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Weekly Washington Tax Update and More: Trump, Johnson Push Back on Tax Hikes for Wealthy

Weekly Washington Tax Update and More: Trump, Johnson Push Back on Tax Hikes for Wealthy

May 5, 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. Budget Reconciliation Outlook—Committees Schedule Markups as Congress Addresses Details of...
Demystifying the Family Office: Expert Insights on Structure, Models, and Best Practices with EY

Demystifying the Family Office: Expert Insights on Structure, Models, and Best Practices with EY

May 2, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Podcast, Video Post, Watch & Listen

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click Here. In this insightful episode of the Family Enterprise USA podcast, host Pat Soldano welcomes Catherine Fankhouser and John Fitton, Family Office...
Saying It Out Loud Special Report May 2025, By Pat Soldano

Saying It Out Loud Special Report May 2025, By Pat Soldano

May 2, 2025 | Family Businesses, Family Business Caucus, Family Enterprise USA, Family Owned Business, Income Taxes, Pat Soldano, 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. By Patricia M. Soldano President Family Enterprise USA Who Should Pay More Taxes? Hard-Working...
How Parallel Governance Can Guide Generational Transition with EY

How Parallel Governance Can Guide Generational Transition with EY

May 2, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Video Post, Watch & Listen, Webcast Replays

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. Complex family and business dynamics can derail the generational transition of a family enterprise....
Community Involvement Highlights May 14 Meeting with Members of the Congressional Family Business Caucus

Community Involvement Highlights May 14 Meeting with Members of the Congressional Family Business Caucus

May 1, 2025 | Family Businesses, Family Business Caucus, Family Enterprise USA, 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. Community Involvement Highlights May 14 Meeting with Members of the Congressional Family Business...
Taxation & Representation: What’s in Reconciliation?

Taxation & Representation: What’s in Reconciliation?

Apr 30, 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. Budget Reconciliation Outlook—Committees Schedule Markups as Congress Addresses Details of...
Estate Planning for High-Net-Worth Families: Beyond the Basics

Estate Planning for High-Net-Worth Families: Beyond the Basics

Apr 29, 2025 | Family Businesses, Family Owned Business

Register Now May 30, 2025 | 10:00 AM – 11:00 AM PDT “Estate Planning for High-Net-Worth Families: Beyond the Basics”   When it comes to estate planning for high-net-worth and ultra-high-net-worth families, the basics are just the beginning. Join us...
Million Dollar Question: Will the Top 1% See a Tax Increase in 2026

Million Dollar Question: Will the Top 1% See a Tax Increase in 2026

Apr 28, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Podcast, 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 Enterprise USA Reaches Million Member Milestone with Outreach to Associations with Family-Owned...
Saying It Out Loud, By Pat Soldano. April 2025.

Saying It Out Loud, By Pat Soldano. April 2025.

Apr 26, 2025 | Family Businesses, Family Business Caucus, Family Enterprise USA, Family Owned Business, Income Taxes, Pat Soldano, 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. By Patricia M. Soldano President Family Enterprise USA House, Senate Leave Capitol Hill as ‘One, Big,...
2 Days Left to Register: How Parallel Governance Can Guide Generational Transition

2 Days Left to Register: How Parallel Governance Can Guide Generational Transition

Apr 23, 2025 | Family Businesses, Family Owned Business

Register Now for the April 25 Webcast: Starting at 10:00 AM Pacific Time “How Parallel Governance Can Guide Generational Transition”   Complex family and business dynamics can derail the generational transition of a family enterprise. Addressing this risk...
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  • Register Today: Tax Implications of Entity Choice for Family Enterprises
  • Charitable Giving: DAFs vs. Private Foundations
  • Don’t Miss It: Tax Trade-offs of Pass-throughs vs. Corporations Explained
  • Legacy and Longevity: How Congress Can Support the Next Generation of Family Business
  • Join Us at Transitions Fall 2025 – Enjoy 20% Off Registration
  • Stronger Together: Building Governance That Preserves Wealth for Generations with Whittier Trust
  • Taxation & Representation: Shutdown & Tax Changes – Key Updates for Family-Owned Businesses Ahead
  • Webcast: Choosing the Right Entity for Your Family-Owned Business
  • Federal Agencies Prepare Plans for Shutdown
  • Capital Gains Tax Worries Rank High Among Family Business Leaders, New Poll Finds
  • President Trump Announces a Series of Product-Specific Tariffs

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