Feb 3, 2021 | Family Businesses, Family Enterprise USA, In The News, Video Post, Watch & Listen
Pat Soldano welcomed Members to the call, which focused on opportunities and challenges for family businesses as well as the estate tax repeal/reduction efforts in the 117th Congress. First, Frank Luntz (FILuntz, Inc) discussed the results of his new survey, which...
Jan 24, 2021 | Family Businesses, Family Enterprise USA, In The News
Hear Frank Luntz talk about what the US will look like in the 117th session of Congress. Brandon Roman of Squire Patton Boggs, Russ Sullivan of Brownstein Hyatt, Farber Schreck, and Senator Mark Pryor (D) speak on possible 117th legislative agenda issues. Other...
Jan 20, 2021 | COVID-19, Family Businesses, In The News
TAX TIDBIT Advancing the Biden Tax Policy Agenda. With Jon Ossoff and Raphael Warnock winning both Senate runoff elections in Georgia last week, the Senate will be evenly divided 50-50 this Congress. A newly sworn-in Vice President Kamala Harris will give Democrats...
Jan 11, 2021 | COVID-19, Family Businesses, In The News
On Sunday, December 27, President Trump signed into law a nearly 6,000-page end-of-year legislative package that included 12 FY 2021 spending bills totaling $1.4 trillion, a $908 billion COVID-19 relief package, the Water Resources Development Act (WRDA), and an...
Jan 4, 2021 | Estate Taxes, Family Businesses, Family Enterprise USA, Taxes
We are pleased to tell you about an upcoming virtual luncheon with a focus on family business at which I am speaking. “Family Office Outlook 2021” Silicon Valley / Virtual Forum will be held on January 12th-13th from 8 a.m. until 5:00 p.m. Pacific Time....
Dec 31, 2020 | Family Businesses, Family Enterprise USA, In The News
Join Family Advisor and Performance Coach Dr. Jeremy Lurey in this intimate conversation with Pat Soldano of Family Enterprise USA as they discuss “What Successful Families Need to Know for 2021 & the New Administration.” You don’t want to miss their...
Dec 28, 2020 | Family Business Stories, Family Businesses, In The News
Many members of Congress do not believe that family businesses are sold to pay the estate tax or suffer economically. Family members suffer, employees lose jobs, and the local community loses the charitable giving from the business. Read the story of Anthony...
Dec 23, 2020 | COVID-19, In The News
On Dec. 20, the House and Senate passed H.R. 133, The Consolidated Appropriations Act of 2021. The bill includes a $900 comprehensive package to provide COVID-19 relief to businesses and individuals, including a second round of Paycheck Protection Program (PPP) loans...
Dec 18, 2020 | Family Enterprise USA, In The News, Income Taxes, Taxes
TAX TIDBIT: Who Will Lead OIRA Under Biden? President-elect Joe Biden selected a host of economic experts to serve in top advisory roles early last week. If confirmed, the nominees will hold key positions in the Treasury Department, Council of Economic Advisers and...
Dec 16, 2020 | Family Enterprise USA, In The News, Income Taxes, Taxes
On Nov. 17, the Treasury Department and the Internal Revenue Service (IRS) released the agency’s initial 2020-2021 Priority Guidance Plan (PGP), which will serve as a blueprint for forthcoming regulatory guidance from the agency between July 1 and June 30, 2021. The...
