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Tax Update: House Approves Senate Reconciliation Package

Tax Update: House Approves Senate Reconciliation Package

Jul 3, 2025 | Family Businesses, Estate Taxes, Family Owned Business, Income Taxes, Taxes

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Today, the House approved the Senate’s version of Republicans’ multi-trillion-dollar reconciliation...
PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses

PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses

Jul 2, 2025 | Family Businesses, Estate Taxes, Family Owned Business

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Policy and Taxation Group Creates Advisory Board to Guide Critical Tax, Economic Policies for Family...
Senate Concludes OBBBA Vote-a-Rama

Senate Concludes OBBBA Vote-a-Rama

Jul 1, 2025 | Family Businesses, Estate Taxes, Family Owned Business, Income Taxes, Taxes

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. The Senate approved a revised version of the One Big Beautiful Bill Act (OBBBA) (H.R. 1) on July 1,...
Tax Update: Senate Passes Reconciliation Package

Tax Update: Senate Passes Reconciliation Package

Jul 1, 2025 | Family Businesses, Estate Taxes, Family Owned Business, Income Taxes, Taxes

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Moments ago, the Senate passed Republicans’ multi-trillion-dollar reconciliation package, known as the...
Contact Congress. Ask your Representative to vote for the OBBB as it is passed by the Senate.

Contact Congress. Ask your Representative to vote for the OBBB as it is passed by the Senate.

Jun 30, 2025 | Family Businesses, Family Owned Business, Taxes

Senate’s ‘Vote-A-Rama’ Keeps Family Business-related Amendments on the Line Today, Senate voting continues on numerous filed amendments affecting family-owned businesses. Called the “vote-a-rama,” Republicans and Democrats are finalizing their votes on amendments to...
Saying It Out Loud June 2025, By Pat Soldano

Saying It Out Loud June 2025, By Pat Soldano

Jun 28, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Pat Soldano

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click Here. By Patricia M. Soldano President Family Enterprise USA New Study Says College Students Ponder ‘Legacy,’ ‘Succession,’ and ‘Generating Revenue’...
2024-25 Family Business Rising Gen Survey: Communication is Still Key

2024-25 Family Business Rising Gen Survey: Communication is Still Key

Jun 28, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Next Gen

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click Here. The 2025 Rising Gen Survey probed current college students enrolled in family business or entrepreneurship courses about what was most important...
Family Business Governance, Insights on Tax Bill Status Featured in Two New Podcasts

Family Business Governance, Insights on Tax Bill Status Featured in Two New Podcasts

Jun 27, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Taxes

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Family Business Governance, Insights on Tax Bill Status Featured in Two New Podcasts from Family...
Contact your representatives in Congress and urge them to Oppose the Elimination of NOL Treatment in Section 461(l)

Contact your representatives in Congress and urge them to Oppose the Elimination of NOL Treatment in Section 461(l)

Jun 26, 2025 | Family Businesses, Family Owned Business, Taxes

Your Voice Can Help Stop a $9 Billion Small Business Tax Hike Currently Secction 461(l) of the tax code currently says pass-through taxpayers cannot deduct “excess business losses” (i.e., losses above a cap of $250k for individuals and $500k for couples) in the...
[WEBCAST] Why Should We Care About Teams?

[WEBCAST] Why Should We Care About Teams?

Jun 26, 2025 | Family Businesses, Family Owned Business

Register Now June 27, 2025  | 10:00 AM – 11:00 AM PDT “Better Together: Strengthening Family Enterprise Teams”   Join us for a webcast featuring Eliza Orleans, Principal at CFAR. How can family business leaders design and motivate teams across the...
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Family Business News

  • Your Voice Matters More Than Ever
  • Become an Advocate Who Gets Results – Here’s How
  • Rep. Correa, Rep. Tran Staff Hear Issues Facing Women Business Owners in Southern California
  • Preserving Legacy Beyond the Operating Business: Evolving from Operator to Investor
  • [WEBCAST] Learn to Advocate. Step by Step. We will walk you through it.
  • Saying It Out Loud November 2025, By Pat Soldano
  • Quarterly Legislative and Political Update Webcast, November 2025
  • From Vision to Venture: An Entrepreneur’s Guide to Launching a Lasting Business
  • Regional Banking Powerhouse, Bank OZK, Details Growth in Uncertain Landscape in New Podcast
  • CR Signed, Sealed and Delivered: Government Reopens
  • Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood webcast with Pathstone

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