs is an important segment of Pathstone’s business and has allowed us the opportunity to understand several common and interrelated trends better. Below is an...
Apr 29, 2022 | In The News, Income Taxes, Taxes
By Joseph C. Hassan, CFA, ASA and Mark E. Lingerfield, ASA, MPI In the uncertainty of this social distancing economy and volatile equity and debt markets, how should business owners and professionals of private companies think about company value and the impact on...
